Policies
The policies and practice standards that govern how we hold information, what our credentials mean, and what you can expect from us. Published in one place so that nobody has to hunt through a footer for them.
Policies and standards
Questions about any of theseMember Policy
The terms that govern Knowledge Hub membership: what a membership includes, who holds a seat, how renewal and cancellation work, and what members may and may not do with the material.
Read the policyConflicts and Neutrality
How we screen for conflicts before an assignment, what disqualifies us, what happens when a conflict surfaces mid-matter, and how a party raises an objection to the practitioner assigned to them.
Read the policyEngagement Protections
What protects the integrity of an engagement: how we handle interference with an investigation, changes to scope, threats to our practitioners, compelled testimony, and the insurance that sits behind all of it.
Read the policyRecords Retention
How long we hold the records we create for you, where they live, when they are returned or destroyed, and what happens to a file when an engagement ends.
Read the policyAI in Casework
Where artificial intelligence touches our work and where it does not, what happens to prompts and inputs when a matter concludes, and why no AI output ever becomes part of a case file.
Read the policyPrivacy policy
How personal information is collected, used, shared, and retained, the subprocessors we rely on, and how to make a data request. Requests go to privacy@fractionalcoordinator.com and are answered within 30 days.
Read the documentTerms of use
The terms governing use of this site, program registration, and the cancellation and credit policy that applies to cohorts, workshops, and retreats.
Read the documentCookie policy
What we set and why, across strictly necessary, analytics and performance, functional, and marketing categories, and how to change your choices at any time.
Read the documentSecurity
Where data is held, who can reach it, and how it is protected. Application data runs on U.S. infrastructure; active investigation files and privileged work product sit on firm-managed private servers in U.S. data centers.
Read the documentCertification notice
What our certificates do and do not confirm. They evidence completion of the program rather than external accreditation. Read this before assuming a credential carries CLE or SHRM recognition.
Read the documentAccessibility statement
Our conformance approach for this site and our published materials, and how to report a barrier so that it gets fixed rather than logged.
Read the documentDocuments your procurement office may ask for
The set above is what we publish. The following are provided on request, either before an engagement letter is signed or as part of your vendor review:
- Certificate of insurance.
- W-9 and vendor registration paperwork.
- The sector-specific service agreement for PK-12, higher education, or workplaces.
- Subprocessor list and responses to a security questionnaire.
- A Business Associate Agreement, where an engagement requires one.