Cancellation, Termination & Refund Policy
Effective Date: 05-22-2026
Last Updated: 07-24-2026
This Cancellation, Termination & Refund Policy explains the general practices of Angulo & Morsa Legacy Consulting LLC regarding cancellations, project termination, rescheduling, payments, and refunds.
Our services are intended primarily for business, organizational, governmental, and professional use.
Engagement-Specific Terms
The specific terms governing each engagement are documented in the applicable written materials, which may include:
A proposal
Master Consulting Agreement
Statement of Work
Professional-services agreement
Purchase order
Task order
Subcontract
Change order or amendment
Invoice
Notice to proceed
Other written agreement or authorization
These materials are referred to collectively as the “Engagement Documents.”
When the Engagement Documents contain cancellation, termination, payment, invoicing, acceptance, or refund provisions, those provisions apply to that engagement.
This published Policy primarily describes our standard commercial practices. Public-sector and government-contractor engagements are governed by their applicable Engagement Documents and contractual requirements.
Nothing in this Policy limits a legal right or remedy that cannot lawfully be waived.
Before an Engagement Begins
Submitting an inquiry does not create a consulting engagement and does not result in a charge.
A direct commercial engagement generally begins only after:
The required proposal, agreement, or Statement of Work has been approved
The required payment or deposit has been received
Any requested onboarding information has been provided
Any other stated commencement requirements have been completed
A public-sector or government-contractor engagement generally begins only after the required contract, purchase order, task order, subcontract, notice to proceed, or other written authorization has been completed.
The applicable Engagement Documents will identify the services, scope, price, payment or invoicing structure, professional-hour limit when applicable, schedule, client responsibilities, and any engagement-specific cancellation or termination terms.
Cancellation and Termination Requests
Commercial cancellation requests should be submitted in writing to:
A request is considered received when it reaches our business email system.
Public-sector organizations and government contractors should submit cancellation or termination notices through the process and to the representative identified in the applicable Engagement Documents.
The financial treatment of a cancellation or termination may depend on:
Whether authorized work has begun
Work completed before the effective cancellation or termination date
Deliverables completed or in progress
Professional capacity expressly reserved for the engagement
Approved third-party expenses or commitments
Applicable payment and invoicing terms
The reason for cancellation or termination
The termination rights stated in the applicable Engagement Documents
Commercial Cancellation Before Work Begins
When a direct commercial client cancels before substantive work begins, amounts paid will generally be refundable, less any of the following that were clearly disclosed and authorized:
Nonrecoverable third-party expenses
A specifically identified scheduling deposit
A reasonable cancellation fee stated in the applicable Engagement Documents
Work completed at the client’s request before the planned project start date
A payment is not made entirely nonrefundable merely because an invoice was issued, an agreement was signed, or routine administrative records were created.
Any nonrefundable scheduling deposit, cancellation fee, or capacity-reservation amount must be identified before payment in the applicable proposal, invoice, or agreement.
Commercial Cancellation After Work Begins
Once substantive work has begun, the client remains responsible for:
Work completed through the effective cancellation date
Meetings, preparation, analysis, research, drafting, implementation, training, or project coordination already performed
Approved third-party expenses
Other fees properly earned under the applicable Engagement Documents
Substantive work may include:
Engagement-specific onboarding
Reviewing information or materials provided by the client
Interviews, meetings, or working sessions
Research and analysis
Process or customer-journey review
Planning and solution design
Preparation of findings or deliverables
Workflow, documentation, or tool development
Implementation activities
Testing
Training or coaching
Project coordination connected to the approved scope
The treatment of any prepaid amount exceeding earned fees, approved expenses, and other authorized charges will be determined under the applicable Engagement Documents.
Cancellation does not automatically entitle either party to retain or recover amounts unrelated to completed work, approved expenses, expressly reserved capacity, or another enforceable contractual obligation.
Operations Diagnostic
The Operations Diagnostic is a fixed-scope commercial engagement.
The applicable Statement of Work will identify:
The defined business problem and primary process
Included and excluded areas
Required information and access
Meetings or interviews
Deliverables
Professional-hour limit
Schedule
Client responsibilities
Price and payment requirements
If the client cancels before Diagnostic work begins, the commercial cancellation-before-work provisions of this Policy apply.
If the client cancels after Diagnostic work begins, the client remains responsible for work completed, approved expenses, and other amounts properly earned under the applicable Engagement Documents.
When practical and appropriate, we may provide completed or substantially completed materials corresponding to amounts earned and paid.
Incomplete working notes, internal analyses, draft materials, proprietary tools, and other internal work product are not deliverables unless they are expressly identified in the approved scope.
Purchasing an Operations Diagnostic does not require the client to purchase Improvement or Sustainment services.
Improvement Engagements
Improvement engagements are separately scoped commercial projects and may require professional capacity to be reserved over an agreed project period.
The applicable Engagement Documents will identify:
Approved implementation priorities
Activities and deliverables
Professional-hour limit
Schedule and milestones
Training or coaching included
Client participation requirements
Payment schedule
Cancellation and termination terms
If an Improvement engagement is canceled or terminated after work begins, the client remains responsible for:
Work completed
Approved expenses
Properly earned fees
Any reasonable cancellation or capacity-reservation amount expressly stated in the applicable Engagement Documents
Work outside the approved scope is not performed or charged without written authorization.
Sustainment Support
Sustainment Support is optional.
Each approved month is a separate fixed-scope commercial engagement.
There are:
No automatic renewals
No minimum number of months
No requirement to purchase another month
No charge for a future month unless it is separately approved
Before each month begins, the client and Angulo & Morsa must agree in writing on the:
Scope
Deliverables
Professional-hour limit
Responsibilities
Price
Payment requirements
Completion criteria
A client may decline any future month without a cancellation charge.
If a client cancels an already approved Sustainment month after work begins, the client remains responsible for work completed, approved expenses, and other amounts properly earned under that month’s approved scope.
The treatment of unused professional capacity within an approved month will be stated in the applicable Engagement Documents.
Public-Sector and Government-Contractor Engagements
Public-sector and government-contractor work does not follow the standard commercial cancellation and refund structure unless that structure is expressly incorporated into the applicable Engagement Documents.
Cancellation, suspension, termination, invoicing, payment, acceptance, and closeout may instead be governed by:
A professional-services agreement
Purchase order
Task order
Subcontract
Prime-contract flow-down terms
Funding or appropriation requirements
Termination-for-convenience provisions
Termination-for-cause provisions
Stop-work instructions
Notice and cure requirements
Government claims or dispute procedures
Applicable laws and regulations
Public-sector and subcontracted engagements may require payment only for authorized and accepted work performed through the effective termination date, together with approved expenses and other amounts permitted by the applicable contract.
Any refund, invoice adjustment, final payment, deliverable transfer, record turnover, or closeout responsibility will be determined by the applicable Engagement Documents.
Website commercial package pricing, prepayment practices, cancellation rules, and refund provisions do not override an applicable public-sector agreement, purchase order, task order, or subcontract.
Meetings, No-Shows, and Rescheduling
Meeting-cancellation, no-show, and rescheduling terms may be stated in the applicable Engagement Documents.
Unless another requirement is stated in writing, clients should provide as much notice as reasonably possible when a meeting must be canceled or rescheduled.
A missed or late-canceled meeting may count toward an engagement’s professional-hour limit when:
Professional time was reserved
Engagement-specific preparation was completed
The reserved time could not reasonably be reassigned
That treatment was disclosed in the applicable Engagement Documents
A missed meeting does not automatically make an entire engagement payment nonrefundable.
Public-sector and subcontracted meetings are subject to the schedule, staffing, billing, and notice requirements established by the applicable Engagement Documents.
Client Delays and Inactivity
Clients are responsible for providing required information, access, decisions, feedback, approvals, and personnel within the timeframes established for the engagement.
When a client-caused delay prevents progress:
The project schedule may be extended
Planned work may be reassigned
The engagement may be paused
Availability for resumption may change
A revised schedule or scope may be required
Additional work caused by the delay may require written authorization
For standard commercial engagements, if the client does not respond for fourteen calendar days after a written request for information or action needed to continue the work, we may pause the engagement.
If commercial-client inactivity continues for thirty calendar days, we may close the engagement after providing written notice.
Closing an inactive commercial engagement does not eliminate responsibility for:
Completed work
Approved expenses
Outstanding invoices
Other properly earned amounts
Resuming a closed engagement may require:
A new availability review
An updated schedule
A revised Statement of Work
Payment of outstanding balances
Additional fees when the delay creates additional work
Closing an inactive engagement does not automatically result in forfeiture of an unearned prepaid balance. The treatment of that balance will be determined under the applicable Engagement Documents and the circumstances of the engagement.
Public-sector and subcontracted delays, suspensions, and inactive periods are governed by the applicable contract, task order, purchase order, or subcontract.
Scope Changes
A cancellation is different from a request to modify the scope.
When project goals or requirements change, the parties may agree to:
Remove deliverables
Add deliverables
Change priorities
Revise activities or responsibilities
Change the professional-hour limit
Extend the schedule
Adjust the price
Issue a change order or amendment
Replace the existing scope with a new Statement of Work
Authorize an additional task order
A scope change is effective only after it has been approved through the written authorization process required by the engagement.
We do not perform or charge for material additional work without written authorization from an appropriate representative.
Third-Party Expenses
Some engagements may involve approved third-party expenses, such as:
Software subscriptions
Technology services
Licensed assets
Printing
Contractors or specialists
Travel
Equipment
Other external services or purchases
Third-party expenses will not be incurred on a client’s behalf unless they are included in the approved scope or separately authorized.
Once an approved third-party expense becomes noncancelable or nonrefundable, the client or contracting organization remains responsible for that expense to the extent permitted by the applicable Engagement Documents.
We do not control third-party refund policies, processing times, service availability, pricing, or billing practices.
Suspension or Termination by Angulo & Morsa
Subject to the applicable Engagement Documents, we may decline, suspend, or terminate an engagement when a client or contracting party:
Fails to make required payments
Fails to provide required authorization
Repeatedly fails to provide required information, access, or decisions
Materially delays or prevents the work
Directs work outside the authorized scope
Requests unlawful, deceptive, fraudulent, or unethical activity
Misuses deliverables
Violates confidentiality, security, or intellectual-property obligations
Engages in abusive, threatening, discriminatory, or harassing conduct
Materially breaches the applicable agreement
When an engagement is terminated because of a client’s breach or conduct, the client remains responsible for completed work, approved expenses, outstanding invoices, and other amounts properly earned under the applicable Engagement Documents.
If Angulo & Morsa cancels a direct commercial engagement for its own convenience before substantive work begins, the client will receive a refund of amounts paid for work that has not begun, less any client-approved nonrecoverable third-party expenses.
If Angulo & Morsa ends a direct commercial engagement for its own convenience after work begins, we will account for:
Work completed
Deliverables provided
Approved expenses
Payments received
Any unearned prepaid balance
Any unearned amount due to the client will be refunded according to the applicable Engagement Documents.
Termination of public-sector and subcontracted work by Angulo & Morsa is governed by the applicable contract, purchase order, task order, or subcontract.
Events Outside Reasonable Control
Neither party is responsible for delays caused by events outside its reasonable control, including:
Severe weather or natural disasters
Utility or internet failures
Major platform outages
Public emergencies
Government orders
Labor disruptions
Serious illness or incapacity
Other comparable events
The parties will make reasonable efforts to reschedule work, revise the timeline, or agree on another practical solution.
If the engagement cannot reasonably continue, fees for completed work and approved expenses remain due.
The treatment of any unearned prepaid balance, pending invoice, suspended work, or contract termination will be determined under the applicable Engagement Documents.
Results and Client Satisfaction
Consulting and implementation services do not guarantee a specific financial, operational, customer, employee, public-sector, or organizational result.
A refund is not available solely because a client does not achieve an expected result involving:
Revenue
Profitability
Customer acquisition or retention
Cost savings
Website traffic
Search rankings
Conversion rates
Employee performance or adoption
Operational performance
Technology performance
Regulatory or audit outcomes
Procurement or contract awards
Business or organizational growth
This does not excuse Angulo & Morsa from performing the authorized services in a professional manner consistent with the applicable scope.
Concerns regarding whether agreed services were performed should be raised promptly so the parties can review the applicable Engagement Documents, work completed, and available resolution options.
Refund Decisions and Processing
When a refund is due or approved for a commercial engagement, we will provide written confirmation of:
The approved refund amount
Any deduction and its basis
The payment method to be used
The date the refund is initiated
Refunds will generally be returned through the original payment method when reasonably possible.
Bank, card-network, and payment-processor timelines may affect when funds appear in the recipient’s account.
We will not deduct an undisclosed administrative or processing fee from a refund.
Refunds, invoice credits, and payment adjustments for public-sector or subcontracted engagements are handled according to the applicable Engagement Documents.
Payment Disputes and Chargebacks
Commercial clients are encouraged to contact us promptly regarding billing concerns so the parties can review the applicable agreement, invoice, payment history, and work completed.
Nothing in this Policy prevents a client from exercising a lawful payment-dispute right.
We may provide agreements, invoices, correspondence, work records, deliverables, approvals, and payment documentation when responding to a chargeback or payment dispute.
Knowingly false or fraudulent payment disputes may result in suspension or termination of services, collection activity, or other lawful remedies.
Public-sector and government-contractor payment disputes must follow the invoicing, claims, and dispute procedures established by the applicable Engagement Documents.
Changes to This Policy
We may update this Policy when our services, contracting practices, payment practices, or legal obligations change.
Updated versions will be posted with a revised “Last Updated” date.
Changes apply prospectively and do not retroactively modify an active engagement.
Changes to an active engagement require the written authorization required by the applicable Engagement Documents or applicable law.
Contact
Questions, commercial cancellation requests, and refund inquiries may be submitted to:
Angulo & Morsa Legacy Consulting LLC
Menifee, California
Email: [email protected]
Phone: (951) 323-3762