Can this addendum be e-signed?

Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. §7001) and UETA when parties demonstrate intent, consent, attribution, and retention capability. Exceptions such as wills or certain court filings still require paper.

Who must sign the addendum?

An authorized representative with contracting authority for each party should sign. Confirm authority internally to avoid disputes over enforceability or ratification after execution.

Is notarization required?

Not usually required for commercial project addenda, but some states or specific real-estate-related documents may require notarization or witness signatures; verify local law.

What if parties disagree after signing?

Follow the addendum’s dispute-resolution clause. Preserve communications and change-order documentation; consider mediation or contractual notice steps before termination.

How do I correct a signed error?

If a mistake is discovered, prepare a written amendment signed by all parties or a corrected replacement addendum; unilateral corrections are typically ineffective.

How long should I retain the signed addendum?

Retain per applicable retention rules: at least 3 years for tax records (IRC §6501(a)), 6 years for HIPAA-covered records (45 CFR §164.530(j)), and longer where state law or contract requires it.

Electronic Signature
Templates
Project Management
Project Management Addition

Project Management Addition

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PROJECT MANAGEMENT ADDITION

Project Identification

Project ID: Effective Date:

Client Name Service Provider Project Manager (Service Provider)

Scope of Work — Addition Description

This Project Management Addition (the "Addition") modifies the original Project Agreement identified above to include the following work, services, and obligations. All terms of the original Project Agreement remain in full force except as expressly amended herein.

Detailed Scope of Work Out-of-Scope Items

Deliverables and Acceptance

The Service Provider shall deliver the following deliverables as part of this Addition. Each deliverable will be considered accepted only upon Client's written acceptance in accordance with the acceptance criteria specified below.

Deliverable 1 — Title Deliverable 1 — Description Deliverable 1 — Acceptance Criteria Deliverable 2 — Title Deliverable 2 — Description Deliverable 2 — Acceptance Criteria

Timeline & Milestones

Start Date: Target End Date:

Milestone 1 — Name

Milestone 1 — Target Date:

Milestone 2 — Name

Milestone 2 — Target Date:

Budget & Payment

Total Additional Cost Payment Schedule Change Order Billing

Confidentiality

Each party acknowledges that in performing under this Addition it may receive Confidential Information of the other party. Confidential Information shall mean non-public information disclosed in any form. The receiving party agrees to hold such Confidential Information in confidence, to use it only for purposes of performing under this Addition, and not to disclose it to any third party except as required by law or as necessary to perform the work, subject to confidentiality obligations. The confidentiality obligation described herein shall continue for years following termination or expiration of this Addition.

Representations, Warranties & Liability

Each party represents and warrants that it has full power and authority to enter into this Addition and to perform its obligations. Service Provider warrants that the services will be performed in a professional and workmanlike manner consistent with industry standards. Except to the extent caused by willful misconduct or gross negligence, neither party shall be liable for incidental or consequential damages arising from this Addition; aggregate liability shall be limited to the total additional fees paid under this Addition.

Amendment, Notices & Governing Law

This Addition may be amended only by a written instrument signed by authorized representatives of both parties. Notices required or permitted under this Addition shall be in writing and delivered to the address set forth in the underlying Project Agreement. This Addition shall be governed by and construed in accordance with the laws of the state of , without regard to conflict of law principles.

Acceptance and Effect

By signing below, Client and Service Provider agree that this Addition is incorporated into the Project Agreement and that the obligations and rights set forth herein are enforceable. Client's acceptance of deliverables shall follow the acceptance criteria set forth in this Addition and in the original Project Agreement where applicable.

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management Addition Is

A Project Management Addition is a contract addendum that defines project management services, responsibilities, milestones, acceptance criteria, change-order procedures, and any added fees or schedule adjustments. It supplements a base agreement by formalizing communication channels, reporting cadence, deliverable formats, and escalation paths specific to a project. In U.S. practice this document can be used across construction, IT, consulting, and professional services engagements to reduce ambiguity and support enforceability. When signed by authorized parties it becomes part of the governing contract and should be retained according to applicable record-retention rules and electronic signature laws such as the ESIGN Act (15 U.S.C. §7001) or UETA.

Why Add a Project Management Addendum

A clear Project Management Addition allocates responsibility, reduces disputes, and documents scope and billing for project oversight, improving chances that deliverables meet expectations.

Who Typically Prepares and Signs This Addendum

Typical users complete the Project Management Addition to formalize delivery responsibilities and payment terms tied to project oversight.

Project Managers and Program Leads who need defined reporting, milestones, and acceptance criteria for delivery management.
Procurement, Contracts, or Legal teams that must document scope changes, billing metrics, and dispute resolution language.
Clients and executive sponsors who require visibility on timelines, resource allocation, and escalation procedures.

Use this addendum with the underlying services or construction agreement so signatures and effective dates align with the master contract.

Key Signatories and Their Roles

Client Representative

Name and title of the client-side approver; must have authority to approve scope, accept deliverables, and approve change orders per the base contract.

Service Provider Lead

Project manager or authorized signatory for the provider; responsible for executing work, submitting reports, and coordinating resources under the addendum.

Core Elements to Include

A robust Project Management Addition covers scope, schedule, responsibilities, reporting, change control, and payment terms so expectations are clear.

Scope

Narrowly define project-management activities, deliverables, excluded services, and interfaces with third-party vendors to avoid ambiguity during execution.

Schedule

List milestones, target dates, acceptance windows, and any phased delivery approach so timeline obligations are enforceable and measurable.

Responsibilities

Assign tasks, deliverable owners, and points of contact for approvals, testing, and closeout to prevent gaps in accountability.

Reporting

Specify report types, frequency, required content (status, risks, budget), and delivery method to standardize communication.

Change Control

Define how scope changes are proposed, estimated, approved, and billed, including required documentation and response timelines.

Payment Terms

State fees for PM services, invoicing schedule, acceptance-based payments, and consequences for late payment or dispute.

Step-by-Step: Completing the Project Management Addition

Follow these steps to prepare, review, and obtain valid signatures on the Project Management Addition to ensure enforceability and clarity.

01

Prepare Draft: Populate scope, milestones, and fees consistent with the master agreement.
02

Internal Review: Have legal and finance verify billing terms and change-order language.
03

Send for Signature: Provide to authorized signers with clear instructions and any supporting exhibits.
04

Archive Executed Copy: Retain final signed version with the master contract and change-order log.

How to Configure a Digital Workflow

Set up an online workflow that routes the addendum in the correct signer order, applies required fields, and captures an audit trail.

Field	Configuration
Signer Order	Sequential or parallel routing as contract requires
Authentication	Email link or SMS code; consider KBA for high-risk deals
Required Fields	Signatures, dates, initials on each change-item
Retention	Automatic archival and copy distribution after completion

Typical eSigning Flow for the Addendum

A standard electronic signing workflow reduces turnaround time while capturing evidence of intent and attribution.

Upload Document: Add the addendum PDF or Word file to the signing platform.
Place Fields: Insert signature, date, and initial fields where required.
Invite Signers: Provide signers’ emails and set authentication level.
Complete Signing: Platform captures timestamps, IP, and audit trail for the record.

Technical and Integration Considerations

Choose a signing platform that supports secure e-signing, audit trails, and the integrations your teams use.

Integrations: signNow supports Salesforce, Microsoft 365, NetSuite, Google Workspace, Procore, Box, and other systems.
File Formats: Accept PDF, DOCX, and HTML; preserve form fields and annotations.
Authentication Options: Support email, SMS, KBA, or advanced signer authentication for higher assurance.

Ensure the chosen configuration logs an auditable chain of custody and stores completed copies according to retention policy.

Typical eSignature Pricing and Feature Comparison

Compare common plan criteria across signNow and other major providers to match cost and compliance needs; confirm vendor terms before purchase.

	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 plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Available (Business Premium)	Available	Available	Available	Limited
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA)	Yes (BAA)	Yes (BAA)	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Timing and Deadlines to Monitor

Track milestone acceptance windows, invoicing cycles, and statutory deadlines that may affect remedies or penalties.

Milestone Acceptance:

Specify days for formal acceptance testing and corrective action after delivery

Invoice Submission:

Define invoice due date and net payment terms to avoid late-payment disputes

Change-Order Response:

State maximum response time for change-order estimates and approvals

Notice Periods:

Include required notice periods for dispute escalation and termination

Record Retention:

Date when retention clock begins (typically effective date or completion date)

Key Project Milestones and Approval Stages

A sequential milestone timeline clarifies when approvals, payments, and handoffs occur during project execution.

01

Kickoff

Initiate project, confirm scope, and distribute contact list and schedule.

02

Interim Reviews

Regular status checkpoints for progress, risks, and corrective actions.

03

Acceptance Testing

Formal review window where deliverables are validated against acceptance criteria.

04

Closeout

Final acceptance, deliverable transfer, and archival of project records.

Common Preparation Pitfalls

Vague scope language that leaves deliverables and responsibilities open to differing interpretations.
Missing or inconsistent dates that lead to disputes over when obligations begin or end.
Failing to identify an authorized signer, resulting in delays or unenforceability of the addendum.
Not aligning change-control steps with the master contract, creating billing and approval conflicts.

Security and Compliance Essentials

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Timestamp, IP, and action log for each signing event

Certifications: SOC 2 Type II and ISO 27001 certified

HIPAA Support: BAA available for protected health information

21 CFR Part 11: Support for FDA-regulated records and controls

Accessibility: WCAG Level AA compliance for accessibility

Consequences of Inaccurate or Missing Addenda

Tax Penalties: IRC §6721 penalties for incorrect filings; amounts vary by timeliness

I-9 Violations: Civil fines for employment-document failures (8 CFR §274a.2)

Contract Disputes: Exposure to damages for missed milestones or ambiguous scope

Lien Risk: Unpaid subcontractors may file mechanics’ liens against property

Insurance Gaps: Coverage disputes if required obligations aren’t documented

Reputational Harm: Client relationship damage from repeated scope or delivery failures

Practical Examples of Use

These scenarios show how a Project Management Addition clarifies responsibilities and payment tied to project oversight.

Case Study 1

A SaaS implementation firm added a PM addendum to define weekly sprints and acceptance criteria.

This limited scope creep during deployment.
The clear change-order process prevented billing disputes and reduced escalation to senior leadership, enabling on-time go-live and a documented basis for additional phase work.

Case Study 2

A general contractor attached a PM addendum to clarify superintendent responsibilities and reporting cadence.

This tied payments to signed daily logs.
The result was fewer contractor claims, faster owner approvals, and a complete project record used successfully during warranty closeout and final payment reconciliation.

Frequently Asked Questions

Answers to common questions about completing, signing, and storing a Project Management Addition in the United States.

Need help? Contact support

Can this addendum be e-signed?
Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. §7001) and UETA when parties demonstrate intent, consent, attribution, and retention capability. Exceptions such as wills or certain court filings still require paper.
Who must sign the addendum?
An authorized representative with contracting authority for each party should sign. Confirm authority internally to avoid disputes over enforceability or ratification after execution.
Is notarization required?
Not usually required for commercial project addenda, but some states or specific real-estate-related documents may require notarization or witness signatures; verify local law.
What if parties disagree after signing?
Follow the addendum’s dispute-resolution clause. Preserve communications and change-order documentation; consider mediation or contractual notice steps before termination.
How do I correct a signed error?
If a mistake is discovered, prepare a written amendment signed by all parties or a corrected replacement addendum; unilateral corrections are typically ineffective.
How long should I retain the signed addendum?
Retain per applicable retention rules: at least 3 years for tax records (IRC §6501(a)), 6 years for HIPAA-covered records (45 CFR §164.530(j)), and longer where state law or contract requires it.

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