The Client shall provide Brandt J. Gibson (afterwards called “Genealogist”) with copies of previous research, research summaries, copies of significant documents (including but not limited to pedigree charts, family group sheets, vital, government, church, and military records, etc.), and a list of repositories and collections searched. This documentation can be in either paper or digital format. If DNA testing and analysis is requested, access to all relevant DNA tests already taken is required. Failure to provide complete documentation may result in a duplication of research.
The Client also agrees that he/she has received a copy of the Fees and Expenses Summary, agrees to the hourly rate and expenses as detailed in it, and agrees to submit the retainer at the time the contract is signed, with the remainder of payment due upon completion of the research and prior to the delivery of the research report.
The Client understands that the Genealogist may not be able to solve the Client’s genealogical problem, as the availability of information varies from county to county as well as from individual to individual. Time is charged for carrying out a reasonably exhaustive search of resources, regardless of outcome.
The Client must obtain written consent from the Genealogist before any portion of the Genealogist’s work may be published in any format. As owner and copyright holder of the research, the Genealogist may publish any or all of the research at any time, except material that the Client and Genealogist mutually agree to be confidential (material that cannot be rightfully obtained from another non-confidential source, or that the Client has disclosed to the Genealogist and no one else in a written confidentiality agreement).
The Genealogist agrees to abide by the professional and ethical standards set by the Board for Certification of Genealogists in their Code of Ethics and Conduct. The Genealogist will direct the research and research report to answering the Client’s genealogical question. Additional research avenues may be suggested, but will not be acted upon without full disclosure of attending costs to and written consent from the Client.
Upon completion of the research, the Genealogist agrees to send the Client an itemized expenses report and invoice. Once full payment has been received, the Genealogist will compile the research report and deliver it to the Client within 60 days, or as otherwise agreed to in writing.