Terms of Use and Service Conditions

Effective Date: 05-22-26
Last Updated: 07-24-26

These Terms of Use and Service Conditions govern the website operated by Angulo & Morsa Legacy Consulting LLC and provide general conditions concerning inquiries, proposals, consulting services, and other professional relationships.

In these Terms, “Angulo & Morsa,” “the Company,” “we,” “us,” and “our” refer to Angulo & Morsa Legacy Consulting LLC.

Engagement Documents and Order of Precedence

Website content provides general information about our services and engagement practices. It does not replace the written documents applicable to a specific engagement.

Paid or otherwise authorized services may be governed by one or more of the following:

Master Consulting Agreement
Statement of Work
Signed proposal
Professional-services agreement
Purchase order
Task order
Subcontract
Change order or amendment
Notice to proceed
Invoice or payment terms
Other written agreement or authorization

These documents are referred to collectively as the “Engagement Documents.”

When Engagement Documents establish an order of precedence, that order applies. Otherwise, the more specific, engagement-related written terms accepted by both parties control over general website content and these Terms.

Business, Organizational, and Professional Use

Our website and services are intended primarily for business, organizational, governmental, and professional purposes.

Our services are not designed for personal, family, or household use. Nothing in these Terms excludes any legal right or protection that cannot lawfully be excluded.

Website Use

You may use this website to:

Learn about Angulo & Morsa
Review general information about our services
Read articles and educational content
Submit an inquiry
Request information about potential commercial or public-sector work
Contact us regarding an existing or potential professional relationship

You agree not to:

Use the website for an unlawful, deceptive, fraudulent, or unethical purpose
Submit false, misleading, or unauthorized information
Impersonate another person or organization
Attempt to gain unauthorized access to the website or connected systems
Upload malicious software, harmful code, or disruptive content
Interfere with website operation, accessibility, performance, or security
Scrape, reproduce, republish, distribute, or commercially exploit website content without authorization
Infringe another party’s intellectual-property, privacy, confidentiality, or other rights
Submit information that you are not authorized to disclose
Use the website to obtain or transmit restricted procurement, source-selection, controlled, or classified information

We may restrict or discontinue access to the website when reasonably necessary to protect the Company, website visitors, clients, systems, information, or legal rights.

Website Information Is Not Consulting Advice

Information presented on this website, including articles, examples, checklists, service descriptions, methodologies, pricing information, and educational materials, is provided for general informational purposes.

Website content is not a substitute for individualized analysis based on the circumstances, information, operating conditions, and requirements of a particular organization or project.

Using the website or submitting an inquiry does not create:

A consulting relationship
A fiduciary relationship
A professional advisory relationship
A confidential relationship
An obligation for us to accept, pursue, or bid on an opportunity
A guarantee that our services are appropriate for the request
A guarantee that a contract, subcontract, award, or other outcome will result

Detailed analysis, findings, recommendations, implementation work, and other professional services begin only after an engagement has been formally approved and authorized.

Services

Angulo & Morsa provides operations-improvement and implementation support to established businesses, selected public-sector organizations, public-serving organizations, and government prime contractors.

Services may include:

Operations assessments and Diagnostics
Process and workflow analysis
Customer or constituent journey improvement
Root-cause analysis
Workflow and handoff improvement
Role and responsibility clarification
Procedures, checklists, templates, and job aids
Performance measures and management routines
Technology adoption and process support
Implementation planning and coordination
Process testing and refinement
Employee and manager training
Capability building
Sustainment and structured handoff
Defined subcontracted workstreams
Other related services established in the applicable Engagement Documents

Website service descriptions provide general information. The exact activities, deliverables, responsibilities, limitations, schedule, price, and completion requirements are determined by the applicable Engagement Documents.

Inquiries and Opportunity Review

Businesses, public-sector organizations, government prime contractors, public-serving organizations, and other prospective clients or partners may submit an inquiry through the website.

