Scope of Work
Define tank type, capacity, cleaning steps (drain, mechanical cleaning, disinfection), testing requirements, and accepted industry standards or protocols to be followed.
A robust agreement reduces disputes by specifying scope, frequency, safety protocols, and payment terms. It clarifies responsibilities for system shutdowns, access, water sampling, and waste handling, and it documents insurance coverage and compliance obligations needed by facilities and regulators.
Lead stakeholders use the agreement to allocate responsibilities and manage risk before work begins.
After signing, the agreement serves as a single source of truth for scheduling, billing, and regulatory recordkeeping.
Typically a facilities manager, property manager, or operations director authorized to commit funds and schedule work. The representative should confirm site access, utility shutoff permissions, and acceptance criteria in writing prior to service.
An authorized officer or operations manager from the cleaning company who confirms methods, chemical use, waste disposal plans, insurance coverage, and that technicians are certified for confined-space entry and water sampling where applicable.
Define tank type, capacity, cleaning steps (drain, mechanical cleaning, disinfection), testing requirements, and accepted industry standards or protocols to be followed.
List initial service date, recurring intervals, allowable work hours, and procedures for rescheduling due to weather or access issues.
State fixed fees or unit pricing, deposit requirements, invoice timing, late payment terms, and any additional charge triggers such as hazardous waste disposal.
Describe required permits, confined-space entry procedures, PPE, MSDS for chemicals, and responsibility for permit acquisition and associated fees.
Specify required insurance types and limits (general liability, pollution, workers' comp), certificate of insurance delivery, and indemnity allocation for third-party claims.
Define water sampling protocols, acceptance criteria (microbial thresholds), who pays for lab testing, and remediation steps if samples fail.
| Field | Configuration |
|---|---|
| Party Information | Use required text fields; enable autofill where possible. |
| Signature Blocks | Place signer name, title, and date fields; allow multiple signers sequentially. |
| Conditional Clauses | Use conditional fields to show permits/disposal fees only when applicable. |
| Attachments | Allow upload fields for COI, permits, and lab reports. |
Use an e-signature workflow that preserves an audit trail, supports attachments, and complies with U.S. e-signature law.
Keep a certified audit trail and copies in your contract management system to support inspections, claims, and renewals.
| 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 | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Specify exact MM/DD/YYYY for the initial visit.
State interval (e.g., quarterly, annually) and allowable reschedule notice.
Set Net terms (e.g., Net 30) to control cash flow.
Require COI before work begins; include delivery deadline.
State lab reporting target (e.g., 48–72 hours).
Client receives scope and price; sets review timeframe.
Signatures authorize work and establish the effective date.
Provider completes cleaning, testing, and submits reports.
Client signs acceptance after meeting test criteria.
Export executed agreements as PDF/A for archival and as DOCX for editable records when needed.
Attach COIs, permits, and lab reports to the executed contract; keep originals where required by the agency.
Store in a secure contract repository with access controls and version history.
Maintain encrypted backups and export capability to local file systems for long-term retention.