C & J Genealogical Services
1329 E. 154th Street
Olathe, KS 66062
913-638-5775
cjgenealogy@gmail.com
http://cjgenealogy.blogspot.com
[Your name and address]
1329 E. 154th Street
Olathe, KS 66062
913-638-5775
cjgenealogy@gmail.com
http://cjgenealogy.blogspot.com
[Your name and address]
Dear ________________:
You have asked me to conduct
professional genealogical services for you. This letter, with the accompanying
Schedule of Fees and expenses, describes the agreement between us. If you agree
with the terms, please sign both copies and return one to me.
I will undertake to [statement
your research objectives, and any applicable time constraints.]
So that I will not duplicate work
already done, you will provide me with the information you already have,
·
including copies of reports or summaries of
previous research,
·
copies of related records such as family group
sheets, pedigree chart, and
·
notes on sources or collections already
searched.
Our agreement will become
effective, and I will begin work, when I have received
·
the above materials of information already known
·
a copy of this letter, with your signature
·
your non-refundable check for the initial
retainer of $________. This retainer includes up to ___________ hours of work
before you will be charged an hourly fee in accordance with the attached
schedule of fees and expenses. You will authorize any additional time in
writing.
I will perform this work
accordance with prevailing professional standards in genealogy, including the
code of Ethics of the Association of Professional Genealogists, the Code of
Ethics adopted by the Board for Certification of Genealogists, and the
Standards recommended by the National Genealogical Society, copies of which are
attached.
After I have analyzed your
problem, completed the research, and reached my conclusions, I will provide you
with a documented report
describing my findings and the basis for my conclusions with copies of relevant
documents with full source citation.
I will hold confidential any
information you provide that is not already a matter of public record or public
knowledge. I will treat with discretion, even if they are already matters of
public record, issues that concern living persons, their parents, or immediate
families, as well as the following items that you have specifically noted as
sensitive: [Additional items not listed] I retain the right to make
further use of the results of work done at your request, including publication
in articles or books, with acknowledgment of your sponsorship of the research,
unless you request anonymity.
I retain the copyright to the
report and the manner in which I have expressed the information in it. You may
make a limited number of personal copies of the report, but you agree that you
will not otherwise publish or make multiple copies of the report without my
written permission. When given permission you agree that when you distribute to
others or publish any information from
my report, including my findings and conclusions, you will report them accurately,
you will include any qualifiers (such as probable or possible,
when accompanying a conclusion), and you will credit my report as the source.
We both agree that if any dispute
arises out of this agreement, we will use the arbitration services of The
Association of Professional Genealogist (APG) and accept as final and binding
on both of us the arbitration decision, and we both consent to the entry of the
decision as a final judgment in any court that may have jurisdiction over
either of us.
This letter and the accompanying
fee schedule reflect the full scope of our agreement and replace any earlier,
tentative commitments by either of us. Any changes will be effective only if
they are also made in writing.
Thank you for the opportunity to
be of service.
Sincerely
yours,
____________________________
Char Mitts
C & J
Genealogical Services
Accepted
__________________________________
[Your Name]
__________________________________