Global Privacy Policy

Effective Date: May 26, 2023

Introduction

Welcome to the Revalize’s privacy policy.

Revalize respects your privacy and is committed to protecting your personal data. This privacy policy will inform you as to how we protect your personal data and tell you about your privacy rights and how the law protects you.

1. Important information and who we are

Purpose of this privacy policy

This privacy policy aims to give you information on how Revalize collects and processes your personal data, including any data you may provide through this website when you sign up to our newsletter or purchase a product or service or use our services, or which we collect from you directly such as in person or by telephone or email, or through third parties.

This website is not intended for children and we do not knowingly collect data relating to children.

It is important that you read this privacy policy together with any other privacy policy or fair processing policy we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data. This privacy policy supplements other notices and privacy policies and is not intended to override them.

This policy does not apply to the extent we process your personal data in the role of a processor or service provider on behalf of our customers.

Notice to End Users

Revalize products are intended for use by organizations and are made available to you by your organization. Your use of Revalize products may be subject to your organization’s policies, if any. If your organization is administering your use of Revalize products and services, please direct your privacy inquiries to your organization’s administrator. Revalize is not responsible for the privacy or security practices of our clients, which may differ from those set forth in this privacy statement.

If you use an email address provided by an organization you are affiliated with, such as your employer, to access Revalize online services, the owner of the domain associated with your email address may control and administer your Revalize online services account and access and process your data, including the contents of your communications and files.

Controller

Revalize is made up of different business and legal entities under brands including ACATEC, APEX, Attania, AutoQuotes, BCA Technologies, Configure One, Engineered Software, FPX, Imperial, Intelliquip, Lead Method, PROCAD/Pro-File, Spec Page, Sofon, Tenado, as updated from time to time.. This privacy policy is issued on behalf of the Revalize Group so when we mention “Revalize”, “we”, “us” or “our” in this privacy policy, we are referring to the relevant company in the Revalize Group responsible for processing your data. We will let you know which entity will be the controller for your data when you purchase a product or service with us. Revalize, Inc. is the controller and responsible for this website.

We have appointed a data privacy director who is responsible for overseeing questions in relation to this privacy policy. Under applicable national data protection laws, certain companies in the Revalize Group have appointed a data protection officer. If you have any questions about this privacy policy, including any requests to exercise your legal rights, please contact the data privacy director or data protection officer using the details set out below. The data privacy director will direct questions to the data protection officer as appropriate.

Contact details

Third-party links

This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy policy of every website you visit.

2. The data we collect about you

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

Identity data includes title, first name, last name, username or similar identifier

Contact data includes billing address, delivery address, email address and telephone numbers, postal address

Technical data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, device identifiers and other technology on the devices you use to access this website

Profile data includes your username and password, purchases or orders made by you, preferences, feedback and survey responses, questions and information you send to us

Usage data includes information
about how you use our websites, products and services

Marketing and Communications data
includes your preferences in receiving marketing from us and our third parties and your communication preferences. Telephone conversations and chat sessions with our customer service representatives may be monitored and recorded

Financial data includes bank account and payment card
details

Transaction data includes details about payments to and from you and other details
of products and services you have purchased from us

We also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data could be derived from your personal data but is not considered personal data in law as this data will not directly or indirectly reveal your identity. For example, we may aggregate your Usage Data to calculate the percentage of users accessing a specific website feature. However, if we combine or connect Aggregated Data with your personal data so that it can directly or indirectly identify you, we treat the combined data as personal data which will be used in accordance with this privacy policy.

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.

If you fail to provide personal data

Where we need to collect personal data by law, or under the terms of a contract we have with you, and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with goods or services). In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.

3. How is your personal data collected?

We use different methods to collect data from and about you including through:

Direct interactions. You may give us your Identity, Contact and Financial Data by filling in forms or by corresponding with us by post, phone, email or otherwise. This includes personal data you provide when you apply for our products or services; create an account on our website; subscribe to our service or publications; request marketing to be sent to you; enter a survey; or give us feedback or contact us.

Interactions with your employer. Your employer, as a customer or partner of Revalize, may provide your contact information as required to provide Revalize products or services. We also collect personal information where you or your employer is a customer of a business we may acquire. We may also collect information about you on CCTV when you visit our premises or on other security cameras as part of our security and crime prevention measures. Our website(s) may also collect information about your visits to the website(s) through cookie technology without you actively submitting such information.

Automated technologies or interactions. As you interact with our website, we will automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies, server logs and other similar technologies. For more information about our use of cookies, please see section 4 below.

Third parties or publicly available sources. We will receive personal data about you from various third parties including Technical Data from analytics providers such as Google based in the US; advertising networks such as Google, LinkedIn, Facebook based in the US and Europe; and search information providers such as 6Sense, Intentify, Bluewhale based in the US and Europe. We will also receive Identity and Contact Data from data brokers or aggregators such as Linkedin, ZoomInfo based in the US, as well as publicly available sources, to the extent local law allows.

4. How we use your personal data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data where we need to perform the contract we are about to enter into or have entered into with you, or where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests, or where we need to comply with a legal obligation.

The types of lawful basis that we will rely on to process your personal data are explained below:

Legitimate Interest means the interest of our business in conducting and managing our business to enable us to give you the best service/product and the best and most secure experience. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests. We may share your personal data with other companies in Revalize so that they can contact you with promotions and offerings, or if they provide hosting, infrastructure, data centre and IT services for the operation of our website. We will get your express opt-in consent before we share your personal data with any company outside the Revalize group of companies for marketing purposes. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law). You can obtain further information about how we assess our legitimate interests against any potential impact on you in respect of specific activities by contacting us.

Performance of Contract means processing your data where it is necessary for the performance of a contract to which you are a party or to take steps at your request before entering into such a contract.

Comply with a legal obligation means processing your personal data where it is necessary for compliance with a legal obligation that we are subject to.

Generally, we do not rely on consent as a legal basis for processing your personal data although we will get your consent before sending third party direct marketing communications to you via email or text message. You have the right to withdraw consent to marketing at any time by contacting us.

Purposes for which we will use your personal data

We have set out below, in a table format, a description of all the ways we plan to use your personal data, and which of the legal bases we rely on to do so. We have also identified what our legitimate interests are where appropriate.

Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data. Please contact us if you need details about the specific legal ground we are relying on to process your personal data where more than one ground has been set out in the table below.

Marketing

We strive to provide you with choices regarding certain personal data uses, particularly around marketing and advertising.

Promotional offers from us

We may use your Identity, Contact, Technical, Usage and Profile Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you (we call this marketing). You will receive marketing communications from us if you have requested information from us or purchased goods or services from us and you have not opted out of receiving that marketing.

Third-party marketing

We will get your express opt-in consent before we share your personal data with any third party outside Revalize for marketing purposes.

Opting out

You can ask us or third parties to stop sending you marketing messages at any time by logging into the website and checking or unchecking relevant boxes to adjust your marketing preferences or by following the opt-out links on any marketing message sent to you.

Where you opt out of receiving these marketing messages, this will not apply to personal data provided to us as a result of a product/service purchase, warranty registration, product/service experience or other transactions.

Cookies

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly. For more information about the cookies we use and your options on how to manage cookies, please see our cookie policy.

Change of purpose

We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us. If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so. Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.

5. Disclosures of your personal data

We may share personal data with our affiliates, service providers (including website, software, infrastructure and application providers), cloud hosting providers, database providers, backup and disaster recovery specialists, analytics and email providers, payment gateways, credit reference agencies, debt management agencies, professional advisors, marketing agencies, third-party networks and websites, and agents working on our behalf.

We may be required to share personal data with a third party or body where such disclosure is required to satisfy applicable law or other legal or regulatory requirement, or to protect our rights or property. This may include in response to lawful requests from a competent authority or body and to meet national security or law enforcement requirements.

If all or any part of our business is re-organized or sold to or there is a joint venture with another organization, we may need to provide your personal data to that organization. We may also be the recipient of personal data when we acquire another organization or a part of their business or enter into a joint venture with another organization.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

6. International transfers

Personal data may be processed outside the country of your residence by our affiliates, partners or service providers and agents working on our behalf. The transfer to other countries by Revalize and its affiliates will be in accordance with applicable data protection legislation, which may include an adequacy decision or appropriate safeguards. Appropriate safeguards may include: Revalize and third parties entering into the EU Standard Contractual Clauses approved by the European Commission or the International Data Transfer Agreement and UK Addendum to the EU Standard Contractual Clauses.

