Scope of Services
Define event date, times, locations, setup and teardown duties, and any off-site preparations to avoid scope creep or last-minute disputes.
A formal Catering Services Codex reduces ambiguity, documents critical compliance items such as food safety and insurance, and creates an auditable record for billing and dispute resolution while enabling lawful electronic execution under ESIGN (15 U.S.C. ch. 96) or state UETA rules.
The Codex is designed for parties who plan, approve, or deliver catered events and those who require auditable service records.
Use the Codex whenever a catering service, deposit, or venue access is arranged to reduce conflicts and preserve enforceable records.
Define event date, times, locations, setup and teardown duties, and any off-site preparations to avoid scope creep or last-minute disputes.
List dishes, portioning assumptions, substitutes, per-guest pricing, service fees, tax treatment and any optional upgrades or tasting allowances.
Specify service timeline, arrival windows, meal service times and the deadline for final guest counts that affect staffing and food quantities.
Record required staff roles, headcount, uniforms, serviceware, rental equipment, and venue-provided utilities or storage constraints.
Include food safety plan, allergen disclosures, temperature controls, and any required health department approvals or permits.
Detail deposits, final payment schedule, accepted payment methods, cancellation windows, and any penalties or refund calculations.
| Field | Configuration |
|---|---|
| Authentication Method | Email link or SMS code; use stronger KBA or 2FA for high-risk events. |
| Routing Order | Set role-based sequence: client → venue → vendor approver to avoid parallel edits. |
| Notifications | Enable reminders and final copy distribution to all signees and finance contacts. |
| Storage Location | Save final signed PDF and certificate in central repository with access controls. |
Choose a signing platform that supports required authentication, audit trails and integration with your operational systems.
Verify the platform provides audit logs, optional stronger signer authentication, and accessible signed PDFs for finance, operations and legal teams.
Signed agreement required before deposit deadline and venue access checks.
Deposit typically due on booking; specify exact calendar date.
Set a deadline (commonly 7–14 days before event) for final menu selections.
Require final guest count (commonly 72 hours to 7 days prior) for final billing.
Final payment due before or immediately after event per contract terms.
| 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 (Business Premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |