OCCAM CR Company application
(You must include all addresses where any work is going to be performed, clients will call or will be called from).

Please provide the following data for the preceding two years


(Please explain security measures in place to secure sensitive data and documents).
(Please explain security measures in place to secure sensitive data and documents).
(Please explain data security protocols).

STATEMENT OF TRUTH AND ACKNOWLEDGMENTS


I
being duly sworn, say that I have read the foregoing Application and Know the contents thereof, and that the same are true; that the same contains a full and true account of the information requested; and that I executed the same freely and voluntarily and for the uses and purposes therein mentioned, and with the full knowledge that misrepresentation or failure to reveal information request may be deemed sufficient evidence for refusal to issue, revocation of, OCCAM Membership applied for and should membership applied for be granted, will abide by all city, county, state and federal laws, and fully understand that failure to do so may result in membership revocation proceedings and or penalties.

being duly sworn, say that I have read the foregoing Application and Know the contents thereof, and that the same are true; that the same contains a full and true account of the information requested; and that I executed the same freely and voluntarily and for the uses and purposes therein mentioned, and with the full knowledge that misrepresentation or failure to reveal information request may be deemed sufficient evidence for refusal to issue, revocation of, OCCAM Membership applied for and should membership applied for be granted, will abide by all city, county, state and federal laws, and fully understand that failure to do so may result in membership revocation proceedings and or penalties.

Further, I attest that: 

  1. I am the applicant who is submitting this application form.
  2. I personally supplied the information contained in this form.
  3. I understand and read the English language, or I have had an interpreter read, explain and record the answer to each question on this application form.
  4. Any document accompanying this form that is not an original document is a certified copy of the original document.
  5. I swear (or affirm) that the foregoing statements made by me are true. I am aware that if any of the foregoing statements made by me are willfully false, or misleading they will be documented and could result in denial of OCCAM membership. 
  6. I understand that in case this application is withdrawn or denied, there shall be no refund of any investigation fees paid.
  7. I agree to provide and disclose any information that reasonably relates to this application, the applicant’s qualifications, acceptability or fitness for OCCAM membership.

 

I do hereby agree that OCCAM may obtain information from my past and present employers,  criminal justice agencies, financial institutions, Federal, State and local government agencies  and other persons and entities and agree to release such information to OCCAM for use in  connection with this application. 

 

I do, for myself, my heirs, executors, administrators, successors and assigns, hereby release,  remise and forever discharge OCCAM and its agents and employees from all manner of actions,  claims and demands whatsoever, known or unknown, in all or equity, which I ever had, now  have, may have to claim to have against OCCAM or its agents or employees, arising out of its  use of the information provided in this application or discovered during any investigation  thereof.


STATEMENT OF TRUTH AND ACKNOWLEDGMENTS SIGNATORY


This form must be completed in its entirety if any portion does not apply to your company, you must fill it with  “N/A”, then forward to O.C.C.A.M. with the following documentation:

If you do not have or have not created any of the following items, please notate that and  move to the next item.

  1. A legible copy of a government issued ID for all owners holding at least 10% ownership in your Company (driver’s license/passport/military ID)
  2. Sample copy of your Company’s current consumer agreement(s)
  3. Sample copy of your Company’s current marketing materials
  4. All consumer complaints and information relating to the resolution (if any) of such complaints, up to a maximum of the 200 most recent complaints, made by or on behalf of any Company customer and received by the Company in the preceding one year.
  5. Certificate of Good Standing other or proof of current active status with the Secretary of State in all states in which your Company is registered to conduct business.
  6. Copy of all business licenses required to operate on your city or State where you conduct business. 7. IF your company is an LLC, copy of LLC Operating agreement. If company is a C corporation or S corporation, a copy of the Bylaws to be reviewed.
  7. A copy of company lease agreement for physical addresses that company operates from. 9. Copy of contracts if company uses third party lead generation company to market. 10. If company utilizes independent contractors for face to face meetings with prospective clients provide copy of current contracts with such contractors.
  8. Provide a copy of all materials utilized in the training of your company employees. 12. Provide a copy of your telemarketing scripts for review, including FAQs, Rebuttals, and approved verbiage used for emails.
  9. Provide a sample of all materials provided to prospective clients prior to their execution of an agreement with your company.
  10. Provide a copy of company’s compliance management plan.

