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Terms and Conditions for engaging Experience Innovation Consulting Inc. for Consulting Services

Version: 1.0

Last Updated: 2024.02.20

Introduction

This Agreement outlines the consulting services provided by Experience Innovation Consulting Inc. ("Consultant, The Consultant, the Firm") to the Client ("Client"), including change management consulting, innovation workshop facilitation, lean management coaching, and Asana and Jasper.ai implementation and adoption support.

Scope of Services

  • Services Provided: The Consultant will offer the following services tailored to the Client's needs:

    • Change management consulting to facilitate transitions.

    • Facilitation of innovation workshops aimed at generating new ideas and approaches.

    • Lean management coaching to improve efficiency and reduce waste.

    • Implementation and adoption support for Asana and Jasper.ai to enhance project management and content creation processes.

  • Deliverables: Specific deliverables may include strategic plans, process documentation, software configuration files, and training materials. Deliverables will be further defined in project-specific Statements of Work (SoWs).
     

Duration of Agreement

  • Effective Date: The Agreement becomes effective upon the last signature date.

  • Completion Date: Completion is based on the deliverables outlined in the SoW.

  • Termination: Either party may terminate with 30 days' written notice. Specific conditions for termination and associated responsibilities are detailed herein.
     

Financial Terms

  • Fees: Consulting fees are specified in each SoW, with 50% due at the beginning of the engagement and the reminder outlined per project milestones.

  • Payment-in-full Discount: We will honour a discount of 10% for all contracts paid in full at the onset of the engagement. 

  • Expenses: Reimbursable expenses must be pre-approved and are limited to reasonable out-of-pocket costs.

  • Currency: All payments will be made in USD unless otherwise agreed.

  • Late Payment: Late payments incur a 1.5% monthly interest charge.

  • Non-refundable: Contracts cancelled are non-refundable, and doing so is done at the discretion and complete understanding of the Client that no refund or partial refund will be offered. 


Client Obligations

  • Support: The Client agrees to provide access to necessary facilities, data, and personnel.

  • Feedback: Timely feedback and approvals from the Client are essential for maintaining project timelines.


Confidentiality and Intellectual Property

  • Confidentiality: Both parties agree to maintain the confidentiality of proprietary information.

  • Intellectual Property: Intellectual property rights for deliverables are transferred to the Client upon full payment, excluding third-party materials and pre-existing works of the Consultant.
     

Change Management

Changes to the scope of services or deliverables require a written Agreement via a Change Order, ensuring both parties agree to adjustments.


Performance Metrics and Evaluation

Performance will be evaluated against agreed-upon metrics, detailed in each SoW, to ensure accountability and satisfaction.

Liability and Indemnification

  • Liability: The Firm's liability is limited to fees paid by the Client, excluding cases of gross negligence or willful misconduct.

  • Indemnification: Parties agree to indemnify each other against losses due to breaches of this Agreement, according to defined terms.

 

Dispute Resolution

  • Governing Law: This Agreement is governed by the laws of Calgary, AB, Canada.

  • Resolution: If necessary, disputes will be resolved through mediation, arbitration, or litigation.

 

Miscellaneous

  • Amendments: Any changes to this Agreement must be in writing and signed by both parties.

  • Assignment: Neither party may assign its obligations without prior written consent.

  • Force Majeure: Neither party is liable for delays caused by events beyond reasonable control.

 

Signatures

No agreement is considered binding until signed by authorized representatives of both parties.

Data Protection and Confidentiality Policy

Version: 1.0

Last Updated: 2024.02.20

Introduction

Experience Innovation Consulting Inc. is dedicated to safeguarding the privacy, security, and confidentiality of all data we handle, including personal data and client corporate information, whether publicly accessible or confidential. This policy outlines our commitment and practices, ensuring compliance with global data protection regulations and upholding the highest standards of confidentiality and integrity in our services.

Scope

This policy applies to all forms of data processed by Experience Innovation Consulting Inc., including but not limited to the personal data of clients, their customers, and employees, as well as all client corporate data, encompassing publicly accessible, confidential, and susceptible information.

Data Protection Principles

We adhere to the following principles for all data handled:

  • Lawfulness, Fairness, and Transparency: Processing is conducted lawfully and transparently, with a clear purpose.

  • Purpose Limitation: Data is collected for legitimate, specific purposes and not further processed incompatibly with those purposes.

  • Data Minimization: Only data necessary for the specified purposes is collected.

  • Accuracy: Efforts are made to ensure data accuracy and currency.

  • Storage Limitation: Data is retained only as long as necessary for its intended purposes.

  • Integrity and Confidentiality: Appropriate security measures protect data against unauthorized access and loss.
     

Data Subject Rights

Individuals have rights over their data, including access, rectification, erasure, and objection to processing. Experience Innovation Consulting Inc. respects these rights and provides mechanisms for individuals to exercise them. We also commit to protecting the confidentiality of corporate data and honouring all legal and ethical obligations. We will acknowledge all requests submitted within 15 business days, with resolution or ongoing discussions within 30 business days. 
 

Data Collection and Processing

  • Personal Data: Collected with explicit consent or as necessary for service provision or legal compliance.

  • Client Corporate Data: Handled with strict adherence to consent, legal obligations, and security protocols, distinguishing between publicly accessible and confidential data.
     

Data Sharing and Transfers

Data, including confidential corporate information, is shared only as required by law or with explicit consent and protected during transfers with stringent security measures.
 

Data Security

We implement the following and more security practices: VPNs, data encryption, limited access to Google Drives, internal access controls tailored to protect personal and corporate data, various forms of anti-spyware and anti-malware, the use of password keepers and two-factor authentication, along with other non-disclosed measures to ensure the confidentiality and integrity of our Client's information.
 

Data Breach Response

Experience Innovation Consulting Inc. has a structured response plan addressing potential data breaches, focusing on rapid assessment, regulatory and Client communication, and mitigating future risks, especially concerning confidential corporate data.
 

Policy Review and Updates

Regular reviews ensure our policy complies with evolving data protection laws and reflects best practices in data handling, including treating corporate information.

 

Handling of Confidential Client Information

  • Confidentiality Commitments: We rigorously protect client confidentiality, applying strict data classification, handling, and disclosure protocols.

  • Employee Training and Awareness: Continuous training programs ensure that staff understand their responsibilities in maintaining the confidentiality of client information.

  • Audit and Compliance: Regular audits validate our adherence to this policy, data protection laws, and confidentiality commitments.


Contact Information

For questions or concerns regarding our Data Protection and Confidentiality Policy or practices, don't hesitate to contact our Data Protection Officer at dataprotection@experienceinnovation.consulting.

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