Scope of Services
Define specific lessons, hours, materials, and performance metrics so obligations are measurable and enforceable.
A written Education Private Contract clarifies expectations, allocates risk, protects student privacy under FERPA or HIPAA as applicable, and creates enforceable terms under U.S. contract law and ESIGN/UETA when signed electronically.
Each signer should confirm authority to bind the organization or family and ensure signatures meet legal and privacy requirements before execution.
| Field | Configuration |
|---|---|
| Signer order | Sequential or parallel per responsibility |
| Authentication | Email plus SMS OTP for guardian verification |
| Conditional fields | Show fee/refund clauses only when paid options selected |
| Audit trail | Enable full event logging and PDF certificate |
Confirm the vendor can provide a certificate of completion, support ESIGN/UETA compliance, and meet any HIPAA BAA requirements if the contract involves protected health information.
Define specific lessons, hours, materials, and performance metrics so obligations are measurable and enforceable.
Specify amounts, billing schedule, late fees, and any refund or cancellation policy tied to student withdrawal or missed sessions.
Address FERPA and HIPAA where applicable, data access rights, record retention, and permitted disclosures.
Set contract duration, automatic renewal rules, and termination rights for breach or nonpayment.
Clarify liability caps, indemnities, and exclusions for indirect or consequential damages.
Name the state law that will govern interpretation and the venue for disputes.
Use MM/DD/YYYY to avoid ambiguity
State precise day count e.g., Net 30
Respond within statutory timeframes for records requests
Collect W-9s on paid contractors upon engagement
Specify delivery methods and notice periods
Confirm scope, fees, and privacy clauses before routing
Complete legal and administrative review
Obtain all signatures and dates
Store signed copy with retention metadata
| 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 | 30-day trial | 30-day trial | Free plan limited | Free plan limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A tutoring company standardized its hourly agreement to list cancellation and make-up policies
A private program added FERPA notice and emergency contact clauses to its enrollment contract