Scope of Work
Detailed list of datasets, schemas, ETL/ELT tasks, and transformation rules that define exactly what will and will not be migrated, plus any excluded data or deprecated tables.
A clear Database Migration Agreement reduces operational ambiguity, limits legal exposure, and documents technical and commercial commitments between the data owner and the migration provider. It creates objective acceptance criteria, protects sensitive information during transfer, and preserves audit evidence needed for compliance with laws such as HIPAA or financial-records requirements.
The agreement ensures both sides agree on who does what, when, and under which controls before moving production data.
The Chief Information Officer or equivalent signs for the business that owns the data and confirms consent to migration scope, retention decisions, and security controls. This signatory ensures business continuity needs and regulatory obligations are approved at an executive level.
A senior representative from the vendor or integrator accepts responsibility for technical delivery, warranties, timelines, and remediation obligations. Their signature binds the provider to performance metrics and post-migration support commitments.
Detailed list of datasets, schemas, ETL/ELT tasks, and transformation rules that define exactly what will and will not be migrated, plus any excluded data or deprecated tables.
Specific encryption standards for data in transit and at rest, access controls, handling of PHI/PII, breach notification timelines, and any required Business Associate Agreement for HIPAA compliance.
Quantitative tests and thresholds for data completeness, referential integrity checks, performance baselines, and sign-off procedures that determine successful migration.
Procedures for scope changes, testing of schema updates, approval gates, and pricing adjustments tied to approved change orders.
Limitations on liability, indemnification for data breaches or IP claims, and carve-outs for gross negligence or willful misconduct.
Post-migration support windows, warranty period for data integrity, rollback rights, and maintenance or monitoring obligations.
| Field | Configuration |
|---|---|
| Signer Order | Sequential: Provider then Client |
| Authentication | Email + SMS OTP for key signers |
| Conditional Fields | Show BAA checkbox when PHI is indicated |
| Retention | Store final PDF and audit trail for at least 6 years |
Retain an immutable audit trail and copies in locations consistent with your data governance and retention policies.
Date when provisioning and initial extract may begin
Start and end dates for any planned write freeze during cutover
Planned production switch-over date
Period for validation and formal sign-off after cutover
Duration for defect fixes post-acceptance
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (available on Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |