Establishing secure connection…Loading editor…Preparing document…

Business Services SGIP

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS SERVICES SGIP

This Business Services SGIP Agreement (the Agreement) is made and entered into as of Effective Date: by and between Service Provider: with a principal place of business at and Client: with a principal place of business at .

WHEREAS

WHEREAS, Service Provider possesses expertise and experience in providing business services related to state and local incentive program administration, technical assistance and grant processing (collectively, the Services); and

WHEREAS, Client desires to engage Service Provider to perform the Services described herein under the terms and conditions of this Agreement, and Service Provider is willing to provide such Services to Client in accordance with this Agreement.

WHEREAS, the parties intend that certain deliverables and confidential information be protected and that compensation, term, and termination rights be set forth herein.

1. PARTIES & CONTACT INFORMATION

2. SCOPE OF WORK

Service Provider shall perform the Services described below and deliver the Deliverables in accordance with the schedule and standards set forth in this Agreement. Service Provider will provide qualified personnel, materials, and supervision necessary to perform the Services professionally and in a manner consistent with industry standards applicable to state and local incentive program administration.

3. PAYMENT TERMS

Client shall pay Service Provider the fees and reimbursements specified in this section in consideration for Services and Deliverables performed in accordance with this Agreement.

All fees are payable in U.S. dollars. Service Provider shall submit invoices itemizing Services performed and reasonable expenses. Unless otherwise agreed in writing, payments not received within Invoice Payment Due (days) shall accrue the Late Fee on the outstanding balance, compounded monthly, and Client shall be responsible for reasonable collection costs and attorneys' fees incurred by Service Provider in enforcing payment.

4. TERM AND TERMINATION

This Agreement commences on Start Date: and, unless earlier terminated in accordance with this section, continues until End Date: (the Term).

Either party may terminate this Agreement for convenience upon written notice to the other party at least Notice Period (days): days prior to the effective date of termination.

Either party may terminate immediately for cause if the other party materially breaches any obligation under this Agreement and fails to cure such breach within thirty (30) days after receipt of written notice specifying the nature of the breach; provided that for non-monetary breaches that cannot reasonably be cured within thirty (30) days, the breaching party shall commence cure within thirty (30) days and diligently pursue cure to completion.

Upon termination or expiration, Client shall pay Service Provider for all Services performed and reasonable expenses incurred through the effective date of termination and for any non-cancellable commitments made by Service Provider in good faith prior to termination.

5. CONFIDENTIALITY

"Confidential Information" means all information disclosed by one party (Disclosing Party) to the other (Receiving Party) 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, including business plans, financial information, technical data, and client lists. Confidential Information does not include information that (a) is or becomes generally known to the public other than by breach of this Agreement, (b) is received from a third party without breach of any obligation of confidentiality, (c) is independently developed by the Receiving Party without use of or reference to Disclosing Party Confidential Information, or (d) is required to be disclosed by law or valid legal process, provided the Receiving Party gives prompt notice and cooperates with the Disclosing Party to seek protective relief.

The Receiving Party shall (i) protect Confidential Information with at least the same degree of care it uses to protect its own confidential information, but no less than reasonable care, (ii) use Confidential Information solely for performance of this Agreement, and (iii) not disclose Confidential Information to any third party except to employees, consultants, or agents who have a need to know and who are bound by confidentiality obligations no less restrictive than those herein. The obligations of confidentiality survive termination for a period of three (3) years, except for trade secrets which shall remain protected for as long as they qualify as trade secrets under applicable law.

6. INTELLECTUAL PROPERTY; DELIVERABLES

Except as otherwise agreed in writing, Service Provider retains ownership of pre-existing intellectual property and methodologies. Upon full payment of amounts due under this Agreement, Service Provider assigns to Client all right, title and interest in and to Deliverables specifically prepared for Client under this Agreement to the extent such assignment is permitted by applicable law; provided, however, that Service Provider reserves a perpetual, royalty-free, non-exclusive license to use any general skills, know-how, templates, or non-Client-specific materials embodied in the Deliverables.

7. REPRESENTATIONS, WARRANTIES AND INDEMNITY

Each party represents and warrants that it has full power and authority to enter into this Agreement. Service Provider warrants that Services will be performed in a professional and workmanlike manner consistent with industry standards. EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, SERVICE PROVIDER MAKES NO OTHER WARRANTIES, EXPRESS OR IMPLIED.

Each party shall indemnify, defend and hold harmless the other party from and against any third-party claims, liabilities, losses, damages, costs and expenses (including reasonable attorneys' fees) arising out of the indemnifying party's breach of this Agreement, negligence, or willful misconduct; provided that the indemnified party gives prompt written notice and cooperates in the defense and settlement of any claim.

8. LIMITATION OF LIABILITY

Except for liability arising from gross negligence, willful misconduct, breach of confidentiality, or indemnification obligations, neither party shall be liable to the other for consequential, incidental, special or punitive damages or lost profits. The aggregate liability of either party for any claim arising out of or relating to this Agreement shall not exceed the total fees paid to Service Provider under this Agreement in the twelve (12) months preceding the claim.

9. ASSIGNMENT

Neither party may assign or transfer this Agreement or its rights hereunder without the prior written consent of the other party, except that Service Provider may assign this Agreement to an affiliate or in connection with a merger or sale of substantially all of its assets so long as the assignee assumes Service Provider's obligations hereunder.

10. GOVERNING LAW; DISPUTE RESOLUTION

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflicts of laws principles. The parties shall first attempt in good faith to resolve any dispute arising out of this Agreement through negotiation between senior representatives. If negotiation fails, the parties agree to submit disputes to binding arbitration in the county in which the Client's principal place of business is located, conducted in English, and administered under the rules chosen by the parties in writing.

11. ENTIRE AGREEMENT

This Agreement, together with any exhibits or statements of work expressly incorporated herein by reference, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous proposals, negotiations, and agreements, whether written or oral. Any amendment or waiver of any provision of this Agreement must be in writing and signed by authorized representatives of both parties.

12. MISCELLANEOUS

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain in full force and effect. The parties are independent contractors and nothing in this Agreement shall create an employment, partnership, joint venture, or agency relationship. Notices shall be in writing and delivered to the addresses set forth above or to such other address as a party may designate by notice in accordance with this Agreement.

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What the Business Services SGIP is and how it’s used

The Business Services SGIP is a standardized service agreement and information package used to document the parties, scope of services, pricing, timelines, and signature authority for outsourced or contracted business services. It organizes primary contract terms, exhibits (scope, pricing schedule), and mandatory contact and compliance notices so that internal teams and external vendors have a single authoritative record of expectations and responsibilities. The SGIP often accompanies Statements of Work, purchase orders, or vendor onboarding checklists and is used as the contract backbone for operational, billing, and compliance workflows.

Why a clear SGIP matters for business services

A concise Business Services SGIP reduces ambiguity about deliverables, timelines, and payment terms, and creates a single source of truth for audits and dispute resolution. Properly executed, it supports operational handoffs, billing, and regulatory compliance while simplifying signature capture and recordkeeping.

Why a clear SGIP matters for business services

Common users and stakeholders for the SGIP

The SGIP is completed and relied on by procurement, legal, finance, and service delivery teams; external vendors also provide required details. Use this section to identify who should fill, review, and keep copies.

  • Procurement teams managing vendor selection and contract terms, ensuring scope and pricing align with purchase orders.
  • Finance and billing teams responsible for invoicing, payment schedules, and tax reporting compliance tied to contract milestones.
  • Operational leads and vendor project managers who confirm service levels, acceptance criteria, and delivery dates.

Assign a single owner for the SGIP (contract manager or procurement lead) to reduce revision cycles and to centralize retention and audit responsibilities.

Core components to include in a professional SGIP

A complete Business Services SGIP groups contractual elements into clear sections so reviewers can find obligations, performance metrics, and administrative details quickly.

Parties

Full legal names and business entity types for each party, including DBA names and registered agent details where applicable to ensure enforceability.

Scope of Services

Detailed scope, deliverables, milestones, and acceptance criteria. Attach exhibits or SOWs with measurable metrics and delivery dates to avoid scope disputes.

Pricing and Payment

Fees, invoicing cadence, late-payment terms, expense reimbursement rules, and any holdbacks or milestone payments with clear payment triggers.

Term and Termination

Effective date, contract length, renewal mechanics, termination for convenience or cause, and post-termination obligations such as transition assistance.

Compliance and Data Handling

Data protection, confidentiality clauses, applicable regulatory references (HIPAA, data privacy), and responsibilities for breach notification and remediation.

