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Business Services Locare Agreement

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BUSINESS SERVICES LOCARE AGREEMENT

This Business Services Locare Agreement (the Agreement) is entered into as of by and between:

Service Provider Name:

Client Name:

RECITALS

WHEREAS, Service Provider is engaged in the business of providing business services and related locare services including but not limited to site selection, coordination of third-party vendors, temporary location management, and operational support; and

WHEREAS, Client desires to retain Service Provider to perform certain services in accordance with the terms and subject to the conditions of this Agreement, and Service Provider is willing to perform such services for Client;

WHEREAS, the parties intend that this Agreement govern the performance, payment, confidentiality, and other obligations of the parties with respect to the services described herein.

SCOPE OF WORK

Service Provider shall provide the services described below (Services). The Services shall be performed in a professional and workmanlike manner consistent with industry standards.

PAYMENT TERMS

In consideration for the Services, Client shall pay Service Provider as set forth below. All amounts are in United States Dollars unless otherwise stated.

All payments not timely paid shall bear interest at the rate set forth in the Late Fee field above and Client shall be responsible for reasonable collection costs, including attorneys' fees, to the extent permitted by law.

TERM AND TERMINATION

This Agreement shall commence on and shall continue until unless earlier terminated as provided herein.

Either party may terminate this Agreement for cause if the other party materially breaches any obligation and fails to cure such breach within thirty (30) days after written notice. Termination for nonpayment shall be effective ten (10) days after written notice if payment is not received.

CONFIDENTIALITY

Each party acknowledges that it may receive Confidential Information of the other. "Confidential Information" means non-public business, technical and financial information designated as confidential or that reasonably should be understood to be confidential. Each recipient shall (i) hold Confidential Information in strict confidence, (ii) not disclose it to third parties except to employees or contractors who need to know and who are bound by confidentiality obligations, and (iii) use it solely to perform obligations under this Agreement. Confidential obligations survive termination for a period of three (3) years, except that trade secrets shall be protected for as long as they remain trade secrets under applicable law.

INDEPENDENT CONTRACTOR; INSURANCE

Service Provider is an independent contractor and nothing in this Agreement creates an employment relationship, joint venture, or partnership. Service Provider shall be responsible for all employment taxes and any insurance required to perform the Services and shall maintain commercially reasonable insurance coverages.

INDEMNIFICATION AND LIMITATION OF LIABILITY

Each party shall indemnify, defend and hold harmless the other from claims arising from its gross negligence or willful misconduct. Except for breaches of confidentiality or indemnification obligations, neither party shall be liable to the other for consequential, incidental, special or punitive damages. The aggregate liability of either party for any claim under this Agreement shall not exceed the total fees paid to Service Provider under this Agreement in the twelve (12) months preceding the claim.

NOTICES

All notices under this Agreement shall be in writing and delivered to the addresses set forth above or to such other address as either party may designate by notice in accordance with this section. Notices shall be deemed given when delivered personally, sent by nationally recognized overnight courier, or three (3) days after deposit in the U.S. mail, postage prepaid.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of law principles.

ENTIRE AGREEMENT

This Agreement, including any attachments or schedules executed by the parties, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, representations and understandings. Any amendment must be in writing and signed by authorized representatives of both parties.

MISCELLANEOUS

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain in full force and effect. The parties acknowledge that monetary damages may be inadequate and that equitable relief, including injunctive relief, may be appropriate to enforce the terms of this Agreement.

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What the Business Services Locare Agreement Is and when it applies

The Business Services Locare Agreement is a written contract used to govern the provision, location, and terms of business services between a service provider and a client. It defines scope of services, service locations or site access rights, payment terms, responsibilities for equipment or facilities, confidentiality obligations, effective and termination dates, and any insurance or indemnity requirements. For many organizations this agreement documents recurring service delivery terms and clarifies operational control when services are performed on the client’s premises or at a designated third-party location.

Why this agreement matters for service delivery and risk control

A clear Locare Agreement reduces disputes by assigning responsibilities for site access, safety, equipment, and payment terms. It also records the parties’ consent to performance locations and operational constraints, which helps manage liability and insurance coverage during on-site work.

Why this agreement matters for service delivery and risk control

Who typically prepares and signs a Business Services Locare Agreement

Common users include operations managers, procurement teams, outside vendors, and in-house counsel involved in site-based services.

  • Operations and Facilities Managers responsible for site access, safety protocols, and scheduling of vendor work at client locations.
  • Procurement and Purchasing who negotiate payment, scope, and contract term details with service providers and third-party vendors.
  • Legal and Compliance teams who review indemnity, insurance, data protection, and any regulatory obligations tied to the service location.

The agreement is signed by authorized representatives from both parties; ensure signatory authority is documented and unchanged in corporate records.

