FACILITATOR & CONTRACTOR AGREEMENT
Expert Network · Standards of Engagement, Confidentiality & Intellectual Property
1Engagement & Independent Contractor Status
Unity Institute engages the Facilitator to provide the services described in Section 2 as an independent contractor, not as an employee, partner, or agent. The Facilitator has no authority to bind Unity Institute and is responsible for their own taxes, remittances, insurance, and business expenses, except as expressly agreed in writing. Nothing in this Agreement creates an employment or joint-venture relationship.
2Scope of Services
The Facilitator will deliver or support the following programs, sessions, or services: [describe programs — e.g. Clarity Protocol™ cohorts, Human Side of Business, youth programs, advisory]. The specific scope, schedule, and fees for each engagement may be set out in a separate statement of work or schedule, which forms part of this Agreement.
3Delivery Standards
The Facilitator agrees to deliver every engagement to Unity Institute's established standards:
- Deliver the established structure, sequence, framework, and positioning of each program without alteration, renaming, or drift, unless authorized in writing.
- Prepare properly, be present and professional, and follow through on all commitments made to participants and to Unity Institute.
- Uphold the quality bar regardless of cohort size, fee level, or delivery channel, and provide all deliverables a program commits to in full.
- Respect the distinct positioning of each brand — for example, presenting Clarity Protocol™ as an identity-evolution and clarity system, not as therapy, coaching, or a recovery program.
4Code of Conduct
The Facilitator will act with integrity and represent Unity Institute's programs, pricing, and outcomes truthfully, making no exaggerated or invented claims. The Facilitator will treat every participant and colleague with respect and dignity, will not engage in harassment, discrimination, or abusive conduct, will maintain appropriate professional boundaries, and will not provide therapy, medical, legal, or financial advice or otherwise act outside their qualifications. Conflicts of interest must be disclosed promptly.
5Confidentiality
The Facilitator will hold in strict confidence, during and after this engagement: (a) all personal disclosures made by participants; and (b) all non-public business information of Unity Institute, including frameworks, methods, participant lists, pricing, financials, and strategy. Confidential information may be used only to perform the services and must not be disclosed to any third party or used for any other purpose without prior written consent, except where disclosure is required by law or to protect someone from imminent harm.
6Data Protection & Privacy
The Facilitator will handle personal information only as needed to deliver the services and in accordance with Unity Institute's Privacy Policy and applicable privacy laws, including PIPEDA. Participant information will not be exported, copied to personal systems, or entered into third-party artificial-intelligence tools in a manner that compromises confidentiality. Any suspected privacy or security incident must be reported to Unity Institute without delay.
7Intellectual Property
All programs, content, frameworks, systems, materials, and trademarks — including Clarity Protocol™, EXOS™, AXIS™, Execution Gate System™, and The Labour Intelligence System™, and the Applied Human Transition™ mark used under licence from Thynktank Solutions & Holdings Inc. — are and remain the exclusive property of Unity Institute or its licensors. To the extent the Facilitator creates any work product, materials, or improvements in the course of the engagement, the Facilitator hereby assigns all right, title, and interest in that work product to Unity Institute, and will sign any documents reasonably needed to give effect to this assignment. The Facilitator receives no ownership or licence in Unity Institute's intellectual property except a limited right to use it as necessary to deliver the services during the term.
8Non-Circumvention & Use Restrictions
During the engagement and for 12 months afterward, the Facilitator will not use Unity Institute's confidential information, frameworks, or participant relationships to solicit Unity Institute's clients away from Unity Institute, or to build, teach, or sell a competing program derived from Unity Institute's materials. This section is intended to protect Unity Institute's legitimate business interests and applies to the extent permitted by law.
9Brand & Trademark Use
The Facilitator may use Unity Institute's names, marks, and materials only within the scope of the engagement and in the form authorized by Unity Institute, and will use trademarked names correctly and with their marks. All such rights end on termination of this Agreement.
10Youth Safeguarding
Where the Facilitator delivers or supports any program involving participants under 18, the Facilitator agrees to comply fully with Unity Institute's Youth Safeguarding Policy, including completing a criminal record and vulnerable sector check before any contact with participants, observing all supervision and communication boundaries, and reporting any safeguarding concern immediately to the Designated Safeguarding Lead and, where required by law, to the appropriate authorities.
11Responsible AI Use
Where the Facilitator uses AI or automation tools in delivering the services, they remain personally accountable for the output, will not input confidential participant information in a way that compromises confidentiality, and will not use AI-generated media, avatars, or voices to deceive or impersonate any person without consent.
12Representations
The Facilitator represents that they have the skills, qualifications, and legal right to perform the services, that entering this Agreement does not breach any other obligation, and that all information they provide to Unity Institute is accurate.
13Term & Termination
This Agreement begins on the effective date and continues until terminated. Either Party may terminate for convenience on 14 days written notice. Unity Institute may terminate immediately for breach of the conduct, confidentiality, intellectual-property, or safeguarding provisions. On termination, the Facilitator will return or destroy all Unity Institute materials and cease all use of its brands. Sections that by their nature should survive — including Confidentiality, Intellectual Property, Non-Circumvention, and Indemnification — survive termination.
14Limitation of Liability & Indemnification
The Facilitator will indemnify and hold harmless Unity Institute from any claims, damages, and costs (including reasonable legal fees) arising from the Facilitator's breach of this Agreement, negligence, misconduct, or violation of any law or third-party right. Neither Party is liable to the other for indirect or consequential damages, to the extent permitted by law.
15Governing Law
This Agreement is governed by the laws of the Province of Manitoba and the applicable federal laws of Canada. The Parties submit to the exclusive jurisdiction of the courts of Manitoba.
16General
This Agreement, together with any statement of work and the policies referenced in it, is the entire agreement between the Parties on its subject matter. It may be amended only in writing signed by both Parties. If any provision is unenforceable, the remainder stays in effect. The Facilitator may not assign this Agreement without Unity Institute's consent. This Agreement may be signed in counterparts and by electronic signature.
Signatures
By signing below, the Parties agree to be bound by this Agreement.
Name / Title: [name, title] Date: ______________
Name: [full legal name] Date: ______________
Address / Email: [contact details]