Partner agreement
Between an organization and WealthyHabitat.com, for the partner plan. It is written so that a member could read it, and what it says the site shows, counts, and keeps is what the site's code does. It is offered as a draft for the organization's counsel to mark up; the signed copy governs.
1. Who and what
The organization named on the signature page (the Partner) and the person or business named for the Provider on the signature page, which runs WealthyHabitat.com (the Provider), agree to these terms for the Provider's partner plan (the Plan), delivered through wealthyhabitat.com to the members or employees who join with the Partner's code, called members here.
2. What the Provider does
The Provider shows the Partner's name at the top of each road page a member opens, beside one line saying the Partner has no product on the page. It gives the Partner a six character join code, printable cards that carry it, a dashboard, and a printable quarterly report of counts. A member makes a free account to join, and accounts are for people eighteen and older.
3. What the Partner sees: counts only
The Partner sees totals across everyone who joined with its code: how many joined and in which months, how many started a road, how many steps and whole roads were finished, how many arithmetic checks were passed, and how many practice lives were played. Until ten members have joined, the Partner sees only how many have joined, and a month with fewer than five joins shows as fewer than five. No member's name, email, number, or answer is ever handed to the Partner, and the Provider keeps no list to hand over. A member may leave the Partner from the account page at any time, and the totals leave that member out from then on.
4. No product, no sponsor, no advice
The content is the same for every reader and is not customized to the Partner's products, now or later. The site names no product, carries no sponsor, and never tells a member what to do with money. The Provider's No Advice Disclosure applies. The Partner will not present the site as advice or as an endorsement of any product, its own included.
5. The Partner's plan numbers
The Partner may type in its own plan's numbers on the dashboard: the match as a percent of what is put in, the percent of pay the match goes up to, and what the employer puts in a health savings account each year. They are the Partner's own figures. A member's first step shows them as the terms of the Partner's plan, never as a recommendation, and the Partner keeps them current.
6. Price
$2,400 a year for up to 2,000 members, or $6,000 a year with no limit on members. The first 50 members join at no cost before anything is paid. Any sales tax the law requires is added to the price, unless the Partner gives an exemption certificate.
7. Payment and renewal
By card from the dashboard, the checkout page shows before anything is charged whether the year is one payment or a yearly plan. A yearly plan renews each year until it is cancelled. The Partner may cancel it at any time by writing to admin@wealthyhabitat.com, and it stays paid through the end of the year already paid for. By invoice, the Provider sends an invoice for the year, payable within thirty days, and the Plan renews only on a new invoice the Partner accepts. A change in price is announced by email at least thirty days before it is charged, and the Partner may end the Plan before it takes effect.
8. Term and ending
The Plan runs for one year from the start date on the signature page, and renews only as section 7 says. Either side may end it on thirty days' written notice. When it ends, the Provider deletes the Partner's organization and the record of which accounts joined with its code within thirty days, and confirms in writing. A member's own account and progress belong to the member, not the Partner, and stay unless the member deletes them.
9. Members' privacy
The Privacy Notice and the Terms apply to every member, and the Privacy Notice tells each member what the Partner sees. Nothing in this agreement gives the Partner more than the counts in section 3.
Signature page
The Partner's name and address. The plan: up to 2,000 members, or no limit. How it is paid: by card or by invoice. Start date. Name, title, and signature for the Partner. For the Provider: its legal name and street address, admin@wealthyhabitat.com, signature and date. The legal name and address are written on the countersigned copy and on every invoice; they are not published on the site.
To sign, write to admin@wealthyhabitat.com with the organization's name and the plan, and a countersigned copy comes back. Counsel's changes are welcome and are read as they come.