Privacy Policy
Effective Date: 05-22-26
Last Updated: 07-24-26
Angulo & Morsa Legacy Consulting LLC respects the privacy of website visitors, prospective clients, clients, public-sector organizations, government contractors, teaming partners, and other individuals who communicate with us.
This Privacy Policy explains the types of information we may collect, how we use that information, when it may be disclosed, how long it may be retained, and the privacy choices available to you.
Information Covered by This Policy
This Privacy Policy applies to information collected through:
Our website
Inquiry forms
Email and other direct communications
Newsletter subscriptions
Payment and invoicing platforms
Commercial and public-sector consulting engagements
Subcontracting and teaming communications
Website analytics, cookies, and similar technologies
This Policy does not govern the independent privacy, security, or record-management practices of websites, public agencies, government contractors, vendors, platforms, or other organizations that we do not control.
Information We Collect
Information You Provide
We may collect information that you provide directly, including:
Your name
Organization name
Job title or role
Email address
Phone number
Organization website
Primary business or organization location
Industry, department, or organization type
Information about an operational problem, project, or opportunity
Information about how an issue is affecting customers, constituents, employees, revenue, service delivery, capacity, or management
Requested services or scope of support
Solicitation, opportunity, project, or reference numbers
Relevant deadlines and project timelines
Contracting, registration, insurance, certification, or qualification requirements
Messages and correspondence
Documents or information provided during an approved engagement
Billing and transaction information
Newsletter and communication preferences
Please do not submit sensitive personal, medical, employee, legal, financial, confidential business, procurement-sensitive, source-selection, controlled, classified, or other restricted information through the general inquiry form.
If confidential or restricted information is required for an approved opportunity or engagement, we will identify an appropriate method for providing it.
Information Collected Automatically
When you use our website, Squarespace, analytics providers, and other website-service providers may automatically collect information such as:
Internet Protocol address
Browser and device type
Operating system
Referring website or source
Pages viewed
Approximate geographic area
Date and time of access
Website interactions
Cookie and similar technology information
We may use this information to operate and secure the website, understand general website use, identify technical issues, evaluate website performance, and improve the visitor experience.
How We Use Information
We may use information to:
Review and respond to inquiries
Confirm receipt of an inquiry
Ask follow-up questions
Determine whether a request aligns with our services, qualifications, capacity, and engagement requirements
Evaluate commercial, public-sector, subcontracting, or teaming opportunities
Schedule introductory conversations
Prepare proposals, quotations, scopes of work, and engagement documents
Complete vendor, contracting, or subcontractor documentation
Provide consulting services
Communicate about active or potential engagements
Coordinate with authorized clients, agencies, prime contractors, subcontractors, teaming partners, vendors, or professional advisors
Process invoices and payments
Deliver reports, recommendations, documentation, and project materials
Meet applicable contractual, reporting, audit, security, and record-retention requirements
Maintain accounting, tax, insurance, legal, and business records
Operate, secure, maintain, and improve the website
Prevent or investigate fraud, misuse, unauthorized access, or security incidents
Enforce agreements and protect legal rights
Comply with legal and regulatory obligations
Send newsletters or marketing communications when separately requested or authorized
Inquiry and Service Communications
Submitting an inquiry allows us to communicate with you about that inquiry and related next steps.
These communications may include:
Confirmation that the inquiry was received
Follow-up questions
Information about whether the request aligns with our services
An invitation to an introductory conversation
A proposal, quotation, capability statement, or other engagement information
Requests for information related to a project, solicitation, opportunity, or contracting requirement
Administrative communications related to an active or potential engagement
Submitting an inquiry does not automatically subscribe you to the Legacy Newsletter or other recurring marketing communications.
We may continue to send service-related or administrative communications when reasonably necessary for an active inquiry, proposal, contract, purchase order, task order, subcontract, invoice, consulting engagement, legal obligation, or business record.
Newsletter and Marketing Communications
We send newsletters and recurring marketing communications only when a person separately subscribes, requests them, or otherwise provides permission for that purpose.
Marketing communications may include:
The Legacy Newsletter
Articles and operational insights
Service announcements
Educational materials
Firm updates
Marketing emails include an unsubscribe method.
Unsubscribing from marketing communications does not prevent us from sending necessary communications regarding an active inquiry, proposal, agreement, invoice, project, or legal obligation.
We do not use inquiry phone numbers for automated marketing calls or promotional text messages without the consent required by applicable law.
Cookies and Website Analytics
Our website may use cookies and similar technologies to:
Support necessary website functions
Remember website preferences
Understand general website traffic and use
Identify technical problems
Maintain website security
Improve website performance and usability
Third-party website and analytics providers may collect information through these technologies while you use the website.
You may be able to control cookies through your browser settings or through any cookie-management options presented on the website. Disabling certain cookies may affect some website functions.
Do Not Track and Privacy Signals
Some browsers transmit Do Not Track signals or other privacy-preference signals.
Because there is no uniform standard governing all Do Not Track signals, our website may not respond to every signal.
Where required by applicable law, we will honor legally recognized privacy-preference or opt-out signals that apply to our data practices.
Service Providers and Disclosure of Information
We may disclose information to service providers that assist us with:
Website hosting and management
Email and business communications
Website analytics
Payment and invoice processing
Video conferencing
File storage and document management
Accounting and business administration
Legal and professional services
Information security
These providers may process information only as permitted by their agreements with us and their own applicable privacy obligations.
When reasonably necessary to evaluate, pursue, administer, or perform an opportunity or engagement, we may also disclose appropriate information to an authorized:
Client or prospective client
Public agency
Government prime contractor
Subcontractor or teaming partner
Vendor or specialized professional
Legal, accounting, insurance, technology, or other professional advisor
We seek to limit these disclosures to information reasonably necessary for the applicable purpose and subject to available permissions, contractual requirements, confidentiality obligations, and applicable law.
We may also disclose information:
When required by law, subpoena, court order, public-records requirement, audit, or valid legal process
To comply with an applicable solicitation, contract, purchase order, task order, subcontract, or government requirement
To protect the rights, safety, or property of Angulo & Morsa Legacy Consulting LLC, our clients, or others
To investigate suspected fraud, misuse, unauthorized access, or security incidents
To enforce an agreement or legal right
In connection with a merger, financing, reorganization, sale, or transfer of all or part of the business
Public-Sector Opportunities and Records
Information submitted or created in connection with a public-sector opportunity or engagement may be subject to procurement, contracting, audit, disclosure, record-retention, or public-records requirements.
We cannot guarantee that information submitted to or maintained by a public agency, incorporated into an agency record, included in a proposal or contract file, or required under a public agreement will remain confidential.
Do not submit procurement-sensitive, source-selection, controlled, classified, or other restricted information through the general inquiry form.
The handling, disclosure, retention, and protection of information associated with an approved public-sector engagement will be governed by the applicable solicitation, agreement, contract requirements, and law.
No Sale of Personal Information
We do not sell personal information.
We do not knowingly share personal information for cross-context behavioral advertising.
If these practices change, we will update this Privacy Policy and provide any notice or choices required by applicable law.
Payment Information
Payments and invoices may be handled through third-party payment or invoicing providers.
We do not directly store complete payment-card numbers on our own website servers. Payment providers process payment and billing information under their own terms, security practices, and privacy policies.
Data Security
We use reasonable administrative, technical, and organizational measures intended to protect information against unauthorized access, misuse, alteration, disclosure, loss, or destruction.
No online transmission, electronic storage system, or security measure can be guaranteed to be completely secure.
Do not use the general inquiry form to submit confidential records, restricted information, or sensitive information that we have not requested.
Data Retention
We retain information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including:
Responding to inquiries
Evaluating potential opportunities
Preparing and maintaining proposals, quotations, and engagement documents
Providing consulting services
Meeting contractual, procurement, audit, security, and record-retention requirements
Maintaining accounting, insurance, tax, legal, and business records
Complying with legal obligations
Resolving disputes
Enforcing agreements
Preventing fraud or misuse
Protecting legitimate business interests
Retention periods depend on the type of information, the relationship involved, applicable contractual and legal requirements, and legitimate operating needs.
Your Privacy Choices
You may contact us to:
Ask what personal information we maintain about you
Request correction of inaccurate information
Request deletion of information, subject to applicable legal, contractual, public-records, audit, and business-record exceptions
Update your communication preferences
Unsubscribe from marketing communications
Ask questions about our privacy practices
Requests may be submitted to:
We may request information reasonably necessary to verify your identity, confirm your authority, and protect information from unauthorized disclosure.
We may retain information when required or reasonably necessary to complete a transaction, provide contracted services, maintain legal or financial records, comply with public-sector requirements, prevent fraud, resolve disputes, or enforce an agreement.
California Privacy Rights
California residents may have additional rights when the California Consumer Privacy Act or another applicable California privacy law applies to the organization or information involved.
These rights may include the right to request:
Information about personal information collected
Access to certain personal information
Correction of inaccurate personal information
Deletion of certain personal information
Information about disclosures to third parties
Opt-out of covered sale or sharing practices
Protection against unlawful discrimination for exercising applicable privacy rights
We currently do not sell personal information or knowingly share personal information for cross-context behavioral advertising.
California privacy requests may be submitted to:
Authorized agents may submit requests where permitted by applicable law. We may require reasonable proof of authorization and identity before fulfilling a request.
Some information may be exempt from a request or retained when required by law, contract, audit, public-records requirements, accounting obligations, security needs, dispute resolution, or other legitimate business purposes.
Children’s Privacy
Our website and services are intended for business, organizational, and professional use. They are not directed to children under 13.
We do not knowingly collect personal information directly from children under 13. If we learn that such information has been submitted, we will take reasonable steps to delete it.
External Websites and Services
Our website may contain links to websites or services operated by third parties.
We do not control those third parties or their privacy, security, accessibility, or record-management practices. Review their applicable policies before submitting information to them.
Changes to This Privacy Policy
We may update this Privacy Policy when our services, technologies, contractual obligations, legal requirements, or information practices change.
The revised Policy will be posted on this page with an updated “Last Updated” date.
When a change materially affects how previously collected information is used, we will provide any additional notice required by applicable law.
Contact Us
Questions or requests concerning this Privacy Policy may be submitted to:
Angulo & Morsa Legacy Consulting LLC
Menifee, California
Email: [email protected]
Phone: (951) 323-3762