Disclosure Summary
Concise description of the matter disclosed, including dates, parties involved, and the nature of the interest or activity being reported for agency review and audit trail.
Accurate disclosures protect organizations from administrative sanctions, contract termination, and reputational harm by demonstrating transparency in procurement and public-service relationships. The form supports agency due diligence, helps confirm eligibility for public funds, and documents steps taken to avoid or mitigate conflicts of interest under applicable procurement rules.
Primary users include contracting officers, bidders, grantees, compliance teams, and counsel who manage public-sector relationships and filings.
Responsibilities often overlap: a signer must ensure accuracy, attach supporting evidence, and certify any updates within required timeframes.
Concise description of the matter disclosed, including dates, parties involved, and the nature of the interest or activity being reported for agency review and audit trail.
Specific facts about a potential conflict of interest, relationship to procurement, and any mitigation steps taken to manage or waive the conflict.
Line-item disclosure of relevant financial interests, ownership percentages, or payments received that relate to the public contract or grant.
Supporting documents such as contracts, invoices, correspondence, or ethics opinions, each described and labeled for easy agency reference.
Attestation language where an authorized representative certifies the truthfulness of the content under penalty of applicable law.
Signatory name, title, date, and contact information plus any required notary, witness, or electronic authentication fields to complete the record.
| Field | Configuration |
|---|---|
| Required Fields | Mark core items mandatory to block incomplete submissions |
| Signing Order | Set role-based sequence: preparer → counsel → authorized signer |
| Authentication | Enable email or SMS code verification; add KBA for higher assurance |
| Storage | Auto-archive PDF with audit trail for retention policy |
Confirm the eSignature platform supports required authentication, audit trails, and record formats before sending the form.
Ensure the chosen system can produce a tamper-evident PDF and retains the audit trail to meet agency review and legal requirements.
Submit initial disclosure when bid or proposal is delivered to the agency
Report new disclosures within agency-specified business days (commonly 10–30)
Some agencies require annual affirmations or updates by calendar year-end
Provide supporting documents within agency-requested timeframe
Retention period begins on submission or contract end date
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |