Can an SOI be signed electronically?

Yes. Electronic signatures are legally equivalent to handwritten signatures under the ESIGN Act (15 U.S.C. ch. 96) and UETA in adopting states. Ensure the signer demonstrates intent, consents to transact electronically, attribution is evident, and the record can be retained and reproduced.

Are there situations where electronic signing is not allowed?

Some categories are excluded from e-signature laws (for example, wills, certain court orders, and other listed exceptions). Check the solicitation and applicable state law to confirm whether the SOI or any attached document has an exception.

Do I need a notary for an SOI?

Most SOIs do not require notarization unless the sponsor explicitly requests it. When notarization is required, remote online notarization (RON) availability varies by state; confirm state notary rules before using RON services.

How long should I retain submitted SOIs?

Retention depends on sponsor requirements and applicable law. As a baseline, retain for the project life plus at least three years and follow sector-specific rules such as IRS recordkeeping (IRC §6501(a)) or HIPAA retention (45 CFR §164.530(j)).

What if the applicant name or TIN is incorrect?

Incorrect legal names or taxpayer identification can delay processing, trigger verification requests, or void eligibility. Correct mismatches promptly and document any corrections according to the sponsor’s procedures.

Which authentication level is sufficient for signing?

Authentication depends on sponsor requirements; email-based links are often sufficient for SOIs, while higher-risk or regulated submissions may require multi-factor authentication or identity proofing. Follow the solicitation’s authentication guidance.

Electronic Signature
Templates
Miscellaneous
Project Statement of Interest

Project Statement of Interest

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

PROJECT STATEMENT OF INTEREST

WHEREAS, Client Name: (the "Client") is soliciting expressions of interest for the Project described below; and

WHEREAS, Applicant Name: (the "Applicant") has relevant experience and resources and hereby submits this Statement of Interest to be considered for selection; and

WHEREAS, Project Title: , Brief Description: represents the scope for which the Applicant seeks consideration.

Statement of Interest

The Applicant submits this Statement of Interest to describe its qualifications, proposed approach, and preliminary resources for execution of the Project. The Applicant confirms that the information in this document is true, accurate, and submitted in good faith.

Detailed Statement of Interest

Scope of Work

The Applicant proposes to perform the following scope of work, subject to negotiation and final agreement. Deliverables, milestones, and acceptance criteria will be specified in any subsequent contract.

Proposed Scope of Work

Payment Terms (If Applicable)

The Applicant's proposed not-to-exceed compensation for the scope described herein is:

Proposed Total Amount Payment Schedule and Billing Late Payment Fee

Term and Termination

This Statement of Interest shall be effective upon execution and is intended to govern the period of preliminary engagement pending negotiation of a definitive agreement. The anticipated start date is and the anticipated completion date is .

Either party may terminate further negotiations or any resulting agreement for convenience upon providing written notice a minimum of days prior to the intended termination date. Termination shall not relieve either party of obligations accrued prior to termination.

Confidentiality

The parties acknowledge that during the course of discussions and evaluation, confidential information may be exchanged. Each party agrees to treat such information as confidential and not to disclose it to third parties except as required by law or with prior written consent. Confidential information does not include information that is or becomes generally available to the public other than through a breach of this obligation.

Representations and Warranties

The Applicant represents that it has the requisite authority, expertise, and capacity to perform the proposed scope and that the information provided in this Statement of Interest is complete and accurate to the best of its knowledge. The Client's receipt of this Statement of Interest does not obligate the Client to enter into any contract or pay any costs incurred by the Applicant in preparing this statement.

Governing Law

This Statement of Interest shall be governed by and construed in accordance with the laws of the jurisdiction of , without regard to choice of law principles.

Entire Agreement

This document constitutes the entire Statement of Interest between the parties with respect to the subject matter herein and supersedes all prior discussions and understandings. No amendment or modification shall be binding unless executed in writing by both parties.

Applicant Contact Information

Applicant Address Applicant Primary Contact

Client Contact Information

Client Address Client Primary Contact

Client Printed Name:

By:

Date:

Applicant Printed Name:

By:

Date:

What a Project Statement of Interest Is and when it’s used

A Project Statement of Interest is a concise, written notice submitted to a funding agency, public authority, or private sponsor to declare intent to propose a project or request consideration for opportunities. It typically outlines the project scope, applicant identity, preliminary budget or funding request, high-level schedule, and the problem or need addressed. Agencies use Statements of Interest (SOIs) to screen applicants, determine whether a full proposal should be invited, and to manage limited review capacity. An SOI is usually shorter than a full proposal and may be subject to strict submission windows and formatting requirements.

Why submitting a clear Statement of Interest matters

A concise, well-structured SOI improves your chance to be invited for a full proposal by highlighting relevance, feasibility, and capacity within limited reviewer time.

Who commonly files Project Statements of Interest

The document is suited to applicants who can present a short, credible project summary and demonstrate alignment with the funding opportunity.

Real Estate developers and brokers seeking project approvals or funding for housing and redevelopment projects.
Healthcare organizations and hospitals pursuing pilot program funding or research partnership invitations.
Nonprofit and public-sector program managers responding to agency scoping requests prior to formal grant competitions.

Core components of a professional Project Statement of Interest

A professional SOI organizes key information so reviewers can quickly assess fit and feasibility. Each section should be brief, factual, and aligned to the solicitation.

Project Title

A clear, descriptive title that matches any naming conventions specified by the agency and aids quick identification.

Executive Summary

A one-paragraph summary describing the problem, proposed approach, and expected outcome so reviewers grasp the concept in seconds.

Scope and Deliverables

Concise list of main tasks and deliverables with measurable outcomes and deliverable milestones tied to a preliminary schedule.

Applicant Capacity

Brief description of lead applicant, key team members, relevant prior work, and organizational capacity to execute the project.

Preliminary Budget

High-level funding request with main cost categories and any planned cost share or matching funds stated clearly.

Compliance & Attachments

List required supporting documents (e.g., letters of support, permits, certifications) and note any special compliance items.

Essential fields required on the Statement

Project Title: Exact title used in solicitation

Applicant Name: Legal entity or individual name

Contact Information: Email, phone, and mailing address

Funding Requested: Round dollar amount

Project Location: City, county, state

Proposed Start Date: MM/DD/YYYY format

Step-by-step: completing and submitting an SOI

Follow these steps in order to prepare, verify, and submit a compliant Statement of Interest within agency timelines.

01

1. Review solicitation: Confirm eligibility, required fields, and attachments.
02

2. Draft content: Write a concise summary and list key deliverables.
03

3. Compile documents: Gather supporting letters, budgets, and certifications.
04

4. Submit and confirm: Upload files and verify receipt or confirmation number.

Configuring an online SOI workflow

A clear online workflow reduces errors and ensures required reviewers and signers are included in the correct order.

Field	Configuration
Project Title Field	Required, single-line text
Funding Amount Field	Numeric only, required
Attachment Field	PDF upload, max size enforced
Signature Field	Signer email authentication required

Where to file and how routing typically works

Submission destinations and routing depend on the solicitation: federal, state, or private sponsors each have specific portals or email addresses.

Federal Grants: Submit via agency portal (e.g., Grants.gov) as instructed.
State Programs: Use the state agency or designated submission system.
Local Authorities: Municipal portals or emailed SOIs per local rules.
Private Sponsors: Follow sponsor-specific submission email or portal steps.

Technical and format requirements for digital submissions

Use the stated formats and authentication to avoid rejection; check system alerts after upload for immediate errors or size warnings.

File Formats: PDF preferred; DOCX accepted if listed
File Size Limits: Observe portal maximums (often 10–25 MB)
Authentication: Email link or SMS code may be required

Typical timing and deadline considerations

Deadlines for SOIs are strictly enforced by many sponsors; late submissions are commonly disqualified. Note agency-specific windows and time zones.

Submission Window:

Open and close dates set by solicitation

Time Zone:

Deadlines follow stated time zone

Confirmation Receipt:

Obtain acknowledgement or tracking ID

Correction Period:

Some agencies allow limited corrections

Follow-up Response:

Agency decisions vary; check solicitation for timelines

Key milestones from SOI to decision

A typical lifecycle moves from planning through submission and review to invitation or declination; track each milestone to meet follow-up requirements.

01

Prepare SOI

Draft and collect required materials before the deadline.

02

Submit SOI

Upload or send and record confirmation details.

03

Agency Review

Agency screens SOIs for eligibility and fit.

04

Invitation Decision

Agency issues invite, request for full proposal, or decline.

Common errors to avoid when preparing an SOI

Submitting after the stated deadline or in the wrong time zone, which can result in automatic disqualification.
Omitting required attachments or using incorrect file formats that trigger portal rejections and delay review.
Providing incorrect applicant legal name or TIN, causing administrative verification delays or eligibility questions.
Using vague scope or budget language that fails to demonstrate feasibility or alignment with solicitation priorities.

Consequences of incorrect or noncompliant submissions

Disqualification: Submission excluded from review

Delay: Processing and eligibility checks delayed

Funding Loss: Potential missed award opportunities

Audit Risk: Increased administrative scrutiny

Corrective Action: Sponsor may require remedial steps

Reputation Impact: Weakened future competitiveness

Real-world examples of Statement of Interest use

Two representative examples show how organizations used concise SOIs to secure further engagement or invitations.

Optica Ventures LLC — COO

Optica submitted a focused SOI highlighting prior developments and financing capacity.

The submission emphasized track record.
The clear, concise SOI helped reviewers quickly assess fit and led to an invitation to submit a full proposal, reducing time to next-stage engagement.

Xerox — Director of NetSuite Operations

Xerox used a template-based SOI to standardize responses across teams.

Templates ensured consistent data fields.
Standardization allowed fast internal approvals and consistent external presentation, making it easier for reviewers to compare proposals across applicants.

eSignature vendor pricing and feature comparison relevant to SOI signing

Comparative pricing and core features for common eSignature providers. Place vendor selection in the context of compliance, plan structure, and envelope or invite limits.

	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

Frequently asked questions about Project Statements of Interest

Answers to common questions about signing, submission, and legal validity for SOIs, focusing on U.S. legal frameworks and practical concerns.

Need help? Contact support

Can an SOI be signed electronically?
Yes. Electronic signatures are legally equivalent to handwritten signatures under the ESIGN Act (15 U.S.C. ch. 96) and UETA in adopting states. Ensure the signer demonstrates intent, consents to transact electronically, attribution is evident, and the record can be retained and reproduced.
Are there situations where electronic signing is not allowed?
Some categories are excluded from e-signature laws (for example, wills, certain court orders, and other listed exceptions). Check the solicitation and applicable state law to confirm whether the SOI or any attached document has an exception.
Do I need a notary for an SOI?
Most SOIs do not require notarization unless the sponsor explicitly requests it. When notarization is required, remote online notarization (RON) availability varies by state; confirm state notary rules before using RON services.
How long should I retain submitted SOIs?
Retention depends on sponsor requirements and applicable law. As a baseline, retain for the project life plus at least three years and follow sector-specific rules such as IRS recordkeeping (IRC §6501(a)) or HIPAA retention (45 CFR §164.530(j)).
What if the applicant name or TIN is incorrect?
Incorrect legal names or taxpayer identification can delay processing, trigger verification requests, or void eligibility. Correct mismatches promptly and document any corrections according to the sponsor’s procedures.
Which authentication level is sufficient for signing?
Authentication depends on sponsor requirements; email-based links are often sufficient for SOIs, while higher-risk or regulated submissions may require multi-factor authentication or identity proofing. Follow the solicitation’s authentication guidance.

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