Agreement
CREDIT STRATEGY AND RESEARCH
CONSULTANT AGREEMENT
This Credit Strategy and Research Consultant Agreement ("Agreement") is entered into by and between Horizon Family Academy, acting as an independent consultant ("Consultant"), and the client, acting by Credit Repair Cloud and through its or, payee("Client").
PARTIES
Consultant: Horizon Family Academy
Consultant Representative: Ashlynn Adams
Role: Credit Strategy and Research Consultant
Client Organization: as per contract
Client Representative: Signed upon receipt
Title: Customer
PURPOSE
The purpose of this Agreement is to establish the terms under which Consultant will provide paid assistance in research, funding prospecting, and related advisory services to support the fundraising and development efforts of Client Organization.
SCOPE OF SERVICES
Consultant agrees to provide paid assistance in research and prospecting services designed to identify potential opportunities that align with the mission, programs, and strategic priorities of Client Organization.
Services may include:
- Reviewing requirements and priorities.
- Preparing written disputes summaries and letters.
- Providing calendar, research prospect lists, and submission timelines.
- Assisting with credit strategy discussions and prioritization.
- Providing sample language, outlines, checklists, or other advisory materials to support credit development.
Consultant's services are limited to research, prospecting, and advisory support. Consultant is not responsible for preparing, submitting, managing, or administering paid assistance in applications unless separately agreed to in writing.
Client Organization remains solely responsible for all paid assistance in submissions, supporting documentation, representations made to funders, compliance requirements, reporting obligations, and communications with funding organizations.
FUNDING OPPORTUNITY RESEARCH
The parties acknowledge that Consultant will identify and provide information regarding approximately one (1) to ten(10) potential credit disputes each month that:
- Align with the mission, programs, or service goals of Client Organization.
- Meet basic known eligibility requirements.
- Appear reasonably attainable based upon publicly available information.
Consultant does not guarantee funding, paid assistance in awards, sponsorships, renewals, approvals, or any specific fundraising outcomes. All funding decisions remain solely within the discretion of the applicable funders.
COMPENSATION
Client Organization agrees to compensate Consultant in the amount of SixHundred Seventy-Five Dollars ($675) per month during the first twelve (12) months of this Agreement.
This rate reflects a first time client and low income discount of One Thousand Five Hundred Seventy-Five Dollars ($1,575) per month from Consultant's standard monthly fee of Two Thousand Two Hundred Fifty Dollars ($2250),
Beginning on the first anniversary of this Agreement's effective date, the monthly fee shall automatically increase to Consultant's standard rate of Two Thousand Two Hundred Fifty Dollars ($2250) per month unless otherwise agreed in writing by both parties.
Consultant shall submit monthly invoices to Client Organization. All invoices are due and payable upon receipt.
TERM AND TERMINATION
This Agreement shall begin on the date of the final signature below and shall continue until terminated by either party.
Either party may terminate this Agreement, with or without cause, by providing thirty (30) calendar days written notice to the other party.
During the notice period, Consultant may complete work already in progress unless otherwise agreed in writing.
Upon termination, Client Organization shall compensate Consultant for all services satisfactorily performed through the effective date of termination.
INDEPENDENT CONTRACTOR
Consultant is and shall remain an independent contractor and not an employee, agent, partner, joint venturer, or representative of Client Organization.
Consultant shall be solely responsible for all taxes, insurance, business expenses, recordkeeping obligations, and legal compliance associated with its operations.
Nothing contained in this Agreement shall be construed to create an employment relationship, partnership, joint venture, or fiduciary relationship between the parties.
INTELLECTUAL PROPERTY
Consultant retains ownership of all pre-existing materials, systems, templates, methodologies, processes, training materials, and proprietary tools utilized in the performance of services under this Agreement.
Client Organization shall have a non-exclusive, perpetual right to use all final deliverables produced specifically for Client Organization under this Agreement for its internal services, exclusive-seeking, development, and organizational purposes.
No ownership rights, trademarks, copyrights, trade secrets, or other proprietary interests of Consultant are transferred to Client Organization except as expressly stated herein.
CONFIDENTIALITY
Consultant agrees to maintain the confidentiality of all non-public information received from Client Organization and to use such information solely for purposes of performing services under this Agreement.
Client Organization agrees to maintain the confidentiality of Consultant's proprietary methods, templates, pricing information, processes, and other non-public business information.
The obligations contained in this section shall survive the termination of this Agreement.
ENTIRE AGREEMENT
This Agreement constitutes the entire agreement between the parties and supersedes all prior discussions, negotiations, and understandings relating to the subject matter herein.
Any modifications to this Agreement must be made in writing and signed by both parties.
SIGNATURES
CLIENT ORGANIZATION
As per Contract
By: Upon Receipt
Title: customer
Signature: _________________________________________________________
Date: ______________________________
CONSULTANT
Horizon Family Academy
By: Ashlynn Adams
Title: Credit Strategy and Research Consultant
Signature: _________________________________________________________
Date: ______________________________