2. Services

The parties agree to engage in a 3-month Coaching Program through virtual (Zoom, Google Meets, etc) meetings. The coach will be available to the Client by text message, e-mail, and voicemail in between scheduled meetings as with a Service Level Agreement of response within 24 hours. The coach may also be available for additional time, per the Client’s request on a prorated basis rate of $180 (for example, reviewing documents, reading or writing reports, engaging in other Client-related services outside of coaching hours).

3. Schedule and Fees

These sessions are Pro Bono.

The calls/meetings shall be 30 or 60 minutes each. If rates change before this agreement has been signed and dated, the prevailing rates will apply.

Refund Policy

The refund policy in effect for the term of this Agreement is as follows:

1. Cancellation by Client:

• If the Client cancels a coaching session at least 24 hours in advance, the session may be rescheduled at no additional cost.

• If the Client cancels a coaching session less than 24 hours in advance or fails to attend, the session will be forfeited, and no refund will be provided.

2. Termination by Client:

• The Client may terminate this Agreement at any time with two weeks' written notice. In such a case, the Client will receive a refund for any unused coaching sessions paid for in advance, minus a 25X`% administrative fee.

3. Termination by Coach:

• If the Coach terminates the Agreement, the Client will receive a full refund for any unused coaching sessions paid for in advance.

4. No Refunds for Completed Sessions:

• No refunds will be issued for coaching sessions that have already been completed.

5. Non-refundable Fees:

• All fees for services outside of scheduled coaching sessions (e.g., reviewing documents writing reports) are non-refundable once the service has been rendered.

6. Dispute Resolution:

• If a dispute arises regarding the refund policy, both parties agree to attempt to resolve it in good faith through mediation. If the dispute is not resolved within 30 days, either party may pursue legal action, and the prevailing party shall be entitled to recover attorney’s fees and court costs from the other party.

This refund policy is designed to ensure fairness and clarity for both parties involved in the coaching agreement. By signing this Agreement, the Client acknowledges understanding and acceptance of this refund policy.

4. Procedure

The time of the coaching meetings and/or location will be determined by Coach and Client based on a mutually agreed upon time. The Client will initiate all scheduled calls and will call the Coach provided number or link. If the Coach will be at any other number for a scheduled call, Client will be notified prior to the scheduled appointment time.

5) Confidentiality

This coaching relationship, as well as all information (documented or verbal) that the Client shares with the Coach as part of this relationship, is bound by the principles of confidentiality outlined in the ICF Code of Ethics. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privilege. The Coach agrees not to disclose any information about the Client without the Client’s written consent. The Coach will not disclose the Client’s name as a reference without the Client’s consent.

At times, the Coach may ask to record a session using a technology platform such as Otter.ai. This is used for education, training, and certification purposes. The recording and transcription can be shared with the Client if requested. The Client agrees not to share, distribute, or reproduce the recordings without the Coach's consent. All recordings are considered confidential and are protected under the confidentiality terms outlined in this agreement.

Confidential Information does not include information that: (a) was in the Coach’s possession before its being furnished by the Client; (b) is generally known to the public or in the Client’s industry; (c) is obtained by the Coach from a third party, without breach of any obligation to the Client; (d) is independently developed by the Coach without use of or reference to the Client’s confidential information; or (e) the Coach is required by statute, lawfully issued subpoena, or by court order to disclose; (f) is disclosed to the Coach and as a result of such disclosure the Coach reasonably believes there to be an imminent or likely risk of danger or harm to the Client or others; and (g) involves illegal activity. The Client also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with the Coach in a timely manner.

1. Release of Information (Optional, based upon specific situation)

The Coach engages in training and continuing education, pursuing and/or maintaining ICF (International Coach Federation) Credentials. That process requires the names and contact information of all Clients for possible verification by ICF. By signing this agreement, you agree to have only your name, contact information and start and end dates of coaching shared with ICF staff members and/or other parties involved in this process for the sole and necessary purpose of verifying the coaching relationship, no personal notes will be shared.

Release of Information (Optional, based upon specific situation)

The Coach engages in training and continuing education, pursuing and/or maintaining ICF (International Coach Federation) Credentials. That process requires the names and contact information of all Clients for possible verification by ICF. By signing this agreement, you agree to have only your name, contact information and start and end dates of coaching shared with ICF staff members and/or other parties involved in this process for the sole and necessary purpose of verifying the coaching relationship, no personal notes will be shared.

Client Agrees _______________ Client Refuses_______________

According to our profession's ethics, topics may be anonymously and hypothetically shared with other coaching professionals for training, supervision, mentoring, evaluation, and coach professional development and/or consultation purposes.

6. Cancellation Policy

Client agrees that it is the Client's responsibility to notify the Coach (number of) hours in advance of the scheduled calls/meetings. Coach reserves the right to bill Client for a missed meeting. Coach will attempt in good faith to reschedule the missed meeting.

7. Record Retention Policy (Optional, if the Coach as adopted such a policy)

The Client acknowledges that the Coach has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a format of the Coach’s choice (print or digital/electronic) for a period of not less than years.

8. Termination

Either the Client or the Coach may terminate this Agreement at any time with _# weeks written notice. Client agrees to compensate the Coach for all coaching services rendered through and including the effective date of termination of the coaching relationship.

9. Limited Liability

Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered. In no event shall the Coach be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s exclusive remedy, shall be limited to the amount actually paid by the Client to the Coach under this Agreement for all coaching services rendered through and including the termination date.

10. Entire Agreement

This document reflects the entire agreement between the Coach and the Client and reflects a complete understanding of the parties concerning the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered, or supplemented except in writing signed by both the Coach and the Client.

11. Dispute Resolution

If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client and Coach agree to attempt to mediate in good faith for up to 30 days after notice is given. If the dispute is not so resolved, and in the event of legal action, the prevailing party shall be entitled to recover attorney’s fees and court costs from the other party.

12. Severability

If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If the Court finds that any provision if this Agreement is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.

13. Waiver

The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.

14. Applicable Law

This Agreement shall be governed and construed by the laws of the State of Maryland without giving effect to any conflicts of law’s provisions.

15. Binding Effect

This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns.

Please sign both copies and return one copy of this Client Agreement before the first scheduled coaching meeting. Retain one copy for your records and mail the other to:

Disclaimer:

The client understands and agrees that coaching is not therapy, psychological counseling, or social work, even though the coaching work may address personal issues or life conditions that impact on professional effectiveness. The client understands and agrees that coaching conversations are not legal, financial or business advice. In the event the Client desires any of the aforementioned services, it is the Client's responsibility to seek a licensed professional other than Coach.

Hold Harmless: The client agrees to hold Coach and Georgetown University (including faculty, staff, and students) harmless and exonerate them from any liability occasioned or claimed in connection with the pro bono coaching provided under this agreement.

Permission to record: The client understands that the coach will record this meeting to be evaluated, and the client understands that faculty observers/assessors will listen to this recording. The observers are listening for my demonstration of competencies, not for the content of the cal. There is also a possibility that this recording may be submitted to the International Coaching Federation for the purpose of evaluating the training. The coach will ask the client's permission if that occurs.

Upon completion of the initial term, we will evaluate the coaching's progress against the established goals and determine whether to continue or conclude the process.

The coach promises to keep all information provided to the coach as strictly confidential, except as required by law, including the client's professional relationship with the coach. Exceptions to this confidentially will only be made with the client's expressed permission.

Our signatures below indicate complete understanding and agreement with the contract.