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Signed Shared Services Agreement

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INDEPENDENT CONTRACTOR AUDIOLOGIST AGREEMENT

THIS AGREEMENT made and entered into on the date last written below, by and between

(hereinafter "Employer"), and

an independent contractor (hereinafter "Audiologist");

WHEREAS, the Employer desires to retain the services of Audiologist, and Audiologist desires to render services to the Employer, upon the terms and conditions hereinafter stated:

NOW, THEREFORE, the parties hereto, intending to be legally bound hereby, do hereby promise and agree as follows:

SECTION 1 – SCOPE OF DUTIES TO BE PROVIDED

1.1 Term. Employer agrees to hire Audiologist, at will, for a term commencing on and continuing until terminated in accordance with Section 4 of this agreement.

1.2 Duties. Audiologist agrees to perform work for the Employer on the terms and conditions set forth in this agreement and agrees to devote all necessary time and attention (reasonable periods of illness excepted) to the performance of the duties specified in this agreement. Audiologist's duties shall include the following:

Audiologist further agrees that in all aspects of such work, Audiologist shall comply with the policies, standards, regulations of the Employer from time to time established, and shall perform the duties assigned faithfully, intelligently, to the best of his/her ability, and in the best interest of the Employer.

SECTION 2 – CONFIDENTIALITY

2.1 Confidentiality. Audiologist acknowledges and agrees that all property owned by Employer, including amounts paid therefore, client and customer lists, and other Employer data and information related to its business (hereinafter collectively "Confidential Information") are valuable assets of the Employer. Except for disclosures required to be made to advance the business of the Employer and information which is a matter of public record, Audiologist shall not, during the term of this Agreement or after the termination of this Agreement, disclose any Confidential Information to any person or use any Confidential Information for the benefit of Audiologist or any other person, except with the prior written consent of the Employer. Employer understands that certain Confidential Information may be required to be disclosed to certain individuals: directors, officers, employees, agents, or advisors (collectively, Representatives) of Audiologist. Audiologist shall maintain records of the persons to whom Confidential Information is distributed, will inform all such persons of the confidential nature of the information, will direct them to treat such information in accordance with this agreement, will exercise such precautions or measures as may be reasonable in the circumstances to prevent improper use of Confidential Information by them, and will be responsible for any breaches by them of the provisions of this agreement. The term “confidential information" does not include information that is or becomes publicly available (other than through breach of this Agreement) or information that is or becomes available to Audiologist on a non-confidential basis, provided that the source of such information was not known by Audiologist (after such inquiry as would be reasonable in the circumstances) to be bound by a confidentiality agreement or other legal or contractual obligation of confidentiality with respect to such information. In the event that Audiologist or any of Audiologist's representatives, assigns, or agents are requested or required by law or legal process to disclose any of the Confidential Information, the party required to disclose such information shall provide Employer with prompt oral and written notice before making any disclosure. In addition, Confidential Information may be disclosed to the extent required in the course of inspections or inquiries by federal or state regulatory agencies to whose jurisdiction Audiologist is subject and that have the legal right to inspect the files that contain the Confidential Information, and Audiologist will advise Employer promptly upon such disclosure.

2.2 Return of Documents. Audiologist acknowledges and agrees that all originals and copies of records, reports, documents, lists, plans, memoranda, notes and other documentation related to the business of the Employer or containing any Confidential Information shall be the sole and exclusive property of the Employer, and shall be returned to the Employer upon the termination of this Agreement or upon the written request of the Employer.

2.4 No Release. Audiologist agrees that the termination of this Agreement shall not release Audiologist from any obligations under Section 2.1 or 2.2.

SECTION 3 – COMPENSATION

3.1 Compensation. In consideration of all services to be rendered by Audiologist to the Employer, the Employer shall pay to said the amount of $ per

3.2 Withholding; Other Benefits. Compensation paid pursuant to this Agreement shall not be subject to the customary withholding of income taxes and other employment taxes. Audiologist shall be solely responsible for reporting and paying any such taxes. The Employer shall not provide Audiologist with any coverage or participation in the Employer's accident and health insurance, life insurance, disability income insurance, medical expense reimbursement, wage continuation plans, or other fringe benefits provided to regular employees.

SECTION 4 - TERMINATION

4.1 Termination at Will. This Agreement may be terminated by the Employer immediately, at will, and in the sole discretion of Employer. Audiologist may terminate this Agreement upon days written notice to Employer. This Agreement also may be terminated at any time upon the mutual written agreement of the Employer and Audiologist.

SECTION 5 - INDEPENDENT AUDIOLOGIST STATUS

5.1 Audiologist acknowledges that he/she is an independent Audiologist and is not an agent, partner, joint venturer nor employee of Employer. Audiologist shall have no authority to bind or otherwise obligate Employer in any manner beyond the terms of this Agreement, nor shall Audiologist represent to anyone that it has a right to do so. Audiologist further agrees that in the event that the Employer suffers any loss or damage as a result of a violation of this provision Audiologist shall indemnify and hold harmless the Employer form any such loss or damage.

