Scope
Define the geographic area, stakeholder groups, and specific outreach activities so obligations are measurable and limited to the agreed work.
A concise addendum reduces misunderstandings about outreach scope, timelines, and deliverables and creates a single point of reference for compliance and reporting.
Organizations that commonly prepare a Community Engagement Addendum include grant recipients, municipal departments, developers, nonprofit program leads, and legal or compliance teams coordinating stakeholder engagement.
The signatory set varies by project size and funding source; ensure the person who signs has contractual authority and understands reporting obligations.
Define the geographic area, stakeholder groups, and specific outreach activities so obligations are measurable and limited to the agreed work.
Name the lead organization, subcontractors, and a primary point of contact with phone and email for accountability and day-to-day coordination.
List tangible outputs such as meeting minutes, outreach logs, attendance lists, and survey data with required formats and file types.
Include dates for notices, events, draft and final reports, and link each deliverable to payment or approval checkpoints when applicable.
Specify who receives reports, acceptable submission methods, and the approval process for completed outreach activities.
Describe retention obligations, record formats, and access rights to support audits and public records requests.
A calendar of events, deadlines, and notification dates tied to the addendum to ensure timely execution and permit tracking.
A documented plan for notices, language access, accessibility accommodations, and channels used to reach different stakeholder groups.
Standardized sign-in sheets, consent language, survey instruments, and press release drafts to ensure consistent data collection.
Line items for outreach expenses and invoicing instructions to link payment to completed deliverables and milestones.
| Field | Configuration |
|---|---|
| Signer Order | Sequential routing with authorizing official last to sign |
| Authentication | Email link plus optional SMS code for higher-assurance signers |
| Document Versioning | Enable automatic version control and append a change log |
| Notifications | Email reminders at 3 and 7 days before due dates |
Choose an eSignature workflow that preserves a complete audit trail and meets any regulatory authentication requirements for the project.
Select a platform that supports certificate-of-completion records, retention of signed copies, and export in standard formats for audits and public records requests.
Specify how many days advance notice is required for public meetings or hearings.
List scheduled meeting dates or criteria for scheduling within a specified window.
Set the date for submission of draft outreach reports for review.
State the final report delivery date tied to acceptance or payment milestones.
Define when retention periods begin — typically the effective date or final report acceptance.
Verify whether the addendum needs a notary or witness based on state law or contract language.
Choose in-person notarization or Remote Online Notarization where permitted by state rules.
If witnesses are required, confirm number and impartiality per state requirements.
Sign in presence of notary/witness or complete RON session with ID verification.
Ensure notary records the event in their journal, including session details and document description.
Have notary attach an acknowledgement form if required for recordation.
For RON, retain audio-video recordings per state retention rules.
Record or file the notarized instrument with the appropriate county recorder if the addendum is attached to a real-estate instrument.
A city required a developer to hold three public meetings and publish summaries
A nonprofit agreed to specific outreach metrics for a federally funded initiative
A senior representative with contract authority (e.g., director or CFO) signs to bind the organization and accept reporting obligations. This person must be listed in corporate resolution or delegated authority documents where required.
The operational lead signs to acknowledge responsibility for executing outreach activities, submitting deliverables on time, and maintaining records; this signer's contact details should appear in the addendum.
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| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free 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 |