Header Info
Includes project name, directive number, issuing party, recipient, and date. Must match contract identifiers to link the directive to the correct project records and financial accounts.
A Project Directive Acknowledgement Form reduces miscommunication by creating a dated, signed record of instructions and acceptance. It supports change control, provides evidence for claims or audits, and can be validly executed electronically under ESIGN and UETA when consent and retention requirements are met.
Project managers, contract administrators, and on-site supervisors commonly use this form to confirm and document directed work changes.
Use the form consistently across teams to preserve a single source of truth for directives and to streamline dispute resolution.
Typically the issuer of directives; authorized to change scope or schedule. Must identify directive purpose, deadlines, impacted deliverables, and provide signature and date to validate instruction for contract administration and audit trails.
Receives the directive, records acceptance or exception, and schedules work. Responsible for initialing, dating, and returning the acknowledgement; notes on cost or time impacts should accompany any exception or reservation of rights.
Includes project name, directive number, issuing party, recipient, and date. Must match contract identifiers to link the directive to the correct project records and financial accounts.
Concise description of the instruction, scope change, or corrective action. State affected tasks, location, and any new acceptance criteria or performance standards required by the directive.
List deliverables, milestones, and firm deadlines. Use MM/DD/YYYY format for dates and mark any interim checkpoints or dependencies to avoid schedule disputes. Include acceptance criteria and responsible party for each item.
If the directive affects price or change orders, state cost estimates, affected budgets, and invoicing instructions. Note whether the directive requires a formal change order under the contract.
Signature block for issuer and recipient with printed name, title, signature, and date. Include witness or notary lines if required by contract or state law.
Space for version history, document attachments, approval stamps, and electronic metadata such as signer IP, timestamp, and method of authentication for later verification, and change request reference numbers.
| Field | Configuration |
|---|---|
| Signer Role | Issuer, recipient, optional witness; role-based routing. |
| Authentication | Email link by default; SMS or KBA optional for higher assurance. |
| Required Fields | Directive number, description, dates, signatory blocks enforced. |
| Attachments | Permit upload of drawings, photos, or change order PDFs. |
| Retention | Keep signed PDF and audit trail for corporate retention period. |
Many organizations require integration with document management and identity systems; plan for SSO, cloud storage, and API access when selecting a signing platform.
Respond within 24–72 hours to confirm receipt or note exceptions.
Complete actions or schedule within specified milestone date.
If cost/time impacted, submit formal change order within 10 business days.
File signed form to project folder within three business days.
Notify contract administrator within 15 business days of contested directives.
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| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |