Is an electronic signature legally valid?

Yes. An electronic signature that demonstrates intent, consent, attribution, and retention meets the ESIGN Act standard (15 U.S.C. ch. 96) and state UETA rules for most transactions.

When is a notarized signature required?

Notarization is required only when a statute or contract specifically demands it; check state deed, power of attorney, or real estate rules to confirm whether the SRA attachments need notarization.

What authentication level should I use?

Choose authentication based on risk: email link for low risk, SMS or SSO for moderate risk, and knowledge-based or multi-factor authentication for high-risk approvals or regulated data.

How do I handle PHI in an SRA?

If the SRA contains protected health information, ensure a signed BAA is in place and apply HIPAA safeguards, including access controls and a six-year retention policy (45 CFR §164.530(j)).

Can I use remote online notarization (RON)?

RON is permitted in many states with identity proofing, audio-video recording, and retention requirements; verify your state’s RON statute and notary commission rules before relying on RON.

Which signNow plan supports bulk or API workflows?

Business Premium supports bulk send; Enterprise adds advanced fields and authentication; Site License provides per-invite pricing and full API access for high-volume automated workflows.

Electronic Signature
Templates
Project Management
Project Management SRA Document

Project Management SRA Document

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

PROJECT MANAGEMENT SRA DOCUMENT

Project Identification

Project Title Project ID Effective Date Client Name Client Address for Notices Service Provider Name Primary Project Manager (Service Provider)

Scope of Work

The Service Provider shall perform the services set forth in this Project Management Service Request Agreement (SRA). The scope below describes required tasks, deliverables, responsibilities, and constraints. All work shall be performed in accordance with the acceptance criteria and timelines set forth herein.

Detailed Scope of Work Out of Scope Items

Deliverables and Acceptance

Each deliverable shall include acceptance criteria. Acceptance will be granted when deliverable meets the agreed criteria or after a formal defect list is remedied within the agreed cure period.

Deliverable 1 — Description Acceptance Criteria

Due Date: Estimated Cost:

Deliverable 2 — Description Acceptance Criteria

Due Date: Estimated Cost:

Deliverable 3 — Description Acceptance Criteria

Due Date: Estimated Cost:

Timeline & Milestones

The Service Provider shall use commercially reasonable efforts to meet the dates below. Any changes to milestone dates must follow the Change Order Process described in this SRA.

Project Start Date Project End Date (Estimated) Milestone 1 Acceptance Criteria Milestone 2 Acceptance Criteria

Budget & Payment

Total Contract Value Payment Schedule Invoicing Terms Payment Due (Days after Invoice)

Change Order Process

All changes to scope, cost, schedule, or deliverables shall be executed only through a written change order signed by an authorized representative of each party. Emergency work may commence only upon written confirmation of scope and funding.

Change orders required in writing

Authorized Approver Title Change Order Fees or Rates Change Order Process Description

Acceptance Testing & Sign-off

Acceptance Testing Procedure

Acceptance shall be confirmed by the Client in writing within the time period specified in the acceptance testing procedure. Failure to reject a deliverable within the specified time shall constitute deemed acceptance unless material nonconformance is demonstrated in writing.

Confidentiality

Each party shall maintain the confidentiality of the other's Confidential Information. Confidential Information means non-public information disclosed in connection with this SRA. Confidentiality obligations survive termination for a period specified below unless otherwise required by law.

Confidentiality Period (years)

Each party shall use confidential information solely to perform its obligations hereunder and shall implement reasonable safeguards to prevent unauthorized disclosure. Disclosure required by law must be promptly notified to the disclosing party where permitted.

Intellectual Property

Unless otherwise agreed in writing, the Service Provider assigns to the Client all right, title and interest in deliverables created specifically for the Client under this SRA, subject to the Service Provider's ownership of its pre-existing know-how and tools. The Client is granted a perpetual, worldwide license to use any Provider pre-existing materials embedded in deliverables to the extent necessary for use of the deliverables.

Specific License or IP Notes

Warranties, Liability & Insurance

Service Provider warrants that services will be performed in a professional manner consistent with industry standards for a warranty period specified below. EXCEPT FOR THE EXPRESS WARRANTY HEREIN, SERVICES ARE PROVIDED AS IS. LIABILITY SHALL BE LIMITED TO DIRECT DAMAGES NOT TO EXCEED THE AGGREGATE FEES PAID UNDER THIS SRA, EXCEPT FOR WILLFUL MISCONDUCT OR GROSS NEGLIGENCE.

Warranty Period (days) Liability Cap (amount)

Termination

Either party may terminate this SRA for material breach if the breach remains uncured after the designated cure period. Either party may terminate for convenience upon written notice subject to payment for work performed and reasonable wind-down costs.

Cure Period (days) Notice Period for Convenience Termination (days)

Dispute Resolution & Governing Law

The parties shall attempt in good faith to resolve disputes by negotiation. If unresolved within thirty (30) days, disputes shall be submitted to mediation, and if still unresolved, to binding arbitration or litigation as specified below. This SRA shall be governed by the laws of the state specified below, without regard to conflict of law principles.

Governing Law (State) Dispute Resolution Preference

Notices

Client Notice Contact Service Provider Notice Contact

Miscellaneous

This SRA, together with any referenced attachments or executed change orders, constitutes the entire agreement between the parties on the subject matter hereof. Amendments must be in writing and signed by authorized representatives of both parties. Neither party may assign this SRA without the prior written consent of the other, except to a successor in interest to substantially all assets.

Parties acknowledge this SRA constitutes the entire agreement

Signatures

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

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management SRA Document Is

The Project Management SRA Document is a structured Security and Risk Assessment used within project delivery to record identified risks, assigned owners, mitigation measures, and acceptance criteria. It serves as a single authoritative record for risk decisions, timelines, and residual risk levels. Teams use the SRA to support governance, change control, and auditability by capturing evidence, version history, and approvals. The document is typically updated at key milestones and retained with project records to support post-project reviews and regulatory compliance.

Why a Formal SRA Document Matters for Projects

A clear SRA document centralizes risk decisions, documents mitigation responsibilities, and creates an auditable trail useful for governance, vendor oversight, and post-incident review. It reduces ambiguity about who must act, helps prioritize scarce resources, and supports regulatory or contractual obligations that require documented risk management processes.

Who Typically Creates and Reviews an SRA

The Project Management SRA Document is produced and reviewed by cross-functional teams to ensure technical, legal, and operational perspectives are captured.

Project Managers and PMO leads who coordinate assessment timelines and acceptance criteria across teams.
Technical leads and architects who identify technical risk, mitigation options, and residual exposure.
Legal, compliance, or security officers who review controls, regulatory impact, and contractual obligations.

Final approvals normally come from project sponsors or delegated authority; records of approval and any reviewer comments should be retained with the document.

Core Sections to Include in a Professional SRA

A complete Project Management SRA Document organizes information so reviewers can quickly understand risk context, likelihood and impact, planned mitigations, and acceptance thresholds.

Scope

Define project boundaries, assets in scope, affected environments, and excluded elements so reviewers understand the assessment perimeter and constraints.

Risk Register

List each risk with a unique ID, description, likelihood and impact ratings, root cause, and current status to enable tracking and reporting.

Mitigation Plan

Describe actions, milestones, owners, estimated effort, and dependencies for each mitigation so teams can manage execution and verify completion.

Roles & Responsibilities

Identify owners, reviewers, approvers, and escalation contacts for each risk and mitigation to ensure accountability and timely resolution.

Schedule Impact

Document how unresolved risks affect deliverables and critical milestones, and map mitigation timelines against the project schedule.

Acceptance Criteria

Set measurable criteria and residual risk levels that must be met before risk closure or move to production to support sign-off.

Step-by-Step: Completing the SRA Document

A consistent sequence prevents gaps and ensures reviewers can rely on the SRA for decisions and audits.

01

Prepare Context: Gather scope, architecture diagrams, and stakeholder list before drafting.
02

Populate Register: Enter risks, assign IDs, and rate likelihood and impact.
03

Define Mitigations: Specify actions, owners, and completion dates for each risk.
04

Review & Approve: Obtain stakeholder and sponsor sign-off and record approvals.

Typical Digital Workflow Settings for an SRA

Configure workflows to enforce routing, authentication, and retention policies when producing or approving the SRA electronically.

Field	Configuration
Routing Order	Sequential routing to owner, security, then sponsor.
Authentication	Email + SMS code or SSO for reviewer verification.
Conditional Fields	Show mitigation fields only if risk rated medium or higher.
Retention Policy	Archive with project records for the required retention period.

Where to Send and How to Submit the Final SRA

A predictable submission path and storage location reduce retrieval time and ensure the record is available for audits and post‑mortems.

PMO Repository: Upload final SRA to the project management document library.
Security Team: Notify security for control validation and evidence review.
Project Sponsor: Circulate for executive sign-off and residual risk acceptance.
Archive: Store signed copy in records management with access controls.

Distribution and Platform Considerations

Choose delivery methods that preserve audit trails, enforce authentication, and support record retention.

Email Delivery: Sends links to reviewers; use secure links and short expiration.
Document Portal: Centralized access with role-based permissions and version control.
eSignature: Captures signer intent, timestamp, and audit metadata.

Ensure the chosen platform supports your organization’s authentication and retention requirements before distribution.

Security and Compliance Details to Record

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

Audit Trail: Timestamps, IP, and action history retained.

Certifications: SOC 2 Type II and ISO 27001.

HIPAA Support: BAA required for protected health information.

21 CFR Part 11: Compliant controls available for FDA-regulated records.

ESIGN / UETA: Electronic signatures accepted under federal and state law.

Common Consequences of Incomplete or Incorrect SRAs

Regulatory Penalty: Industry-specific fines or notices possible.

Contract Breach: Missed obligations can trigger liability.

Operational Delay: Unmitigated risks can delay deployments.

Audit Findings: Insufficient evidence leads to negative audit outcomes.

Data Exposure: Unaddressed security gaps increase breach risk.

Remediation Costs: Reactive fixes typically cost more than planning.

eSignature Vendor Pricing and Feature Snapshot for SRA Workflows

Comparison of common eSignature vendors and core plan pricing to inform platform selection for SRA document signing and approvals.

	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	No	No	Yes, limited	Yes, limited
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Frequently Asked Questions and Troubleshooting

Answers to common questions about enforceability, eSigning workflows, authentication, and retention for Project Management SRA Documents.

Need help? Contact support

Is an electronic signature legally valid?
Yes. An electronic signature that demonstrates intent, consent, attribution, and retention meets the ESIGN Act standard (15 U.S.C. ch. 96) and state UETA rules for most transactions.
When is a notarized signature required?
Notarization is required only when a statute or contract specifically demands it; check state deed, power of attorney, or real estate rules to confirm whether the SRA attachments need notarization.
What authentication level should I use?
Choose authentication based on risk: email link for low risk, SMS or SSO for moderate risk, and knowledge-based or multi-factor authentication for high-risk approvals or regulated data.
How do I handle PHI in an SRA?
If the SRA contains protected health information, ensure a signed BAA is in place and apply HIPAA safeguards, including access controls and a six-year retention policy (45 CFR §164.530(j)).
Can I use remote online notarization (RON)?
RON is permitted in many states with identity proofing, audio-video recording, and retention requirements; verify your state’s RON statute and notary commission rules before relying on RON.
Which signNow plan supports bulk or API workflows?
Business Premium supports bulk send; Enterprise adds advanced fields and authentication; Site License provides per-invite pricing and full API access for high-volume automated workflows.

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