Is an e-signature legally valid?

Yes. Under the federal ESIGN Act and state UETA laws, electronic signatures are generally enforceable when intent and consent are present and the record is retained. Certain exceptions like wills or court filings may still require wet signatures or additional formalities.

When is notarization required for confirmations?

Notarization is rarely required for routine performance confirmations but may be necessary if the document is used as a legal attachment, deed, or power of attorney. Verify state notary rules and whether witnesses or remote online notarization are acceptable for your jurisdiction.

How to correct an error in the confirmation

Prepare a written amendment signed by the same authorized parties that states the correction and effective date. If signatures cannot be re-obtained, document attempted communications and consider recording an addendum signed by all parties to avoid ambiguity.

Can I use PKI-based digital signatures?

Yes. Digital signatures using PKI offer stronger cryptographic evidence of signer identity and document integrity. They are a subset of electronic signatures and are particularly appropriate where non-repudiation or regulatory requirements demand cryptographic controls.

Who should sign the confirmation and attest?

Authorized signatories are typically project managers, contracting officers, or named approvers in the contract. Ensure the signer has authority to bind their organization; include title and contact details. If in doubt, obtain a brief corporate resolution or written delegation of authority.

Are e-signed PDFs admissible in court?

Generally yes. Courts admit electronically signed documents when the signature's attribution and the record's integrity can be demonstrated through an audit trail, metadata, or PKI evidence. Retain supporting logs, timestamps, and authentication records to strengthen admissibility.

Electronic Signature
Templates
Project Management
Project Management Performance Criteria Confirmation

Project Management Performance Criteria Confirmation

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

PROJECT MANAGEMENT PERFORMANCE CRITERIA CONFIRMATION

Project Identification

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

Scope of Work

This Performance Criteria Confirmation sets forth the objective performance measures, acceptance procedures, reporting obligations, remedies and related administrative processes that will govern delivery of the services and deliverables identified in the Scope of Work. Scope of Work (summary):

Out-of-Scope Items

Deliverables and Acceptance Criteria

List deliverables, required acceptance criteria, and the method for verification. Each deliverable will be subject to the acceptance process described below.

Deliverable 1 — Description Deliverable 1 — Acceptance Criteria

Deliverable 1 — Target Completion Date:

Additional Deliverables (summarize)

Performance Metrics and Service Levels

The parties agree the following measurable metrics will be used to evaluate performance. Metrics below are examples; attach schedule if additional specificity is required.

Metric 1 — Name Metric 1 — Target Metric 1 — Measurement Method & Reporting Frequency

Financial Remedy for failure to meet Metric 1:

Timeline and Milestones

Project timeline, milestone dates, and responsibilities.

Planned Start Date: Planned End Date:

Milestone 1 — Name

Milestone 1 — Due Date: Responsible Party:

Milestone 2 — Name

Milestone 2 — Due Date: Responsible Party:

Budget, Payment and Change Order Process

Financial terms and procedures for changes to scope that affect price or schedule.

Total Contract Value Payment Schedule Change Order Process

Change orders with value greater than: require prior written approval by both parties.

Acceptance Testing and Final Acceptance

The acceptance process applies to each deliverable. Provider shall notify Client in writing upon readiness for acceptance testing. Client shall complete acceptance testing within days of receipt of provider's notice, either accepting the deliverable or issuing a written rejection with specific noncompliance items. If no response is provided within the acceptance period, the deliverable will be deemed accepted.

Acceptance Test Procedures

Remedies, Escalation and Dispute Handling

For failures to meet agreed performance criteria the parties acknowledge the following remedial framework shall apply in order: (a) cure period and remediation plan; (b) service credits or financial adjustments previously specified; (c) escalation to senior management; and (d) formal dispute resolution if the matter cannot be resolved within thirty (30) days of escalation. Remedies set forth constitute the exclusive contractual remedies for the specific noncompliance unless gross negligence or willful misconduct is demonstrated.

Escalation Contact (Client) Escalation Contact (Provider)

Reporting and Records

Provider shall submit performance reports in the agreed format at the agreed frequency. Reports shall include measurement data for each metric, evidence supporting reported values, status of open remediation items, and forecast of next period performance.

Reporting Contact Reporting Frequency

Confidentiality

Each party shall maintain the confidentiality of the other's proprietary and confidential information disclosed under this Confirmation. Confidential information shall be used solely for performance, monitoring and enforcement of the obligations under the project and shall not be disclosed except as required by law or with prior written consent. These confidentiality obligations survive termination of the underlying agreement for a period of three (3) years.

Governing Law

This Confirmation shall be governed by and construed in accordance with the laws of the state of without regard to its conflicts of law rules.

Certifications and Signatures

By signing below, each party certifies that it has the authority to bind its organization, that it accepts the performance criteria, acceptance procedures, remedies and administrative processes set forth in this Confirmation, and that such criteria will be incorporated into the controlling project agreement between the parties.

Client

Printed Name:

By:

Date:

Service Provider

Printed Name:

By:

Date:

What this confirmation documents and why it matters

Project Management Performance Criteria Confirmation is a formal written record that documents agreed performance standards, deliverables, timelines, and acceptance criteria for specific project phases or tasks. Typically issued by a project owner, manager, or contracting party, the confirmation records measurable metrics such as scope, quality thresholds, key performance indicators, reporting cadence, and responsible parties. It serves as a reference for evaluation, approvals, and change control, and can be attached to contracts or purchase orders. The document supports objective performance reviews and dispute resolution by creating a clear, auditable statement of expectations and outcomes.

Why use a performance criteria confirmation

Use Project Management Performance Criteria Confirmation to establish clear expectations, reduce scope disputes, and document acceptance standards for milestones. It promotes accountability across teams, simplifies evaluation during reviews, and creates a record suitable for audits or contractual enforcement when performance disagreements arise.

Who prepares and relies on this confirmation

Typical users who prepare or rely on this confirmation include project managers, contract administrators, and procurement officers across operational teams.

Project managers: define acceptance criteria, metrics, and verification steps for deliverables.
Contract administrators: align contract terms with performance measures and manage disputes.
Procurement and vendors: confirm scope, delivery dates, and payment milestones before execution.

When completed accurately, the confirmation reduces ambiguity and supports measurable performance assessments across the project lifecycle.

Core components to include in the confirmation

A professional confirmation includes clear scope, measurable metrics, responsibilities, timelines, acceptance tests, and change-control procedures tailored to the project's governance level.

Scope

Describe specific deliverables and boundaries. List included and excluded items, applicable standards, and measurable outputs so stakeholders share a common understanding of what successful completion looks like.

Metrics

Identify KPIs, numeric thresholds, tolerances, and reporting intervals. Specify measurement methods and data sources to ensure objective verification of performance against targets and calculation examples for recurring metrics.

Responsibilities

Name responsible parties, escalation contacts, and decision authorities for each deliverable. Include backup roles, communication protocols, and response SLAs for status reporting and issue resolution.

Timelines

Define milestone dates, interim checkpoints, and delivery windows. State dependencies, allowable delays, and procedures for formally approving schedule changes, including notice periods and change request templates.

Acceptance Tests

List specific acceptance criteria, test cases, success thresholds, and evidence required. Specify who validates results and the timeframe for remedial actions if criteria are unmet.

Change Control

Describe the process for submitting, reviewing, and approving changes to scope or criteria. Include documentation requirements, authorization levels, and impact assessment steps and notification timelines.

Step-by-step: completing and recording the confirmation

Follow these sequential steps to complete and confirm project performance criteria with stakeholders and record approvals.

01

Prepare Draft: Gather scope, KPIs, and dates for initial draft.
02

Review Stakeholders: Circulate draft to approvers and collect feedback.
03

Finalize: Incorporate changes and record final acceptance criteria.
04

Record Signatures: Obtain dated signatures and archive the signed confirmation.

