Scope of Work
Describe modules, grade levels, standards mapping, assessment items, instructor guides, delivery formats, and excluded services with specific acceptance criteria.
A written agreement clarifies expectations, assigns IP and licensing rights, sets timelines and payment milestones, and allocates risk for omissions or noncompliance with accessibility and privacy laws. It helps institutions document deliverables for audits and procurement reviews.
Common parties include K–12 districts, higher education departments, training vendors, instructional designers, and government education agencies.
Selecting the correct signatory and procurement path ensures the agreement is binding and aligns with institutional purchasing and recordkeeping practices.
Describe modules, grade levels, standards mapping, assessment items, instructor guides, delivery formats, and excluded services with specific acceptance criteria.
List milestone outputs, formats (SCORM, PDF, DOCX), delivery dates, and processes for late delivery and extension requests.
Specify fixed fees, milestone payments, retainers, invoicing cadence, and remedies for late or disputed payments.
Allocate copyright ownership, license scope (exclusive, non-exclusive, perpetual), moral rights waivers, and reuse rights for third-party content.
Require WCAG accessibility standards, FERPA protections for student data, and any subject-specific statutory compliance.
Define testing procedures, review windows, revision limits, and final sign-off criteria tied to milestone payments.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email, SMS code, or KBA as needed |
| Mandatory Fields | Require initials, signature, and dates |
| Retention | Auto-archive signed PDF and audit log |
Verify that the eSignature provider supports your required authentication, storage, and compliance standards before eSubmission.
No fixed filing date; provide when requested by payer
Due January 31 each year
Due January 31 to recipient and IRS
Form 1040 due April 15 (extensions possible)
April 15 with automatic extension to October 15
Developer submits initial curriculum materials for review
Institution reviews content for standards and accuracy
Developer completes requested edits and resubmits
Institution provides written sign-off and releases payment
| 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 | Yes, 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| 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 |