Last Updated and Effective Date: April 15, 2025

 

Assessment First LLC (“Assessment First,” “we,” or other applicable first-person pronouns) provides services to organizations (our “customers”). This Privacy Notice and our Cookie Notice (“Notice”) explains how we collect, use, disclose, safeguard, transfer, access, dispose of, and otherwise process (collectively, “Process”) information regarding individuals who have a business relationship with us, such as agents of our customers, potential customers, and vendors, in our business interactions. It also covers visitors of our website (https://www.assessmentfirst.com/) (the “Site”) and individuals who engage with us on social media regardless of our business relationship with them.

 

Under applicable privacy laws, for most of the Personal Information Assessment First Processes, we do so on behalf of our customers. When acting in this capacity, generally, our customers’ privacy policies and procedures apply. We will handle information, including Personal Information, that we Process in this capacity based on the customer’s direction. If we are Processing your Personal Information because of your relationship with another organization, it is likely that this situation applies. We encourage you to read the privacy policies of those organizations and exercise any applicable rights by contacting them directly.

 

As such, this Privacy Notice does not apply to:

 

• The services we provide our customers or the Personal Information we Process on their behalf.

 

• Websites or services that link to or reference different privacy policies or notices.

 

• Personal Information that is collected by any third party. Those third parties have their own privacy practices, and we encourage you to review them, especially by reading any available privacy polices, before providing Personal Information to or through them.

 

• Personal Information we collect about employees or job applicants.

 

• Information that is not personal, like anonymous, de-identified, or aggregated data (for example, summary statistics), even if it comes from Personal Information.

 

We may provide additional or supplemental privacy notices for specific services or products that we offer at the time of collection. Unless otherwise noted, those supplemental notices should be read together with this Notice. In the event of a conflict or inconsistency between this Notice and any supplementary privacy notice, the supplementary privacy notice controls.

 

Effective Date and Changes to this Privacy Notice

 

This Notice is effective as of the “Last Updated and Effective Date" above and will remain in effect except with respect to any provisions that are changed in the future. Assessment First may make changes to this Notice from time to time. Changes will be effective immediately upon their posting to the Site or upon you being otherwise notified. You are expected to check this page regularly so you are aware of any changes, as they are binding on you. Your continued interaction with us after we post a revised Notice means that you accept and agree to the changes. 

 

Children’s Information

 

Assessment First does not direct its services to minors, and we do not knowingly collect Personal Information from minors. If you are under 13 (or the age of majority where you live), please do not visit the Site, engage with us on social media, use our services, or otherwise provide us any information. If we become aware that a minor has provided us with Personal Information without compliant consent under applicable law, we will take steps to comply with any applicable legal requirement related to such information.

 

Personal Information We Collect about You

                                                                                                                          

For the purposes of this Notice, “Personal Information” is broadly defined to mean information that can identify an individual directly or indirectly through reasonably available information and includes the definitions of “personal information,” “personally identifiable information”, “personal data,” and other analogous terms under applicable data protection laws.

 

Assessment First collects several types of information, which may include Personal Information, from and about you, including information:

 

• By which you may be directly and personally identified, such as name, address, email address, telephone number, and video and audio recordings of you when you choose to communicate with us via web conference.

 

• That is about you individually but does not directly identify you, such as employment information.

 

• That is about your internet connection, the equipment you use to access our Site, and usage details, such as your Internet Protocol address and device and application identification number.

 

If we combine or connect non-Personal Information in such a way that it directly or indirectly identifies you, we treat the combined information as Personal Information.

 

The categories and specific types of Personal Information that we have collected in the last 12 months are listed below. Please note that some types of Personal Information are duplicated among categories.

 

Category and Data Elements:

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• Identifiers: Real name, postal address, email address, unique personal identifier, online identifier, Internet Protocol address, and phone number.
   

• Personal Information categories listed in the California Customer Records provisions: Name, signature, address, telephone number, and employment information.
   

• Commercial information: Records of products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.
   

