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Project Management Services Exhibit

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PROJECT MANAGEMENT SERVICES EXHIBIT

This Project Management Services Exhibit (the Exhibit) is entered into as an attachment to the underlying Agreement between the parties set forth below and governs the project-specific scope, deliverables, schedule, fees and related terms for the project identified herein. Client Name: Service Provider Name: Effective Date:

Project Identification

Scope of Work

The Service Provider will perform the project management services described below. Services include coordination of project resources, schedule management, risk identification and mitigation, status reporting, stakeholder communication, and facilitation of acceptance activities.

Deliverables and Acceptance

The Service Provider shall deliver the items listed below. Each deliverable will be subject to the stated acceptance criteria. Unless otherwise agreed in writing, acceptance will be deemed after Client provides written acceptance or fails to provide rejection within the acceptance period.

Planned Delivery Date:

Planned Delivery Date:

Planned Delivery Date:

Milestones and Schedule

Project Start Date: Project End Date:

Date:

Date:

Budget, Fees and Payment

Reimbursable Expenses: If checked, maximum reimbursable amount (if any):

Change Order Procedure

All changes to scope, schedule or budget shall be executed in writing via a Change Order that is signed by authorized representatives of both parties. Service Provider will not commence work on a change until the change has been approved and a Change Order executed.

Written Change Order Required:

Confidentiality and Data Protection

The parties acknowledge that, in the course of performing services, each may receive Confidential Information of the other. Confidential Information shall be held in strict confidence and used solely for performance of this Exhibit. The receiving party will implement reasonable administrative, physical and technical safeguards to protect Confidential Information and will not disclose such information except to those employees, contractors or subcontractors who have a need to know and who are bound by confidentiality obligations no less protective than those set forth herein.

Intellectual Property and Work Product

Unless otherwise agreed in writing, all pre-existing intellectual property of a party remains that party’s property. Work product specifically created for Client under this Exhibit will be assigned to Client upon full payment, subject to Service Provider's right to retain copies for its records and to reuse underlying general skills, techniques and methodologies that are not specific to Client's Confidential Information.

Liability, Indemnity and Insurance

Each party's liability for direct damages arising under this Exhibit shall be limited to the total fees paid for the services under this Exhibit. Neither party shall be liable for indirect, incidental, consequential or punitive damages. Service Provider shall maintain commercially reasonable professional liability insurance covering services performed hereunder and shall provide evidence of such insurance upon written request.

Termination

Either party may terminate this Exhibit for convenience upon providing days' written notice to the other party. Upon termination for convenience, Client will pay Service Provider for work performed to the date of termination and for any non-cancellable commitments made in good faith.

Governing Law and Dispute Resolution

This Exhibit shall be governed by and construed in accordance with the laws of: without regard to its conflicts of law principles. The parties will attempt to resolve disputes through good faith negotiation and, if unresolved, through mediation before initiating litigation.

Entire Exhibit; Amendments

This Exhibit, together with the referenced Agreement, constitutes the entire understanding between the parties with respect to the subject matter hereof. Any amendment or modification to this Exhibit must be in writing and signed by authorized representatives of both parties.

By signing below, the parties acknowledge that they have read, understood and agree to be bound by the terms of this Project Management Services Exhibit.

Client Printed Name:

By:

Date:

Service Provider Printed Name:

By:

Date:

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What the Project Management Services Exhibit Is

The Project Management Services Exhibit is a contract addendum that defines project-specific scope, deliverables, schedules, roles, payment terms, acceptance criteria, and governance for a single engagement. It sits alongside a master services agreement or prime contract and provides the operational detail project teams use to manage work, measure progress, and determine invoicing. The Exhibit typically lists milestones, reporting cadence, change-order procedures, and responsibilities for project management, quality assurance, and client approvals so both parties have a clear, enforceable record of expectations.

Why a Clear Exhibit Matters for Project Outcomes

A well-drafted Project Management Services Exhibit reduces ambiguity, limits disputes, and aligns stakeholders on timing, deliverables, and payment. It creates an auditable record that supports invoicing, change management, and post-project reviews while helping protect contractual rights during performance or closeout.

Why a Clear Exhibit Matters for Project Outcomes

Who Typically Prepares and Signs the Exhibit

Multiple stakeholders prepare and rely on the Exhibit during project delivery, from commercial leads to delivery teams.

  • Project Managers and PMO leads responsible for scheduling, status reporting, and acceptance criteria for each milestone.
  • Procurement or Contracts teams that confirm commercial terms, invoicing triggers, and governance obligations with the counterparty.
  • Finance and Accounts Payable staff who use the Exhibit to validate invoices and apply payment terms accurately.

Clear assignment of preparer and approver roles in the Exhibit reduces delays and ensures documents are accepted by all signatories.

Roles That Sign and Manage the Exhibit

Project Manager — Delivery Lead

The Project Manager coordinates scope, milestones, acceptance tests, and daily execution. They ensure the Exhibit reflects achievable schedules, escalate scope changes, and confirm milestone acceptance or remedial actions in writing during project performance.

Authorized Signatory — Contracts Officer

The Contracts Officer or other authorized signatory has authority to bind the organization. They verify legal terms, payment clauses, and change-order approval limits before executing the Exhibit on behalf of the company.

