Business Evaluation & Safe Information Handling Implementation program.

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 EVALUATION OBJECTIVE

To evaluate and implement procedures that will ensure compliance with FACTA, HIPAA, FCRA and privacy policies. Learn what your office or facility needs to do in order to keep personal information secure and be in compliance with FACTA, HIPAA, and other privacy rights acts.

 Discover if…

Your business in compliance.

What employees don’t know about information safety and compliance.

Why & how we freely give out personal information. 

Procedures to protect personal information.

BENEFITS

Strengthen the confidence of employees and clients in the safe handling of personal information. 

When the evaluation and training is complete, your employees will…

 Have successfully discovered better ways to safely handle information.

 Have a better understanding of privacy acts such as FACTA, HIPAA, FCRA, GLB.

 Be Aware of weak areas of safety concerns.

 Understand new procedures to provide safe information handling.

 SCOPE OF SERVICES

1.       Evaluation

a.       Review of day to day business operations.

b.       Recommend steps required to successfully implement safe information handling procedures.

c.       Establish safe information handling procedures guidelines.

d.       Train employees in new procedures for safe information handling.

2.       Report and Materials

a.       Business evaluation. Report on areas of concern and recommended safe handling procedures.

b.       Procedures handbook. Additional copies can be provided for employees.

3.       Seminars

a.       Safe Information Handling Implementation Seminar.  Presentation for all employees to help implement new safe information handling procedures.

b.       Personal Information Safety Seminars can also be provided for your employees’ personal information safety and the safety of their children and family.

YOUR RESPONSIBILITIES

This project demands significant cooperation by your employees. Ultimate success is highly dependent on their effort. To help achieve a smooth and successful implementation, it will be your responsibility to:

1.       Provide an overall scope of your company and the type of information that is handled daily.

2.       Allow the evaluator access to employee areas and observation of daily employee procedures for the specified dates only.

3.       Do not change procedures prior to or during the evaluation. A true evaluation of safe handling habits will be of greater value for improving your company’s procedures and compliance.

4.       Have specific department staff available for evaluation. Such as HR and payroll personnel. The safe handling of employee information is a vital area of concern.

5.       The evaluator will not handle or purposely view sensitive information on computers or files. The evaluator may ask employees if the information is sensitive in an effort to discover how information is handled.

PROFESSIONAL FEES AND MATERIALS COSTS

Fee estimates are summarized on the seperate schedule or proposal provided. A fee proposal will be issued after initial discussion to understand scope of business, number of employees and amount of sensitive information handled. 

Fees will be adjusted for actual time spent. We will not incur additional hours without written prior approval. Our fee does not include writing a Policy and Procedures manual.

Our terms of payment are:

$250.00 deposit due when requesting an evaluation or seminar.

25% of remaining balance due 15 days before evaluation begins.

The balance is due on acceptance of the Evaluation & Recommended Procedures Report during review with authorized officers or management.

Fees for additional seminars will be due at $250.00 on scheduling and 25% due 15 days prior to presentation and balance due on day of seminar.

A 25% cancellation fee will be access for any cancellation of evaluations and/or seminars 30 days prior to the evaluation or seminar date. A 50% cancellation fee will be accessed for any cancellations less than 30 days prior to evaluation or seminar date.

Rescheduling of evaluations or seminars, or alternate company referrals, is preferred over cancellations.

CLOSING

If you would like additional information or a proposal, please contact Cindy Graham at 970-285-1581 or Cindy@WhoElseIsyou.com. 

If you want to accept this program, please sign one copy and return it with a 25% deposit to:

Who Else Is You?

Secure Information Handling Evaluation

PO Box 726

Battlement Mesa CO 81635

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ACCEPTANCE FORM              

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Who Else Is You?

Secure Information Handling Evaluation

PO Box 726, Battlement Mesa CO 81635

Last 4 digits of Credit Card Number                              Expiration date

For security purposes it is requested that payments made by credit card be completed securely online at www.WhoElseIsYou.com . Go to the business section and click on “Evaluation / Seminar Registration“

I have reviewed and understand the outline of the Safe Information Handling Evaluation and Seminar Training and wish to schedule and evaluation.

__________________________________           __________________________________

Authorized Signature                                             Date

__________________________________           __________________________________

Printed Name                                                       Title