Trusted Local Partner Certification Program Application

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Trusted Local Partner Certification Program Application

The Trusted Local Partner™ Seal is granted by ADP to Partner Members for display on its online presence or in print materials. The Seal demonstrates to current or potential customers that the Trusted Local Partner offers best practices, an excellent client relationship, trustworthy data, including security and privacy protection.

Completing this application is acceptance of the Trusted Local Certification Seal Guidelines and Acceptable Uses. Please download and review prior to completing the application.

Your decision to apply for the ADP Trusted Local Partner Seal already reflects positively upon you as a business. Please review the application first to understand what is needed for the Certification process. It would be helpful to obtain the required documentation prior to beginning the application. Label all documentation with corresponding number i.e. 2.3, 5.1, etc. that you provide as part of your Application. Please email info@adp.org with any questions.

Confidentiality of Information: Information submitted as part of the ADP Trusted Local Partner Certification Program shall be kept confidential and used for the limited purpose of determining eligibility for Certification.

Important Note: The company, address, phone, owner/principal representative, website, business description, brief business description, contact email, business logo and social media links will be used to populate the Trusted Local Partner profile on ADP.org. (Please ensure sure the information provided on the application for these sections can be shared with the public and indexable on the web.)

Company *

Address *

City *

State *

Zip/Postal *

Country *

Owner/Principal Name *

Title *

Phone *

Email *

Website *

Year business was established *

Legal Status of business *

Other

Business description *

Brief Business Description * (Cannot exceed 200 characters including spaces.)

Business Logo * (Minimum of 400 x 400 px. Logo must be a square. Maximum file size 2 MB.)

SOCIAL NETWORKS

Twitter Link

Facebook Link

Youtube Link

Instagram Link

LinkedIn Link

Contact Email

PROGRAM ACKNOWLEDGEMENTS

I, , hereby certify and agree to each of the following statements by affixing my initials next to each statement.

1. I have the legal capacity to answer the questions on this application and thereby bind the Applicant by my responses. (please initial)

2. Applicant will hold ADP, its agents, directors, committee members, staff, and/or auditors harmless from any claim of damage or loss as a result of Applicant’s failure to achieve or maintain certification. (please initial)

3. Applicant understands that ADP’s Trusted Local Partner Certification Program is a voluntary program and failing to be certified does not preclude a business from being an ADP Member. (please initial)

4. Applicant understands that at any time during the application process the ADP Review Board may investigate or require additional information or documentation from the Applicant in order to verify information on this application. Applicant agrees to cooperate and provide such information and documentation upon request. (please initial)

5. Applicant, including all of its employees and agents will refrain from any false or misleading claims, suggestions, or references regarding certification, including but not limited to such claims used in advertising produced in advance and/or in anticipation of certification at some future date. (please initial)

6. Applicant will notify ADP in writing within thirty (30) days of any material change that occurs that would make any information provided on this application inaccurate. (please initial)

7. Applicant agrees to abide with the following use of Certification Program Seal. ADP grants a non-exclusive license to certified businesses to display the ADP issued and approved Trusted Local Partner Certification Program Seal on business websites, business letterhead, electronic communications, and promotional materials, provided that the business certification status remains in good standing. No property rights, trademark, or other intellectual property interests of ADP are transferred to certified businesses. Certified businesses are expressly prohibited from creating their own Certification Program Seal, altering the ADP issued and approved Seal, assigning the use of the ADP Seal to any other party, and using the ADP Seal on contracts, purchase agreements, or any other binding legal documents. (please initial)

REFERENCES

Please provide two professional references from advertisers that Applicant has contracted with for the purchase or sale of its products or services in the prior twelve months. Please notify your references to expect a phone call from an ADP Review Board Member.

Reference # 1

Business Name *

Contact Name *

Phone Number *

Email *

Reference # 2

Business Name *

Contact Name *

Phone Number *

Email *

BUSINESS INTEGRITY AND ETHICAL STANDARDS

Checkmark = Yes response

Do you commit to the following? *

To use transparent pricing strategies?To sell products and services that provide value and benefit to the client?To assist current and prospective clients in understanding the products and services that are being sold by your company and how they can be of benefit?To educate your clients to make informed financial decisions regarding the purchase of your products or services?To not disparage your competitor’s products, services, capabilities or competence?To fully vet and understand the services offered by third party vendors that your organization uses?

CUSTOMER SERVICE STANDARDS AND ACCOUNTABILITY

Do you commit to honestly represent the following: *

All products and services being sold?Your professional capabilities, competence, credentials and experience?

Do you commit to ensure any product or service being sold to a client shows:

Do you have a policy for responding to communications received from clients?

Describe policy

Or upload here

Do you have a written Dispute Resolution Process that includes the following: *

A policy for dispute resolution?A process for review of the dispute?A timeline for a response to the dispute?A process in the event the dispute is not resolved?

Describe policy

Or upload here

Do you have a Record Retention Policy?

Please state the length of time that you retain client account files and communications or provide a copy of your Record Retention Policy.

CONTRACT TRANSPARENCY – CLEAR STATEMENTS OF PRICING FOR PRODUCTS AND SERVICES

Do you provide a clear and transparent contract when local advertisers buy your product or services? *

Do you provide the advertiser with a copy of the contract? *

Details of all services performed on behalf of the client?The contracted amount of the products and services?A payment schedule and how payment should be made?Disclosure of any service or product that will be automatically billed or renewed and how and when such auto-renew may be terminated?The term/length of the contract and under what conditions the contract terminates?How the contract may be terminated by the advertiser?

Please attach a blank contract.

Do you provide the client with a copy of the contract? *

Do you clearly describe any and all products or services and state all terms and conditions in the contract? *

Do you document all contract changes made following the original contract and provide it to the client? *

SALES TRAINING PRACTICES

Please indicate which of the following products and services your organization currently offers? Check all that apply. *

Do you commit to the following: *

To fully train your sales reps to understand the products, campaigns, programs or marketing services that you provide?To help advertisers and prospective advertisers understand the products and services that are being sold?

DATA INTEGRITY – SECURITY AND PRIVACY OF INFORMATION

Do you commit to the following? *

To protect your clients’ data?To commit to having your marketing and sales materials be an accurate description of your products and services?To print or post the terms and conditions of your security and privacy policy?

If yes, please describe your terms and conditions of your security and privacy policy. Alternatively, attach your policy.

Do you receive, retain, or store proprietary or confidential client information including, but not limited to sales data, revenue data, marketing strategies, customer lists, leads lists, product information, pricing and margins, intellectual property, or any other information that the client identifies as proprietary or confidential? *

If yes, please describe your policies and procedures for keeping such data secure and how you protect such data from disclosure to unauthorized third-parties. Alternately, attach your privacy policy and/or third-party certification of your privacy standards.

Do you receive, retain or store client financial information including but not limited to credit card data, bank account data, tax ID numbers, social security numbers, credit history or data, or any other client financial data? *

Attach document

Do you receive, retain or store consumer marketing information for use in marketing campaigns or services including but not limited to search history, purchase history, location history, contact information, personally identifiable information, consumer preferences, consumer financial data, or consumer health data? *

If yes, please describe your policies and procedures for keeping such information secure and how you protect it from disclosure to unauthorized third-party companies. Alternately, attach your privacy policy and/or third-party certification of your privacy standards.

Attach document

Do you receive, retain or store any information protected by HIPPA, Dodd-Frank, privilege or any other legal requirements to which clients are obligated? *

If yes, please describe your policies and procedures for keeping such information secure and how you protect it from disclosure to unauthorized third-parties. Alternately, attach your privacy policy and/or third-party certification of your privacy standards.

Attach document

Acknowledgement

I hereby confirm that the information being submitted is correct to the best of my knowledge and this business should be certified as a Local Trusted Partner. I affirm, as well, that I am authorized to complete this application on behalf of my company. I am also willing, if required, to answer questions or provide additional documentation at the request of ADP.

I also affirm that if my company is granted certification by ADP that the company will uphold such standards as committed to in this application.

Acknowledged and submitted by:

Company *

Printed Name of Person Completing Application *

Title *

Date *

If you have any questions concerning the application contact the ADP office at 800-267-9002 or email info@adp.org.

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