updates

Author: zzeppozz

formal_docs/Specify Data Migration Agreement.2025_06_24.pdf

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+# Documentation
+
+List of required documentats for the SCC, and process, format, and standard location 
+for each.
+
+## What and Where
+
+### Business Documentation
+
+Process
+
+* Collaborate on creation in Google Docs
+* Export as a PDF, name with date, store `here  <../../formal_docs>`_
+* Copy to Discourse
+
+Needed docs
+
+* Privacy Policy (Written in 2020.  Time to update/review?)
+* Disaster Recovery Plan
+* Data Recovery Process
+* Business Continuity Plan
+Change Management Plan (beta version available for review Specify Change Management Procedure.docx)
+Terms of Use/Service (written in 2020.  Time to update/review?)
+License
+
+### Security Documentation
+HECVAT (Final edit needed)
+Security Incident Response Plan
+VPAT2 (last filled out in 2023 should be reviewed and updated)
+Information Security Policy
+Risk Management Program
+
+### Services Agreement Documentation
+
+Migration Agreement
+: Legal agreement for conversions, to be presented to client for signature, with a 
+  supplementary **Migration Scope** document.  
+
+Migration Scope
+: Supplementary document containing metadata about migration source data determined by 
+  Client and SCC developer analyses of source data, including data type, encoding, and  
+  size, tree requirements, database number and collection types, projected duration,   
+  and projected cost.  Created from a template for each Data Migration.
+
+Migration Workplan
+: Document listing source data metadata from **Migration Scope** as well as 
+  Client database and collection configuration requirements, and timetable based on
+  projected time for each step of the migration and developer availability.  Created
+  from a template for each Data Migration.
+
+Hosting Agreement
+: Legal document describing 1) how the SCC enables the Client to remotely access and use 
+  the Specify software and all its customer data in “Software as a service” mode; and
+  2) explicitly identifies the Specify Cloud Service hosting technical support services, 
+  software maintenance and updates, price, online availability, backup protocols, 
+  access restrictions, data ownership, and stakeholder responsibilities.
+
+### Member Agreement Documentation
+Member Agreement

sphinx/.DS_Store

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+# Template Use
+
+To customize a template for a Client, 'Copy as Markdown' the contents into a Google Doc
+for editing.  After complete, save as a PDF for delivery to Client, and place into 
+a standard location (currently the Google Workspace, 
+SCC Vault/Member Files/Member/<name>).