We appreciate your interest in the Borderplex Community Capital business advising program. This agreement outlines the policies and procedures that govern your participation. Non-compliance with these policies may result in termination of your advising relationship with Borderplex Community Capital.
Both clients and Borderplex Community Capital business advisors are bound by the same policies and procedures outlined in this agreement.
Information Confidentiality
Borderplex Community Capital operates independently of the Public Information Act. Accordingly, we will not disclose any information about your business or the content of advising sessions to third parties without prior written consent from both you and your business advisor. This protection extends to all personal contact information and financial data.
Trade Secret Protection
Any proprietary trade secrets related to your business’s unique operations will remain protected and will not be used to benefit other Borderplex Community Capital clients or representatives. Trade secrets include non-obvious, confidential information about innovative processes, such as proprietary manufacturing procedures, formulas, or other novel business methods. You are responsible for identifying and documenting any such trade secrets to Borderplex Community Capital both verbally and in writing.
Intellectual Property and Documentation
Documents created during or resulting from advising sessions—including business plans, marketing strategies, market analyses, lending assessments, and financial projections—become shared property between you and Borderplex Community Capital. While these documents remain confidential and are used solely for program evaluation and improvement, any tools, templates, or resources created by Borderplex Community Capital or its advisors remain the exclusive property of Borderplex Community Capital. These materials may not be reproduced, copied, or distributed without written permission and proper attribution.
Borderplex Community Capital may also request access to your business documentation, including entity formation documents, tax identification, employment data, and financial statements, which will be treated with the same confidentiality standards.
Service Pricing
Borderplex Community Capital maintains the right to adjust advising service fees. Current clients will receive written notice at least 30 days before any price changes take effect.
Ethical Standards
All Borderplex Community Capital representatives and advisors are prohibited from recommending products or services from vendors with whom they have financial, family, or personal relationships.
Scope of Services
The business advising program operates under Borderplex Community Capital’s Technical Assistance initiative. Our role is to provide guidance, education, and recommendations to strengthen your business knowledge and skills. Implementation of any advice remains your sole responsibility and discretion. Please note that:
Service Control
You maintain the right to refuse, pause, or terminate services at any time by providing written notice with explanation to Borderplex Community Capital or your advisor. Similarly, Borderplex Community Capital reserves the right to refuse service to any participant, with written explanation provided.
Feedback Mechanisms
You may provide feedback through multiple channels: - Informal feedback: Verbal communications, program reviews, or digital correspondence - Formal feedback: Structured program evaluation surveys
Your input is welcome at any time throughout your participation.
Advisor Changes
If your assigned advisor is not an optimal match—whether due to industry expertise, communication style, personality differences, or conflicts of interest—you may request a different advisor at any time. Submit change requests in writing to Borderplex Community Capital or your current advisor.
Accessibility Acoommodations
You may request reasonable accommodations for your appointments, including:
Note that accommodation services may incur additional charges. All accommodations and associated costs must be agreed upon before implementation. Please submit accommodation requests in writing at least 5 business days before your appointment.
Professional Boundaries
All advising sessions must remain focused on business matters within the program’s scope. Personal relationships with advisors are prohibited, and personal matters should not be discussed during sessions. You must disclose in writing any personal or financial relationships that develop with Borderplex Community Capital representatives. Such conflicts of interest may result in termination of the advising relationship.
Information Accuracy
Effective advising depends on accurate information. You are responsible for providing complete, truthful information about your business and business-related concerns to your advisor.
Program Evaluation Participation
As a program supported by private and public funding, we regularly assess service quality and impact. You will receive surveys following each session and upon program completion. Survey participation is mandatory—failure to complete requested evaluations will result in service suspension until surveys are submitted.
Progress Requirements
Each advising session establishes specific objectives to be completed by the next meeting or within an agreed timeframe. You must: - Make genuine efforts to complete assigned objectives - Communicate with your advisor if you need assistance - Demonstrate measurable progress between sessions Progress is evaluated after each session. Failure to make reasonable progress due to neglect of assigned objectives may result in service termination.
Appointment Scheduling
Communication Requirements
You must notify Borderplex Community Capital or your advisor if you will be late, need to cancel, or must reschedule. Failure to communicate may result in service suspension or termination after 2 violations.
Punctuality Standards
Cancellation and Rescheduling Protocol
Health and Safety Requirements
If you are ill, you must: - Notify your advisor of illness - Not attend in-person sessions with fever, illness, or medical diagnosis - Wait 14 days after symptom resolution before returning to in-person sessions - Inform Borderplex Community Capital if you were ill during a recent in-person session - Utilize telecommunication options during illness recovery
Meeting Locations
Virtual Services
You may receive services via: - Phone consultations - Video conferencing (Zoom, Skype, or similar platforms)
Post-Session Support
Following each session, your advisor may provide: - Session recaps with goals, objectives, and assignments - Resource information - Referral connections - Document reviews (business plans, financials) - Allow up to 7 business days for follow-up delivery. Specific follow-up actions will be agreed upon during your session.
Program Structure
Liability Waiver and Responsibility Acknowledgement
By participating in this program, you acknowledge that:
By participating in the Borderplex Community Capital Business Advising Program, you confirm that you have read, understood, and agree to comply with all policies and procedures set forth in this Agreement.