Identifying Parties
List full legal names and institutional affiliations for the student, guardian (if required), and the provider. Include contact details and the institution’s registrar information for record retention.
The agreement reduces ambiguity about services, timelines, and payment, and creates a written record for student files. It helps institutions document consent for data sharing under FERPA and sets measurable expectations for deliverables and dispute resolution.
Use clear, matching names and roles for signatories and retain a signed copy in the student record to support FERPA compliance and future audits.
List full legal names and institutional affiliations for the student, guardian (if required), and the provider. Include contact details and the institution’s registrar information for record retention.
Detail the supplemental services: objectives, measurable deliverables, hours, location (in-person or remote), and any materials or third-party vendors used to deliver the services.
State the effective date, expiration, renewal options, and termination rights including notice periods and any pro rata fee adjustments for early termination.
Specify fees, billing schedule, accepted payment methods, late fee policy, and refund conditions. Identify any financial aid or third-party payer responsibilities.
Include required FERPA consent language for education records and any data‑sharing authorizations. Note additional HIPAA safeguards where health information is involved.
Provide signature blocks for all parties, with printed name and date. Note whether electronic signatures are permitted and the chosen authentication method.
| Field | Configuration |
|---|---|
| Signature Type | eSignature with audit trail |
| Authentication | Email link; SMS code optional |
| Conditional Fields | Show guardian fields when student is minor |
| Notifications | Enable reminders and completion receipts |
Confirm storage encryption and access controls for signed copies and ensure the platform can export audit logs for institutional retention and FERPA reviews.
Start of obligations; set as MM/DD/YYYY
Date by which student must accept services
Institutional review within 10–30 days
Recommended within 14 days of offer
Retention begins on effective date
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | 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 |