• Internet and network activity information: Browsing or search history, device and application identification numbers, and data about your interactions with websites, applications, or advertisements (e.g., through cookies, tracking pixels, session replay technologies, and chat bots; see our Cookie Notice).
   

• Sensory data: Audio, electronic, or visual information. This may include audio recordings, photographs, or videos captured during meetings, events, or calls with you.
   

• Professional or employment-related information: Current job.
   

• Inferences: When we combine information we learn about you that is not Personal Information with Personal Information we have collected about you, we treat those inferences as Personal Information.

 

We have not collected Sensitive Personal Information about you in the last 12 months.

 

We collect this information directly from you when you provide it to us, from other sources, and automatically as you navigate through the Site.

 

How We Collect Personal Information about You

 

The information we collect about you comes from a number of sources and in a variety of ways, including information you provide to us, information we obtain from other sources including third parties, information we automatically collect through technology, and information we derive or infer about you. The Personal Information we collect depends on how you interact with us and which Services we are providing.

 

Personal Information You Provide to Us

 

We collect Personal Information directly from you, for example: 

 

• You may provide Personal Information when you correspond with us by phone, email, text messaging, or otherwise; complete forms or surveys; interact with our social media accounts; or engage with us at an in-person event.

 

• You may be required to provide Personal Information if you request an estimate for or buy the services we provide our customers. You may elect not to provide this information under these circumstances, but we may be unable to meet your request for services if you do so.

 

Personal Information Collected from Other Sources

 

We may also collect Personal Information from other sources, including our service providers, third parties, or public information sources, such as:

 

• Through our customers.

• Through marketing, sales generation, and recruiting partners.

• Through social media networks.

• From our vendors, service providers, and business partners.

• From government agencies and others who release or publish public records.

• From professional or industry organizations and certification / licensure agencies that provide or publish Personal Information related to you.

 

Personal Information Collected Automatically

 

We may also automatically collect Personal Information by (technologically) observing your interactions with our Site. We collect this information through the use of “cookies” and similar tracking technologies. You can learn more about this at our Cookie Notice.

 

How We Use Your Personal Information

 

Assessment First may use your Personal Information for the following purposes:

 

• Run and manage our business in the ordinary course and keep our records up to date. 

• Provide our customers with our services.

• Fulfill requests you make and respond to your inquiries. 

• Provide customer service and resolve technical support issues.

• Respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses.

• Communicate with you regarding developments within our business or other products or services we or our business partners may offer that may be of interest to you. If you do not want to receive communications regarding products, services, events, or other things that we consider may be of interest to you, you may let us know by clicking on the unsubscribe link in electronic marketing communications.

• Further develop our services. 

• Notify you about changes to our services and our Site.

• Resolve technical support issues. 

• Present our Site and its contents to you.

• Improve our marketing and client relationships and experiences.  

• Conduct research and create reports from analysis of usage patterns and trends and to deidentify or aggregate Personal Information to create business and market analysis and reports.

• Protect our Services, employees, operations, or any other person or business.

• Carry out our obligations and enforce our rights arising from any contracts entered into between our customers and us, including for billing and collection.

• Cooperate with law enforcement and protect the rights, interests, safety, or property Assessment First and others.

• Complying generally with all laws and applicable statutory requirements. 

• Fulfill the purposes for which you provided the information or that were described when it was collected.

• For any other purpose with your consent.

 

Disclosing Your Personal Information

 

In addition to the specific situations discussed elsewhere in this Privacy Notice, we may disclose your Personal Information to:

 

• Any Assessment First holding company, subsidiary, or affiliated or related entity.

• Business partners, suppliers, service providers, subcontractors, and other third parties we use to support our business.

• A buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, including in contemplation of such transactions. Your information may be among the shared or transferred business assets.

• Law enforcement officials or regulatory authorities.

• Any third party with your consent.

 

We may disclose your Personal Information for the following purposes:

 

• Fulfill any of the ways listed above in which we use your Personal Information.

• Fulfill the purpose for which you provide it.

• Comply with any court order, law, subpoena, or other legal process, including to respond to any government or regulatory request.

• Enforce or apply any agreements between us and our customers, you, or any other third party.

• Protect and defend our rights, safety, and property; our Site; the users of our Site; our customers; and others.

• When we otherwise believe in good faith that the provision of such information is required or permitted by law, such as in connection with the investigation or assertion of our legal defenses or for our compliance matters.

• Any other purposes that we disclose when you provide the information or subject to any additional privacy notices we issue.

• With your consent.

 

In the bullets below, we list categories of the recipients to which we disclosed Personal Information for a business purpose in the preceding 12 months.

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Personal Information Category and Business Purpose Disclosures:

 

• Identifiers: Analytics, Business Communication and Collaboration, Customer Relationship Management, Customer Support, Cybersecurity, Finance and Accounting, Legal, Order Fulfillment, Payment Processing, Payment Collections, and Sales and Marketing

• Personal information categories listed in the California Customer Records provisions: Analytics, Business Communication and Collaboration, Customer Relationship Management, Customer Support, Cybersecurity, Finance and Accounting, Legal, Order Fulfillment, Payment Processing, Payment Collections, and Sales and Marketing

• Commercial Information: Analytics, Business Communication and Collaboration, Customer Relationship Management, Customer Support, Cybersecurity, Finance and Accounting, Legal, Order Fulfillment, Payment Processing, Payment Collections, and Sales and Marketing

• Internet and network activity information: Analytics, Business Communication and Collaboration, Customer Relationship Management, Customer Support, Cybersecurity, Legal, Payment Processing, and Sales and Marketing

• Sensory data: Business Communication and Collaboration, Customer Relationship Management, Customer Support, Cybersecurity, Legal, and Sales and Marketing

• Professional or employment-related information: Analytics, Business Communication and Collaboration, Customer Relationship Management, Customer Support, Legal, Order Fulfillment, Payment Collections, and Sales and Marketing

• Inferences: Analytics, Business Communication and Collaboration, Customer Relationship Management, Customer Support, Cybersecurity, Finance and Accounting, Legal, Order Fulfillment, Payment Processing, Payment Collections, and Sales and Marketing

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We Do Not Sell or Share Your Personal Information

 

You have the right to know whether your Personal Information is being sold or shared and to opt out of this practice. For the purpose of this section of the Notice, Personal Information is sold when it is transferred or made available to a third party in exchange for money or other valuable consideration, and Personal Information is shared when it is provided to a third party for cross-context behavioral advertising.

 

Assessment First does not sell or share your Personal Information. In the preceding twelve months, we have not sold or shared any Personal Information of consumers.

 

Video Data 

 

If you watch videos on the Site, our social media accounts, or otherwise provided by Assessment First, we collect and use video viewing data in order to provide you with personalized recommendations and other features. This data may include information about the videos you have watched, the time and date of viewing, and other similar information. We disclose this data to third parties, including service providers and social media networks.

 

Your Rights and Choices

 

Assessment First strives to provide you with choices regarding your Personal Information. We have created mechanisms to provide you with the following control over your information:

 

• Cookies and Other Tracking Technologies. If you would like more information about how you may exercise control over the information automatically collected through our Site, please see our Cookie Notice.

 

• Marketing, Email, and SMS. We may contact you regarding our services, such as to deliver transactional or service-related communications, to respond to your requests, or with offers for services we think you will find valuable. We respect your rights related to marketing communications, and we enforce internal policies to preserve your rights. If you do not want us to send you marketing communications, you may “opt out” at any time by unsubscribing or contacting us directly. You can unsubscribe by following the instructions in the applicable communication you received from us. 

 

• Opting Not to Provide Personal Information. If you choose not to provide Personal Information, you can still visit most areas of our Site and may be able to obtain certain services; however, you will not have access to the services that require Personal Information.

 

Depending on where you live, you may have additional rights regarding our use of your Personal Information, such as:

 

• Confirm whether we process your Personal Information.

• Access and delete certain Personal Information.

• Correct inaccuracies in your Personal Information, taking into account the information's nature processing purpose.

• Obtain a copy of your Personal Information.

• Opt-out of Personal Information Processing for:

  • targeted advertising;

  • sales; or

  • profiling in furtherance of decisions that produce legal or similarly significant effects.

• Either limit (opt-out of) or require consent to process Sensitive Personal Information.

• Not be discriminated against for exercising your privacy rights.

 

The exact scope of these rights may vary by location. As additional jurisdictions enact additional rights on behalf of their residents, we will comply with such laws to the extent they are applicable to our activities. This Notice is not intended to be an exhaustive list of all such rights now or in the future.

 

We will not discriminate against you because you exercise these rights, but the deletion or cessation of collection of information may result in cancellation of Services initially provided to you or our inability to provide Services to you.

 

Shine the Light Law

 

California's "Shine the Light" law permits consumers that are California residents to request certain information regarding our disclosure of Personal Information to third parties for their direct marketing purposes. Please note, we do not disclose your Personal Information to third parties for their direct marketing purposes.

 

Exercising Your Rights

 

To exercise your rights, contact us by:

 

• Emailing us at info@assessmentfirst.com 

 

• Contacting us at 833-328-2347

 

Please note that you will need to verify your identity before we can fulfill your request. Your request must: (i) provide sufficient information that allows us to reasonably verify that you are the person about whom we collected Personal Information or an authorized representative of that person; and (ii) describe the request with sufficient detail that allows us to properly understand, evaluate, and respond to it. We will only use Personal Information provided in a verifiable consumer request to verify the requestor’s identity or authority to make the request. We will respond to your verifiable request within any prescribed timelines. In some jurisdictions, there may be limitations on how often a request relating to Personal Information may be submitted.

 

Appointing an Authorized Agent

 

You may designate an authorized agent to submit a request on your behalf, subject to proof of identity and written authorization as required under the applicable privacy law. As part of our verification process, we may request that the agent provide, as applicable, proof concerning his or her status as an authorized agent. In addition, we may require that you verify your identity as described above or confirm that you provided the agent permission to submit the request.

 

Appeals

 

In some locations, you may be able to appeal a decision relating to a Personal Information request. If you would like to appeal, you may do so within a reasonable period after you have received our response to your request. You may file an appeal by contacting us through the same channels as to exercise your rights (provided above).

 

Data Retention

 

Except as otherwise permitted or required by applicable law or regulation, Assessment First will only retain your Personal Information for as long as necessary to fulfill the purposes we collected it for, as required to satisfy any legal, accounting, or reporting obligations, or as necessary to resolve disputes. To determine the appropriate retention period for Personal Information, we consider applicable legal requirements, the amount, nature, and sensitivity of the Personal Information, the potential risk of harm from unauthorized use or disclosure of your Personal Information, the purposes for which we Process your Personal Information, and whether we can achieve those purposes through other means.

 

Data Security

 

Assessment First uses physical, electronic, and administrative safeguards designed to protect your Personal Information from loss, misuse, and unauthorized access, use, alteration, or disclosure.

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We require service providers to maintain data protections consistent with the amount, nature, and sensitivity of the Personal Information they are Processing and best practices.  We do not guarantee that our safeguards will always work.

 

The safety and security of your information also depends on you. We urge you to take care when providing information that is available to the public, such as reviews or on our social media pages.

 

Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your Personal Information, we cannot guarantee the security of your Personal Information transmitted to us. Any transmission of Personal Information is at your own risk. We are not responsible for the circumvention of any privacy settings or security measures.

 

Contact Us

 

Please address questions, comments, and requests regarding this Privacy Notice, its supplements, and our privacy practices to info@assessmentfirst.com.

 

If you need to access this Notice in an alternative format due to having a disability, please let us know.

 

 

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