Protections
Your trust matters. See how we protect your information, ensure quality in every deliverable, and stand behind our work.
Commitment to Quality
Policy Bridge Advisors delivers professional documentation services meeting the highest standards of accuracy, clarity, and compliance. We provide exceptional research, meticulous documentation, and robust policy development services through technical precision, responsive communication, and proactive service delivery.
Service Standards
Payment Structure by Project Value
Policy Bridge Advisors operates a tiered payment structure based on project value to ensure fair compensation timing and client protection.
- Payment Terms: Full payment due before work begins
- Work Commencement: Project work begins only after payment clears
- Delivery Process: Final deliverables released immediately upon project completion
- Applies to: Single resumes, cover letters, business correspondence, and small documentation projects
- Payment Terms: 50% deposit before work begins, 50% upon completion before final delivery
- Work Commencement: Project work begins only after deposit clears
- Final Payment Process:
- Policy Bridge Advisors notifies client when project is complete and ready for delivery
- Client has 3 business days to remit final payment
- Final deliverables released only after final payment clears
- Client may review draft versions during revision process, but receives final, polished deliverables only upon full payment
- Applies to: Executive resumes, comprehensive policies, employee handbooks, and complex documentation projects
Timely Delivery
Policy Bridge Advisors will deliver services within timeframes mutually agreed upon during project initiation. Clients receive:
- Project kickoff confirmation within 2 business days of agreement execution
- Milestone updates at agreed intervals (typically weekly for projects over 2 weeks)
- Draft delivery for client review before final delivery
- Final delivery confirmation with complete project files
Response Times for Client Communications:
- Email inquiries: Within 2 business days
- Urgent matters (identified as such): Within 24 hours during business days
- Revision requests: Acknowledgment within 1 business day, completion per agreed timeline
Evidence-Based Documentation
Policy Bridge Advisors grounds every deliverable in accurate information from client-supplied materials or independent research. All documentation reflects professional best practices and complies with applicable legal, regulatory, and industry-specific requirements.
Compliance Standards
Work products adhere to applicable requirements including employment law for handbooks, privacy regulations for policies, professional standards for business correspondence, and industry-specific regulations as identified during project scoping.
Quality Assurance Process
Every deliverable undergoes Policy Bridge Advisors' five-step quality assurance process:
- Internal Review: Team verification of accuracy, clarity, and adherence to specifications
- Technical Validation: Compliance check against relevant standards and regulations
- Client Preview: Draft delivery for review and feedback
- Revision Cycle: Implementation of requested changes based on client input
- Final Quality Check: Confirmation that all requirements are met before delivery
Client Responsibilities
Successful project completion requires client cooperation in the following areas:
Information Provision
Clients must provide accurate, complete information necessary for service delivery within timeframes specified in project agreements. Delays in providing required information extend delivery timelines proportionally.
Logo Files
CLIENTS MUST PROVIDE HIGH-RESOLUTION COMPANY LOGOS FOR ALL PROJECTS REQUIRING BRANDED MATERIALS.
Logos must be:
- Free from pixelation, distortion, or artifacts
- Provided in original source format (.PNG, .EPS, .AI, or .SVG)
- Properly formatted with appropriate transparency or background
- Delivered within 3 business days of service agreement execution
Clients must not provide logos that are screenshots, low-resolution images, or extracted from websites. Policy Bridge Advisors rejects inadequate logo files and requests proper versions, which delays project timelines.
Font and Typography Limitations
Clients requiring custom fonts, specialty typography, or graphic design elements must engage separate graphic design services. Policy Bridge Advisors does not accommodate requests for non-standard fonts.
Legal Review Service
Policy Bridge Advisors is not a law firm and does not employ legal staff. However, when documents require legal review for compliance or regulatory concerns, Policy Bridge Advisors contracts external, licensed California attorneys to review the document at no additional cost to the client.
This service applies when:
- Employee handbooks require employment law verification
- Policy documents require regulatory compliance review
- Business documents contain potential legal implications
- Client specifically requests legal review of deliverables
Important: Legal review adds 5-10 business days to project timelines. Clients must notify Policy Bridge Advisors of legal review requirements during project scoping.
Additional Client Responsibilities
- Timely Feedback: Review draft deliverables within specified timeframe (typically 5-7 business days) and provide specific, actionable feedback
- Payment Obligations: Remit payment according to tier-appropriate terms
- Accuracy of Information: Responsible for accuracy of all information, data, and content provided
- Cooperation: Participate in scheduled review meetings and respond to clarification requests promptly
Revision Process
Included Revisions
Each project includes two (2) complete revision cycles at no additional cost. A revision cycle consists of client review of a draft deliverable followed by Policy Bridge Advisors' implementation of requested changes.
Scope of Revisions
Included revisions cover:
- Corrections to factual errors or inaccuracies
- Formatting adjustments to meet specifications
- Clarifications to improve readability
- Modifications to align with agreed-upon project scope
- Technical corrections for compliance requirements
Additional Revisions
Revisions beyond two cycles, or changes constituting scope expansion, will be billed at the hourly rate of $150/hour with advance written approval required.
Scope expansion includes:
- Addition of new sections, policies, or content not in original scope
- Substantial rewrites based on changed client preferences or direction
- Incorporation of new legal requirements identified after project initiation
- Modifications to completed work more than 30 days after final delivery
Service Guarantee
Quality Commitment
If a deliverable fails to meet agreed-upon specifications due to Policy Bridge Advisors' error or oversight, the organization will revise the work at no additional cost within the included revision cycles.
Revision Request Deadline: Clients must submit revision requests within 7 calendar days of receiving the deliverable. Revision requests submitted after 7 calendar days will not be accepted under this guarantee and will be treated as new service requests subject to additional fees.
Calculation of 7-Day Period: The 7-day period begins on the date and time the deliverable is delivered to client via email. Deliveries are timestamped per email transmission records. Weekends and holidays are included in the 7-day calculation.
Correction Coverage
Policy Bridge Advisors will correct, at no charge:
- Factual errors in research or content
- Formatting errors or inconsistencies
- Technical compliance errors
- Failure to incorporate agreed-upon feedback from previous revision cycles
Limitations
This guarantee covers work quality and compliance with specifications. It does not cover:
- Subjective style preferences not specified in original project scope
- Changes in client direction or preferences after project completion
- Revisions requested more than 30 days after final delivery
- Changes necessitated by new laws or regulations enacted after delivery
- Modifications constituting scope expansion beyond original agreement
Cancellation and Refund Policy
Tier 1 Projects (Under $200)
Clients may cancel Tier 1 projects by providing written notice via email to documents@policybridgeadvisor.com.
Stage 1 - Before Work Commencement:
If client cancels after payment but before Policy Bridge Advisors begins substantive project work, client receives full refund minus non-refundable administrative fee of $50.
Stage 2 - After Work Commencement, Before Completion:
If client cancels after work commencement but before project completion, refund calculated as:
Total Payment - (Hours Worked × $150/hour) - $50 Administrative Fee = Refund Amount
Stage 3 - After Completion:
No refunds after project completion and delivery.
Tier 2 Projects ($200 and Above)
Clients may cancel Tier 2 projects at any time by providing written notice via email to documents@policybridgeadvisor.com.
Stage 1 - Before Work Commencement:
If client cancels after execution of service agreement but before Policy Bridge Advisors begins substantive project work, client receives full refund of deposit minus non-refundable administrative fee of $100.
Stage 2 - After Work Commencement, Before First Draft Delivery:
Refund calculated as:
Total Deposit Paid - (Hours Worked × $150/hour) - $100 Administrative Fee = Refund Amount
Stage 3 - After First Draft Delivery, Before Final Delivery:
No refund applies. Client must pay remaining balance in full within 15 calendar days of cancellation. Client receives all work product completed to date of cancellation in current state.
Stage 4 - After Final Delivery:
No refund applies. Full project payment is due immediately. Client retains all delivered work product.
Important Policy Notes:
- All deposits paid are non-refundable except as specifically provided in Stage 1 and Stage 2 calculations
- Administrative fees are non-refundable under all circumstances
- No refund requests accepted more than 30 calendar days after final delivery or project cancellation
Limitation of Liability
LIABILITY CAP: To the fullest extent permitted by California law, Policy Bridge Advisors' total aggregate liability arising from or relating to services provided, whether in contract, tort, or otherwise, will not exceed the total fees paid by the client for the specific project giving rise to the claim.
