Scope of Services
List covered equipment, routine and emergency tasks, service frequencies, exclusions, and the process for approved change orders to avoid scope disputes.
A well-drafted Operations and Maintenance Agreement clarifies responsibilities, sets measurable performance benchmarks, reduces downtime through scheduled upkeep, limits disputes with defined remedies, and allocates costs and risk. Clear terms preserve warranties, control operating expenses, and provide predictable service delivery throughout the contract term.
Typical users and signers include facility owners, maintenance contractors, property managers, and equipment vendors, as well as in-house engineering teams.
Lenders, insurers, and regulatory compliance teams also review these agreements to confirm service levels and risk allocation.
List covered equipment, routine and emergency tasks, service frequencies, exclusions, and the process for approved change orders to avoid scope disputes.
Define response times, resolution targets, uptime thresholds, measurement methods, and financial remedies or service credits for missed targets to enforce performance.
Specify fixed fees, time-and-materials rates, billing cycles, invoicing requirements, tax responsibilities, and mechanisms for price adjustments or additional work.
State initial term, renewal mechanics, notice periods, termination for cause or convenience, cure periods, and post-termination obligations including asset handover.
Allocate liability limits, indemnity obligations, required insurance coverages, and any caps on consequential damages, consistent with applicable state law.
Set required inspection reports, maintenance logs, audit rights, evidence of completed work, and retention schedules for service records and performance data.
| Field | Configuration |
|---|---|
| Signature Flow | Sequential or parallel signing |
| Authentication | Email, SMS code, or advanced ID verification |
| Notifications | Automated reminders and delivery receipts |
| Storage Location | Encrypted cloud storage or on-prem archive |
Select platforms and file formats that support secure e-signing, audit trails, and compliance with contract retention policies across devices.
Service begins on the effective date specified in MM/DD/YYYY.
Timeframe to inspect and accept initial handover work.
Scheduled preventive maintenance frequency (monthly, quarterly).
Maximum response time for emergencies in hours.
Notice window for renewal or nonrenewal obligations.
Complete draft, attach exhibits, and circulate for review.
Authorized signatories sign, notarize if required, and exchange copies.
Provider completes initial commissioning and owner acceptance tests.
Begin scheduled maintenance and submit first performance report.
| 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, no credit card required | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |