Terms Of Use

PLEASE READ THE FOLLOWING TERMS AND CONDITIONS AND OUR PRIVACY POLICY CAREFULLY BEFORE ACCESSING AND USING THE SUBSCRIPTION SERVICES (DEFINED BELOW).

THESE TERMS OF USE (“TERMS”) AND THE SERVICE ORDER(S) (COLLECTIVELY, “AGREEMENT”) GOVERN YOUR ACCESS AND USE OF THE SUBSCRIPTION SERVICES UNLESS YOU (“YOU”, “YOUR” OR “COMPANY”) AND OTOPILOT INC. (“OTOPILOT”, “WE”, “US” OR “OUR”) HAVE EXECUTED A SEPARATE AGREEMENT GOVERNING THE ACCESS AND USE OF THE SUBSCRIPTION SERVICES.

OtoPilot is willing to provide the Subscription Services to you, on a software as a service basis, only upon the condition that you accept all the terms contained in this Agreement. By clicking on the checkbox marked “Accept Terms” on the registration, log-in or similar page or by accessing or using the Subscription Services, you have indicated that you understand this Agreement, and you accept all of, and agree to be bound by, the terms of this Agreement, including these Terms. If the Subscription Services are to be accessed or used by or on behalf of a company or other legal entity, the individual expressing acceptance of this Agreement represents and warrants that he or she has the authority to bind that company or other legal entity to this Agreement, and “you”, “your” and “Company” will refer to that company or other legal entity. If you do not agree to all the terms of this Agreement, then you must not accept this Agreement and you may not use the Subscription Services. We may update these Terms from time to time in our sole discretion. If we do, we will let you know by posting the updated Terms on our website and/or may also send other communications. It’s important that you review these Terms whenever we update them or you use the Subscription Services. If you continue to access and/or use the Subscription Services after we have posted updated Terms it means that you accept and agree to the changes. Because the Subscription Services are evolving over time, we may modify features within the Subscription Services and/or update the Subscription Services from time to time, without prior notice to Company.

1. DEFINITIONS

1.1 “Customer Data” means all data and information provided, input, submitted or made available by or through you or Authorized Users (defined below) to the Subscription Services.

1.2 “Intellectual Property Rights” means patent rights (including, without limitation, patent applications and disclosures), copyrights, trade secrets, moral rights, know-how and any other intellectual property rights recognized in any country or jurisdiction in the world.

1.3 “Person” means any individual, corporation, partnership, trust, limited liability company, association, governmental authority or other entity.

1.4 “Project” means a location or address for which you initiate creating a solar installation, sale proposal(s), site model(s), or Design(s) via the Subscription Services. The location or address of a Project needs not be unique and it is possible for multiple Projects to exist for a given location. A new Project can be initiated by an Authorized User (e.g., by clicking ‘Create Project’, ‘Copy Project’ or performing a similar action, in the application), or programmatically (e.g., via an API). For the purpose of this definition, “Design” means a site model and/or solar configuration that belongs to a specific Project. It is possible for multiple Designs to exist for a given Project.

1.5 “Service Order” means the online order form that describes the Subscription Services to be provided and sets forth fee schedule and other relevant terms. Each Service Order will form part of this Agreement and will be subject to the terms and conditions contained herein.

1.6 “Service-Generated Output” means any reports, drawings, images, documentation or other files or data that are generated by or through the Subscription Services and provided by or made available by OtoPilot to you.

1.7 “Subscription Services” means OtoPilot’s cloud-based solar installation design software and any and all related content, tools and other materials provided by or made available by OtoPilot to you.

2. SUBSCRIPTION SERVICES

2.1 Account and Authorized Users. In order to access and use the Subscription Services, you will need to register with OtoPilot and create an account (“Account”). You may select individuals (employees or independent contractors) to access and use the Subscription Services on your behalf via your Account and you will obtain separate credentials, e.g., user IDs and passwords, from OtoPilot for such individuals (each, an “Authorized User”). OtoPilot reserves the right to suspend or terminate Company’s Account if any information provided during the registration process or thereafter is or becomes inaccurate, false or misleading. Company will ensure that Company’s Authorized Users, employees, agents, and representatives comply with all of Company’s obligations under this Agreement. You will at all times be responsible for all actions taken under Company’s Account, whether such action was taken by an Authorized User or by another Person, and whether such action was authorized by you or an Authorized User. You are responsible for maintaining the confidentiality of Company’s Account, including the logins and passwords for all Company’s Authorized Users. You will not share (and will instruct each Authorized User not to share) any user identifications, Account numbers, login user IDs, passwords, Account profiles or other credentials for Company’s Account with any other Person or otherwise permit any other Person to access or use the Subscription Services. You agree to notify OtoPilot if any such credentials are lost, stolen, or disclosed to an unauthorized third party, or otherwise may have been compromised. You will promptly notify OtoPilot of any unauthorized use of or access to the Subscription Services.

2.2 Provision of Subscription Services. Subject to your compliance with the terms and conditions of this Agreement including any payment due, OtoPilot will provide you with the Subscription Services, and hereby grants you and your Authorized Users a non-exclusive and non-transferable license to: (a) access and use the Subscription Services solely for your internal business purposes and solely by no more than the number of Authorized Users for which you have paid the applicable Fees, and (b) reproduce and distribute to your solar clients or prospective solar clients a reasonable number of copies of Service-Generated Output relating to such client, provided that you do not modify, create derivative works of, publicly display or perform, or remove any identifying legend or marking from such Service-Generated Output. Your rights in the Subscription Services will be limited to those expressly granted in this Section 2.2. OtoPilot and its licensors reserve all rights in and to the Subscription Services not expressly granted under this Agreement.

2.3 Restrictions. You shall not at any time and will not permit or assist any Person (including, without limitation, Authorized Users) to, directly or indirectly:

  • access or use the Subscription Services in any manner beyond the scope of rights expressly granted in this Agreement;
  • copy, modify, distribute or create derivative works of the Subscription Services, in whole or in part, except as expressly permitted for Service-Generated Output in Section 2.2 above;
  • reverse engineer, disassemble, decompile, decode, or otherwise attempt to derive or gain improper access to any component of, the Subscription Services, in whole or in part, or any systems or networks that connect thereto;
  • frame, mirror, sell, resell, rent, lease, license, sublicense, or provide access to the Subscription Services to any other Person, or otherwise transfer any of your rights hereunder or allow any Person to access or use the Subscription Services for any purpose other than for your benefit as intended in, and in accordance with, this Agreement;
  • access or use the Subscription Services in any manner or for any purpose that infringes, misappropriates, or otherwise violates any Intellectual Property Right or other right of any Person, or that violates any applicable law;
  • interfere with, or disrupt the integrity or performance of, the Subscription Services, or any data or content contained therein or transmitted thereby;
  • access or search the Subscription Services (or download any data or content contained therein or transmitted thereby) through the use of any engine, software, tool, agent, device or mechanism (including spiders, robots, crawlers or any other similar data mining tools) other than software or Subscription Services features provided by OtoPilot for use expressly for such purposes; or
  • use or access (or permit any Person to access or use) the Subscription Services or any other OtoPilot Confidential Information for purposes of monitoring the availability, performance or functionality of the Subscription Services or for any other benchmarking or competitive purposes, or to develop, commercialize, license or sell (or enable or assist any Person to develop, commercialize, license or sell) any product,

3. FEES AND PAYMENT

3.1 Fees. You will pay OtoPilot the fees set forth in the relevant Service Order in accordance with the terms therein and the terms of this Agreement (“Fees”). The Fees are non-refundable after the money-back period as provided by OtoPilot in the relevant Service Order. OtoPilot reserves the right to change the Fees or applicable charges and to institute new charges and Fees at the end of a Subscription Term. The subscription fee structure is as follows:

  • Advocate: Free
  • Tier 1 (Individual): $35/month
  • Tier 2 (Organization): $99/month (includes two Admin-level users) + $30/user/month for each additional user.

Except as otherwise provided in the relevant Service Order, you will pay OtoPilot the subscription fee at the beginning of each billing cycle (monthly). If your subscription term is monthly, you may not roll over any unused services or benefits to the next month, and all unused services expire without any refund at the end of each subscription term. OtoPilot reserves the right to suspend or terminate Company’s Account for non-payment or consistent failure to adhere to payment terms. An “Overage” means when the total aggregate number of services used in a Month under your Account exceeds the allocated amount. Consistent overage is considered a material breach of this Agreement subject to Section 10.2.

3.2 Payments. OtoPilot will charge the payment method provided by you for Fees on the applicable payment date, including any applicable taxes. If OtoPilot cannot charge such payment method for any reason (such as expiration or insufficient funds), you remain responsible for any uncollected amounts, and OtoPilot will attempt to charge the payment method again as you may update its payment method information. In accordance with local laws, OtoPilot may update information regarding your payment method if provided such information by your financial institution. All payments due to OtoPilot must be made in U.S. dollars. Except as expressly set forth in this Agreement, all payments are non-refundable. If you fail to make any payment when due, late charges will accrue at the rate of 1.5% per month or, if lower, the highest rate permitted by applicable law, and OtoPilot may suspend your access to the Subscription Services until all payments are made in full. You will reimburse OtoPilot for all reasonable costs and expenses incurred (including reasonable attorneys’ fees) in collecting any late payments or interest.

3.3 Taxes. You are responsible for all sales, use, ad valorem and excise taxes, and any other similar taxes, duties, and charges of any kind (other than any taxes imposed on OtoPilot’s net income) imposed by any federal, state, multinational, or local governmental authority on any amount payable by you to OtoPilot hereunder (“Taxes”). Without limiting the foregoing, in the event that you are required to deduct or withhold any Taxes from the amounts payable to OtoPilot hereunder, you will pay the applicable additional amount, so that OtoPilot receives the amounts due to it hereunder in full, as if there were no withholding or deduction.

4. OWNERSHIP

As between OtoPilot and you, OtoPilot owns all worldwide rights, titles, and interests in and to the Subscription Services, including all Intellectual Property Rights therein. As between you and OtoPilot, you own all worldwide rights, titles, and interests in and to all Customer Data, and OtoPilot will not obtain any ownership rights or interests in such data. You hereby grant and will grant to OtoPilot a non-exclusive, royalty-free, worldwide, transferable (in whole or in part), sublicensable (through multiple tiers of sublicenses) license to:

  1. Use the Customer Data as is reasonably necessary to provide the Subscription Services hereunder for the term of this Agreement;
  2. Archive and perform analytics on the Customer Data and to distribute, publicly display or perform, or otherwise use the results of the same provided such results are in an aggregated form that does not personally identify an individual person. This license in subsection (b) is irrevocable and perpetual;
  3. List on its website or in other informational or promotional material your business name (first name and last initial if you are an individual), city, state, country, and website address to identify you as an OtoPilot customer. This license in subsection (c) shall be perpetual unless and until OtoPilot receives written notice from you revoking such license under this subsection (c).

The parties agree that the use of your name as provided for in subsection (c) and any goodwill arising therefrom shall inure to the owner of such name. Upon written request, OtoPilot will provide specimens of its usage and take corrective action as reasonably necessary to protect any trademark or other rights therein.

To the extent you provide suggestions or feedback to OtoPilot about its Subscription Services or Service-Generated Output (collectively, “Feedback”), you hereby irrevocably assign and will assign to OtoPilot all rights, titles, and interests you may have in and to such Feedback. To the extent such assignment is not valid or complete, you hereby grant and will grant to OtoPilot an exclusive, royalty-free, fully-paid, transferable (in whole or in part), sublicensable (through multiple tiers of sublicenses), worldwide, irrevocable, and perpetual license under all Intellectual Property Rights to use and practice such Feedback in any manner. You irrevocably waive and agree to never assert any claim against OtoPilot, its directors, officers, shareholders, employees, or successors in interest relating to such Feedback.

5. NO WARRANTY; DISCLAIMER

THE SUBSCRIPTION SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND. OTOPILOT DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NONINFRINGEMENT, AND ANY WARRANTIES ARISING OUT OF COURSE OF DEALING OR USAGE OF TRADE. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED FROM OTOPILOT OR ELSEWHERE WILL CREATE ANY WARRANTY NOT EXPRESSLY STATED IN THIS AGREEMENT. OTOTOPILOT DISCLAIMS ANY WARRANTY THAT THE SUBSCRIPTION SERVICES WILL BE ERROR-FREE OR UNINTERRUPTED OR THAT ALL ERRORS WILL BE CORRECTED.