Exceptions to Limitations
Limitations of liability do not apply to:
- Claims arising from Policy Bridge Advisors' fraud, willful misconduct, or gross negligence
- Violations of law or statutory obligations
- Breaches of confidentiality obligations under the Data Privacy & Protection Policy
- Consumer rights under California Consumer Privacy Act
- Indemnification obligations specified in service agreements
Legal Services
Clients requiring legal opinions, regulatory interpretations, or legal compliance certification must engage their own legal counsel. Policy Bridge Advisors provides policy documentation and business writing services based on industry best practices and publicly available compliance frameworks.
Dispute Resolution
Governing Law and Venue
This policy and all services are governed by California law without regard to conflict of law principles. Exclusive jurisdiction and venue for any court proceedings will be in San Diego County, California state or federal courts.
Mandatory Mediation
Before pursuing arbitration or litigation, parties will attempt good faith mediation. Either party may initiate mediation by written notice. Parties will mutually select a mediator within 15 days and share mediation costs equally.
Arbitration
Disputes not resolved through mediation will be resolved by binding arbitration administered by the American Arbitration Association (AAA) in San Diego, California, under AAA Commercial Arbitration Rules.
Arbitration Terms:
- Single arbitrator mutually agreed upon or appointed by AAA
- California substantive law applies
- Arbitration location: San Diego, California
- Reasonable discovery permitted
- Each party bears own attorneys' fees; arbitrator fees shared equally
- Arbitrator's decision final and binding
CCPA Rights Preserved
Nothing in this dispute resolution provision limits consumer rights under the California Consumer Privacy Act (CCPA/CPRA), including private rights of action. Any provision purporting to waive such rights is void.
Contact Information
Policy Bridge Advisors, LLC
Email: documents@policybridgeadvisor.com
Phone: 619-577-2968
Website: www.policybridgeadvisor.com
Office Hours: Monday-Friday, 9:00 AM - 5:00 PM Pacific Time
Our Promise
Policy Bridge Advisors is built on a foundation of trust, quality, and accountability. We understand that our deliverables support your professional goals and organizational success. When you choose us, you're choosing a partner committed to excellence in every document, every policy, and every interaction.
Your satisfaction isn't just a policy—it's our standard.
1. Purpose and Scope
This Data Privacy & Protection Policy describes how Policy Bridge Advisors, LLC ("PBA," "we," "us," or "our") collects, uses, protects, and deletes information provided by clients in connection with professional documentation services. This Policy applies to all services offered through our website and direct client engagements.
Client Acknowledgment Required: By engaging PBA's services, clients acknowledge they have read, understood, and agreed to this Policy in its entirety.
2. Information We Collect
PBA collects only information necessary to deliver contracted services. Information categories include:
2.1 Personal Information
- Full legal name, contact information (email, phone, mailing address)
- Professional credentials, employment history, educational background
- Career accomplishments and biographical details for resume and document creation
2.2 Organizational Information
- Company name, structure, size, and industry classification
- Existing policies, procedures, handbooks, or governance documents provided for review or revision
- Organizational charts and operational data relevant to policy development
2.3 Potentially Sensitive Information
- When explicitly authorized by client through written agreement, PBA may handle documents containing Protected Health Information (PHI) or Personally Identifiable Information (PII) for policy development purposes only
- Client must identify all sensitive data categories in advance of engagement
2.4 Payment Information
- Billing address and contact information
- Payment is processed exclusively through third-party payment processors
- PBA does not collect, store, or retain credit card numbers, bank account numbers, or other financial credentials
3. Data Retention and Deletion
3.1 Standard Retention Period
PBA retains client data for a maximum of thirty (30) calendar days following final project delivery.
Retention period begins on the date client receives final deliverables via email or download.
3.2 Automatic Deletion Protocol
- All client-provided materials, work-in-progress drafts, and final documents are deleted from active systems after the 30-day retention period
- Deletion includes removal from primary storage, working directories, and accessible backup systems
3.3 Client Responsibility for Document Retention
CRITICAL: Clients must download and securely store all final deliverables immediately upon receipt.
