Are electronic signatures valid?

Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws; ensure intent, consent, attribution, and record retention to meet the legal test.

When is notarization required?

Notarization is rarely required for performance contracts but may be needed for specific filings or to create self‑proving affidavits; check state rules and document type before notarizing.

Can I use remote notarization?

Remote Online Notarization is permitted in most states subject to identity proofing and recordkeeping; confirm your state’s RON rules and the notary’s compliance obligations.

Who must sign on behalf of a company?

An officer or an individual with documented signature authority must sign; include a corporate resolution or POA if authority is not obvious to avoid enforcement challenges.

How do I amend the agreement later?

Use a written amendment signed by all parties; specify effective date and attach as an exhibit. Electronic execution is acceptable if parties consent to electronic records.

What records should I keep?

Retain the executed agreement, exhibits, change orders, invoices, and reports. Follow IRS, HIPAA, or industry retention rules and preserve audit trails for dispute evidence.

Electronic Signature
Templates
Project Management
Project Management Servicing Agreement

Project Management Servicing Agreement

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

PROJECT MANAGEMENT SERVICING AGREEMENT

This Project Management Servicing Agreement (the Agreement) is entered into as of by and between Client Name: with principal address , and Service Provider Name: with principal address .

RECITALS

Whereas Client requires professional project management services for the project identified below; and Whereas Service Provider has the experience and capability to perform the services described in this Agreement; now, therefore, in consideration of the mutual covenants contained herein, the parties agree as follows.

PROJECT IDENTIFICATION

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

DEFINITIONS

For purposes of this Agreement the following definitions apply: "Services" means the project management activities described in Section: Scope of Work; "Deliverables" means tangible outputs identified in Section: Deliverables; "Acceptance" means formal written confirmation by Client that a Deliverable satisfies its acceptance criteria as set forth in this Agreement.

SCOPE OF WORK

Detailed Scope of Work Out-of-Scope Items

DELIVERABLES AND ACCEPTANCE

The following Deliverables shall be provided by Service Provider, together with the stated acceptance criteria.

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

TIMELINE AND MILESTONES

Project Start Date: Project End Date:

Milestone 1 — Description

Target Date:

Milestone 2 — Description

Target Date:

BUDGET AND PAYMENT

Total Contract Value Billing Method (select all that apply)

Fixed Fee Time & Materials Retainer

Payment Schedule / Milestones

CHANGE ORDER PROCESS

Changes to the Scope of Work, Deliverables, schedule or price shall be effected only by a written change order signed by authorized representatives of both parties. Each change order shall describe the change, the effect on schedule, acceptance criteria and any adjustment to the Contract Value.

Change Order Authority

CONFIDENTIALITY

Each party shall maintain in confidence all confidential or proprietary information disclosed by the other party and shall not use such information except to perform under this Agreement. Confidential information excludes information that is publicly available other than by breach of this Agreement, rightfully received from a third party, or independently developed without use of the other party's confidential information. Confidentiality obligations survive termination for years.

INTELLECTUAL PROPERTY

Unless otherwise agreed in a written work product schedule, all pre-existing intellectual property of each party remains that party's sole property. Work product and Deliverables created specifically for Client under this Agreement shall be owned by Client upon full payment, provided that Service Provider retains a non-exclusive, royalty-free license to use methodologies, know-how and tools that are not unique to Client.

LIABILITY, INSURANCE, AND INDEMNIFICATION

Each party shall maintain commercially reasonable insurance. Except for willful misconduct or gross negligence, neither party shall be liable for consequential, incidental or punitive damages. Service Provider shall indemnify and hold Client harmless from third-party claims arising from Service Provider's breach of this Agreement or negligent performance, subject to limits as mutually agreed in writing.

TERMINATION

Either party may terminate this Agreement for cause if the other party materially breaches any obligation and fails to cure within days after written notice. Upon termination, Client shall pay Service Provider for Services performed and acceptedDeliverables through the termination date.

FORCE MAJEURE

Neither party shall be liable for delays or failures to perform due to events beyond its reasonable control, including acts of God, natural disaster, war, terrorism, or government action. The affected party shall notify the other promptly and take commercially reasonable steps to resume performance.