5.2 Assignment. The Audiologist shall not assign any of his/her rights under this agreement, or delegate the performance of any of his/her duties hereunder, without the prior written consent of the Employer.

SECTION 6 - REPRESENTATIONS AND WARRANTIES OF AUDIOLOGIST

6.1 Audiologist represents and warrants to the Employer that there is no employment contract or other contractual obligation to which Audiologist is subject, which prevents Audiologist from entering into this Agreement and from performing fully Audiologist's duties under this Agreement.

6.2 Audiologist represents that he/she is licensed by the appropriate licensing agency for the profession and that he/she is in good standing with such agency.

SECTION 7 - MISCELLANEOUS PROVISIONS

7.1 The provisions of this Agreement shall be binding upon and inure to the benefit of the heirs, personal representatives, successors and assigns of the parties. Any provision hereof which imposes upon Audiologist or Employer an obligation after termination or expiration of this Agreement shall survive termination or expiration hereof and be binding upon Audiologist or Employer.

7.2 No waiver of any provision of this Agreement shall be deemed, or shall constitute, a waiver of any other provision, whether or not similar, nor shall any waiver constitute a continuing waiver. No waiver shall be binding unless executed in writing by the party making the waiver.

7.3 This Agreement shall be governed by and shall be construed in accordance with the laws of the State of

7.4 This Agreement constitutes the entire agreement between the parties pertaining to its subject matter and supersedes all prior contemporaneous agreements, representations and understandings of the parties. No supplement, modification or amendment of this Agreement shall be binding unless executed in writing by all parties.

7.5 Severability. If any provision of these policies and regulations or the application thereof to any person or circumstances is held invalid, such invalidity shall not affect other provisions or applications of these policies and regulations which can be given effect without the invalid provision or application, and to this end the provisions of these policies and regulations are severable. In lieu thereof, there shall be added a provision as similar in terms to such illegal, invalid and unenforceable provision as may be possible and be legal, valid and enforceable.

WITNESS OUR SIGNATURES, this the day of , 20

EMPLOYER

AUDIOLOGIST

Enter text

What a Signed Shared Services Agreement Is

A Signed Shared Services Agreement is a written contract that formalizes the provision, governance, and cost allocation of centralized services shared by two or more legal entities. Typical services include HR, IT, finance, procurement, or facilities support. The agreement defines scope, service level expectations, billing and cost‑recovery methods, confidentiality, data handling, liability limits, amendment processes, and dispute resolution. When signed electronically in the United States, the agreement can be executed under ESIGN (15 U.S.C. ch. 96) or the applicable state UETA statute provided the signature meets intent, consent, attribution, and retention requirements.

Why organizations use a Signed Shared Services Agreement

A clear agreement reduces operational ambiguity, documents responsibilities and costs, and sets measurable service levels. It establishes billing rules, audit rights, and data security obligations so both provider and recipient understand expectations and compliance obligations under federal and state law.

Why organizations use a Signed Shared Services Agreement

Typical parties and roles that complete this agreement

Shared services agreements are used by corporate groups, public agencies, and consortiums where central teams supply recurring services to internal or affiliated units.

  • Corporate shared services centers and finance teams that centralize billing and cost allocation for subsidiaries or divisions.
  • State and local government agencies that pool IT, HR, or procurement services across departments or municipalities.
  • Nonprofit consortia and educational institutions that coordinate administrative services and need consistent terms.

Who should sign and approve

Jane Doe, CFO

The Chief Financial Officer or delegated finance lead typically approves billing methodology, cost allocations, and payment terms. Their approval confirms budget impact and tax or intercompany accounting treatments are acceptable.

Alex Smith, Shared Services Director

The operational owner (Shared Services Director or equivalent) signs for performance commitments, SLAs, staffing, and escalation procedures. This signer accepts operational responsibilities and reporting obligations under the agreement.

Core elements to include in a professional Signed Shared Services Agreement

A comprehensive agreement balances operational detail with legal clarity. The following components reduce later disputes and support enforceability while allowing for scalable electronic execution.

Scope of Services

A precise description of services, deliverables, acceptance criteria, and measurable outputs; attach service catalogs or exhibits to avoid ambiguity and permit objective performance measurement.

Service Levels

Define SLAs, performance metrics, reporting cadence, remedies for missed targets, and escalation paths so both parties can track and enforce expected service quality.

Cost Allocation

Document pricing, chargeback methods, invoicing frequency, allowable expenses, and reconciliation procedures; specify currency, late payment terms, and tax treatment where relevant.

Data and Security

Detail data access, storage, encryption, privacy obligations, breach notification timelines, and regulatory controls (e.g., HIPAA requirements for protected health information).

Liability and Indemnity

Cap liability appropriately, allocate indemnities for third‑party claims, and describe insurance minimums to align financial exposure with organizational risk appetite.

Governance and Amendments

Include change control, periodic review, termination rights (for convenience and for cause), transition assistance, and dispute-resolution mechanisms such as mediation or arbitration.

Step-by-step completion and signing workflow

Follow these steps to prepare, approve, and execute a Shared Services Agreement efficiently and with auditability.