We review inquiries to determine whether:

The request appears to align with our services
The work is within our qualifications and capabilities
The requested timeline and scope are practical
Additional information is required
An introductory conversation would be useful
An Operations Diagnostic or another commercial next step may be appropriate
A direct public-sector engagement or subcontracted workstream may be appropriate
Another professional or provider may be better suited
We should decline the opportunity

Submitting an inquiry does not require either party to proceed.

We do not provide detailed analysis, individualized findings, or substantive recommendations through the general inquiry process.

Do not submit confidential, procurement-sensitive, source-selection, controlled, classified, medical, employee, financial, or other restricted information through the general inquiry form.

Submission of an inquiry does not create a confidentiality or nondisclosure obligation unless the parties separately agree to one in writing.

Commercial Engagement Structure

Our standard commercial process is designed for direct engagements with established owner-led and family-owned businesses.

Commercial engagements generally follow three sequential phases:

Diagnose → Improve → Sustain

Operations Diagnostic

Every new direct commercial client begins with a paid Operations Diagnostic.

The Diagnostic is a fixed-scope examination of one defined recurring business problem and its connected customer or operating process.

The approved scope may identify:

The problem and process to be examined
Included and excluded business areas
Required information and access
Interviews or meetings
Deliverables
Professional-hour limit
Client responsibilities
Timeline
On-site and virtual work
Total price
Payment requirements

The Diagnostic is intended to provide standalone value. The client may use the findings internally, work with another qualified provider, pause before acting, or request a separate Improvement proposal.

Purchasing a Diagnostic does not require the client to purchase additional services.

Improvement Services

For direct commercial clients, Improvement is available only after an Angulo & Morsa Operations Diagnostic identifies a defined implementation need.

Improvement may include:

Workflow redesign
Customer communication and follow-up
Responsibility and ownership clarification
Procedures and supporting materials
Technology or tool support
Performance measures
Implementation planning
Testing and refinement
Training and coaching
Adoption support
Capability transfer
Sustainment planning

Improvement is governed by a separate approved scope. The deliverables, timeline, professional-hour limit, client responsibilities, price, payment schedule, and included on-site work are defined before the engagement begins.

Sustainment Support

Sustainment Support is optional and is generally available after an Improvement engagement.

Each approved month is a separate fixed-scope engagement.

There are:

No automatic renewals
No minimum number of months
No obligation to purchase another month
No future charge unless another month is approved

Before each month begins, the parties must agree in writing on the:

Scope
Deliverables
Professional-hour limit
Client responsibilities
Price
Payment requirements
Completion criteria

Another month is provided only when both parties agree to continue.

Unless the applicable Engagement Documents state otherwise, unused monthly professional capacity does not carry forward into another month.

Public-Sector and Government-Contractor Engagements

Public-sector organizations and government prime contractors follow a separate procurement, scoping, contracting, and pricing process.

Public-sector and subcontracted engagements do not automatically begin with the commercial Operations Diagnostic and do not use the standard commercial package pricing shown elsewhere on the website.

Services may be authorized through:

A solicitation or request for quotation
A professional-services agreement
A purchase order
A task order
A subcontract
An on-call or as-needed agreement
A notice to proceed
Another approved government or prime-contractor authorization

The applicable Engagement Documents determine the:

Scope and deliverables
Staffing and labor requirements
Period of performance
Schedule and milestones
Reporting obligations
Meetings and on-site requirements
Performance and acceptance requirements
Pricing and invoicing structure
Insurance requirements
Data-handling and security requirements
Accessibility requirements
Record-retention and audit requirements
Subcontracting or flow-down obligations
Termination rights
Other contractual conditions

No public-sector or subcontracted work begins until the required agreement and authorization process has been completed.

Commercial prepayment, cancellation, refund, and package terms do not override an applicable public-sector agreement, purchase order, task order, or subcontract.

Teaming and Subcontracting Discussions

A capability statement, inquiry, introductory conversation, request for information, proposal contribution, or teaming discussion does not by itself:

Create a subcontract
Create an exclusive relationship
Guarantee inclusion in a proposal
Guarantee a contract or subcontract award
Require either party to pursue the opportunity
Authorize project work

Unless otherwise agreed in writing, each party is responsible for its own costs associated with evaluating an opportunity, preparing information, and participating in preliminary discussions.

Any exclusivity, proposal responsibilities, confidentiality obligations, workshare, pricing, flow-down terms, or subcontracting commitments must be established in writing.

We do not request and should not be provided competitor proprietary information, source-selection information, or other procurement information that the sender is not authorized to disclose.

Establishing an Engagement

A consulting relationship begins only after the required Engagement Documents and authorization conditions have been completed.

For a direct commercial engagement, this may require:

A signed Master Consulting Agreement
A signed Statement of Work
Acceptance of a written proposal
Payment of an invoice or required deposit
Completion of requested onboarding information

For a public-sector or subcontracted engagement, this may require:

A fully approved professional-services agreement
An authorized purchase order or task order
A signed subcontract
Completion of required vendor or compliance documentation
Required insurance documentation
A written notice to proceed or other authorization

No work begins until all applicable requirements have been completed, unless we expressly agree otherwise in writing.

Electronic signatures, approvals, and records may be used when permitted by the parties and applicable requirements.

Proposals, Quotations, and Pricing

Proposals and quoted pricing remain valid for the period stated in the applicable document.

When no validity period is stated, a commercial proposal remains valid for fourteen calendar days.

After expiration, we may revise:

Pricing
Availability
Timing
Deliverables
Staffing
Scope assumptions
Payment requirements
Other proposed terms

Website prices represent either fixed commercial service prices or genuine starting prices, as identified on the applicable service page.

Commercial website pricing does not establish pricing for public-sector, subcontracted, expanded, custom, multi-location, or otherwise differently scoped work.

Final pricing is confirmed before work begins.

We do not perform or charge for material work outside the approved scope without written authorization.

Payment and Invoicing

Invoices are due according to the terms stated in the applicable Engagement Documents.

Unless otherwise stated in writing, direct commercial engagements require payment before work begins.

Public-sector and subcontracted engagements follow the invoicing, approval, acceptance, and payment process established by the applicable contract, purchase order, task order, subcontract, or other authorization.

To the extent permitted by the applicable Engagement Documents, we may:

Pause work when an invoice becomes overdue
Decline additional or future work while an outstanding balance remains
Withhold incomplete or unaccepted deliverables until required payment is received
Exercise other available contractual or legal remedies

Clients are responsible for approved charges and expenses.

We do not add undisclosed mandatory administrative, onboarding, processing, or project-management fees to an advertised or approved service price.

Third-party purchases, travel, subscriptions, licenses, equipment, vendors, contractors, or other expenses are charged only when included in the approved scope or separately authorized in writing.

Cancellations, Termination, and Refunds

Commercial cancellation, rescheduling, termination, and refund terms may be governed by:

The applicable Master Consulting Agreement
The Statement of Work
The accepted proposal
The invoice
Our published Refund and Cancellation Policy

When these documents conflict, the applicable engagement-specific terms control.

Public-sector and subcontracted engagements are governed by the termination, cancellation, invoicing, acceptance, and payment provisions of the applicable agreement, purchase order, task order, or subcontract.

Fees earned for completed work, approved expenses, and properly reserved professional capacity may be nonrefundable when stated in the applicable Engagement Documents.

Nothing in these Terms limits a right or remedy that cannot legally be waived.

Scope Changes and Additional Work

Requests outside the approved scope may require:

A written change order
A contract amendment
A revised Statement of Work
An additional task order
Additional fees
A revised professional-hour limit
A revised timeline
Additional staffing or resources

A request, discussion, email, meeting comment, recommendation, or suggestion does not automatically modify the approved scope.

We will not perform or charge for material additional work without authorization from an appropriate representative through the required written process.

Clients, agencies, project managers, and prime contractors should not direct us to perform work outside an approved and funded scope without the required authorization.

Client and Contracting-Party Responsibilities

Depending on the engagement, the client, agency, or prime contractor may be responsible for:

Providing accurate, complete, and timely information
Providing access to relevant employees, stakeholders, records, tools, systems, and locations
Identifying an authorized decision-maker
Assigning a project manager, process owner, or contract administrator
Communicating relevant procurement, contract, security, accessibility, and compliance requirements
Providing applicable prime-contract flow-down requirements
Reviewing and approving proposed changes
Making employees or stakeholders available for interviews, testing, or training
Responding within agreed timeframes
Providing feedback and acceptance decisions
Using deliverables lawfully and appropriately
Making final business, management, policy, and implementation decisions
Completing agreed internal implementation activities
Protecting passwords, accounts, systems, and access credentials
Identifying information subject to confidentiality, security, or handling restrictions

Delays, inaccurate information, incomplete records, unavailable personnel, conflicting instructions, delayed decisions, or uncommunicated requirements may affect the scope, schedule, findings, price, and results.

Timelines and Delays

Project schedules and milestones are based on the approved scope, assumptions, dependencies, information, and availability known when the engagement begins.

Unless expressly guaranteed in an applicable Engagement Document, dates are reasonable estimates rather than absolute guarantees.

Timelines may change because of:

Client or agency delays
Missing or inaccurate information
Unavailable employees or stakeholders
Scope changes
Additional review or revision requests
Procurement or approval delays
Third-party platforms, vendors, or contractors
Technical limitations
Security or access restrictions
Events outside either party’s reasonable control

We will communicate material schedule changes when reasonably possible.

Deliverables, Review, and Acceptance

Deliverables are defined in the applicable Engagement Documents.

Services do not include unlimited:

Revisions
Meetings
Interviews
Research
Analysis
Implementation work
Training
Travel
Support

The applicable Engagement Documents should identify any:

Review period
Revision limit
Acceptance procedure
Approval authority
Completion criteria
Required format
Delivery method

If the client does not provide feedback or an acceptance decision within the agreed review period, the consequences will be determined by the applicable Engagement Documents.

Professional Standard and No Guaranteed Results

We will perform authorized services in a professional manner consistent with the applicable scope and Engagement Documents.

We do not guarantee:

Revenue growth
Profitability
Customer or constituent acquisition
Customer retention
Website traffic
Search rankings
Conversion rates
Cost savings
Operational performance
Employee adoption
Technology performance
Regulatory approval
Audit findings
Procurement or contract awards
Public acceptance
Any other specific financial, operational, customer, employee, governmental, or organizational result

Results depend on factors outside our control, including:

Client and leadership decisions
Employee and stakeholder participation
Implementation quality
Data accuracy and completeness
Operating conditions
Budgets and staffing
Technology and vendor performance
Market and economic conditions
Laws, regulations, policies, and agency requirements
Prime-contractor and third-party actions
Continued use of the agreed process

The client or contracting organization remains responsible for final business, policy, management, procurement, and implementation decisions.

Professional and Regulatory Limitations

Angulo & Morsa does not provide legal, tax, accounting, auditing, investment, insurance, lending, medical, clinical, or employment-law advice.

We do not act as a client’s:

Attorney
Accountant
Auditor
Tax adviser
Human-resources department
Investment adviser
Insurance adviser
Lender
Licensed healthcare professional
Architect
Engineer
Cybersecurity assessor
Other licensed or regulated professional

We do not claim specialized engineering, architectural, legal, auditing, cybersecurity, grant-administration, or other licensed or regulated expertise unless appropriately qualified personnel or teaming partners are expressly included in the engagement.

Clients should consult properly qualified professionals before making decisions requiring licensed, regulated, or specialized expertise.

A referral to another provider does not constitute a guarantee of that provider’s services, pricing, qualifications, availability, or results.

Confidentiality

General Inquiries

Submitting an inquiry does not create a confidential relationship or nondisclosure obligation.

Do not submit sensitive, restricted, procurement-sensitive, source-selection, controlled, classified, medical, employee, financial, or confidential records through the general inquiry form.

When confidential information is reasonably required for an approved opportunity or engagement, the parties may establish appropriate confidentiality terms and a suitable method of transmission.

Approved Engagements

During an approved engagement, each party may receive non-public information belonging to the other.

Subject to the applicable Engagement Documents and law, each party agrees to use reasonable care to:

Protect confidential information
Use it only for the engagement or another authorized purpose
Limit access to people who reasonably need the information
Avoid unauthorized disclosure

Confidential information generally does not include information that:

Is publicly available without a breach of duty
Was already lawfully known
Is independently developed without use of the confidential information
Is lawfully received from another source
Is approved for release
Must be disclosed by law, court order, subpoena, audit, public-records requirement, or valid legal process

More detailed confidentiality, data-security, or information-handling obligations may be included in the applicable Engagement Documents.

Public Records, Audits, and Government Information

Information submitted, created, maintained, or delivered in connection with a public-sector opportunity or engagement may be subject to procurement, contracting, audit, disclosure, retention, or public-records requirements.

We cannot guarantee that information:

Submitted to a public agency
Maintained in an agency’s records
Incorporated into a proposal or contract file
Included in an invoice or deliverable
Required for an audit
Otherwise subject to applicable law

will remain confidential.

Public agencies and prime contractors are responsible for communicating applicable confidentiality, security, retention, audit, and disclosure requirements.

The handling and protection of information associated with an approved public-sector engagement will be governed by the applicable contract and law.

Intellectual Property

Website and Company Materials

Angulo & Morsa retains ownership of its website content and pre-existing intellectual property, including:

Frameworks
Methodologies
Assessment tools
Templates
Checklists
Training materials
Processes
Models
Internal systems
Graphics and written content
General knowledge and experience

Website content may not be copied, republished, sold, licensed, distributed, or commercially exploited without written authorization, except for limited personal or internal professional reference where permitted by law.

Client Materials

The client retains ownership of materials, data, trademarks, logos, content, systems, and records that it provides.

The client represents that it has the authority to provide those materials and authorize their use for the engagement.

Client-Specific Deliverables

Ownership and usage rights for client-specific deliverables are determined by the applicable Engagement Documents.

Unless those documents state otherwise, after full payment the client receives a perpetual, non-exclusive right to use final client-specific deliverables for its own internal operations.

When a deliverable incorporates Company-owned frameworks, methods, templates, tools, or training elements, the client receives a non-exclusive license to use those embedded elements as reasonably necessary for the authorized internal use of the deliverable.

The client may not sell, sublicense, distribute, publish, or commercially exploit Company-owned frameworks, templates, tools, or training materials without written permission.

Public-sector contracts and subcontracts may establish different ownership, licensing, publication, disclosure, or record-retention requirements. When accepted in writing, those requirements govern the applicable engagement.

Testimonials, Case Studies, and Public References

We do not use a client’s:

Name
Logo
Testimonial
Identifiable project details
Private results
Screenshots
Confidential information

in marketing materials without written permission.

We may describe experience in generalized or anonymized terms when the description does not disclose confidential information or reasonably identify the client.

Publicly available contract or project information may be acknowledged when permitted by law and the applicable agreement, but we will not imply endorsement by a public agency or prime contractor.

Permission to use a testimonial, logo, or case study may be withdrawn prospectively according to the applicable written authorization.

Third-Party Services

Our website and consulting work may involve third-party services such as:

Squarespace
Email providers
Payment and invoicing providers
Video-conferencing platforms
Analytics providers
File-storage systems
Client-selected software and platforms
Vendors, contractors, and specialized professionals

Third parties operate under their own terms, privacy policies, service levels, security practices, and accessibility practices.

We are not responsible for third-party outages, pricing changes, account restrictions, security incidents, data practices, or technical limitations outside our reasonable control.

Clients remain responsible for their own accounts, subscriptions, licenses, domains, hosting, passwords, access credentials, and vendor relationships unless the applicable scope states otherwise.

Privacy

Our collection, use, disclosure, and retention of personal information is described in our Privacy Policy.

Do not submit information through the website that you are not authorized to provide.

Marketing Communications

Submitting an inquiry does not automatically subscribe a person to recurring marketing communications.

Newsletter and marketing communications are sent according to our Privacy Policy and applicable law.

Recipients may unsubscribe using the method provided in the communication.

Necessary communications concerning an inquiry, proposal, contract, purchase order, task order, subcontract, invoice, or active engagement may still be sent.

Accessibility

We work to make our website accessible and usable as content and features change.

If you encounter an accessibility barrier, contact:

Email: [email protected]
Phone: (951) 323-3762

We will review the issue and provide reasonable assistance where appropriate.

Accessibility requirements for consulting deliverables or project work must be identified in the applicable Engagement Documents.

Suspension and Termination

Subject to the applicable Engagement Documents, we may suspend or terminate work when a client, agency, or contracting party:

Fails to make required payments
Fails to provide required authorization, information, access, or decisions
Prevents reasonable completion of 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

Clients and contracting parties may terminate an engagement according to the applicable Engagement Documents.

Termination does not eliminate obligations that reasonably survive termination, including payment, confidentiality, records, audit, intellectual-property, dispute-related, and other continuing obligations.

Website Disclaimer and Limitation of Liability

The website is provided on an “as available” basis.

We do not guarantee that the website will always be uninterrupted, error-free, secure, current, or free from harmful components.

To the fullest extent permitted by law, Angulo & Morsa is not responsible for indirect, incidental, special, exemplary, or consequential damages arising solely from:

Temporary website unavailability
Reliance on general website information
Third-party website links
Third-party platform failures
Unauthorized or unlawful website use

Nothing in these Terms excludes responsibility that cannot lawfully be excluded, including responsibility for fraud, willful misconduct, or other liability that applicable law prohibits the parties from waiving.

Liability limitations concerning paid or authorized consulting services are governed by the applicable Engagement Documents.

Indemnification

Any indemnification obligation concerning paid or authorized consulting services must be stated in the applicable Engagement Documents.

Website users agree to be responsible for claims, losses, or expenses caused by their:

Unlawful use of the website
Infringement of another party’s rights
Submission of information or content they were not authorized to provide
Deliberate interference with website operation or security
Material violation of these Terms

Governing Law and Disputes

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles.

Any venue, mediation, arbitration, court-selection, administrative-claims, or other dispute-resolution requirement concerning a paid engagement will be determined by the applicable Engagement Documents and law.

A public-sector agreement or subcontract may contain different governing-law, venue, claims, or dispute-resolution requirements. When accepted in writing, those requirements govern that engagement.

The parties should first attempt to resolve disputes through reasonable good-faith communication when appropriate.

Electronic Records and Signatures

We may use electronic communications, records, approvals, and signatures in connection with:

Inquiries
Proposals
Agreements
Statements of Work
Purchase orders
Task orders
Subcontracts
Change orders
Invoices
Approvals
Other business documents

Electronic methods may be used only when permitted by the parties and applicable requirements.

Each party is responsible for retaining copies of electronically signed documents and related records.

Changes to These Terms

We may update these Terms when our website, services, contracting practices, or legal requirements change.

Updated Terms will be posted with a revised “Last Updated” date.

Changes to website-use provisions apply prospectively after posting.

Changes posted on the website do not retroactively modify an active engagement. Changes to an active engagement require the written authorization required by the applicable Engagement Documents or law.

Severability

If any provision of these Terms is determined to be invalid or unenforceable, the remaining provisions will remain in effect to the extent permitted by law.

No Waiver

Failure to enforce a provision of these Terms does not waive the right to enforce that provision or another provision later.

Contact

Questions concerning these Terms may be submitted to:

Angulo & Morsa Legacy Consulting LLC
Menifee, California
Email: [email protected]
Phone: (951) 323-3762