You assume sole responsibility and liability for results obtained from the use of the Subscription Services (including Service-Generated Output) and for conclusions drawn from such use. OtoPilot will have no liability for any claims, losses, or damages caused by errors or omissions in any Customer Data provided to OtoPilot by you or any results or Service-Generated Output produced by the Subscription Services based upon Customer Data.

You acknowledge and agree that the results and Service-Generated Output produced by the Subscription Services based upon the processing of Customer Data are estimates only. OtoPilot does not guarantee that these estimates will match actual measurements taken at a given site. OtoPilot does not guarantee the accuracy of any engineering designs, plan-sets, or customer proposals based on the results or Service-Generated Output produced by the Subscription Services. The Subscription Services shall not be deemed a substitute for an actual in-person analysis conducted at a given site.

OtoPilot cannot and will not be liable for third-party criminal intrusions into our Subscription Services, despite our efforts to prevent the same.

6. YOUR OBLIGATIONS

6.1 Cooperation and Assistance: As a condition of OtoPilot's obligations under this Agreement, you shall at all times:

  1. provide OtoPilot with good faith cooperation and assistance and make available such information, facilities, personnel, and equipment as may be reasonably required by OtoPilot to provide the Subscription Services, including, but not limited to, providing Customer Data, security access, information, and software interfaces to your business applications;
  2. provide personnel assistance and other personnel, as may be reasonably requested by OtoPilot from time to time;
  3. carry out in a timely manner all other responsibilities set forth in this Agreement.

6.2 Enforcement: You will ensure that all Authorized Users comply with the terms and conditions of this Agreement. You will promptly notify OtoPilot of any suspected or actual breach of this Agreement and cooperate with OtoPilot with respect to:

  1. any investigation by OtoPilot of any suspected or actual breach of this Agreement;
  2. any action by OtoPilot to enforce the terms and conditions of this Agreement. OtoPilot may suspend or terminate any Authorized User’s access to the Subscription Services without prior notice to you if OtoPilot reasonably determines that such Authorized User has breached this Agreement or violated any terms of their user agreement.

6.3 Customer Data Representations: You represent and warrant to OtoPilot that:

  1. you have all rights, power, and authority necessary for your collection, use, and processing of the Customer Data as contemplated by this Agreement;
  2. your use and provision of Customer Data to OtoPilot under this Agreement will not breach any agreement with any third party or violate any applicable local, state, or federal laws, regulations, orders, or rules.

6.4 Telecommunications and Internet Services: You acknowledge and agree that your and your Authorized Users’ use of the Subscription Services is dependent upon access to telecommunications and Internet services. You are solely responsible for acquiring and maintaining all telecommunications and Internet services and other hardware and software required to access and use the Subscription Services, including, without limitation, any and all costs, fees, expenses, and taxes related to the foregoing. OtoPilot shall not be responsible for any loss or corruption of data, lost communications, or any other loss or damage of any kind arising from any such telecommunications and Internet services.

7. INDEMNIFICATION

7.1 Indemnification by OtoPilot: Subject to Section 7.6, OtoPilot shall defend any suit or action brought against you to the extent that it is based upon a third-party claim that OtoPilot, through the Subscription Services as provided by OtoPilot to you pursuant to this Agreement, has knowingly infringed any U.S. copyright or misappropriated any trade secret, and will pay any costs, damages, and reasonable attorneys’ fees attributable to such claim that are awarded in final judgment against or paid in settlement by you.

7.2 Exclusions: Notwithstanding the terms of Section 7.1, OtoPilot will have no liability for any infringement or misappropriation claim of any kind to the extent that it results from:

  1. the combination, operation, or use of the Subscription Services with equipment, devices, software, or data (including without limitation Customer Data) not supplied by OtoPilot, if a claim would not have occurred but for such combination, operation, or use; or
  2. your or an Authorized User’s misuse of the Subscription Services or use of the Subscription Services other than in accordance with this Agreement.

7.3 Injunction: If your use of the Subscription Services is, or in OtoPilot’s opinion is likely to be, enjoined due to the type of claim specified in Section 7.1, then OtoPilot may at its sole option and expense:

  1. replace or modify the Subscription Services to make them non-infringing and of equivalent functionality;
  2. procure for you the right to continue using the Subscription Services under the terms of this Agreement; or
  3. if OtoPilot is unable to accomplish either (a) or (b) despite using its reasonable efforts, terminate your rights and OtoPilot’s obligation under this Agreement with respect to such Subscription Services and refund to you a pro-rata portion of the fees paid for the remaining term during which you would have had access to the Subscription Services.

