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License, Terms, and Conditions of Use for Content

Scope and Definitions

The information and content contained within the web site and our products are protected by copyright and other laws in both the United States and elsewhere. We reserve all rights to our intellectual property, and grant a limited license to our customers who purchase access to the information we publish. This document describes that license.

Content. Content refers to the intellectual property provided on our website or contained in our products. It includes Content in both electronic and hard copy formats.

Distribution. Distribution refers to sending, giving, uploading, posting, selling, or otherwise transferring Content to other parties. It includes making Content available to other parties, with or without an overt transfer, such as by posting on websites or electronic file transfer networks. It includes making the Content available for reading or use, even if no permanent copies are provided. It includes sharing the Content in any form.

Members. Members of our site are people who have paid a subscription fee to access our Content or have otherwise been granted access by There are different levels of Membership. The upper levels have Content that is not accessible to Members of the lower levels. Within this document, members of all levels and types are collectively referred to as “Members.”

Single Memberships. Memberships sold through the website are, in general, single user memberships with a one year subscription period. Single Memberships grant access to a specific individual identified by their email address and password.

Corporate Memberships. Corporate Memberships include a distribution agreement that modifies the terms of this license by redefining to whom the Content may be Distributed. This typically will be the employees of a specific corporation. In this document, the people included in the Distribution agreement of a Corporate Membership are also included when reference is made to “Members.”


General Permissions provides a limited license to our Content to the Members of our website. This is intended to enable you to use our forms, checklists, and guidance without permitting our Content to be Distributed in an unlimited manner. Licensed Parties may use our Content but are limited in how they Distribute the Content, whether in whole or in part and whether the content is modified or not.

In order to use our Content, you must agree to retain any copyright notices, trademarks, or other marks identifying intellectual property. Furthermore, you must keep and protect our Content from improper Distribution with all reasonable means and at a minimum comparable to those used to protect your own intellectual property.

Content that is available on our site without logging in may not be distributed, but may be accessed and used by non-members by using their web-browsers.  You may freely distribute the URLs to this content and refer people to it.

Members may Distribute Content to other Members. Members may also:

  • Modify, customize, and otherwise use Content. However, you may not Distribute our Content to non-Members, even if it is modified, combined, integrated with something else.
  • Make copies of the Content, but only for your own use. Copies may not be Distributed to non-Members.
  • Permissions specific to users of Privia by SpringCM. has put into place a distribution agreement with SpringCM, the manufacturer of a proposal software package called Privia. If you have purchased Content through SpringCM, you may Distribute the Content to other licensed users of Privia. You may not copy or transfer Content out of Privia for Distribution to anyone who does not have a Privia user account. If you would like to expand your license to include broader distribution, please contact us.

Members may Distribute Content to non-Members in the following ways:

  • You may quote or use excerpts from our Content for use and Distribution to non-Members if the amount quoted is small (less than one page), full attribution is given, and copyright notices are displayed. Attribution must identify as the publisher of the Content and include our copyright notice. If you are not sure whether an attribution is appropriate or sufficient, please contact us so that we can help.
  • You may use our Content to guide your actions and those of non-Members, provided you do not Distribute the Content itself to the non-Members.
  • You may share small portions of our Content, such as a form or page, for the purposes of collecting information or providing guidance, with non-Members on project teams that you are a part of. This limited form of Distribution shall not last beyond the life of the project or 90 days, whichever is shorter. At the end of this period, non-Members shall not be permitted to retain copies of the Content. This form of distribution may not be to more than 100 people unless prior permission has been granted by

You may not share your Membership or access to our Content with other parties, except as provided above, without prior permission from

Consultants who are Members, may use Content on projects with others who are not members if they follow the above requirements. If you wish to help customers implement our process, Distribute our Content (with or without modifications), incorporate portions of our Content into a work of your own, or other forms of Distribution that are normally prohibited by these terms of usage, please ask so that we may consider creating an agreement to support what you want to do.

When a Member’s access to the website expires, you may continue to use our Content under this license but you will be unable to access our website for updates, replacements, and new Content that we release frequently.

If you wish to Distribute our content in any way that might conflict with these requirements, please contact us so that we can discuss making an exception.


Changes to Our Terms of Usage and Exceptions

From time to time we anticipate that we will need to clarify, update, or change these Terms. Any changes will be published at the following URL:


Your Responsibility When Using Our Content

Our Content addresses topics like strategies, alternatives, and approaches. You must determine whether the Content is applicable to your circumstances, and you must use caution and common sense and exercise proper judgment before using or relying on the Content. In order to use our Content, you must acknowledge that any reliance on the Content will be at your own risk and agree to bring to the attention of any material that is inaccurate, misleading, or otherwise flawed.



Here is a link to our contact page with our email, telephone, and address.


Notice and Procedure for Making Claims of Copyright Infringement takes copyright enforcement seriously. If you find material that you believe may not be authorized for publication on, please bring it to our immediate attention. In addition, here how to notify that YOUR copyrighted material may have been infringed.

Pursuant to Title 17, United States Code, Section 512(c)(2), written notification ("Notification") of claimed copyright infringement must be submitted to the following Designated Agent:

Service Provider(s):, Inc.
Name of Agent Designated to Receive Notification of Claimed Infringement: Carl W. Dickson, President,, Inc.
Full Address of Designated Agent to Which Notification Should be Sent:4007 Ingersol Drive, Silver Spring, MD 20902
Telephone Number of Designated Agent: 703-898-4932
Email Address of Designated Agent:

To be effective, the Notification must include the following:

  1. A physical or electronic signature of a person authorized to act on behalf of the owner of an exclusive right that is allegedly infringed;
  2. Identification of the copyrighted work claimed to have been infringed, or if multiple copyrighted works at a single online site are covered by a single notification, a representative list of such works at that site;
  3. Identification of the material that is claimed to be infringing or to be the subject of infringing activity and that is to be removed or access to which is to be disabled, and information reasonably sufficient to permit the service provider to locate the material;
  4. Information reasonably sufficient to permit the service provider to contact the complaining party, such as an address, telephone number, and if available, an electronic mail address at which the complaining party may be contacted;
  5. A statement that the complaining party has a good faith belief that use of the material in the manner complained of is not authorized by the copyright owner, its agent, or the law; and
  6. A statement that the information in the notification is accurate, and under penalty of perjury, that the complaining party is authorized to act on behalf of the owner of an exclusive right that is allegedly infringed.

By Carl Dickson, Founder of

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