Configuring an online workflow for confirmations

Configure an online workflow to collect signatures, route approvals, and preserve an audit trail for the confirmation.

Field	Configuration
Authentication	Email link or SMS code verification.
Sequence	Parallel or sequential signer order.
Reminders	Automated reminders at set intervals.
Storage	Store PDFs with audit trail attached.

Common routing pattern for the confirmation document

Typical routing for confirmations moves the document through preparation, stakeholder review, signature, and archival stages.

Upload: Sender uploads the draft confirmation document.
Place Fields: Add signature, date, and text fields for each party.
Send to Signers: Generate secure links or email invitations to sign.
Archive: Save completed PDF and export audit trail.

Technical requirements for distributing and signing

Electronic delivery and signing can use email, secure links, or integrated platforms supporting PDF and audit trails.

File Formats: PDF, DOCX, and fillable forms.
Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace.
Security: TLS 1.2/1.3 in transit, AES-256 at rest.

Essential information to include on the confirmation

Project Title: Formal project name as on contract.

Parties: Legal names of all parties.

Effective Date: Enter as MM/DD/YYYY format required.

Scope Summary: Brief list of deliverables.

Metrics / KPIs: Numeric thresholds and units.

Signatures: Authorized signer names and dates.

Common preparation mistakes to avoid

Failing to define measurable thresholds, using vague terms like 'satisfactory' or 'reasonable', which leaves acceptance subjective and increases dispute risk.
Omitting responsible parties or escalation contacts, so issues have no clear owner and corrective actions are delayed.
Not specifying testing methods or evidence types; reviewers may accept inconsistent artifacts that fail to prove performance objectively.
Using inconsistent dates or formats across documents causes filing errors, misaligned schedules, and potential compliance violations.

Consequences of incorrect or incomplete confirmations

Contractual Liability: Missed criteria can trigger breach claims and damages.

Payment Withhold: Payment milestones may be delayed or withheld.

Regulatory Exposure: Failure to document can complicate compliance audits.

Dispute Costs: Increased legal and arbitration expenses to resolve conflicts.

Project Delays: Unclear expectations cause rework and schedule slippage.

Tax / Reporting: Incorrect records can affect tax reporting or audit trails.

Comparing common eSignature plans and capabilities

Comparison of common eSignature plans and capabilities relevant to executing confirmations, with signNow listed first per standard vendor ordering.

	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	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

Frequently asked questions and common issues

Common questions address legal validity, signing methods, notarization needs, and how to correct or update a recorded confirmation.

Need help? Contact support

Is an e-signature legally valid?
Yes. Under the federal ESIGN Act and state UETA laws, electronic signatures are generally enforceable when intent and consent are present and the record is retained. Certain exceptions like wills or court filings may still require wet signatures or additional formalities.
When is notarization required for confirmations?
Notarization is rarely required for routine performance confirmations but may be necessary if the document is used as a legal attachment, deed, or power of attorney. Verify state notary rules and whether witnesses or remote online notarization are acceptable for your jurisdiction.
How to correct an error in the confirmation
Prepare a written amendment signed by the same authorized parties that states the correction and effective date. If signatures cannot be re-obtained, document attempted communications and consider recording an addendum signed by all parties to avoid ambiguity.
Can I use PKI-based digital signatures?
Yes. Digital signatures using PKI offer stronger cryptographic evidence of signer identity and document integrity. They are a subset of electronic signatures and are particularly appropriate where non-repudiation or regulatory requirements demand cryptographic controls.
Who should sign the confirmation and attest?
Authorized signatories are typically project managers, contracting officers, or named approvers in the contract. Ensure the signer has authority to bind their organization; include title and contact details. If in doubt, obtain a brief corporate resolution or written delegation of authority.
Are e-signed PDFs admissible in court?
Generally yes. Courts admit electronically signed documents when the signature's attribution and the record's integrity can be demonstrated through an audit trail, metadata, or PKI evidence. Retain supporting logs, timestamps, and authentication records to strengthen admissibility.

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