Essential Parts of a Professional Project Management Services Exhibit

A comprehensive Exhibit addresses scope, schedule, payment, acceptance, change control, and governance so both parties have one concise reference for project execution and dispute resolution.

Scope Statement

Precisely describe tasks, deliverables, and exclusions to avoid scope creep and to map acceptance criteria to invoicing events.

Milestones & Schedule

Include milestone names, delivery dates, dependencies, and responsible parties so progress tracking and delay assessments are straightforward.

Acceptance Criteria

Define objective tests, review periods, and correction windows for deliverables to govern formal acceptance and payment triggers.

Change Control

Specify the approval process, documentation requirements, and pricing adjustments for change orders to prevent unauthorized scope changes.

Payment Terms

State invoicing milestones, payment timing, currency, taxes, and late-payment remedies to align financial expectations.

Project Governance

List steering committee members, escalation paths, reporting cadence, and dispute resolution procedures to manage decisions and risks.

Step-by-Step: Completing the Exhibit

Follow a consistent completion order to speed review and reduce rework: confirm contract references, enter scope, then complete schedules and signature blocks.

  • 01
    Prepare Reference Data: Confirm master agreement number and governing law reference.
  • 02
    Define Scope: Enter precise tasks, deliverables and exclusions.
  • 03
    Set Milestones: Assign dates, owners, and acceptance criteria.
  • 04
    Finalize Signatures: Collect authorized signatures and execution dates.

Typical Online Workflow Settings for the Exhibit

Configure workflow fields and authentication to match internal controls and the counterparty's review process.

Field Configuration
Signer Order Sequential or parallel routing based on approvals
Authentication Email link by default; SMS or KBA if higher assurance needed
Required Fields Mark signature, date, and milestone acceptance fields as mandatory
Retention Enable automatic export to contract repository after signing

Typical eSigning Flow for the Exhibit

A standard digital signing workflow speeds execution while preserving audit trails and proof of consent.

  • Upload Document: Sender uploads the Exhibit PDF or DOCX to the signing platform.
  • Place Fields: Add signature, date, initials, and checkbox fields where needed.
  • Add Signers: Enter signer emails and determine signing order.
  • Send and Track: Distribute invites; platform records timestamps and completion evidence.

Platform Capabilities and File Format Requirements

Ensure the signing platform supports required authentication, audit trails, and file formats before eSubmission.

  • File Types: PDF and Word DOCX formats are universally supported.
  • Integrations: Look for Salesforce, NetSuite, Google Workspace, and Procore connectors.
  • Security: Platform should offer AES-256 at rest and TLS 1.2/1.3 transport encryption.

Confirm the platform retains an auditable certificate of completion and meets any industry-specific compliance obligations.

Data, Security, and Compliance Considerations

Encryption: AES-256 at rest; TLS 1.2/1.3 in transit
Audit Trail: Timestamped event log with IP and action history
Authentication: Email, SMS, KBA, or advanced signer verification
Certifications: SOC 2 Type II and ISO 27001 available
Regulatory: ESIGN and UETA compliance for U.S. transactions
HIPAA Support: BAA available for protected health information

Common Preparation Errors to Avoid

  • Vague scope descriptions that omit exclusions, leading to disputes and change-order claims during delivery.
  • Missing milestone acceptance criteria, which delays invoicing and creates disagreement on whether work is complete.
  • Using inconsistent dates or time zones across sections, which causes confusion about deadlines and deliverable windows.
  • Failing to confirm authorized signer names and titles, resulting in rejected signatures or delayed execution.

Consequences of an Incorrect or Incomplete Exhibit

Payment Delay: Invoice rejection and delayed cash flow
Scope Dispute: Contractual disagreements and added legal costs
Regulatory Risk: HIPAA exposure for health data omissions
Tax Issues: Incorrect reporting or backup withholding triggers
Notarization Defect: Invalid acknowledgment where notarization required
Authorization Void: Signatures by unauthorized personnel may be unenforceable

Common Deadlines to Note in the Exhibit

Specify dates and response windows clearly so all parties know when deliverables, reviews, and invoices are due.

Execution Deadline:

Date by which the Exhibit must be signed to commence performance

Milestone Delivery Date:

Fixed date for each milestone or accepted delivery

Review Period:

Number of days for client review and formal acceptance

Invoice Submission:

Cutoff date for submitting invoices tied to milestones

Warranty Start:

Date when warranty or defect remediation period begins

Key Project Milestones and Processing Stages

Visualize the Exhibit lifecycle as a sequence of milestone events from kickoff through final closeout and archival.

01

Project Kickoff

Initial acceptance of Exhibit and alignment meeting to confirm resources and schedule

02

Milestone Delivery

Submission of deliverable, automated status update, and client review period begins

03

Formal Acceptance

Acceptance testing, sign-off, and invoice eligibility for payment

04

Closeout & Archive

Final deliverables accepted; contract archive and post-mortem completed

eSignature Vendor Comparison for Executing Project Exhibits

Compare basic commercial terms and compliance features when selecting an eSignature provider for executing Exhibits; signNow is listed first for parity in comparison.

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 Yes Yes Yes Yes Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About the Exhibit

Answers to common questions about legality, signatures, notarization, revisions, and eSubmission when using a Project Management Services Exhibit.


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