Scope of Services
Define modules, environments, integration points, and deliverables so parties have a shared understanding of responsibilities.
A concise CommCare Service Plan reduces scope ambiguity, aligns operational responsibilities, and documents compliance controls. It supports procurement, clarifies SLAs and incident response, and is compatible with electronic execution on eSignature platforms, including signNow, to streamline approvals and recordkeeping.
Organizations use the CommCare Service Plan to set expectations across technical, programmatic, and compliance teams before deployment.
Final execution usually involves the program owner, vendor representative, and any legal or procurement approvers required by organizational policy.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel signing per internal approvals |
| Authentication | Email link, SMS code, or stronger verification |
| Conditional Fields | Show fields only if role or checkbox applies |
| Template Reuse | Save as template for repeat deployments |
Confirm file formats, authentication, and integrations for your preferred eSignature platform before sending the Service Plan.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
Define modules, environments, integration points, and deliverables so parties have a shared understanding of responsibilities.
Specify uptime, response times, and remediation credits to align expectations for support and incident handling.
Detail encryption, access controls, data residency, and any required data processing addenda for protected data.
List pricing, invoicing cadence, payment terms, and any usage or overage charges for transparency.
Set initial term, renewal mechanisms, notice periods, and post-termination data return or deletion procedures.
Describe how scope changes, feature requests, or integrations are requested, approved, and priced.
Date when SLAs and billing commence
Net 30 or specified invoice terms
Typically 30–90 days before expiration
Minimum 30 days unless otherwise stated
Provide timeframe for data retrieval post-termination
Finalize and send the Service Plan for internal review
Obtain signatures and record the executed agreement
Begin technical setup and data migration tasks
Perform a post-implementation review and SLA baseline checks
| Criteria | CommCare Service Plan | Standard Service Agreement |
|---|---|---|
| Purpose | operational and technical detail | broad commercial terms |
| Technical Detail | high granularity | high-level summary |
| Data Processing | explicit dpa and retention | reference or appendix |
| Execution Complexity | may require technical exhibits | usually fewer exhibits |
A regional clinic finalized a Service Plan detailing on-call support and data export procedures
An NGO used a Service Plan to define field device management and data synchronization windows
The Program Director typically signs on behalf of the client organization when delegated authority exists; ensure a written delegation or board resolution is documented if required by internal policy or procurement rules.
An authorized vendor officer or contracting manager signs for the service provider; verify corporate signing rules and ensure the signatory is listed in company records or has a signed power of attorney.