7.4 Sole Remedy: THE FOREGOING STATES THE ENTIRE OBLIGATION OF OTOPILOT AND ITS LICENSORS WITH RESPECT TO ANY ALLEGED OR ACTUAL INFRINGEMENT OR MISAPPROPRIATION OF INTELLECTUAL PROPERTY RIGHTS BY THE SUBSCRIPTION SERVICES. The parties acknowledge that OtoPilot has entered into this Agreement in reliance upon the limitations of liability and the disclaimers of damages set forth herein, and that the same form an essential basis of the bargain between the parties. The parties agree that the limitations and exclusions of liability and disclaimers specified in this Agreement will survive and apply even if found to have failed of their essential purpose.

7.5 Indemnification by You: You shall defend OtoPilot, its officers, directors, shareholders, employees, and successors in interest (collectively, “OtoPilot Indemnitees”), from and against any action or suit brought against an OtoPilot Indemnitee by a third party in connection with your or an Authorized User’s use of the Subscription Services (other than any claim for which OtoPilot is responsible under Section 7.1) including but not limited to a claim that the use or provision of Customer Data or your use of the Subscription Services infringe or misappropriate any Intellectual Property Rights or privacy rights of a third party, and will pay any costs, damages, and reasonable attorneys’ fees attributable to such claim that are awarded in final judgment against or paid in settlement by OtoPilot.

7.6 Conditions of Indemnification:As a condition to the parties’ respective obligations under this Section 7, the party seeking indemnification (the “Indemnitee”) will:

  • promptly notify the other party (the “Indemnitor”) of the claim for which it is seeking indemnification;
  • grant the Indemnitor sole control of the defense and settlement of the claim; and
  • provide the Indemnitor, at the Indemnitor’s expense, with all assistance, information, and authority reasonably required for the defense and settlement of the claim. The Indemnitor will not settle any claim that involves a remedy other than payment without the Indemnitee’s prior written consent, which may not be unreasonably withheld or delayed. The Indemnitee has the right to retain counsel, at its expense, to participate in the defense or settlement of any claim. The Indemnitor will not be liable for any settlement or compromise that the Indemnitee enters into without the Indemnitor’s prior written consent.

8. CONFIDENTIAL INFORMATION

8.1 Definition. “Confidential Information” means any business or technical information disclosed by one party to the other party that:

  1. if disclosed in writing, is marked “confidential” or “proprietary” at the time of disclosure;
  2. if disclosed orally, is identified as “confidential” or “proprietary” at the time of disclosure, and is summarized in a writing sent by the disclosing party to the receiving party within thirty (30) days after any such disclosure; or
  3. under the circumstances, a person exercising reasonable business judgment would understand to be confidential or proprietary. For clarity, Customer Data is your Confidential Information and the Subscription Services are OtoPilot’s Confidential Information.

8.2 Exclusions. The obligations and restrictions set forth in Section 8.3 will not apply to any information that:

  1. is or becomes generally known to the public through no fault of or breach of this Agreement by the receiving party;
  2. is rightfully known by the receiving party at the time of disclosure;
  3. is independently developed by the receiving party without use of the disclosing party’s Confidential Information; or
  4. the receiving party rightfully obtains from a third party who has the right to disclose such information without breach of any confidentiality obligation to the disclosing party.

8.3 Use and Disclosure Restrictions. A receiving party will not use the disclosing party’s Confidential Information except as necessary for the performance or enforcement of this Agreement, the exercise of any rights under this Agreement or reasonable internal business purposes and will not disclose such Confidential Information to any third party except to those of its employees and subcontractors who have a bona fide need to know such Confidential Information for the performance or enforcement of this Agreement, the exercise of any rights under this Agreement or to other fiduciaries with a bona fide need to know for a party’s internal business purposes; provided that each such employee, subcontractor, and fiduciary is bound by a written agreement that contains use and disclosure restrictions consistent with the terms set forth in this Section. Each receiving party will protect the disclosing party’s Confidential Information from unauthorized use and disclosure using efforts equivalent to the efforts that the receiving party ordinarily uses with respect to its own confidential information and in no event less than a reasonable standard of care. The provisions of this Section 8.3 will remain in effect during the term of this Agreement and for a period of three (3) years after the expiration or termination of this Agreement or after the destruction or disposal of the other party’s Confidential Information, whichever is later. Please review OtoPilot’s Privacy Policy, which also governs your use of the Subscription Services, for information on how we collect, use and share your information.

