Terms & Conditions

1. About us

CB Transformation is a UK-based operational and digital transformation consultancy operated by Chris Bones. References to "we", "us" and "our" refer to CB Transformation. References to "you" and "your" refer to the client organisation or individual engaging our services.

Contact: hello@cbtransformation.co.uk · 07356 260126 · www.cbtransformation.co.uk

2. Our services

CB Transformation provides operational and digital transformation consultancy services including but not limited to: process analysis and improvement, Microsoft 365 implementation, workflow automation, CRM implementation, Power BI reporting, project management, and operational discovery reviews.

The specific scope of services for each engagement will be set out in a Statement of Work (SOW) or proposal agreed between the parties before work commences.

3. Engagement and statements of work

All engagements are governed by these terms together with the applicable SOW or proposal. In the event of any conflict, the SOW takes precedence.

No work will commence until both parties have agreed the scope in writing. We reserve the right to decline any engagement at our discretion.

Any changes to agreed scope must be confirmed in writing by both parties via a change request before additional work is undertaken. Out-of-scope work will be subject to additional fees.

4. Fees and payment

Our fees are as set out in the relevant SOW or proposal. All fees are quoted exclusive of VAT unless otherwise stated.

Standard payment terms are:

• Day rate engagements: invoiced weekly, payable within 14 days of invoice date
• Fixed-fee projects under £2,000: 50% deposit on instruction, balance on delivery
• Fixed-fee projects over £2,000: 50% deposit on instruction, 25% at agreed midpoint, 25% on delivery
• Retainer engagements: invoiced monthly in advance
• Expenses: reimbursed at cost with receipts, invoiced monthly

We reserve the right to charge interest on overdue invoices at 8% above the Bank of England base rate in accordance with the Late Payment of Commercial Debts (Interest) Act 1998. We also reserve the right to suspend work on any engagement where invoices remain unpaid beyond their due date.

5. Intellectual property

Any intellectual property we create specifically for you as part of a paid engagement (such as process documents, workflow designs or reports) will transfer to you on receipt of full payment for that engagement.

We retain ownership of our own methodologies, frameworks, templates and tools that we bring to an engagement or develop independently. We retain the right to use general knowledge, skills and experience gained during any engagement in future work.

Any third-party materials or software used in delivering our services remain subject to the relevant third-party licences.

6. Confidentiality

We treat all information shared with us in the course of an engagement as confidential. We will not disclose your confidential information to any third party without your prior consent, except where required by law.

We may reference the nature of work undertaken (but not confidential details) for the purposes of anonymised case studies or capability descriptions, unless you specifically request otherwise in writing.

You agree to treat any materials, methodologies or proprietary information we share with you as confidential.

7. Your responsibilities

To enable us to deliver our services effectively, you agree to:

• Provide timely access to relevant information, systems and personnel as reasonably required
• Ensure that any information you provide is accurate and complete
• Make decisions in a timely manner to avoid unnecessary delays
• Obtain any necessary permissions or licences for systems or materials we are asked to work with
• Notify us promptly of any changes that may affect the agreed scope or timeline

We will not be responsible for delays or failures caused by your failure to meet these responsibilities.

8. Limitation of liability

We will carry out all services with reasonable skill and care. However, we cannot guarantee specific outcomes or results.

To the fullest extent permitted by law, our total liability to you in connection with any engagement shall not exceed the total fees paid by you for that engagement.

We shall not be liable for any indirect, consequential, special or incidental losses, including loss of profit, loss of business or loss of data, even if we have been advised of the possibility of such losses.

Nothing in these terms limits our liability for death or personal injury caused by our negligence, fraud or any other matter that cannot be limited by law.

9. Termination

Either party may terminate an engagement by giving 14 days written notice, unless a different notice period is specified in the SOW.

We reserve the right to terminate an engagement immediately if: invoices remain unpaid beyond 30 days of their due date; you act in a way that makes the working relationship untenable; or you ask us to act unlawfully or unethically.

On termination, you will pay for all work completed and expenses incurred up to the termination date. Any deposit paid is non-refundable unless we terminate without cause.

10. Independent contractor

CB Transformation operates as an independent contractor. Nothing in these terms creates an employment relationship, partnership or agency between us.

We reserve the right to engage associates or subcontractors to assist with delivery, subject to confidentiality obligations equivalent to those in these terms.

11. Data protection

Each party agrees to comply with applicable UK data protection legislation in connection with any personal data processed under or in connection with an engagement. Our Privacy Policy sets out how we handle personal data and is available at www.cbtransformation.co.uk/privacy.

12. Governing law

These terms are governed by and construed in accordance with the laws of England and Wales. Any disputes arising from these terms or any engagement shall be subject to the exclusive jurisdiction of the courts of England and Wales.

13. Changes to these terms

We may update these terms from time to time. The version in force at the time an SOW is agreed will govern that engagement. We will notify existing clients of any material changes.