Establishing secure connection…Loading editor…Preparing document…

Business Services United UM

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

BUSINESS SERVICES UNITED UM - BUSINESS SERVICES AGREEMENT

This Business Services Agreement (Agreement) is entered into as of Effective Date: by and between Service Provider Name: and Client Name: . Service Provider and Client are each a Party and together the Parties.

RECITALS

WHEREAS, Service Provider is engaged in the business of providing business process, administrative and consulting services and possesses the personnel, expertise and resources necessary to provide the services described in this Agreement; and

WHEREAS, Client desires to retain Service Provider to perform certain services pursuant to the terms and conditions set forth in this Agreement and Service Provider is willing to perform such services for Client on the terms set forth herein.

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows:

SCOPE OF WORK

Service Provider shall provide the services described below (Services). The Parties acknowledge and agree that the Services to be performed may include project management, administrative support, document preparation, business consulting and such other services as mutually agreed in writing.

PAYMENT TERMS

Client shall pay Service Provider the Fees set forth in this section in consideration for the Services. Fees are exclusive of applicable taxes and expenses unless otherwise stated.

Payments are due within days of invoice unless otherwise agreed in writing. Accepted payment methods:

Any undisputed amount not paid when due shall accrue interest at the lesser of one and one-half percent (1.5%) per month or the maximum rate permitted by applicable law, plus reasonable collection costs and attorneys’ fees.

TERM AND TERMINATION

This Agreement commences on Start Date: and, unless earlier terminated in accordance with this Agreement, continues until End Date: (Term). Either Party may terminate this Agreement for convenience upon giving written notice no less than days to the other Party.

Either Party may terminate this Agreement immediately upon written notice if the other Party materially breaches any provision of this Agreement and fails to cure such breach within thirty (30) days after receipt of written notice describing the breach.

CONFIDENTIALITY

"Confidential Information" means non-public information disclosed by one Party (Disclosing Party) to the other Party (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. Confidential Information includes without limitation business plans, customer lists, pricing, trade secrets, technical data and personnel information.

The Receiving Party shall (a) hold the Confidential Information in strict confidence using at least the same standard of care it uses to protect its own confidential information but no less than reasonable care; (b) not use Confidential Information except as necessary to perform under this Agreement; and (c) not disclose Confidential Information to any third party except to employees, contractors or agents who have a need to know and who are bound by confidentiality obligations at least as protective as those herein. Exclusions: information that is or becomes publicly known through no breach by the Receiving Party, is independently developed by the Receiving Party without use of the Disclosing Party’s Confidential Information, or is rightfully received from a third party without restriction.

INTELLECTUAL PROPERTY

Unless otherwise agreed in writing, Service Provider retains ownership of all pre-existing intellectual property and tools, including templates and methodologies, used in performing the Services. Client is granted a limited, non-exclusive, non-transferable license to use deliverables provided to Client solely for Client’s internal business purposes upon full payment of Fees. Any custom deliverables created for Client under this Agreement shall be owned by Client upon full payment, subject to Service Provider’s retained rights in pre-existing materials embedded therein.

INDEMNIFICATION AND LIMITATION OF LIABILITY

Each Party shall indemnify, defend and hold harmless the other Party from and against third-party claims arising out of the indemnifying Party’s gross negligence, willful misconduct or material breach of this Agreement. Except for liability arising from indemnification for third-party claims, willful misconduct, or breaches of confidentiality, the aggregate liability of either Party for any claim arising out of or relating to this Agreement shall not exceed the total Fees paid by Client to Service Provider under this Agreement in the twelve (12) months preceding the event giving rise to the claim.

GOVERNING LAW

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

ENTIRE AGREEMENT; AMENDMENT

This Agreement, including any exhibits or written statements of work 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, negotiations and communications. No amendment or modification of this Agreement shall be effective unless in writing and signed by authorized representatives of both Parties.

NOTICES

All notices under this Agreement shall be in writing and delivered to the addresses below by personal delivery, recognized overnight courier, or certified mail, return receipt requested, or by electronic delivery with confirmation of receipt.

MISCELLANEOUS

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall continue in full force and effect. No waiver of any breach shall constitute a waiver of any other or subsequent breach. The Parties are independent contractors and nothing in this Agreement creates a partnership, joint venture, or employment relationship.

Service Provider:

Printed Name:

By:

Date:

Client:

Printed Name:

By:

Date:

Enter text✕

What the Business Services United UM Is and when it matters

The Business Services United UM is a standardized administrative document used to record and authorize business-related services, terms, and contacts between an organization and an external or internal service provider. It organizes party details, scope of services, effective dates, payment or fee terms, and signature blocks so obligations are unambiguous. The form is intended for recurring procurement, vendor onboarding, or one-off service engagements and is commonly retained as a contract record for compliance, audit, and tax purposes.

Why a clear Business Services United UM protects operations

A precise UM reduces disputes by documenting scope, timing, and responsibilities in one place, creating an auditable record for finance and legal teams.

Why a clear Business Services United UM protects operations

Organizations and roles that typically complete this form

The Business Services United UM is used by a range of teams that manage vendors, services, or departmental chargebacks.

  • Procurement managers who onboard vendors and track contract terms
  • Finance teams responsible for approval and invoice reconciliation
  • Legal or contracts staff who review risk and governing law

Multiple stakeholders sign or approve the UM depending on delegated authority and dollar thresholds.

Core sections to include in a complete Business Services United UM

A professional UM groups essential contract elements so reviewers can find obligations and signatures quickly; include identifiers, scope, compensation, term, signatories, and administrative routing details.

Header

Document title, version or form ID, and effective date so the record is uniquely identifiable across systems and audits.

Parties

Full legal names and entity types for each party, including DBA names and taxpayer identification where required for payments and tax reporting.

Scope of Services

Clear, limited descriptions of tasks, deliverables, performance metrics, and acceptance criteria to avoid scope creep and payment disputes.

Compensation

Payment amounts, schedule, invoicing instructions, expense reimbursements, and any withholding or tax-related clauses that affect net payment.

Term and Termination

Start and end dates, renewal mechanics, termination rights, notice periods, and transitional obligations for service wind-down.

Signatures and Approvals

Designated signatory lines with titles, date fields, witness or notary blocks if required, and routing checkboxes for internal approvals.

Step-by-step: fill and route a Business Services United UM

Follow these sequential actions to complete, approve, and store the UM for operational and compliance use.

  • 01
    Prepare: Gather vendor legal name, EIN, contact, and SOW details.
  • 02
    Populate fields: Enter all required data and attach exhibits or price schedules.
  • 03
    Internal approvals: Route to finance and legal for required sign-offs.
  • 04
    Sign and archive: Obtain signatures, save a signed copy, and record retention metadata.

How to configure an online UM workflow

Configure field types and signer order to automate approvals and reduce processing time.

Field Configuration
Signature Field Assign to final approver; require date stamp
Required Text Fields Make legal name and EIN required to pass validation
Attachments Allow PDF exhibits; restrict file types for security
Routing Order Set sequential routing: requester → finance → legal → signer

Where to send the completed UM and typical routing

After signatures, route copies to the teams that need the record and update system-of-record metadata for retrieval.

  • Requestor: Keeps draft and submits for approvals.
  • Finance: Validates payment terms and coding.
  • Legal: Reviews risk and governing law.
  • Records: Archives signed copy in contract repository.

Digital signing and file format considerations

Choose a platform that supports common formats, strong authentication, and a retaining audit trail for signed UMs.

  • Formats: PDF, DOCX supported for upload and final signed storage
  • Authentication: Email link, SMS code, or advanced signer verification
  • Integrations: Connectors to ERP/CRM systems reduce manual entry

Ensure the chosen tool can export an audit trail, support required authentication strength, and meet any industry-specific compliance needs.

Essential data and metadata to capture

Document ID: Unique form identifier
Effective Date: MM/DD/YYYY
Party Names: Registered legal names
EIN / TIN: Tax identifier
Approver List: Names and titles
Audit Trail: Timestamped actions

Timing and deadlines related to the Business Services United UM

Key dates affect tax reporting, payment cycles, and retention obligations; record them clearly during completion.

Effective Date Entry:

Use MM/DD/YYYY to fix service start

Invoice Due Date:

Follow the specified Net term in the UM

W-9 Onboarding:

Provide W-9 upon payer request; no set federal deadline

1099 Reporting:

Collect data before Jan 31 for recipient reporting

Contract Renewal Notice:

Provide notice within agreed renewal window

Consequences of incomplete or incorrect UMs

1099 Penalties: IRC §6721: $60–$660+ per form
Backup Withholding: 24% withholding for incorrect TINs
Payment Delays: Missing bank or invoice details
Contract Disputes: Vague scope increases litigation risk
Regulatory Fines: HIPAA or SEC violations possible
Invalid Signatures: Unsigned or unauthorized signatures

Real-world examples of the UM in use

These brief cases show how organizations use a standardized UM to reduce friction and create audit-ready records.

Optica Ventures LLC — Brian Fitzgibbons

Optica standardized vendor forms to simplify customer-facing workflows and internal handling.

  • Short point: reduced signature confusion across channels.
  • Brian Fitzgibbons said the interface is simple and easy-to-use for the team and customers, illustrating that clear forms improve both internal and external processes.

Tech Data — Bob Dutkowsky

Tech Data used a consistent UM to speed revenue recognition and customer onboarding.

  • Short point: fewer manual handoffs.
  • Bob Dutkowsky described improved internal and external service while increasing speed to revenue, highlighting operational gains from standardization.

eSignature vendor comparison for signing and routing the UM

Compare core pricing and features that commonly affect high-volume UM workflows; signNow is listed first for reference without endorsement.

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 Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes Varies by plan Varies by plan

Frequently asked questions about completing and signing the UM

Answers to common issues encountered when preparing, routing, and signing the Business Services United UM are provided below.


Need help? Contact support

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