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User Interface Exclusion Form

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USER INTERFACE EXCLUSION FORM

This User Interface Exclusion Form ("Form") documents the exclusion of specified user interface design, implementation, testing, or delivery obligations from the scope of services between the parties identified below. The parties intend this Form to modify the scope, payment, and responsibilities of the underlying services agreement as set forth herein.

WHEREAS

WHEREAS, Client Name: (the "Client") and Provider Name: (the "Provider") are parties to a services agreement or engagement; and

WHEREAS, the parties agree that certain user interface deliverables, features, or responsibilities are to be expressly excluded from the Provider's scope of work as specified in this Form; and

WHEREAS, the parties seek to document the effect of such exclusions on schedule, payment, responsibilities, and liability without otherwise altering the remaining obligations of the underlying agreement except as expressly set forth herein.

EFFECTIVE DATE

Effective Date:

SCOPE OF EXCLUSION

The Provider and Client agree that the Provider will not be responsible for the design, development, testing, implementation, integration, or ongoing maintenance of the following user interface components unless otherwise agreed in a separate writing. Check all excluded items and describe any specifics in the Other field.

Navigation structures, menus, and site maps

Visual design, branding, and high-fidelity mockups

Accessibility remediation and compliance testing

Icons, illustrations, and other graphic assets

Responsive behavior and device-specific styling

User flow definitions, wireframes, and interaction specifications

Interactive prototypes and usability testing

SCOPE OF WORK (REMAINDER)

IMPACT ON DELIVERY AND ACCEPTANCE

The parties acknowledge that excluding user interface responsibilities may alter integration timelines, acceptance testing requirements, and responsibilities for defects attributable to excluded items. The Client accepts responsibility for coordinating any third-party UI provider and for any delays or defects that arise in excluded components.

PAYMENT TERMS

TERM AND TERMINATION

This Form amends the parties' obligations effective as of the Effective Date. The exclusion set forth herein shall remain in effect from Start Date: through End Date: unless earlier terminated in accordance with the underlying agreement or by mutual written consent.

CONFIDENTIALITY

Each party shall continue to comply with the confidentiality obligations of the underlying agreement. The Client acknowledges that technical specifications, integration details, and other materials provided for the purpose of exclusion or integration may be designated Confidential Information and will be protected in accordance with the applicable confidentiality provisions. Neither party shall disclose Confidential Information except as required by law.

REPRESENTATIONS, WARRANTIES, AND LIMITATION OF LIABILITY

The Provider represents that it has the authority to agree to the exclusions. The Client represents that it has the authority to accept responsibility for excluded UI components. Except as expressly set forth in writing, the Provider makes no warranties with respect to excluded items and shall not be liable for defects, integration failures, or usability issues arising from excluded UI elements. The parties agree that any liability arising from excluded items shall be limited as set forth in the underlying agreement.

GOVERNING LAW

This Form shall be governed by and construed in accordance with the laws of the State of , without regard to conflicts of law principles.

ENTIRE AGREEMENT

This Form, together with the underlying agreement, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior or contemporaneous oral or written understandings specific to the excluded user interface items. Any amendment to this Form must be in a writing signed by both parties.

ACKNOWLEDGEMENTS

By signing below, each party acknowledges and agrees that it has read this Form, understands the effects of excluding the specified user interface components, and consents to the adjustments to scope, payment, and responsibility set forth herein.

Client Name:

By:

Date:

Provider Name:

By:

Date:

Enter text✕

What the User Interface Exclusion Form Is and When It’s Used

A User Interface Exclusion Form documents agreed exclusions or limitations relating to a product's user interface between contracting parties. Typical uses include clarifying which UI elements, features, or integration touchpoints are out of scope for support, warranties, or maintenance obligations. The form reduces ambiguity by listing excluded components, effective dates, and the parties responsible for excluded items. It is frequently attached to service agreements, development contracts, or change orders and can be executed electronically consistent with U.S. e-signature laws such as the ESIGN Act and state UETA statutes.

Why a Clear Exclusion Form Matters

A precise User Interface Exclusion Form reduces dispute risk, clarifies responsibilities for maintenance and updates, and improves change-management tracking without altering the primary contract framework.

Why a Clear Exclusion Form Matters

Who Typically Completes This Form

Teams and individuals who manage product scope, deployments, and legal risk complete this form to record agreed UI exclusions.

  • Product managers and product owners who need to define technical scope and hand off exclusions to engineering and support.
  • Vendors and software suppliers documenting which interface elements or modules are out of scope for delivery or support.
  • Legal counsel and contract managers ensuring exclusions are consistent with broader contract terms and liability limits.

Proper completion ensures technical, commercial, and legal stakeholders share a single source of truth about what is not covered.

Core Elements to Include in a Professional Exclusion Form

A robust form is concise, uses exact identifiers, and links exclusions to contract sections, dates, and signatories to preserve enforceability and operational clarity.

Parties

Full legal names and roles of each signing party, including the contracting entity and any third‑party vendors or integrators referenced by legal entity name and contact details.

Excluded Items

A clear, itemized list of UI elements, pages, APIs, or modules excluded from scope, using identifiers such as component names, routes, or screenshot references where helpful.

Effective Date

The date (MM/DD/YYYY) on which the exclusion takes effect and any automatic expiry or review milestones tied to development sprints or release cycles.

Scope Limits

Boundaries that define the exclusion—functional limits, geographic or user segments, supported platforms, and any conditional re‑inclusion events.

Reference Documents

Links or attachment names for related contracts, change orders, technical specifications, or ticket numbers that explain why an item is excluded.

Signatures

Designated signature blocks with printed names, titles, dates, and acceptable authentication methods to confirm authorization and attribution.

Essential Data Fields to Capture

Signer identity: Full legal name
Entity name: Registered business name
Effective date: MM/DD/YYYY
Excluded elements: Short list identifiers
Scope limits: Platform or region
Signature method: eSign or wet ink

Step-by-Step: Completing the Form

Follow these sequential steps to prepare, verify, and finalize a User Interface Exclusion Form with clear attribution and retention.

  • 01
    Prepare document: Gather related contracts and component identifiers to list exclusions accurately.
  • 02
    Enter details: Complete fields for parties, exclusions, dates, and rationale.
  • 03
    Verify identity: Confirm signer authority and choose authentication method.
  • 04
    Execute: Sign, date, and distribute signed copies to all stakeholders.

Configuring an Online Workflow for This Form

A simple online workflow ensures consistent completion, signer authentication, and automated distribution of the final record.

Field Configuration
Authentication Method Email link | SMS code | optional KBA
Required Fields Make parties, exclusions, date, signature mandatory
Signer Order Sequential or parallel signing per contract needs
Notifications Auto-email signed copy to parties and legal

Where to Send and How to Route the Completed Form

Identify primary recipients and the system of record so the executed form is discoverable and linked to the governing contract.

  • Contract Owner: Attach the signed form to the master contract file or CLM system.
  • Technical Record: Add a copy to the project ticket or repository for engineering reference.
  • Legal Archive: Store the signed form with legal or contract management for audits.
  • Stakeholder Distribution: Email signed copy to product, support, and third‑party vendors.

Digital Signing and Distribution Considerations

Choose a platform that supports required authentication, audit trails, and the file formats used by your organization.

  • File formats: PDF, DOCX supported
  • Integrations: Salesforce, NetSuite, Google Workspace
  • Authentication: Email, SMS, KBA options

Typical Timelines and Review Expectations

Set realistic deadlines for review and signature to prevent rollout delays and ensure the exclusion is captured before releases or support cutoffs.

Provide on request:

Deliver form when the payer or customer requests an exclusion record.

Internal review:

Allow 7–14 calendar days for legal and product review.

Signature window:

Obtain signatures within 30 days of issue to avoid stale approvals.

Distribution:

Distribute signed copies immediately after execution.

Dispute response:

Respond to documented disputes within 60 days where possible.

Common Preparation Mistakes to Avoid

  • Using vague descriptions for excluded components that later require expert testimony to interpret during disputes.
  • Mismatched signatory names or titles compared to corporate records, creating questions about authority and enforceability.
  • Failing to attach or reference the governing contract or ticket number that explains why the exclusion exists.
  • Skipping identity verification or audit‑trail capture when executing electronically, which weakens attribution evidence.

Risks and Consequences of an Incorrect or Missing Exclusion Form

Contract ambiguity: Increased dispute and litigation risk
Operational disruption: Support and release delays
Liability exposure: Unexpected warranty obligations
Audit weakness: Insufficient evidence for compliance
Regulatory gaps: Potential issues in regulated industries
Reputational harm: Customer dissatisfaction and churn

Practical Examples of How Teams Use the Form

Real-world examples show how product and legal teams use the form to avoid disputes and speed releases without renegotiating primary contracts.

Optica Ventures

Product clarity reduced disputes during deployment

  • One line item excluded third‑party analytics
  • The signed exclusion linked to the master services agreement and prevented scope creep across three release cycles.

Martin Properties

Remote execution on release day avoided delay

  • UI feature dependent on vendor delivery was excluded
  • The executed form served as the basis for change orders and clarified customer support triage.

Frequently Asked Questions and Practical Answers

Answers to common questions about legal effect, signing, storage, and what to do when a form is contested.


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