Signature and Authentication

Designated signers, signature blocks, execution date, witness or notary requirements if applicable, and acceptable electronic signing methods.

Step-by-step: filling and finalizing the SGIP

Follow these sequential steps to prepare, review, and execute the SGIP with clear responsibilities at each stage.

  • 01
    Prepare Draft: Populate parties, scope, pricing, and term before sharing for review.
  • 02
    Internal Review: Legal and finance review for compliance, tax, and budget alignment.
  • 03
    Vendor Review: Share draft with vendor and reconcile redlines and acceptance criteria.
  • 04
    Execute and Archive: Obtain signatures, capture audit trail, and store final executed agreement.

Document routing and approval flow overview

A consistent routing flow reduces sign-off delays. Map who approves, in what order, and how the signed document is returned and stored.

  • Source: Originating request or purchase order that triggers SGIP creation.
  • Review: Legal and procurement validate terms and risk tolerances.
  • Approval: Budget holder and finance approve payment terms.
  • Execution: Signers execute and archive final agreement with audit trail.

Configuring an online SGIP workflow

Configure template, fields, and authentication so the SGIP can be completed and signed online with minimal steps and accurate recordkeeping.

Field Mapping | Configuration Create required fields, conditional logic, and automatic population rules.
Template Settings | Reusable template Save the SGIP as a template with prefilled sections for recurring vendors.
Authentication Method | Email, SMS, KBA Select signer verification strength (email link, SMS code, or KBA).
Notifications | Reminders Set automatic reminder and overdue notifications for signers.
Storage | Document retention Define where executed copies are stored and who has access.

Delivery channels and technical requirements

Choose delivery and integration methods that match your operational systems and compliance needs.

  • Integrations: Salesforce, NetSuite, Google Workspace
  • File formats: PDF, DOCX, HTML
  • Auth options: Email, SMS, KBA

Ensure recipients can open chosen formats and that your eSignature provider supports required integrations and authentication methods for auditability.

Essential data elements to collect in the SGIP

Entity Name: Legal name as registered
Effective Date: MM/DD/YYYY format
Service Description: Concise deliverable summary
Billing Info: Invoice address and TIN
Contact Details: Email and direct phone
Execution Method: eSign, notary, or witness

Key deadlines and timing considerations

Record key external filing deadlines and internal milestones so the SGIP triggers required reporting and retention actions.

W-9 Provision:

Provide upon payer request; no fixed deadline

1099-NEC Filing:

Recipient and IRS deadline: Jan 31

Form 1040:

Individual tax return due: April 15

I-9 Retention:

Retain 3 years after hire or 1 year after termination, whichever later

Contract Notices:

Follow notice periods specified in SGIP for cure and termination

Common mistakes to avoid when preparing the SGIP

  • Leaving pricing vague (e.g., 'reasonable fees') creates billing disputes and audit risk.
  • Using informal names rather than legal entity names complicates tax and enforcement actions.
  • Missing execution details (signer authority, dates, witness/notary) can delay approval or render agreement void.
  • Failing to set retention policies results in noncompliance with IRS, HIPAA, or other recordkeeping rules.

Risks and potential penalties from incorrect SGIPs

Tax Reporting: IRC §6721 penalties
I-9 Violations: Civil fines per DHS guidance
Breach Liability: Exposure for data protection failures
Contract Invalidity: Improper execution risks unenforceability
Notary Errors: May cause invalid acknowledgements
Late Filings: Monetary penalties and interest

Typical eSignature vendor pricing and capability snapshot

This vendor comparison lists starting prices and common capabilities for mid-market eSignature plans; signNow is listed first per platform ordering guidelines.

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 Yes, 7-day trial 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

Real-world examples of SGIP use and outcomes

These short customer arcs illustrate how organizations apply online execution and workflows to reduce friction and improve compliance.

Optica Ventures — COO

The interface simplified contract handling for internal teams and clients.

  • Resulted in fewer manual steps and faster approvals.
  • Optica reduced turnaround time and made completed agreements easier to track across customer-facing and internal teams by centralizing templates and signatures online.

Martin Properties — Founder

Processed leases and vendor agreements fully online with consistent security controls.

  • Signatures captured on mobile and offline.
  • The firm achieved consistent compliance across leasing workflows and decreased time to lease execution while maintaining auditable records.

Frequently asked questions about executing the SGIP

Answers to common questions about legal validity, notarization, eSigning, and correcting executed SGIPs.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users