  • 01
    Draft: Populate parties, scope, SLAs, billing, and exhibits; use a standardized template to reduce omissions.
  • 02
    Internal Review: Obtain legal and finance reviews for risk, tax, and accounting alignment before routing for signature.
  • 03
    Approval: Collect managerial approvals and any required board or department signoffs according to internal policy.
  • 04
    Execution: Sign electronically or in wet ink per authority rules; retain the fully signed copy and audit trail.

How to configure an online signing workflow

Set up routing and authentication to match required approval order and security controls before sending the document.

Field Configuration
Routing Order Sequential or parallel signer order to enforce approvals.
Authentication Level Email link, SMS code, KBA, or advanced ID verification.
Template Settings Pre-fill fields, attach exhibits, enforce required fields.
Retention Policy Automated archiving and retention duration per compliance.

Technical considerations for eSigning and eSubmission

Confirm platform capabilities such as audit trails, encryption, and integrations before executing electronically.

  • File formats: PDF and DOCX preferred for reliability.
  • Authentication: Support for SMS or knowledge‑based checks
  • Audit Trail: Capture IP, timestamp, and action log

Where to send, file, or distribute the executed agreement

Use consistent routing rules so each party, finance, and records management receives a copy and the central repository is updated.

  • Primary Recipient: The provider and recipient each retain an executed copy for operational use.
  • Finance: Send a signed copy to accounts payable/accounts receivable for billing setup.
  • Legal: Store a signed copy with legal for enforcement and audit defense.
  • Records System: Archive to the enterprise repository with metadata and retention tags.

Key dates and notice periods to track

Define and calendarize effective, renewal, and termination notice periods to avoid inadvertent automatic renewals or missed obligations.

Effective Date:

Date when contractual obligations commence; enter as MM/DD/YYYY.

Renewal Notice:

Specify notice period to opt out or renegotiate, commonly 30–90 days.

Termination for Convenience:

Notice period required to end services without cause, often 30–90 days.

Termination for Cause:

Immediate or short cure period for material breaches as defined in the agreement.

Invoice Due Date:

Payment terms (e.g., Net 30) and late fee calculation method.

Milestones and processing stages after signing

Track milestone stages from signature through operational transition to ensure services begin on schedule.

01

Execution Complete

Fully signed document is archived and distributed to stakeholders for implementation.

02

Billing Setup

Finance configures chargeback accounts and invoicing according to the agreement.

03

Operational Handover

Service provider shares onboarding materials, contacts, and reporting templates.

04

First Performance Review

Hold initial SLA review at agreed cadence to validate metrics and reporting.

Common mistakes when preparing a Signed Shared Services Agreement

  • Using vague service descriptions that leave deliverables and acceptance undefined, which leads to disputes over performance.
  • Failing to document billing methodology and reconciliation procedures, causing invoicing confusion and late payments.
  • Neglecting data protection clauses or required regulatory language such as HIPAA addenda where health information is processed.
  • Skipping signature authority checks so a signatory lacks power to bind the organization, undermining enforceability.

Consequences of an incomplete or incorrect agreement

Enforceability Risk: Terms may be unenforceable
Billing Disputes: Delayed payments and reconciliation
Regulatory Exposure: HIPAA or privacy violations
Operational Disruption: Service interruptions and handover delays
Contractual Penalties: Liquidated damages or indemnity claims
Reputational Harm: Stakeholder trust erosion

Essential data fields to capture

Party Legal Name: Full registered name
Tax ID: EIN or SSN when required
Service Description: Short exhibit reference
Billing Terms: Payment timing details
Governing Law: Selected state
Signer Details: Printed name, title, date

Supporting documents and export options

Attach supporting exhibits and choose export formats that preserve signatures, metadata, and audit trails for long‑term access.

Exhibit List

Attach Schedules, SLAs, and pricing exhibits as numbered appendices and export as a single consolidated PDF for record integrity.

Redline History

Include tracked changes or a revision log to show negotiated edits and preserve historical context for future disputes.

Signed Package

Save the fully executed agreement plus signature audit trail in PDF/A to ensure long-term readability.

Native Files

Keep original DOCX or source files in a secure repository for later amendment or programmatic extraction.

Pricing and feature snapshot for eSignature providers used with this agreement

Compare basic pricing and compliance features across common eSignature providers. Pricing reflects typical per‑user annual billing tiers and plan entry points.

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 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

Practical examples from organizations using signed service agreements

Real-world examples illustrate how standardized agreements reduce friction and centralize accountability for recurring services.

Martin Properties

Small property management firm standardized lease support and maintenance services to centralize billing.

  • The provider reduced turnaround for service requests.
  • The signed agreement enabled remote execution and consistent invoicing, reducing late payments and improving tenant service response without in-person signings.

Xerox (netSuite Operations)

Enterprise operations used a master shared services agreement to govern IT and financial operations.

  • Integration with ERP automated chargebacks.
  • The structure centralized approvals, improved reconciliation accuracy, and allowed programmatic routing of invoices tied to signed exhibits.

Frequently asked questions about signed Shared Services Agreements

Answers to typical legal, operational, and technical questions when preparing and executing a Shared Services Agreement.


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