8.4 Permitted Disclosures. The provisions of this Section 8 will not restrict either party from disclosing Confidential Information pursuant to the order or requirement of a court, administrative agency, or other governmental body; provided that the party required to make such a disclosure gives reasonable notice to the other party to enable it to contest such order or requirement or limit the scope of such request. The party responding to such an order or requirement will only disclose that information that is expressly required.

9. LIMITATION OF LIABILITY

9.1 Exclusion of Damages. IN NO EVENT WILL OTOPILOT BE LIABLE FOR ANY SPECIAL, INCIDENTAL, EXEMPLARY, PUNITIVE OR CONSEQUENTIAL DAMAGES (INCLUDING LOSS OF USE, DATA, BUSINESS OR PROFITS) ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT OR THE USE, OPERATION OR PERFORMANCE OF THE SUBSCRIPTION SERVICES OR THE SERVICE-GENERATED OUTPUT, WHETHER SUCH LIABILITY ARISES FROM ANY CLAIM BASED UPON CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE), PRODUCT LIABILITY OR OTHERWISE, AND WHETHER OR NOT OTOPILOT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE.

9.2 Total Liability. OTOPILOT’S TOTAL AGGREGATE LIABILITY ARISING UNDER THIS AGREEMENT, FROM ALL CAUSES OF ACTION AND ALL THEORIES OF LIABILITY, WILL NOT EXCEED THE TOTAL FEES PAID BY YOU IN THE TWELVE-MONTH PERIOD PRECEDING THE CLAIM OR ACTION GIVING RISE TO THE LIABILITY HEREUNDER.

10. TERM AND TERMINATION

10.1 Agreement Term. This Agreement commences on the date you click on the checkbox marked “Accept Terms” or first access or use the Subscription Services, whichever occurs earlier (“Effective Date”) and, unless terminated earlier by either party in accordance with the terms of this Agreement, will continue for the term specified in the applicable Service Order (the “Initial Term”). This Agreement shall automatically renew for additional periods equal to the expiring term or as otherwise set forth in the Service Order (such additional periods, “Renewal Terms”) unless either party notifies the other in writing of its intent not to renew at least thirty (30) days prior to the end of the then-current term. The Initial Term and Renewal Terms are collectively referred to as the “Term”, and each of the Initial Term and Renewal Terms is referred to as a “Subscription Term”.

10.2 Termination for Breach. Either party will have the right to terminate this Agreement if the other party breaches any material term of this Agreement and fails to cure such breach within thirty (30) days after written notice thereof; provided that notwithstanding the foregoing, the cure period for any default with respect to payment shall be five (5) business days.

10.3 Effect of Termination. Upon the expiration or termination of this Agreement:

  1. your and your Authorized Users’ right to access and use the Subscription Services will immediately terminate, and you and your Authorized Users will immediately cease all use of the Subscription Services; and
  2. you will promptly destroy or return to OtoPilot all of its Confidential Information in your possession or control. OtoPilot may, but is not required to:
    • retain Customer Data after termination or expiration of this Agreement for the purpose of facilitating your reengagement of the Subscription Services, to derive anonymized statistics and/or for other internal business purposes related to the Subscription Services and
    • destroy or otherwise dispose of any Customer Data in its possession.

10.4 Survival. The rights and obligations of OtoPilot and you contained in Sections 2.3, 2.4, 2.5, 3, 4, 5, 6.2, 6.3, 7, 8, 9, 10.3, 10.4, 11, 12, and 13, will survive the expiration or termination of this Agreement.

11. FORCE MAJEURE.

Neither party shall be liable for any alleged loss or damages resulting from any failure or delay in the performance of its obligations hereunder (except for the payment of money) due to events beyond the reasonable control of such party, which may include without limitation denial-of-service attacks, strikes, riots, insurrection, fires, flood, storm, explosions, natural disasters, power outages, acts of God, war, terrorism, governmental action, labor conditions, earthquakes, and material shortages (each a “Force Majeure Event”). Upon the occurrence of a Force Majeure Event, the non-performing party will be excused from any further performance of its obligations affected by the Force Majeure Event for so long as the event continues and such party continues to use commercially reasonable efforts to resume performance.

