Cohort Scope
Define cohort name, eligibility criteria, cohort size, and the specific program or course sequence covered by the agreement.
A clear cohort agreement reduces disputes, aligns expectations, and documents consent for shared services and student data uses. It supports compliance with ESIGN (15 U.S.C. ch. 96) and state electronic signature laws (UETA) and helps meet education privacy obligations under FERPA when student records are involved.
Each signer role carries different responsibilities for compliance, data access, and ongoing recordkeeping.
Define cohort name, eligibility criteria, cohort size, and the specific program or course sequence covered by the agreement.
Set attendance expectations, grading or assessment standards, conduct policies, remote participation rules, and procedures for make-up work.
List session dates, start/end times, location or virtual access details, and required check-in or attendance verification methods.
Specify what student data will be collected, who receives it, purpose of sharing, retention period, and any required FERPA or HIPAA safeguards.
Describe tuition, deposits, payment schedules, refund eligibility, and consequences for nonpayment or withdrawal.
State how the agreement may be amended, notice requirements, withdrawal rights, and grounds for suspension or dismissal from the cohort.
| Workflow Configuration and Recommended Setting | Configuration |
|---|---|
| Signature order and routing | Sequential routing with program admin last |
| Authentication level | Email plus SMS code for guardians |
| Conditional fields | Show guardian block for minors |
| Automatic reminders | Send two reminders before deadline |
Ensure the chosen solution offers FERPA- and HIPAA-appropriate controls where needed, an exportable audit trail, and the ability to attach consent records to the student file.
Date by which students must accept cohort terms.
Date obligations and permissions begin.
Date of the cohort’s initial meeting or class.
Number of days required for official withdrawal.
Date from which retention rules are measured.
| 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, no card required | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |