Scope
Describe work inclusions and exclusions in precise terms, reference drawings or attachments, and list measurable acceptance criteria tied to deliverables for objective verification.
A clear MEC Document reduces scope drift and clarifies who can approve changes, which reduces disputes and rework. It creates an auditable record for regulatory review, contractor performance evaluation, and internal quality processes while supporting timely invoicing and acceptance.
Signatures from the listed stakeholders finalize the MEC Document and activate specified milestone payments and change processes.
Describe work inclusions and exclusions in precise terms, reference drawings or attachments, and list measurable acceptance criteria tied to deliverables for objective verification.
Provide milestone dates, critical path items, lead times, and reporting cadence; show dependencies that trigger payments or inspections and define late-delivery consequences.
Assign specific duties to named roles or organizations, including inspection, testing, quality control, and subcontractor coordination, with contact and escalation points.
State inspection methods, tests to be performed, acceptance thresholds, remedy windows for defects, and final sign-off procedures tied to retention or warranty.
Define how changes are proposed, reviewed, costed, approved, recorded, and backdated when necessary; include thresholds requiring executive approval.
Document key project risks, mitigation actions, required permits, insurance obligations, and any regulatory constraints relevant to work performance.
| Field | Configuration |
|---|---|
| Signer Roles | Define role names and email addresses for sequential or parallel signing. |
| Required Fields | Mark signature, date, and acceptance checklist fields as mandatory. |
| Conditional Routing | Route to additional approvers if change requests exceed threshold. |
| Retention Tag | Apply a retention class and export format for records management. |
Ensure the chosen system supports required authentication strength, audit trails, and retention settings for your industry and jurisdiction.
Begin work on the Effective Date specified in the document.
Acceptance testing usually occurs within 10–30 days of milestone delivery.
Respond to formal change requests within 7–14 days to avoid scope ambiguity.
Warranty periods commonly run 6–24 months depending on contract terms.
Retention periods start from the document creation or termination date.
Baseline scope and schedule approved by project sponsor and procurement.
Submit interim deliverables and record inspection results.
Client performs acceptance tests and issues final sign-off.
Complete punch list, release retention, and archive executed documents.
Tim Martin used the MEC Document to centralize approvals for multi-unit renovations and reduce on-site paperwork.
Xerox integrated MEC Documents with NetSuite for automated record linking and signature collection.
| Criteria | Project Management MEC Document | Statement of Work (SOW) |
|---|---|---|
| Scope specificity | high | broad |
| Change control | detailed | may be higher-level |
| Payment linkage | milestone-tied | contract or invoice-tied |
| Use case | execution control | contractual terms |
| 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 (premium tier) | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Varies | Varies | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |