Policies

Policies and standards

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.

Read the policies For procurement

For your vendor review

Everything in one place

Published policies13
Most recent updateSeptember 27, 2026
FormatWeb page and PDF

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The policies

Grouped by what you need to know

Each opens as a page and downloads as a PDF for your file.

How we work

Neutrality, the integrity of an engagement, and what happens to the file.

Conflicts and NeutralityHow 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.Effective Aug 18, 2026Read PDF of Conflicts and Neutrality
Engagement ProtectionsWhat 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.Effective Aug 18, 2026Read PDF of Engagement Protections
Records RetentionHow 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.Effective Aug 18, 2026Read PDF of Records Retention
AI in CaseworkWhere 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.Effective Aug 18, 2026Read PDF of AI in Casework
Modern Slavery StatementOur commitment against modern slavery, human trafficking, forced labor, and child labor in our operations and our supply chain, and how to report a concern.Effective April 30, 2026Read PDF of Modern Slavery Statement

Your data

What we collect, how we protect it, and what you control.

Privacy PolicyHow Fractional Coordinator collects, uses, retains, and discloses personal information, and the rights you have over your own data. Written in plain language, designed to be read by the people whose data we handle, not just by lawyers.Effective May 20, 2026Read PDF of Privacy Policy
Security NoticeHow we protect the information you trust us with, particularly the investigation files, which are among the most sensitive records there are.Effective May 20, 2026Read PDF of Security Notice
Cookie PolicyWhat we use cookies for, what we do not, and how to control them. Short, because we use few cookies and we do not track you across the web.Effective Sep 27, 2026Read PDF of Cookie Policy

Programs and membership

What a certificate confirms, and the terms of a membership.

Certification NoticeWhat a Fractional Coordinator certificate does and does not confirm, written plainly, so no one relying on it is surprised later.Effective May 20, 2026Read PDF of Certification Notice
Member PolicyThe terms that govern Knowledge Hub membership: what a membership includes, who holds it, how renewal and cancellation work, what members may do with the material, and the limits on all of it.Effective Aug 18, 2026Read PDF of Member Policy
Member StandardsThe professional standards that govern Fractional Coordinator membership: what we commit to members, what we expect of them, and how concerns and appeals are handled.Effective May 20, 2026Read PDF of Member Standards

This website

The terms of using the site, and how it is built to be usable by everyone.

Terms of UseThe agreement governing your use of fractionalcoordinator.com, the programs you register for, and the services you engage us to provide. We have tried to write these the way we wish vendor terms were written for us: specific, fair, and free of language designed to surprise you later.Effective May 20, 2026Read PDF of Terms of Use
Accessibility StatementHow this website is built to be usable by everyone, the standard we hold it to, and how to reach us if something is in your way.Effective July 21, 2026Read PDF of Accessibility Statement

For procurement

Documents 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
Sector-specific service agreementFor PK-12, higher education, or workplaces
Subprocessor list
Security questionnaire responses
Business Associate AgreementWhere an engagement requires one

Request a document Questions about any of these

Questions

Ask before you sign.

If a policy does not answer your question, or your review needs something we have not listed, write to us and we will respond directly.