Terms & Conditions for Consultancy Services
Finesse Business Solutions & Management LLC
These terms govern all consulting engagements with Finesse Business Solutions & Management LLC ("FBSM" or "FBS"). By entering into a consulting agreement with FBSM, the client agrees to the terms outlined below.
1. Consulting Services
FBSM provides professional consultancy services as specified in writing, in accordance with current industry standards. This includes general management consulting and specialized CDBG-DR disaster recovery consulting services.
The client agrees to provide all information reasonably required to complete the engagement in a timely manner.
2. CDBG-DR Consulting Services
FBSM offers specialized consulting in Community Development Block Grant Disaster Recovery (CDBG-DR) program operations, including:
Intake, eligibility review, and Duplication of Benefits (DOB) verification
QA/compliance file review and corrective action support
Audit readiness and documentation integrity
Federal reporting and data accuracy review
Subrecipient monitoring and risk identification
Policy-to-practice alignment, including SOP and workflow development
These services are performed in accordance with applicable HUD regulations and federal disaster recovery requirements. Engagements may be structured as subcontracts under prime contractors, direct agency agreements, or project-based consulting arrangements.
3. Cooperation
Each party will designate a point of contact authorized to make or obtain decisions in a timely manner. All decisions made by FBSM’s consultant will be documented in writing.
Services will be performed at the client’s location when necessary; otherwise, at FBSM’s location. If on-site, the client will provide adequate working conditions for FBSM personnel.
4. Fees & Payment
Unless otherwise agreed, fees are based on costs incurred per FBSM’s current rate schedule, including hourly rates, travel, and incidental expenses. Invoices may be submitted monthly. Detailed timesheets are maintained for hourly engagements and are available upon request.
Payment is due upon contract signing or within 30 days of invoicing. Fixed-price engagements are billed separately for travel and incidentals. Applicable duties and taxes are the responsibility of the client.
5. Intellectual Property
All documents and deliverables produced under the engagement belong to the client. FBSM retains the right to apply general knowledge and expertise gained to serve other clients, subject to the confidentiality obligations in Section 7.
Pre-existing FBSM materials included in deliverables may only be used within the scope of the engagement and not independently, provided the client has been notified in advance.
6. Liability
FBSM’s liability for damages arising from ordinary negligence is limited to breaches of fundamental contract obligations. In such cases, liability is capped at USD $100,000 or the total contract value, whichever is less.
This limitation does not apply where damages are covered and paid by FBSM’s business liability insurance, or where personal injury is involved.
7. Confidentiality
FBSM will hold all client trade secrets and information designated as confidential in strict confidence, indefinitely. This obligation does not apply to information that:
Was already in FBSM’s possession prior to the engagement
Was independently developed by FBSM
Became publicly known through no fault of FBSM
FBSM is not restricted from applying general ideas, concepts, or know-how to other engagements. All FBSM personnel are bound by these confidentiality obligations.
FBSM may list the client’s name and a brief description of services rendered in its reference materials. Any additional client references require prior written approval.
8. General
All agreements and modifications must be made in writing, electronically, or otherwise. This agreement is governed by the laws of the applicable state and applicable federal regulations.
Disputes are subject to the exclusive jurisdiction of FBSM’s principal place of business in North Carolina.