Is an electronic signature valid?

Yes. Electronic signatures meet federal ESIGN Act requirements (15 U.S.C. §7001) and UETA in states that adopted it when intent, consent, attribution, and retention are present.

Does HIPAA affect exhibits?

If the exhibit involves PHI, include a Business Associate Agreement and follow HIPAA privacy and retention requirements (45 CFR §164.530(j)).

When is notarization required?

Notarization is required when the exhibit is used for recordation or when state law or contract specifies a notarized signature; requirements vary by state and document type.

Can remote online notarization be used?

RON is permitted in most states with specific identity-proofing and recording rules; confirm state notary commission requirements before relying on RON.

Which eSignature plan supports bulk processing?

Enterprise tiers and site-license models typically support bulk send, API access, and advanced authentication; plan names and features vary by vendor.

What if an executed exhibit is disputed?

Preserve the signed PDF, audit trail, and email exchanges. Contract language on dispute resolution and documented acceptance tests strengthens position during mediation or litigation.

Electronic Signature
Templates
Project Management
Project Management Managed Services Exhibit

Project Management Managed Services Exhibit

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROJECT MANAGEMENT MANAGED SERVICES EXHIBIT

Project Identification

Project Title Project ID Client Name Client Address Service Provider Name Project Manager (Provider)

Recitals

This Managed Services Exhibit (the Exhibit) is appended to and made part of the Master Services Agreement between Client and the Service Provider. The Exhibit describes the managed project management services, deliverables, timeline and commercial terms applicable to the Project identified above. Terms used but not defined in this Exhibit have the meanings set forth in the Master Services Agreement.

Scope of Work

The Service Provider shall perform project management services necessary to plan, coordinate, monitor and report on the Project. Core responsibilities include stakeholder management, schedule management, risk identification and mitigation, status reporting, resource coordination, and change management as described below.

Detailed Scope of Work Out-of-Scope Items

Deliverables and Acceptance

Each deliverable will be accepted or rejected by the Client in accordance with the acceptance criteria and acceptance period specified below. Acceptance shall not be unreasonably withheld.

Deliverable 1 — Description

Due Date:

Acceptance Criteria Acceptance Period (calendar days) Deliverable 2 — Description

Due Date:

Acceptance Criteria

Timeline & Milestones

Planned Start Date: Planned End Date:

Milestone 1

Target Date:

Milestone 2

Target Date:

Budget & Payment

Total Contract Value:

Payment Schedule

Invoices shall reference the Project ID and the applicable milestone. Payment terms:

Late payment interest:

Change Order Process

All changes to scope, schedule or budget shall be initiated via a written Change Order. The Change Order shall describe the change, the impact on price and schedule, and require signatures from both parties prior to implementation.

Change Order Procedure

Change Orders require written approval by both parties prior to work start.

Confidentiality

Each party shall maintain the confidentiality of Confidential Information disclosed under this Exhibit and shall use such information only for the performance of obligations under this Exhibit. Confidential Information shall not be disclosed except as required by law or with prior written consent of the disclosing party.

Confidentiality obligation duration (years):

Service Levels & Performance

The Service Provider shall meet the following minimum performance metrics. Remedies for failure to meet targets are limited to the credits or remediation described herein.

Target Response Time (business hours) Project Reporting Frequency

Intellectual Property

Unless otherwise agreed in writing, the Client shall retain ownership of all Client-provided materials and pre-existing intellectual property. The Service Provider assigns to the Client, upon receipt of full payment, all intellectual property rights in project deliverables created expressly for the Client under this Exhibit, subject to any third-party software or open-source components detailed below.

Notes on Third-Party Components

Termination

This Exhibit may be terminated in accordance with the termination provisions of the Master Services Agreement. In addition, either party may terminate this Exhibit for cause upon material breach if such breach is not cured within the notice period below.

Cure Period for Material Breach (days) Termination Without Cause Notice (days)

Governing Law

This Exhibit shall be governed by and construed in accordance with the laws of the state specified below, without regard to conflict of law principles.

Governing Law State

Representations & Warranties; Remedies

Each party represents that it has authority to enter into this Exhibit. The Service Provider warrants that services will be performed in a professional manner in accordance with generally accepted industry standards. Exclusive remedies for breach of the service warranty shall be limited to re-performance, service credits or refund as set forth in the Master Services Agreement, unless otherwise specified herein.

Administrative Provisions

Notices under this Exhibit shall be directed to the contact information supplied in the Project Identification section. Any changes to contact details must be provided in writing. In the event of conflict between this Exhibit and the Master Services Agreement, the Master Services Agreement shall control unless this Exhibit explicitly amends a specific term.

Client Name:

By:

Date:

Service Provider Name:

By:

Date:

What the Project Management Managed Services Exhibit Is

The Project Management Managed Services Exhibit is a contract attachment that sets project scope, deliverables, milestones, service levels, reporting, and pricing for managed project services. It supplements a master services agreement or statement of work by defining acceptance criteria, change control, resource commitments, and escalation processes so both client and provider have a clear, enforceable reference for project execution and payments.

Why a Clear Exhibit Matters for Managed Projects

A precise exhibit reduces ambiguity about responsibilities, timelines, acceptance tests, and billing, lowering dispute risk and enabling measurable performance management.

Who Typically Prepares and Signs This Exhibit

The exhibit is prepared jointly by commercial project owners and managed services providers to document expectations and governance before work starts.

Project owners and PMOs who require documented SLAs and acceptance gates.
Managed service providers responsible for staffing, delivery, and reporting.
Legal and procurement teams that review liability, IP, and payment terms.

Final signatures should come from authorized signatories identified in the master agreement or corporate resolution to ensure enforceability.

Essential Components to Include in a Professional Exhibit

A well-drafted exhibit organizes contractual detail into discrete, auditable sections so teams can track progress, validate invoices, and resolve disputes against objective criteria.

Scope

Define specific services, excluded items, and deliverable descriptions so there is no operational ambiguity during execution and change requests.

Milestones

List milestone names, completion criteria, delivery dates, and acceptance testing procedures to tie payments and acceptance to verifiable outputs.

Service Levels

Specify performance metrics, measurement windows, remediation steps, and credits for missed targets to align incentives and operational expectations.

Change Control

Describe the process for scope changes, approval authorities, time and cost impacts, and how change orders will be documented and priced.

Pricing

Provide rates, billing cadence, expense rules, invoice submission requirements, and any milestone-based holdbacks or retainers.

Governance

Include reporting cadence, steering committee membership, escalation paths, and dispute-resolution mechanisms for contract and delivery issues.

Step-by-Step: Completing the Exhibit

Follow these sequential steps to prepare, approve, and sign the exhibit so the project can begin without contractual gaps.

01

Draft: Populate scope, milestones, and pricing fields.
02

Review: Circulate to stakeholders for technical and legal review.
03

Approve: Obtain internal approvals and record any negotiated changes.
04

Execute: Collect authorized signatures and distribute final copies.

How to Update or Amend the Exhibit

Use a controlled amendment process so changes remain auditable and do not unintentionally alter payment or liability terms.

01

Initiate Request:

Document change rationale and impact in writing.

02

Impact Analysis:

Estimate schedule, cost, and resource implications.

03

Approval Signoff:

Get authorized approvals before work begins.

04

Amendment Draft:

Produce an amendment exhibit with redlines.

05

Execute Amendment:

Collect signatures using the same process as original.

06

Archive:

Store the amendment with the original exhibit.

Configuring an Online Exhibit Workflow

Set up an electronic workflow to route the exhibit through review, approval, signature, and distribution with auditable steps.

Field	Configuration
Signer Order	Define sequential or parallel signing order.
Authentication	Choose email, SMS code, or stronger checks.
Conditional Fields	Show or hide sections based on selections.
Retention Copy	Auto-send signed PDF to specified recipients.

Where to Send and How Signed Exhibits Are Routed

A clear routing plan ensures each party receives the executed exhibit and supporting logs for audit and payment.

Originator: Sends the exhibit to internal approvers and legal.
Approvers: Review technical and commercial sections.
Signers: Authorized representatives apply signatures.
Distribution: Final PDF and audit trail are archived and emailed.

Digital Signing and eSubmission Considerations

Choose an eSignature platform that meets authentication, audit trail, and record-retention requirements for your industry.

Authentication: Email, SMS, or advanced methods.
Audit Trail: IP, timestamps, and signer metadata.
Storage: Secure encrypted storage at rest.

Ensure the selected platform supports export to PDF/A, provides a tamper-evident audit log, and can produce records for regulatory review.

Security and Compliance Elements to Document

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

Audit Trail: IP, timestamp, action log

Access Controls: Role-based permissions

BAA Availability: HIPAA BAA required

Certifications: SOC 2 Type II, ISO 27001

Retention: Tamper-evident archival

Primary Risks and Contractual Penalties

Missed Milestones: Liquidated damages possible

Scope Creep: Unpriced work risk

Termination: Early exit fees apply

Regulatory Noncompliance: Fines or injunctions

Invoice Disputes: Payment withholding risk

Invalid Signatures: Enforceability challenges

Common Mistakes to Avoid

Failing to tie milestones to objective acceptance criteria, which creates subjective disputes and delays in payment resolution.
Using ambiguous change control language that omits approval authority or cost-impact thresholds, leading to unbudgeted work and disputes.
Omitting signatory authority or relying on initials rather than authorized signatures, which can weaken enforceability in disputes.
Neglecting to specify required supporting documentation for invoices, causing repeated back-and-forth and invoice rejections.

Typical Deadlines and Response Times

Set explicit dates and response windows in the exhibit to avoid ambiguity about performance, review, and payment timing.

Effective Date:

Date obligations begin and governs notice timing.

Kickoff Meeting:

Typically within 7–14 days of effective date.

Deliverable Acceptance:

Client review within 10–30 days per milestone.

Invoice Submission:

Invoices due per billing cycle, often Net 30.

Change Order Response:

Provider response required within 5–15 business days.

eSignature Pricing and Feature Comparison

Compare entry pricing and core features to choose a signing platform that supports your exhibit requirements for volume, compliance, and ROI.

	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 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 cap	100 envelopes/user/year	Varies	Varies	Varies

Real-World Examples of Managed Services Exhibits in Use

These examples illustrate how organizations use exhibits to operationalize managed project delivery and compliance requirements.

Optica Ventures — COO

Optica used a detailed exhibit to standardize deliverables across portfolios, reducing disputes over scope.

The exhibit tied payments to acceptance tests.
As a result, handoffs and client approvals became consistent, enabling predictable cash flow and fewer rework cycles.

Xerox — Director

Xerox integrated the exhibit with an ERP to automate billing and signature capture, improving throughput.

Integration enabled auto-generation of invoices.
This reduced manual entry, ensured consistent contractual language, and sped authorization of change orders across teams.

Frequently Asked Questions and Troubleshooting

Answers to common execution, signing, and compliance questions to help avoid delays and ensure enforceability.

Need help? Contact support

Is an electronic signature valid?
Yes. Electronic signatures meet federal ESIGN Act requirements (15 U.S.C. §7001) and UETA in states that adopted it when intent, consent, attribution, and retention are present.
Does HIPAA affect exhibits?
If the exhibit involves PHI, include a Business Associate Agreement and follow HIPAA privacy and retention requirements (45 CFR §164.530(j)).
When is notarization required?
Notarization is required when the exhibit is used for recordation or when state law or contract specifies a notarized signature; requirements vary by state and document type.
Can remote online notarization be used?
RON is permitted in most states with specific identity-proofing and recording rules; confirm state notary commission requirements before relying on RON.
Which eSignature plan supports bulk processing?
Enterprise tiers and site-license models typically support bulk send, API access, and advanced authentication; plan names and features vary by vendor.
What if an executed exhibit is disputed?
Preserve the signed PDF, audit trail, and email exchanges. Contract language on dispute resolution and documented acceptance tests strengthens position during mediation or litigation.

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