Scope of Services
Define specific tasks, deliverables, performance standards, and acceptance criteria so obligations are measurable and auditable.
A written services contract establishes expectations, assigns legal responsibilities, and documents authorization for expenditures and activities tied to grants or restricted funds.
Nonprofits and their external partners rely on services contracts to document engagements, meet grant rules, and reduce operational risk.
Use defined roles and signature authority to ensure contracts are valid, properly approved, and traceable for audits.
Define specific tasks, deliverables, performance standards, and acceptance criteria so obligations are measurable and auditable.
State payment amounts, schedule, invoicing procedures, and reimbursement rules, and identify funding source restrictions if any.
Specify start and end dates, renewal options, termination for convenience and cause, and notice periods.
Require appropriate liability and professional insurance coverage and set indemnification limits and procedures for claims.
Describe handling of confidential information, data security expectations, and HIPAA protections when health data is involved.
List reporting obligations, audit access, grant conditions, and retention periods for financial and program records.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link or SMS code; use stronger checks for sensitive data |
| Signing Order | Choose sequential or parallel role-based order per authority |
| Template Use | Save recurring contracts as templates with reusable fields |
| Storage | Connect to Google Drive, Box, or internal DMS for archival |
Ensure your eSignature platform supports audit trails, secure storage, and the integrations you rely on before e-executing contracts.
Choose settings that satisfy grantors' evidence requirements and your internal records retention policy while preserving signer consent.
Start of obligations; governs timing of performance
Date services must begin per scope
Typical net 30 unless specified otherwise
Provide before services commence
Align deliverable dates with funder reporting schedule
| 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 | Varies | Varies | Varies |
| 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 by plan | Varies by plan | Varies by plan |
A local nonprofit engaged a clinic to deliver mobile health screenings with a defined scope and metrics
A charity contracted an events vendor for a fundraising gala, specifying deliverables and cancellation terms