Purpose: OCCAM Alliance and (“Disclosing Party”) wishes to pursue a  membership opportunity of mutual interest and in connection with this opportunity wish to execute  this “Agreement”.

  1. Confidential Information: Confidential Information means any information disclosed by one party to the other, either directly or indirectly in writing, orally or by inspection of tangible or intangible objects, including without limitation documents, business plans, source code, software,  documentation, financial analysis, marketing plans, customer names, customer list, customer data.  Confidential Information may also include information disclosed to a party by third parties at the  direction of a Disclosing Party. Confidential Information shall not, however, include any information  which the Receiving Party can establish; 

(i) was publicly known and made generally available in the public domain prior to the time of  disclosure; 

(ii) becomes publicly known and made generally available after disclosure through no action  or inaction of Receiving Party; or 

(iii) is in the possession of Receiving Party, without confidentiality restrictions, at the time of  disclosure by the Disclosing Party as shown by Receiving Party’s files and records immediately  prior to the time of disclosure. The party disclosing the Confidential Information shall be referred  to as “Disclosing Party” in the Agreement and the party receiving the Confidential Information shall be  referred to as “Receiving Party” in the Agreement.

  1. Non-use and Non-disclosure: The Receiving Party agrees not to use any Confidential Information for any purpose except to evaluate and engage in discussions concerning a potential business relationship between the parties hereto. Receiving Party agrees not to disclose any  Confidential Information to third parties or to its employees, except to those employees who are  required to have the information in order to evaluate or engage in discussions concerning the  contemplated business relationship. The Receiving Party shall not reverse engineer, disassemble or  decompile any prototypes, software or other tangible objects which embody the Disclosing Party’s  Confidential Information and which are provided to the Receiving Party hereunder.
  2. Maintenance of Confidentiality Information: The Receiving Party agrees that it shall take all reasonable measures to protect the secrecy of and avoid disclosure and unauthorized use of the Confidential Information. Without limiting the foregoing, Receiving Party shall take at least those  measures that Receiving Party takes to protect its own most highly Confidential Information and shall  have its employees, if any, who have access to Confidential Information sign a non-use and non disclosure agreement in content substantially similar to the provisions hereof, prior to any disclosure of  Confidential Information to such employees. The Receiving Party shall not make any copies of Confidential Information unless the same are previously approved in writing by the Disclosing Party.  The Receiving Party shall reproduce the Disclosing Party’s proprietary rights notices on any such  approved copies, in the same manner in which such notices were set forth in or on the original. The  Receiving Party shall immediately notify the Disclosing Party in the event of any unauthorized use or  disclosure of the Confidential Information.
  3.  No Obligation: Nothing herein shall obligate either party to proceed with any transaction between them, and each party reserves the right, in its sole discretion, to terminate the discussions contemplated by this Agreement concerning the business opportunity.
  4.  No Warranty: ALL CONFIDENTIAL INFORMATION IS PROVIDED “AS IS”. NEITHER PARTY MAKES ANY WARRANTIES, EXPRESS, IMPLIED OR OTHERWISE, REGARDING ITS ACCURACY, COMPLETENESS OR PERFORMANCE.
  5.  Return of Materials: All documents and other tangible objects containing or representing Confidential Information and all copies thereof which are in the possession of Receiving Party shall be and remain the property of the Disclosing Party and shall be promptly returned to the  Disclosing Party upon the Disclosing Party’s request.
  6.  No License: Nothing in this Agreement is intended to grant any rights to either party under any patent, mask work right or copyright of Company, nor shall this Agreement grant Receiving Party any rights in or to Confidential Information except as expressly set forth herein.
  7.  Term: This Agreement shall survive for a period of 3 years from the date of disclosure of the Confidential Information.
  8.  Remedies: The Receiving Party agrees that any violation or threatened violation of this Agreement will cause irreparable injury to the Disclosing Party, entitling the Disclosing Party to obtain injunctive relief in addition to all legal remedies.
  9.  Miscellaneous: This Agreement shall bind and inure to the benefit of the parties hereto and their successors and assigns. This Agreement shall be governed by the laws of Arizona, USA, without reference to conflict of laws principles. This document contains the entire agreement between  the parties with respect to the subject matter hereof. Any failure to enforce any provision of this  Agreement shall not constitute a waiver thereof or of any other provision hereof. This Agreement may  not be amended, nor any obligation waived, except by a writing signed by both parties hereto. Any and  all disputes arising under or related to this Agreement shall be mutually negotiated.

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