Please contact us if you want further information on the specific mechanism used by us when transferring your personal data outside your country of residence.

7. Data security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

8. Data retention

How long will you use my personal data for?

We will only retain your personal data for as long as reasonably necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting or reporting requirements. We may retain your personal data for a longer period in the event of a complaint or if we reasonably believe there is a prospect of litigation in respect to our relationship with you.

To determine the appropriate retention period for personal data, we consider the amount, nature and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal, regulatory, tax, accounting or other requirements.

We have to keep basic information about our customers (including Contact, Identity, Financial and Transaction Data) for seven years after they cease being customers for tax purposes.

In some circumstances you can ask us to delete your data: below for further information.

In some circumstances we will anonymise your personal data (so that it can no longer be associated with you) for research or statistical purposes, in which case we may use this information indefinitely without further notice to you.

9. Your legal rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data. Your rights may differ depending on your place of residence.

GDPR, the UK’s Data Protection Act and Switzerland’s Federal Act on Data Protection provide the following rights to citizens of the EEA, the UK and Switzerland respectively:

Request access to your personal data (commonly known as a “data subject access request”). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.

Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.

Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.

Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. You also have the right to object where we are processing your personal data for direct marketing purposes. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.

GDPR and the UK’s Data Protection Act provide additional rights for EEA and UK citizens to:

Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data if you want us to establish the data’s accuracy, or where our use of the data is unlawful but you do not want us to erase it, or where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims, or you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.

Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.

Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain products or services to you. We will advise you if this is the case at the time you withdraw your consent.

If you wish to exercise any of the rights set out above, please contact us at privacy@revalizesoftware.com.

No fee usually required

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we could refuse to comply with your request in these circumstances.

What we may need from you

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

Time limit to respond

We try to respond to all legitimate requests within one month. Occasionally it could take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

Complaints

You may also have the right to complain to the competent data protection supervisory authority. Contact details of the data protection authorities in the European Economic Area can be found at https://edpb.europa.eu/about-edpb/about-edpb/members_en and in the UK at https://ico.org.uk/global/contact-us/ Before making a complaint to the data protection authority we would the opportunity to deal with your concerns, so please contact our data privacy director in the first instance at dpo@revalizesoftware.com.

U.S. STATE-SPECIFIC NOTICE

If you are a consumer resident in certain U.S. states, including California or Virginia, you have the following rights such as those provided under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act or “CPRA” (collectively, the “CCPA”) and the Virginia Consumer Data Protection Act (“VCDPA”):

To Know the categories of personal information collected, specific pieces of personal information collected, the categories of sources from which the business collected personal information, the purposes for which the business uses the personal information, the categories of third parties with whom the business shares the personal information, and the categories of information that the business sells or discloses to third parties. For the purposes of this right, the categories of personal information are provided in the above privacy notice.

Request access to the personal information we maintain about you. This enables you to receive a copy of the specific pieces of personal information we hold about you. Revalize reserves the right to verify your identity prior to providing any such information.

Request correction of inaccurate personal information we maintain about you.

Request deletion of the personal information we have collected from you, and maintain about you. However, please note that there are some exceptions that allow businesses to keep your personal information in accordance with legal requirements.

Opt out of the “sale” of your personal information. Revalize does not ‘sell’ your personal information for monetary or other benefit, as that term is commonly understood. However, some uses of cookies and tracking technologies placed on our website may be considered a ‘sale’ under certain U.S. state laws.

Opt out of the “sharing” of your personal information for cross-contextual behavioral advertising, or opt out of ‘targeted advertising’. As noted, Revalize uses certain third party tracking technologies placed on our website in order to advertise to you on other websites. These third parties may constitute a ‘share’ under California law and ‘targeted advertising’ under Virginia and other state laws. You may opt out of such cookies as detailed in our cookie policy .

‘Do Not Track’: Revalize currently does not recognize ‘Do Not Track’ signals, or ‘Opt-Out Preference Signals’ that are automatically sent by certain web browsers.

You can exercise these rights by contacting us at privacy@revalizesoftware.com.

Changes to the privacy policy

We keep our privacy policy under regular review. Please check back frequently to see if there are any changes or updates to the privacy policy.