Terms and Conditions for MEGA Lean and Quality Coaching LLC
These Terms and Conditions govern the provision of lean and quality coaching services ("Services") by Mega Lean and Quality Coaching, LLC ("Service Provider") to the client ("Client")as specified in the proposal/invoice. By accepting the proposal/invoice, the Client agrees to these Terms and Conditions.
1. Scope of Services
- 1.1 Services Provided. The Service Provider shall provide the Services as detailed in the proposal/invoice, which may include customer gap analysis, Kaizen events, lean overview for management, coaching sessions, lectures, or assessments. The Services shall be delivered in a manner consistent with lean principles, focusing on minimizing waste and fostering continuous improvement.
- 1.2 Client Obligations. The Client shall fulfill all obligations specified in the proposal/invoice, including attending preparatory meetings as required. Failure to meet these obligations may affect the Service Provider's ability to deliver the Services. If the Client fails to adequately prepare, the Service Provider shall not be liable for any failure or delay in delivering the Services.
- 1.3 Change Orders. Any changes to the scope of Services must be mutually agreed upon in writing during preparatory meetings or otherwise, as documented in an amended proposal. Requests for changes must be made at least fourteen (14) days before any preparatory meeting.
- 1.4 No Guarantee of Results. The Service Provider provides training and recommendations but does not guarantee specific results. The Client acknowledges that implementation of recommendations is the Client’s responsibility.
2. Term and Termination
- 2.1 Term. These Terms and Conditions are effective upon the Client’s acceptance of the proposal/invoice and continue until the Service Provider delivers all specified deliverables, unless terminated earlier as provided herein.
- 2.2 No Auto-Renewal. This engagement is for a single project and does not automatically renew. Additional engagements require a new proposal/invoice.
- 2.3 Termination for Convenience. The Client may terminate with at least two weeks’ written notice before any preparatory meeting, subject to the refund policy in Section 3.5. After the preparatory meeting, termination results in a fifty-percent (50%) refund of coaching/speaking fees, with travel expenses non-refundable.
- 2.4 Termination for Cause. Either party may terminate immediately if the other materially breaches these Terms and Conditions and fails to cure such breach within ten (10) days of written notice.
- 2.5 Force Majeure. Either party may cancel or reschedule due to events beyond their control (e.g., natural disasters, pandemics). The Client may request to reschedule twice within two months of the original date. If the Client cancels after two reschedules or outright, all fees are forfeited. If the Service Provider cancels, the Client is entitled to a full refund.
- 2.6 Post-Termination Obligations. Upon termination, the Client shall pay for all Services performed up to the termination date, return or destroy all Confidential Information and training materials provided by the Service Provider unless otherwise stated, and comply with ongoing confidentiality obligations.
3. Payment Terms
- 3.1 Fees. The Client shall pay the fees as specified in the proposal/invoice, based on selected services. A discount may apply for returning clients engaging the Service Provider for a subsequent session.
- 3.2 Payment Schedule:
- New Clients: 100% of fees and travel expenses are due within 3-5 business days of accepting the proposal/invoice. This fee shall be payable as instructed on the Service Provider’s proposal.
- Second Session Clients: 50% of fees and 100% of travel expenses are due within 3-5 business days of acceptance; the remaining 50% is due upon completion of the Services, as confirmed by Client’s signature on a confirmation of completion.
- Third and Subsequent Session Clients: 50% of fees and 100% of travel expenses are due within 3-5 business days of acceptance; the remaining 50% is due within 30 days of the initial payment. This tier is at the Service Provider’s discretion.
- 3.3 Returning Clients. Returning Clients may receive the discount, in return for on-time payments. This designation and discount is subject to the decision of the Service Provider, and may be revoked at any time.
- 3.4 Late Payments. Late payments incur interest at 0.75% per month (9% annually), subject to Missouri law.
- 3.5 Cancellation and Refund Policy:
- More than two weeks before the preparatory meeting: Full refund if canceled or rescheduled within three months.
- Less than two weeks before the preparatory meeting: 50% of coaching/speaking fees are non-refundable; travel expenses are fully non-refundable.
- 3.6 No Setoff. The Client shall not set off any amounts owed against claims against the Service Provider.
- 3.7 Expenses. The Client shall reimburse pre-approved travel and out-of-pocket expenses, payable 100% upfront.
4. Liability and Indemnification
- 4.1 Limitation of Liability. The Service Provider’s liability for any claims arising out of this Agreement, whether in contract, tort, or otherwise, shall be limited to the total fees paid by the Client for the Services. The Service Provider shall not be liable for any indirect, consequential, incidental, special, or punitive damages, including but not limited to lost profits, business opportunities, or loss of data. Additionally, the Service Provider shall not be liable for any damages resulting from the Client's failure to implement the recommendations provided as part of the Services correctly, completely, or in a timely manner.
- 4.2 Unilateral Indemnification. The Client shall indemnify, defend, and hold harmless the Service Provider from and against any claims, liabilities, damages, or expenses (including reasonable attorneys’ fees) arising from or related to:
- The Client’s use of the Services;
- The Client’s failure to implement the recommendations correctly, completely, or in a timely manner;
- The Client’s breach of this Agreement; or
- Any third-party claims arising from the Client’s implementation of process changes, operational modifications, or other actions based on the Services provided.
- This indemnification obligation shall not apply to the extent that any claim is caused by the Service Provider’s gross negligence or willful misconduct.
- 4.3 Specific Risks. The Client acknowledges that the Services involve recommendations for process improvements and operational changes, which may carry inherent risks, including but not limited to temporary disruptions to operations, unforeseen impacts on productivity, or other operational challenges. The Service Provider shall not be liable for any such risks or their consequences unless they result directly from the Service Provider’s gross negligence or willful misconduct.
- 4.4 Client’s Responsibility for Information. The Client is responsible for providing accurate, complete, and timely information to the Service Provider as required for the delivery of the Services. The Service Provider shall not be liable for any damages, delays, or failures in performance resulting from inaccurate, incomplete, or untimely information provided by the Client.
- 4.5 Duty to Mitigate. The Client shall take reasonable steps to mitigate any damages or losses arising from the Services or this Agreement. The Service Provider shall not be liable for any damages that could have been avoided or minimized through the Client’s reasonable efforts.
- 4.6 Exclusions. The Service Provider disclaims all implied warranties, including but not limited to warranties of merchantability, fitness for a particular purpose, and non-infringement. The Services are provided "as is" without any warranty beyond what is expressly stated in this Agreement.
5. Confidentiality
- 5.1 Definition. "Confidential Information" means any non-public, proprietary, or sensitive information disclosed by one party (the "Disclosing Party") to the other party (the "Receiving Party"), whether orally, in writing, or by any other means, including but not limited to:
- Business plans, strategies, and financial data;
- Manufacturing processes, methodologies, and operational data;
- Training materials, presentations, and proprietary tools;
- Client and customer information;
- Trade secrets, intellectual property, and know-how;
- Any other information designated as confidential by the Disclosing Party.
- 5.2 Obligations. The Receiving Party shall:
- Maintain the confidentiality of the Disclosing Party’s Confidential Information with at least the same degree of care as it uses to protect its own confidential information, but in no event less than a reasonable degree of care;
- Use the Confidential Information solely for the purposes of performing its obligations or exercising its rights under this Agreement;
- Not disclose the Confidential Information to any third party without the prior written consent of the Disclosing Party, except as permitted under Section 5.5.
- 5.3 Exceptions. Confidential Information does not include information that:
- Is or becomes publicly known through no fault of the Receiving Party;
- Was already in the Receiving Party’s possession without obligation of confidentiality prior to disclosure by the Disclosing Party;
- Is independently developed by the Receiving Party without use of or reference to the Disclosing Party’s Confidential Information;
- Is rightfully received by the Receiving Party from a third party without restriction on disclosure.
- 5.4 Duration of Obligations. The Receiving Party’s obligations under this Section 5 shall continue during the term of this Agreement and for a period of three (3) years following the termination or expiration of this Agreement, unless otherwise required by law.
- 5.5 Permitted Disclosures. The Receiving Party may disclose Confidential Information to its employees, agents, subcontractors, or affiliates who have a need to know such information for the purposes of this Agreement, provided that:
- Such individuals or entities are bound by confidentiality obligations at least as protective as those set forth in this Agreement;
- The Receiving Party remains responsible for any breach of confidentiality by such individuals or entities.
- 5.6 Data Security. If the Services involve the handling of the Client’s sensitive data, the Service Provider shall implement and maintain reasonable administrative, technical, and physical safeguards to protect such data from unauthorized access, use, or disclosure.
- 5.7 Legal Requirements. If the Receiving Party is required by law, regulation, or court order to disclose any Confidential Information, it shall:
- Promptly notify the Disclosing Party in writing, to the extent permitted by law;
- Cooperate with the Disclosing Party, at the Disclosing Party’s expense, in seeking a protective order or other appropriate remedy;
- Disclose only the portion of Confidential Information legally required to be disclosed.
- 5.8 Post-Termination Obligations. Upon termination or expiration of this Agreement, the Receiving Party shall, at the Disclosing Party’s option:
- Return all Confidential Information, including any copies, to the Disclosing Party; or
- Destroy all Confidential Information and certify such destruction in writing.
The Receiving Party may retain copies of Confidential Information as agreed upon in writing or required by law, subject to ongoing confidentiality obligations.
- 5.9 Remedies. The parties acknowledge that any breach of this Section 5 may cause irreparable harm to the Disclosing Party, for which monetary damages may be inadequate. Accordingly, the Disclosing Party shall be entitled to seek injunctive relief, in addition to any other remedies available at law or in equity, to enforce the provisions of this Section 5.
6. Intellectual Property
- 6.1 Definition. "Intellectual Property" shall mean all proprietary materials, including but not limited to training materials, methodologies, presentations, tools, software, processes, trade secrets, know-how, and any other proprietary information or materials created, developed, or used by the Service Provider in connection with the Services, whether existing before or developed during the term of this Agreement.
- 6.2 Ownership. All Intellectual Property remains the exclusive property of the Service Provider. Nothing in this Agreement shall be construed as transferring ownership of any Intellectual Property to the Client.
- 6.3 License Grant. The Service Provider grants the Client a non-exclusive, non-transferable, revocable, limited-term license to use the Intellectual Property solely for the Client’s internal business purposes during the term of this Agreement. This license is strictly limited to the scope of the Services and does not extend beyond the termination or expiration of this Agreement.
- 6.4 Restrictions on Use. The Client shall not:
- Reproduce, distribute, share, or disclose the Intellectual Property to any third party without the prior written consent of the Service Provider;
- Sublicense, sell, lease, or otherwise commercialize the Intellectual Property;
- Create any derivative works based on the Intellectual Property without the prior written consent of the Service Provider;
- Use the Intellectual Property for any purpose other than as expressly permitted under this Agreement.
- 6.5 Protection of Intellectual Property. The Client shall implement reasonable security measures to protect the Service Provider’s Intellectual Property from unauthorized access, use, disclosure, or misappropriation. The Client shall promptly notify the Service Provider of any known or suspected unauthorized use or disclosure of the Intellectual Property.
- 6.6 Return or Destruction. Upon termination or expiration of this Agreement, the Client shall, at the Service Provider’s option:
- Return all Intellectual Property, including any copies, to the Service Provider, unless otherwise agreed upon in writing; or
- Destroy all copies of the Intellectual Property and provide written certification of such destruction to the Service Provider.
The Client may retain copies only as required by law or as agreed upon in writing, subject to ongoing confidentiality and intellectual property protection obligations.
- 6.7 Remedies for Breach. The Client acknowledges that any unauthorized use, disclosure, or misappropriation of the Service Provider’s Intellectual Property may cause irreparable harm. The Service Provider shall be entitled to seek injunctive relief, in addition to any other remedies available at law or in equity, to prevent or remedy such breach.
7. Dispute Resolution
- 7.1 Negotiation. Any dispute arising out of or relating to this Agreement shall first be addressed through good faith negotiations between the parties. The parties shall attempt to resolve the dispute amicably for a period of thirty (30) days from the date one party provides written notice of the dispute to the other party.
- 7.2 Mediation. If the dispute cannot be resolved through negotiation within thirty (30) days, the parties shall submit the dispute to mediation in St. Louis County, Missouri. The mediator shall be mutually agreed upon by the parties, and the parties agree to be bound by the mediator's fee schedule. The costs of mediation, including the mediator's fees, shall be shared equally by the parties unless otherwise agreed in writing.
- 7.3 Arbitration. If the dispute is not resolved through mediation within sixty (60) days of the commencement of mediation, it shall be resolved by binding arbitration in St. Louis County, Missouri, under the Commercial Arbitration Rules of the American Arbitration Association (AAA). The arbitration shall be conducted by a single arbitrator selected in accordance with AAA rules. The arbitrator's decision shall be final and enforceable in any court of competent jurisdiction. The costs of arbitration, including the arbitrator's fees, shall be borne by the losing party, as determined by the arbitrator, unless the arbitrator decides otherwise.
- 7.4 Confidentiality. All dispute resolution proceedings, including negotiation, mediation, and arbitration, shall be confidential. Neither party shall disclose any information related to the dispute or the proceedings without the other party's prior written consent, except as required by law or to enforce the resolution of the dispute.
- 7.5 Scope. This dispute resolution process applies to all disputes arising out of or relating to this Agreement, including but not limited to disputes regarding the interpretation, performance, breach, or termination of this Agreement.
8. Miscellaneous
- 8.1 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Missouri, without regard to its conflict of laws principles.
- 8.2 Force Majeure. Neither party shall be liable for any delay or failure to perform its obligations under this Agreement due to events beyond its reasonable control, including but not limited to natural disasters, pandemics, acts of government, or supply chain disruptions. The affected party shall promptly notify the other party of such an event and make reasonable efforts to mitigate its impact. The terms for rescheduling or cancellation due to force majeure events are as set forth in Section 2.5.
- 8.3 No Assignment. Neither party may assign or transfer this Agreement, in whole or in part, without the prior written consent of the other party. Any attempted assignment in violation of this provision shall be null and void.
- 8.4 No Third-Party Beneficiaries. This Agreement is solely for the benefit of the parties hereto and their permitted successors and assigns. No third party shall have any rights or benefits under this Agreement.
- 8.5 Amendments. No amendment, modification, or supplement to this Agreement shall be effective unless it is in writing and signed by duly authorized representatives of both parties.
- 8.6 Severability. If any provision of this Agreement is held by a court of competent jurisdiction to be invalid, illegal, or unenforceable, such provision shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall continue in full force and effect.
- 8.7 Notices. All notices, requests, consents, and other communications required or permitted under this Agreement shall be in writing and delivered to the addresses set forth in the proposal/invoice via:
- Certified mail, return receipt requested;
- Nationally recognized overnight courier; or
- Email with acknowledgment of receipt.
Notices shall be deemed given upon receipt.
- 8.8 Survival. The provisions of this Agreement that by their nature are intended to survive termination or expiration, including but not limited to Sections 4 (Liability and Indemnification), 5 (Confidentiality), 6 (Intellectual Property), 7 (Dispute Resolution), and this Section 8 (Miscellaneous), shall survive any termination or expiration of this Agreement.
- 8.9 Entire Agreement. This Agreement, including the proposal/invoice and any attachments referenced herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior or contemporaneous agreements, understandings, negotiations, or representations, whether written or oral.
By accepting the proposal/invoice, the Client agrees to these Terms and Conditions.