DISPUTE RESOLUTION

The parties agree to attempt to resolve disputes first through good-faith negotiations between senior representatives. If unresolved within 30 days, disputes shall be resolved by binding arbitration in accordance with the arbitration rules agreed in writing by the parties, and judgment upon the award may be entered in any court having jurisdiction.

NOTICES

Client Notice Contact Service Provider Notice Contact

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles.

ACCEPTANCE PROCEDURE

Acceptance and Handover Process

By signing below, the parties acknowledge they have read, understood and agree to be bound by the terms of this Agreement.

Client:

By:

Date:

Service Provider:

By:

Date:

What a Project Management Servicing Agreement Covers

A Project Management Servicing Agreement is a written contract that defines responsibilities, deliverables, timelines, reporting, and payment terms when one party (the servicer or project manager) administers, supervises, or maintains an active project on behalf of an owner or client. The agreement clarifies scope of services, performance standards, inspection and acceptance criteria, change-order procedures, invoicing and payment schedules, insurance and indemnity obligations, and termination rights. It serves as the operational and legal backbone for ongoing project oversight and helps reduce disputes by documenting roles, escalation paths, and required documentation for audits or regulatory review.

Why formalizing servicing responsibilities matters

A clear Project Management Servicing Agreement reduces ambiguity about duties, limits liability exposure, and documents performance expectations and remedies. Properly executed agreements support enforceability under the ESIGN Act (15 U.S.C. ch. 96) and state UETA rules where electronic execution is used.

Common parties that rely on these agreements

Typical users include owners, facility managers, general contractors, third‑party servicers, and professional project managers who need documented operational governance.

Project Owners and Sponsors — Organizations or individuals delegating day‑to‑day project oversight and requiring reporting, risk allocation, and payment controls.
Third‑Party Servicers — External firms providing program management, maintenance, or vendor coordination under defined SLAs and deliverables.
Internal PMOs and Contractors — Internal project management offices and prime contractors overseeing subcontractors and enforcing contract milestones.

Use the agreement when a party assumes ongoing operational control, recurring deliverables, or billing relationships that should be documented in writing.

Principal roles and who signs

Project Owner

The individual or corporate entity that commissions the work, controls funding, and has authority to accept deliverables. The owner approves scope changes, authorizes payments, and enforces remedies; signature typically requires an officer or authorized procurement representative.

Servicer / Project Manager

The party contracted to administer the project, manage vendors, and deliver reports. The servicer accepts operational responsibilities, certifies work completion, and provides warranties. Signatories should be officers or persons with binding authority.

Core elements to include in a professional agreement

A well-drafted Project Management Servicing Agreement is modular: it states parties and authorities, defines scope and milestones, ties compensation to measurable outputs, and prescribes reporting, audits, insurance, and termination mechanics.

Parties

Full legal names and entity types for owner, servicer, and any third‑party administrators; include jurisdiction of organization and address for notices.

Scope of Services

Detailed, measurable description of tasks, deliverables, performance standards, milestones, and acceptance criteria to minimize ambiguity and disputes.

Fees & Payment

Compensation model (fixed, time & materials, milestone payments), invoicing schedule, late fees, and withholding or retainage terms.

Reporting & Records

Required progress reports, documentation formats, frequency, access rights, audit provisions, and retention obligations for records.

Risk Allocation

Insurance requirements, indemnity language, limitations of liability, warranty periods, and dispute resolution mechanisms.

Termination & Change

Termination for convenience or cause, cure periods, final accounting procedures, and formal change-order process for scope or pricing adjustments.

Step-by-step: completing and executing the agreement

Follow these steps in order to create, review, and execute a compliant Project Management Servicing Agreement.

01

Draft: Assemble parties, scope exhibits, and payment schedules.
02

Review: Legal and procurement review for liability, insurance, and tax implications.
03

Authorize: Obtain internal approvals and signature authority confirmations.
04

Execute: Sign, notarize if required, and distribute executed copies to stakeholders.

Configuring a digital signing workflow

Design routing and authentication to match risk level and internal controls.

Field	Configuration
Signature Method	eSignature with audit trail; RON optional for notarization
Authentication	Email link or SMS code; use stronger KBA for high risk
Conditional Fields	Show payment or warranty fields only when applicable
Routing Order	Define signer sequence to enforce approvals and countersignatures

Typical electronic execution workflow

An online execution flow reduces turnaround time and preserves an audit trail for compliance and dispute resolution.

Upload Document: Prepare final PDF and attach exhibits.
Place Fields: Add signature, date, initials, and conditional fields.
Invite Signers: Send email or generate a secure signing link.
Complete & Archive: Signed copies and certificate of completion stored for records.

Technology and integration considerations

Select a signing platform that supports your required authentication, audit trail, and integration needs.

Integrations: Salesforce, NetSuite, Microsoft 365
File Formats: PDF, DOCX supported
Browser Support: Modern Chrome, Edge, Safari

Ensure the platform can export signed documents, retain tamper‑evident audit trails, and meet any regulatory compliance such as HIPAA or 21 CFR Part 11 when applicable.

Consequences of incomplete or incorrect agreements

Contract Voidance: Missing authority may void obligations

Payment Disputes: Unclear fees trigger late payments or withholding

Regulatory Exposure: Noncompliance increases audit risk

Liability Expansion: Poor indemnity language increases financial exposure

Operational Delays: Absent escalation paths slow issue resolution

Tax Penalties: Incorrect contractor data can trigger backup withholding

Common preparation mistakes to avoid

Using vague scope language that leads to repeated change orders and unresolved cost disputes between owner and servicer.
Failing to confirm signer authority or corporate execution requirements, which can delay acceptance or render signatures unenforceable.
Neglecting to attach required exhibits, schedules, or insurance certificates that are essential to performance verification and auditability.
Skipping authentication and audit-trail configuration for high-risk transactions, reducing evidentiary support in a dispute or regulatory review.

Illustrative scenarios of how the agreement is used

The following examples show common real‑world uses and measurable outcomes from applying a Project Management Servicing Agreement.

Case Study 1

A mid‑sized contractor centralized subcontractor coordination under a servicing agreement to reduce disputes and clarify billing.

The new framework assigned reporting cadence and acceptance tests.
After implementation, the owner reported fewer payment disputes and a clearer path for remedies, reducing closeout delays and improving final invoice reconciliation across ten projects in one year.

Case Study 2

A facilities owner engaged a third‑party servicer to manage maintenance and vendor scheduling across multiple sites.

The agreement required monthly KPIs and SLA credits.
With documented SLAs and standardized reporting, response times improved, invoice audits simplified, and contract renewals proceeded with data to support performance evaluations.

Security and compliance controls to require

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

Access Controls: Role‑based access with audit logging

Certifications: SOC 2 Type II and ISO 27001

Audit Trail: Timestamped events and IP logging

HIPAA Support: BAA available for PHI workflows

21 CFR Part 11: Support for FDA audit readiness

Typical eSignature vendor costs and capabilities

Comparing common pricing and capability criteria helps select a platform that matches volume, compliance, and integration needs; signNow is listed first per vendor comparison conventions.

	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)	Yes	Yes	Yes	Varies
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 practical answers

Common questions about execution, enforceability, and digital processes for Project Management Servicing Agreements are answered below.

Need help? Contact support

Are electronic signatures valid?
Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws; ensure intent, consent, attribution, and record retention to meet the legal test.
When is notarization required?
Notarization is rarely required for performance contracts but may be needed for specific filings or to create self‑proving affidavits; check state rules and document type before notarizing.
Can I use remote notarization?
Remote Online Notarization is permitted in most states subject to identity proofing and recordkeeping; confirm your state’s RON rules and the notary’s compliance obligations.
Who must sign on behalf of a company?
An officer or an individual with documented signature authority must sign; include a corporate resolution or POA if authority is not obvious to avoid enforcement challenges.
How do I amend the agreement later?
Use a written amendment signed by all parties; specify effective date and attach as an exhibit. Electronic execution is acceptable if parties consent to electronic records.
What records should I keep?
Retain the executed agreement, exhibits, change orders, invoices, and reports. Follow IRS, HIPAA, or industry retention rules and preserve audit trails for dispute evidence.

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