Scope of Work
Define measurable deliverables, acceptance criteria, timelines, and excluded services. Precise descriptions limit scope creep and clarify billing triggers for milestone-based payments.
A clear TK-TEK reduces ambiguity about scope, payment, and risk allocation, supports consistent invoicing and auditability, and helps ensure enforceability under ESIGN and UETA when executed electronically.
Teams that prepare or sign the TK-TEK usually include procurement, operations, legal, and account management; external vendors and clients receive the final document for signature.
Use the roles above to route approvals and confirm signatory authority before sending the document for signature to avoid delays and rework.
Director of Operations or authorized contracting officer signs on behalf of the provider. They confirm scope accuracy, accept payment terms, and accept responsibility for timely delivery and compliance with any required industry rules such as HIPAA or state procurement codes.
Procurement manager or CFO-level designee signs for the client. They verify budget authorization, acceptance criteria, and payment schedules, and they are responsible for coordinating internal approvals and providing any required attachments or purchase order references.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; consider stronger ID for sensitive agreements |
| Routing order | Sequential approvals: legal → finance → executive |
| Required fields | Make name, date, fee, and signature fields mandatory |
| Retention | Enable automatic archival and audit-trail capture |
Choose a platform that supports PDF/DOCX import, audit trails, and enterprise integrations to maintain chain-of-custody.
Confirm platform supports your required authentication level, retention policies, and any industry addenda (HIPAA BAA, 21 CFR Part 11) before deploying.
Define measurable deliverables, acceptance criteria, timelines, and excluded services. Precise descriptions limit scope creep and clarify billing triggers for milestone-based payments.
Specify fees, invoicing intervals, payment windows, taxes, and late payment remedies. Include purchase order references and any retainers or milestones that affect cash flow.
State uptime, response times, remedies for missed targets, and measurement methods. Tie credits or penalties to objectively verifiable metrics where possible.
List covered information, permitted disclosures, duration of confidentiality obligations, and data-handling requirements, including any HIPAA protections for health information.
Describe termination for cause, convenience, notice periods, cure windows, and post-termination obligations such as return of materials or transitional assistance.
Include signatory names, titles, date fields, and any witness or notary blocks required by state law to ensure enforceability and provide an auditable execution trail.
Produce a flattened PDF with embedded audit trail and signature certificate for long-term storage and reproduction
Keep the editable DOCX or template version to generate replacements and future amendments
Attach the platform's certificate of completion showing timestamps, IP addresses, and signer authentication
Include SOW exhibits, purchase orders, insurer certificates, and any required HIPAA BAAs or vendor questionnaires
MM/DD/YYYY format; starts obligations and triggers initial milestones
Specify terms such as Net 30 from invoice date
Typically 30–60 days before automatic renewal
List dates for deliverables and acceptance testing
State latest acceptable invoice submission to be paid on schedule
Finalize scope and pricing before routing for review
Legal and finance sign-off completed
Document sent to counterparty for signature
Store signed agreement and monitor obligations
| 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 | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | No cap | No cap | No cap |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
Tech Data uses the template to improve internal and external customer service.