Scope of Services
Defines services the MSP will provide, worker categories, assignment durations, and the mechanism for requesting or terminating placements.
A clear MSP agreement reduces classification and compliance risk, allocates operational responsibilities, and documents service-level expectations. It protects both parties by defining liability, payment terms, IP ownership, security obligations, and termination mechanics.
Use the agreement to make roles, payroll responsibility, and compliance duties explicit before any worker placement begins.
Defines services the MSP will provide, worker categories, assignment durations, and the mechanism for requesting or terminating placements.
Specifies payroll, tax withholding, benefits, workers' compensation, and whether the MSP or client is the employer of record for specific roles.
Describes classification standards, background checks, immigration verification, I-9 completion, and obligations to follow labor and employment laws.
Requires protection of client data, permissible use, security controls, breach notification timelines, and any HIPAA-related addenda for PHI.
Allocates risk for third-party claims, sets minimum insurance limits, and includes procedures for notifying carriers and defending claims.
Sets fee structure, invoicing cadence, reimbursement rules, dispute resolution for charges, and termination-related cost settlement.
| Field | Configuration |
|---|---|
| Signing order | Specify role-based sequence: MSP then client then witness if needed. |
| Authentication method | Use email + SMS code or stronger KBA for high-risk signings. |
| Required fields | Lock essential fields (names, dates, fee amounts) to prevent edits after signing. |
| Audit capture | Enable full audit trail with timestamps, IP, and signer details. |
Ensure the selected provider can export signed documents, produce a certificate of completion, and integrate with your recordkeeping systems.
Agreement obligations start on the stated MM/DD/YYYY effective date.
Keep I-9s for 3 years after hire or 1 year after termination, whichever is later.
Collect W-9s upon request to avoid backup withholding.
Prepare year-end information returns for qualifying independent contractors.
Observe notice periods for termination, cure, and non-renewal stated in the agreement.
Tech Data used a standardized contract to align internal teams and vendors on service delivery timelines.
Xerox integrated agreement templates with its ERP to automate invoicing and staffing records.
Typically authorizes the contract on behalf of the client for workforce terms, ensures I-9/policies are assigned correctly, and coordinates onboarding with payroll systems.
Signs for the managed service provider to accept placement and billing responsibilities, confirms insurance and staffing capabilities, and serves as the escalation point for operational issues.
| 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 | Yes, trial available | Yes, trial available | Yes, trial available | Yes, trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |