Scope of Services
Describe exact reviewer tasks, expected deliverables, scoring metrics, meeting attendance, reporting deadlines, and any required training or orientation for panelists.
A clear Review Panelist Agreement sets responsibilities, protects confidential materials, and documents conflict-of-interest controls. It helps organizations meet compliance needs and supports defensible decision-making when selections are disputed.
Organizations that use this agreement include grantmakers, academic journals, research institutions, government procurement offices, and professional associations.
Panelists, administrative staff, legal counsel, and compliance officers all rely on the agreement to align process, disclosure, and recordkeeping practices.
Describe exact reviewer tasks, expected deliverables, scoring metrics, meeting attendance, reporting deadlines, and any required training or orientation for panelists.
Define confidential materials, permitted uses, required protections, duration of confidentiality, and procedures for returning or destroying documents after the review period.
Require disclosure of financial or personal ties, explain recusal procedures, and specify consequences for undisclosed conflicts or biased conduct.
State honoraria amounts or expense reimbursement rules, payment timing and method, and whether payments are taxable or require a completed W-9.
Clarify who owns review materials, whether reviewers may retain copies, permitted citations, and any intellectual property or data-use restrictions.
Set the effective date, the review period, termination for cause or convenience, notice requirements, and post-termination obligations such as return of materials.
| Field | Configuration |
|---|---|
| Signature Field | Required; signer must authenticate |
| Conflict Disclosure | Conditional field; shows if affiliations declared |
| Payment Info | Optional; encrypted storage |
| Routing Order | Panelist → Coordinator → Finance → Legal |
Choose a signing platform that provides a clear audit trail, signer authentication options, and secure storage.
Integrations with systems like Salesforce, NetSuite, Google Workspace, and cloud storage services reduce manual filing; ensure the provider supports HIPAA or other required compliance if confidential health or regulated data are included.
Usually due 7–14 days before panel start
Due immediately upon receipt; before review begins
Per panel schedule; often within 7–21 days
Within 30–60 days after completion if applicable
Annual compliance check recommended