Core elements to include in a professional Locare Agreement

A complete agreement reduces ambiguity and speeds approvals. The following elements are routinely included to set clear expectations for on-site services.

Scope

Detailed description of tasks, deliverables, and service limits so each party understands responsibilities and excludes unrelated activities.

Location

Precise service locations, access points, hours, and any site-specific rules or required credentials for personnel entering the premises.

Payment Terms

Rates, invoicing schedule, accepted payment methods, late fees, and any holdback or milestone payments tied to location-based milestones.

Insurance

Required insurance types and minimum limits, certificate of insurance requirements, and naming the client as additional insured where appropriate.

Safety & Compliance

Site safety procedures, required training or PPE, background check obligations, and compliance with facility-specific regulations.

Data & Confidentiality

Controls for on-site data access, handling of customer information, any HIPAA or FERPA considerations, and required confidentiality language.

Step-by-step: completing and executing the agreement

Use this sequence to prepare, review, sign, and distribute the finalized agreement.

  • 01
    Draft: Populate fields and attach exhibits.
  • 02
    Review: Legal, safety, and procurement sign-off.
  • 03
    Sign: Authorized representatives execute the document.
  • 04
    Distribute: Send final copies to stakeholders and retain records.

Digital workflow settings to configure for online completion

Configure your signing workflow to match review, authentication, and retention needs before sending the agreement for signature.

Field Configuration
Signer Order Choose sequential or parallel signing to match approval flow.
Authentication Level Select email, SMS code, or knowledge-based verification as required.
Required Fields Mark signature, date, and initials as mandatory.
Retention Settings Enable long-term storage and export formats for auditability.

How online completion and routing typically work

A standard e-signature workflow moves the document from sender to signer, captures consent and audit data, and returns a signed copy to all parties.

  • Upload: Sender uploads the agreement to the signing platform.
  • Place Fields: Sender adds signature, date, and conditional fields where needed.
  • Authenticate: Signer verifies identity via chosen method.
  • Complete: Signed document and audit trail are stored and distributed.

Technical and security considerations for eSubmission

Confirm the platform supports required authentication, storage, and export formats before collecting electronic signatures.

  • Document formats: PDF, DOCX, and PDF/A supported
  • Integrations: Connects with CRMs and cloud storage
  • Security: TLS and AES encryption

Ensure any selected provider offers audit trails and the ability to export signed records for legal or regulatory review.

Typical timing and processing expectations for Locare agreements

Timelines depend on internal review cycles, required insurance verification, and whether notarization or witness signatures are necessary.

Internal Review:

Allow 3–10 business days for legal and operations review.

Insurance Verification:

Certificate checks can add 2–5 business days.

Execution Window:

Signing typically occurs within 1–7 days after approvals.

Notarization Time:

Add scheduling time if in-person or RON notarization is required.

Record Distribution:

Final copies are usually distributed immediately after signing.

Common errors to avoid when preparing the agreement

  • Using an informal or ambiguous service description that leads to differing expectations and potential scope disputes during performance.
  • Failing to verify insurance certificates or listing incorrect minimum limits, which may leave a party underinsured for site activities.
  • Entering an incorrect legal entity name or signer title, which can delay enforcement and require re-execution of the agreement.
  • Neglecting required site-specific safety or data protection clauses, exposing parties to regulatory or third-party liability risks.

Legal and financial risks of an incorrect or incomplete agreement

Contract Voidance: Risk of unenforceable terms
Liability Exposure: Potential uninsured losses
Regulatory Fines: HIPAA or safety violations
Operational Delays: Service interruptions and rework
Tax Consequences: Incorrect withholding obligations
Reputational Harm: Damaged business relationships

Representative eSignature pricing and capability comparison for executing the agreement

Compare common vendor pricing and features relevant to signing and storing Locare Agreements. signNow is listed first per standard comparison format.

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 by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Available (plan-dependent) Available (plan-dependent) Available (plan-dependent) Available (plan-dependent) Available (plan-dependent)
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA available) Verify per plan Verify per plan Verify per plan Verify per plan

Real-world examples of similar agreements in use

These brief customer scenarios show how organizations use online signing and standardized agreements to speed execution and preserve compliance.

Optica Ventures LLC

The interface is simple and easy-to-use for our team.

  • Staff adoption was rapid and consistent.
  • Optica reduced turnaround on site-service agreements and improved customer clarity by keeping signed agreements centralized with auditable records.

Martin Properties

I can process and execute all of these documents online with 100% compliance.

  • Mobile signing enabled on-site execution.
  • Martin Properties reported fewer scheduling delays and faster vendor onboarding when agreements were signed electronically before arrival on site.

Frequently asked questions and practical answers

Answers to common questions about validity, signatures, notarization, and recordkeeping for Business Services Locare Agreements.


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