- PBA is not a document storage service or cloud backup provider
- PBA assumes no liability for client's failure to retain copies of delivered work
- After the 30-day retention period, PBA cannot retrieve, recreate, or provide copies of deleted materials
3.4 Limited Exceptions to Deletion
- Financial records required for tax compliance, accounting, and regulatory purposes are retained per applicable law (minimum 7 years)
- Records retained for legal compliance contain only transaction details, dates, and payment amounts—not source documents or deliverables
- Clients may request early deletion of their data at any time by written request to documents@policybridgeadvisor.com
4. How We Use Your Information
PBA uses collected information solely for the following purposes:
- Service Delivery: Drafting, editing, formatting, and finalizing contracted documentation
- Quality Assurance: Internal review to ensure accuracy, compliance, and professional standards
- Client Communication: Responding to inquiries, providing project updates, and delivering completed work
- Payment Processing: Invoicing and processing payments through third-party processors
- Legal Compliance: Maintaining records required by tax authorities and regulatory agencies
We Do Not:
- Sell, rent, lease, or trade client information to third parties
- Use client data for marketing purposes without explicit written consent
- Share client information with external parties except as required by law or court order
5. Data Security Measures
PBA implements commercially reasonable security measures to protect client information during the engagement period. These measures include:
5.1 Technical Safeguards
- Encryption of data in transit using secure protocols (TLS/SSL)
- Password-protected access to client files and work product
- Regular software updates and security patches on systems handling client data
5.2 Administrative Safeguards
- Role-based access controls limiting data access to assigned project personnel only
- Confidentiality obligations binding all PBA personnel and contractors
- Secure disposal protocols for data deletion at end of retention period
5.3 Physical Safeguards
- Remote work environment with secured internet connections
- Device-level security controls on all computers accessing client data
LIMITATION OF SECURITY:
Client acknowledges and agrees that:
- No data transmission or storage system is completely secure or error-free
- PBA cannot guarantee absolute security of client information against all possible threats
- Unauthorized access, hardware failure, and other factors beyond PBA's reasonable control may compromise data security
- PBA's liability for security incidents is limited as described in Section 9 below
6. Compliance with Privacy Regulations
6.1 California Consumer Privacy Act (CCPA/CPRA) Compliance
As a California-based LLC, PBA complies with the California Consumer Privacy Act. California residents have the following rights:
- Right to Know: Request disclosure of personal information categories collected and purposes of use
- Right to Delete: Request deletion of personal information prior to standard 30-day retention period
- Right to Opt-Out: PBA does not sell personal information; no opt-out action required
- Right to Non-Discrimination: Exercise of privacy rights will not result in discriminatory treatment
To Exercise Rights: Submit written request to documents@policybridgeadvisor.com with subject line "CCPA Request"
6.2 HIPAA Considerations
When clients engage PBA to develop policies or documentation that may reference or incorporate Protected Health Information (PHI):
- Client must execute a separate Business Associate Agreement (BAA) prior to sharing any PHI
- PBA will handle PHI solely for policy development purposes as specified in the BAA
- PHI is subject to the same 30-day deletion protocol unless BAA specifies otherwise
- Clients remain responsible for ensuring their own HIPAA compliance regarding information shared with PBA
IMPORTANT: PBA does not represent itself as "HIPAA Certified" (no such certification exists). PBA personnel are trained in HIPAA compliance requirements and apply appropriate safeguards when handling PHI under executed BAAs.
6.3 General Data Protection Regulation (GDPR)
While PBA is not established in the European Union, we extend certain GDPR-style protections to all clients:
- Data minimization: Collecting only necessary information
- Purpose limitation: Using data only for stated purposes
- Transparency: Clear communication about data practices
- Individual rights: Honoring access, deletion, and portability requests
EU residents exercising GDPR rights should contact documents@policybridgeadvisor.com
7. Third-Party Service Providers
7.1 Payment Processors
- PBA uses encrypted third-party payment processing services to handle transactions
- Payment processors maintain their own privacy policies and security standards
- PBA does not access or store full payment card information
7.2 Technology Platforms
- PBA may use cloud-based tools for document creation, communication, and project management
- All third-party platforms are selected based on security capabilities and privacy commitments
- Client data shared with platforms is limited to operational necessity
7.3 No Unauthorized Disclosure
- PBA does not share client information with third parties for marketing or unrelated purposes
- Any required disclosure to service providers is limited to the minimum necessary information
- All service providers are bound by confidentiality obligations
8. Client Responsibilities and Acknowledgments
By engaging PBA's services, clients acknowledge and agree to the following:
8.1 Accuracy of Information
- Client is responsible for the accuracy and completeness of all information provided
