Policies

EOS Client Travel Billing Policy

This document outlines the travel policy for clients participating in EOS (Entrepreneurial Operating System) sessions. Our aim is to ensure a smooth and efficient travel experience while maintaining transparency in billing and adhering to industry standards. Please review the following guidelines:

1. EOS Session Rates: Sessions that require travel and overnight stays will be billed at a rate of 1.5 times the rate charged for sessions held in the Denver metropolitan area. This adjustment accounts for the additional time and resources involved in facilitating sessions outside of the regular location.

2. EOS Implementer Travel Expenses: Travel expenses for EOS Implementers will be invoiced 7 days after the session takes place. This allows for accurate and timely reporting of travel-related costs.

3. Airfare: The cost of airfare will be passed through to the client. We strive to select the most direct flight route for efficiency and to minimize travel time and use business class fares to ensure your EOS Implementer is well rested and at their best.

4. Ground Transportation: Expenses related to car rentals, taxis, trains, or metro services will be passed through to the client. We prioritize the most efficient and cost-effective means of transportation to facilitate smooth travel arrangements.

5. Lodging: We encourage our clients to recommend preferring lodging sites for EOS Implementers.  Lodging expenses will be passed through to the client.  

6. Meals & Incidentals: Per diem rates, in accordance with the GSA.gov or State.gov standards, will be applied for meals and incidental expenses. This approach provides a standardized and fair allowance for food and other incidentals during the course of travel.

7. Mileage: For travel conducted by private vehicles, mileage reimbursement will be based on the current IRS mileage rates. This ensures fair compensation for the use of personal vehicles for business purposes.

8. Cancellation Policy: In the event of travel cancellations or changes, clients are required to provide notice within a minimum of 96 hours prior to the scheduled session. Cancellations made within this notice period may incur a cancellation fee equivalent to 100% of the travel expenses already incurred and will be invoiced accordingly. It is important to communicate any changes or cancellations promptly to mitigate potential costs.

Please note that these guidelines aim to provide clarity and transparency regarding travel-related expenses for EOS sessions. We are committed to delivering exceptional service while maintaining cost-efficiency for our clients.

If you have any questions or require further clarification regarding our travel policy, please feel free to contact us. We value your partnership and look forward to providing you with a seamless experience during your EOS sessions.

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Meritage

501 South Cherry Street, Suite 550 Denver, CO 80246

Email: info@meritage.vc

Fulfillment Policy for https://www.meritage.vc

Fulfillment Policy

At Meritage, we are committed to excellence not only in the investments and services we provide but also in the way we interact with our clients and community. Our fulfillment policies are designed to ensure transparency, trust, and satisfaction in every transaction and interaction with our firm.

Refund Policy

We offer a variety of services, including but not limited to EOS implementation and Kolbe Consulting. Due to the nature of our services:

• EOS Implementation Services:  Fees for EOS Implementation services are non-refundable once the session is complete and payment has been made.
• Consultation Services: Fees for consultation services are non-refundable once the consultation has taken place. If you need to cancel or reschedule a consultation, please do so at least 24 hours in advance.

Delivery Policy

Our services are primarily delivered digitally and through direct engagement sessions (either virtual or in-person). Upon entering an agreement or partnership:

• Digital Products and Services: Access details and necessary resources will be delivered via email within 72 hours of purchase or agreement.
• In-Person Engagements: Scheduling will be coordinated directly with you to accommodate mutual availability, aiming for the earliest possible engagement date.

Return Policy

Given the nature of our services and digital products, returns are not applicable. However, we are dedicated to ensuring your satisfaction and success. Should you have any concerns or issues with the service received, please contact us directly to discuss a resolution.

Cancellation Policy

One-time Engagements or Services: Cancellations must be made at least 48 hours before the scheduled service time. Cancellations made less than 48 hours in advance will incur a cancellation fee equivalent to 50% of the service cost.

Building Trust and Satisfaction

We believe in building long-term relationships based on trust, transparency, and mutual success. Our policies are designed to be clear and fair, ensuring that we meet your expectations while protecting both parties against disputes. Should you have any questions or need further clarification on our fulfillment policies, please do not hesitate to contact us.

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Meritage

501 South Cherry Street, Suite 550 Denver, CO 80246

Email: info@meritage.vc