Scope of Services
Describe courses, modules, delivery method (in-person, virtual, LMS), number of sessions, targeted employee groups, performance metrics, and acceptance criteria.
A written agreement protects both the employer and the training provider by fixing expectations, deliverables, and payment terms while simplifying compliance and audit readiness.
Employers, training vendors, and HR teams use this agreement to formalize training engagements and mitigate operational or legal risks.
The contract helps ensure consistent delivery, enables budget planning, and preserves evidence of completed training for regulatory or internal audits.
Typically the authorized signatory for employers; confirms budget availability, approves training scope, and accepts liability for employee compliance and internal reporting.
An officer or authorized representative signs for the provider; commits to deliverables, timelines, licensing terms for materials, and indemnities specified in the agreement.
Describe courses, modules, delivery method (in-person, virtual, LMS), number of sessions, targeted employee groups, performance metrics, and acceptance criteria.
Specify dates, timelines, rescheduling rules, site access requirements, and responsibilities for room, AV, and trainee registration logistics.
State fixed fees or per-attendee rates, invoicing cadence, payment terms, late fees, and whether travel or materials are reimbursable.
Clarify ownership or license of training materials, permitted internal reuse, and restrictions on redistribution or third-party sharing.
Include nondisclosure obligations for proprietary materials and employee data; reference applicable privacy laws and security measures.
Define termination for convenience or breach, refund or pro rata remedies, cure periods, and limits on liability and indemnification.
| Field | Configuration |
|---|---|
| Signature Field | Assign to signing party; require date field. |
| Authentication | Email link or SMS code per signer. |
| Routing Order | Set sequential or parallel signing as required. |
| Audit Trail | Enable timestamps, IP, and activity log capture. |
Ensure the chosen eSignature platform supports required authentication, audit trails, and secure storage for contract evidence.
7–21 days depending on review cycles and customization needs.
Specify required lead time, commonly 14–30 days before delivery.
Net 30 is common; deposits may be required upfront.
Define a notice period (e.g., 7–30 days) and refund rules.
Store signed agreement for the retention period required.