Scope of Services
Precise description of duties, hours, patrol routes, post orders, reporting frequency, and any required deliverables such as incident reports or daily logs.
A clear, well-drafted template reduces ambiguity about responsibilities, enforces consistent screening and training standards, and documents insurance and liability limits. It also streamlines procurement and helps demonstrate due diligence for regulators, insurers, and internal auditors.
Organizations that hire or supply private security commonly use this agreement to standardize expectations, reduce negotiation time, and document compliance requirements.
The template is adaptable by scale and industry and is often reviewed by legal and risk teams before final execution.
Company executive or operations director signs on behalf of the firm, certifying staff qualifications, insurance coverage, and obligations. Signatory should have authority to bind the provider and confirm background checks and training programs.
Facility manager, director of operations, or procurement officer signs for the client organization, confirming site access rules, point-of-contact, payment terms, and acceptance criteria for services and reports.
Precise description of duties, hours, patrol routes, post orders, reporting frequency, and any required deliverables such as incident reports or daily logs.
Minimum staff counts, shift coverage, training certificates, license requirements, and mandatory background-check standards for all guards.
Commercial general liability, workers’ compensation, and professional liability coverages with required limits, certificates, and additional insured language.
Who supplies radios, vehicles, body cameras, or other devices; maintenance and replacement responsibilities; acceptable uniform standards.
Handling of incident data, access logs, and any protected health information — include HIPAA addenda if patient data may be involved.
Termination for cause or convenience, cure periods, liquidated damages if applicable, and obligations at contract end such as return of property.
| Field | Configuration |
|---|---|
| Provider Signature | Required; signer 1; date field auto-fill |
| Client Signature | Required; signer 2; initials for each amendment |
| Insurance Attachment | File upload field; required before execution |
| Background Check Date | Date field; validate MM/DD/YYYY |
Select a platform that supports secure e-signatures, attachments, audit trails, and flexible signer workflows for multi-party execution.
Ensure the vendor supports retention and export formats your legal and records teams require; verify HIPAA or industry-specific compliance if needed.
Start of obligations; insurance must be active by this date.
Complete before personnel begin assigned shifts.
Provide to client prior to first deployment.
Finish site-specific orientation within first week.
Typically 30–60 days before expiration for renegotiation.
Finalize terms and obtain internal approvals prior to signature.
Obtain signatures from authorized signers and save an executed copy.
Verify insurance, licenses, and background checks before first shift.
Begin service delivery and confirm reporting cadence with client.
| 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 credit card required | 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 |