- Client warrants they have legal right to share all information provided to PBA
- PBA relies on client representations and is not responsible for verifying accuracy of client-provided information
8.2 Sensitive Data Disclosure
- Client must identify any PHI, PII, or other sensitive data categories before sharing with PBA
- Client must obtain all necessary consents or authorizations before providing third-party information to PBA
- Failure to disclose sensitive data categories may limit PBA's ability to implement appropriate safeguards
8.3 Document Retention
- Client is solely responsible for downloading, saving, and securing all final deliverables
- Client acknowledges the 30-day automatic deletion policy and waives any claims arising from inability to retrieve documents after deletion
- PBA strongly recommends clients maintain backup copies of all received documents
8.4 Security Cooperation
- Client must promptly report any suspected unauthorized access to their PBA account or project files
- Client is responsible for maintaining security of their own email accounts and devices used to access PBA services
9. Limitation of Liability
9.1 Security Limitations
- PBA implements commercially reasonable security measures but cannot guarantee prevention of all unauthorized access, data breaches, or security incidents
- Client acknowledges that no electronic data transmission or storage is completely secure
9.2 Limitation of Damages
To the maximum extent permitted by applicable law:
- PBA's total liability for any data security incident, unauthorized disclosure, or privacy violation shall not exceed the total fees paid by client for the specific project during which the incident occurred
- PBA shall not be liable for indirect, consequential, incidental, special, or punitive damages arising from any data security incident
9.3 Force Majeure
PBA is not liable for any failure or delay in performance due to circumstances beyond reasonable control, including but not limited to: cyberattacks, natural disasters, governmental actions, internet service disruptions, or third-party service provider failures.
9.4 Client Mitigation Duty
- Client agrees to mitigate damages by promptly downloading and securing all deliverables
- Client's failure to timely retrieve documents during the 30-day retention period constitutes failure to mitigate
10. Data Breach Notification
In the event PBA discovers or is notified of unauthorized access to client information, PBA will:
- Conduct a prompt investigation to determine the scope and impact of the incident
- Notify affected clients within a reasonable timeframe as required by applicable law
- Provide available information about the nature of the breach and categories of information potentially affected
- Describe steps PBA is taking in response to the incident
Client acknowledges that notification timeframes and methods may be subject to law enforcement or regulatory guidance.
11. Policy Updates and Modifications
11.1 Right to Modify
- PBA reserves the right to update this Policy at any time to reflect changes in legal requirements, business practices, or security measures
- Material changes will be effective upon posting to the PBA website with updated "Last Revised" date
11.2 Client Notification
- For active projects at time of policy changes, PBA will provide email notice of material modifications
- Continued use of PBA services following policy updates constitutes acceptance of revised terms
11.3 Version Control
Previous policy versions are available upon request for clients seeking to review terms in effect during their project period.
12. Contact Information
Privacy Inquiries and Rights Requests:
Email: documents@policybridgeadvisor.com
Subject Line: "Privacy Policy Inquiry" or "Data Rights Request"
General Business Inquiries:
Policy Bridge Advisors, LLC
Email: documents@policybridgeadvisor.com
Phone: 619-577-2968
Response Timeframe: PBA will respond to privacy inquiries and data rights requests within fifteen (15) business days of receipt.
13. Legal Foundation and Professional Experience
Policy Bridge Advisors, LLC was established in 2025 and operates under California business licensing requirements. Our principal has over thirty (30) years of leadership and organizational management experience across military and civilian sectors, including:
- Master's degree in Organizational Leadership
- Certified Healthcare Privacy Associate (CHPA)
- Direct involvement in organizational accreditation processes and compliance auditing protocols
- Specialized training in FCPA compliance, conflict of interest resolution, and regulatory risk management
This experience informs PBA's approach to data privacy and security, though clients acknowledge that professional experience does not constitute legal advice and PBA is not a law firm.
Acknowledgment
By executing a service agreement with Policy Bridge Advisors, LLC or by submitting information through our website, client acknowledges:
- I have read and understood this Data Privacy & Protection Policy in its entirety
- I agree to the 30-day data retention and automatic deletion protocol
- I accept responsibility for downloading and securing all final deliverables
- I acknowledge the limitation of liability provisions in Section 9
- I understand no data security system is foolproof and accept associated risks
Your Trust, Our Commitment
At Policy Bridge Advisors, we understand that the documents we create for you—resumes, business letters, policies, handbooks—contain sensitive professional and organizational information. We treat your data with the same level of care, confidentiality, and strategic rigor we bring to every policy we develop.
This isn't just compliance—it's our professional standard.
Thank you for trusting us with your most important professional documentation.