Scope of Work
Precise statement of tasks, methods, and deliverables with measurable acceptance criteria and a schedule for milestones and final reporting.
A Research Services Agreement protects both sponsor and provider by documenting expectations for scope, IP, confidentiality, and payment while aligning compliance obligations with applicable law such as ESIGN and UETA.
Common participants include academic institutions, contract research organizations, industry sponsors, and individual consultants who need clear terms before work begins.
Each participant has different review priorities — research teams focus on deliverables and timelines; legal teams prioritize IP, data protection, and compliance.
Typically signs to accept scientific obligations and deliverables; must ensure institutional approvals and budget alignment. The PI may not have authority to bind an institution without delegated signing authority.
An institutional or corporate officer with signature authority executes the contract for the legal entity and assumes responsibility for payment, indemnities, and compliance obligations.
Precise statement of tasks, methods, and deliverables with measurable acceptance criteria and a schedule for milestones and final reporting.
Agreed fees, invoicing schedule, expense reimbursement, late payment terms, and any milestone-based release criteria tied to deliverables.
Ownership and licensing of background IP, work product, and data; assignment, joint ownership, or license-back provisions as appropriate.
Nondisclosure obligations, permitted disclosures, duration of confidentiality, and treatment of trade secrets and sensitive data.
Regulatory obligations (HIPAA, FERPA where applicable), data handling, encryption, breach procedures, and required certifications or BAAs.
Termination for convenience and cause, notice periods, transition obligations, and remedies for breach including limitation of liability and indemnities.
| Field | Configuration |
|---|---|
| Signer Order | Specify sequential or parallel signing as required. |
| Authentication | Choose email, SMS, or stronger ID verification for signers. |
| Conditional Fields | Show fields based on role or checkbox selections. |
| Attachments | Require supporting exhibits or certificates before final signature. |
Plan integrations and file formats in advance so signed records flow into your systems without manual steps.
Confirm API, single sign-on, and audit trail requirements with IT and legal teams to ensure chain-of-custody and retention needs are met.
Set the start date and end date with renewal terms.
Tie deliverable acceptance and invoicing to specific calendar dates.
Specify net days (e.g., Net 30) and late fees.
Obtain W-9 on onboarding; 1099-NEC due to recipients and IRS by Jan 31.
Maintain records per IRS, HIPAA, and applicable state rules.
All parties agree to final terms and exhibits for signature.
Authorized signatures are collected and the effective date recorded.
Deliverables produced, interim reports submitted, and invoices issued.
Final acceptance, final payment, and archival of records.
Include as an exhibit with detailed milestones, deliverables, and acceptance criteria; reference in main agreement.
Attach approved budget schedules and sample invoice template to avoid payment disputes and speed processing.
Document storage, access, retention, anonymization, and destruction procedures for regulated data.
Store executed agreements as PDF/A; retain edit-capable source in DOCX if amendments are expected.
| 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 (Business Premium) | Varies by plan | Varies by plan | 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 |
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