12. THIRD-PARTY TERMS.

OtoPilot uses third-party services as part of its Subscription Services. By using the Subscription Services or agreeing to be bound by this Agreement, you agree to comply with all applicable third-party terms and conditions.

13. GENERAL.

This Agreement will be governed by and construed in accordance with the laws of the State of Arizona, without regard to or application of conflict of laws rules or principles, and you submit to the non-exclusive jurisdiction of the courts located in Arizona. The United Nations Convention on Contracts for the International Sale of Goods will not apply. You may not assign or transfer this Agreement or any rights granted hereunder, by operation of law or otherwise, without OtoPilot’s prior written consent, and any attempt by you to do so, without such consent, will be void. OtoPilot may freely assign or transfer this Agreement, in whole or in part, by operation of law or otherwise. Except as expressly set forth in this Agreement, the exercise by either party of any of its remedies under this Agreement will be without prejudice to its other remedies under this Agreement or otherwise.

All notices or approvals required or permitted under this Agreement will be in writing and delivered by electronic mail, by overnight delivery service, or by certified mail, and in each instance will be deemed given upon receipt or confirmation where noted, provided that any notices or other communications provided by OtoPilot under these Terms, including those regarding modifications to these Terms, may be given via email or by posting to the Subscription Services or on our website. Subject to the foregoing, all notices or approvals will be sent to the addresses set forth in the applicable Service Order or to such other address as may be specified by either party to the other in accordance with this Section. The failure by either party to enforce any provision of this Agreement will not constitute a waiver of future enforcement of that or any other provision. If any provision of this Agreement is held to be unenforceable or invalid, that provision will be enforced to the maximum extent possible, and the other provisions will remain in full force and effect.

This Agreement (including our Privacy Policy, all Service Orders, and documents incorporated by reference) is the complete and exclusive understanding and agreement between the parties regarding its subject matter, and supersedes all prior agreements, proposals, understandings or communications between the parties, oral or written, regarding its subject matter, unless you and OtoPilot have executed a separate agreement governing the use of the Subscription Services. Any terms or conditions contained in your purchase order or other ordering document that are inconsistent with or in addition to the terms and conditions of this Agreement are hereby rejected by OtoPilot and will be deemed null. In case of inconsistency among these Terms and any other policy or statement on our website, these Terms shall control. The parties to this Agreement are independent contractors and this Agreement will not establish any relationship of partnership, joint venture, employment, franchise, or agency between the parties. Neither party will have the power to bind the other or incur obligations on the other’s behalf without the other’s prior written consent.

14. HOW TO CONTACT US.

Email: privacy@otopilot.com

Mail: OtoPilot LLC

64 E Broadway Rd #200
Tempe, AZ 85281
USA

PRIVACY POLICY

Effective as of [EFFECTIVE DATE]

This Privacy Policy describes how OtoPilot LLC and our subsidiaries and affiliates (collectively “OtoPilot”, “we”, “us” or “our”) handle personal information that we collect through our website and services (collectively, the “Service”), as well as through social media, our marketing activities, our live events, and other activities described in this Privacy Policy

In the course of providing services to our business customers, we process certain personal information on their behalf, subject to the restrictions of their contracts with us. Unless otherwise stated herein, this Privacy Policy does not apply to that personal information.

Contents

  1. PERSONAL INFORMATION WE COLLECT
  2. HOW WE USE YOUR PERSONAL INFORMATION
  3. HOW WE SHARE YOUR PERSONAL INFORMATION
  4. YOUR CHOICES
  5. OTHER SITES AND SERVICES
  6. SECURITY
  7. INTERNATIONAL DATA TRANSFER
  8. CHILDREN
  9. CHANGES TO THIS PRIVACY POLICY
  10. HOW TO CONTACT US
  11. INFORMATION FOR CALIFORNIA RESIDENTS
  12. NOTICE TO EEA AND UK USERS

1. PERSONAL INFORMATION WE COLLECT

Information you provide to us. Personal information you may provide to us through the Service or otherwise includes:

  • Contact data, such as your email address and phone number.
  • Account data, such as your username, name, email address, and password that you set to establish an online account with us, third-party account identifiers, information about your participation in our events, promotions, and any other information that you add to your account.
  • Communications that we exchange, including when you contact us with questions or feedback, through our customer support service, social media, or otherwise, or that you exchange on or through the Service.
  • Lead engagement widget data when you submit your information to our lead engagement widget on an OtoPilot customer’s website, including your address and the information you provide about your monthly utility bill.
  • Research data that you provide when you agree to participate in our satisfaction surveys.
  • User-generated content, such as posts and comments that you may post on our social media pages.
  • Marketing data, such as your preferences for receiving communications about our marketing communications.
  • Other information that we may collect which is not specifically listed here, which we use as described in this Privacy Policy or as otherwise described at the time of collection.

Third party sources: We may combine personal information we receive from you with personal information we obtain from other sources, such as our marketing partners with whom we have entered into joint marketing relationships.

Automatic data collection: We, our service providers, and our business partners may automatically log information about you, your computer or mobile device, your activity over time on our sites and other online services, and your interactions with our marketing communications such as:

  • Device data, such as your computer’s or mobile device’s operating system type and version, manufacturer and model, browser type, screen resolution, RAM and disk size, CPU usage, device type (e.g., phone, tablet), IP address, unique identifiers (including identifiers used for advertising purposes), language settings, mobile device carrier, radio/network information (e.g., WiFi, LTE, 3G), and general location information such as city, state, or geographic area.
  • Online activity data, such as pages or screens you viewed, how long you spent on a page or screen, the website you visited before browsing to the Service, navigation paths between pages or screens, information about your activity on a page or screen, access times, and duration of access, and whether you have opened our marketing emails or clicked links within them.

Cookies: Some of our automatic data collection is facilitated by cookies and similar technologies. For more information, see our Cookie Notice.

2. HOW WE USE YOUR PERSONAL INFORMATION

We use your personal information for the following purposes or as otherwise described at the time we collect it:

Service delivery. We use your personal information to:

  • Provide, operate and improve the Service and our business;
  • Communicate with you about the Service, including by sending announcements, updates, security alerts, and support and administrative messages;
  • Understand your needs and interests, and personalize your experience with the Service and our communications; and
  • Provide support for the Service, and respond to your requests, questions, and feedback.

Research and development. We may use your personal information for research and development purposes, including to analyze and improve the Service and our business. As part of these activities, we may create aggregated, de-identified, or other anonymous data from personal information we collect. We make personal information into anonymous data by removing information that makes the data personally identifiable to you. We may use this anonymous data and share it with third parties for our lawful business purposes, including to analyze and improve the Service and promote our business.

Marketing and advertising. We and our third-party advertising partners may collect and use your personal information for marketing and advertising purposes:

  • Direct marketing. We may send you direct marketing communications regarding our products and services as permitted by law. You may opt-out of our marketing communications as described in the opt-out of marketing section below.
  • Interest-based advertising. We may contract with third-party advertising and social media companies to display ads on our Service and other online services. These companies may use cookies and similar technologies to collect information about you (including the data described in the automatic data collection section above) over time across our Service and other online services, and use that information to serve ads that they think will interest you. You can learn more about your choices for limiting interest-based advertising in the Your choices section of our Cookie Notice.

Compliance and protection. We may use your personal information to:

  • Comply with applicable laws, lawful requests, and legal processes, such as to respond to subpoenas or requests from government authorities;
  • Protect our, your or others’ rights, privacy, safety, or property (including by making and defending legal claims);
  • Audit our internal processes for compliance with legal and contractual requirements and internal policies;
  • Enforce the terms and conditions that govern the Service; and
  • Prevent, identify, investigate, and deter fraudulent, harmful, unauthorized, unethical, or illegal activity, including cyberattacks and identity theft.

3. HOW WE SHARE YOUR PERSONAL INFORMATION

We may share your personal information with the following parties and as otherwise described in this Privacy Policy or at the time of collection:

  • Affiliates. Subsidiaries and affiliates, for purposes consistent with this Privacy Policy.
  • Lead engagement widget customers. If you submit your information to our lead engagement widget, you are instructing OtoPilot to share your personal information with the customer whose website features the lead engagement widget. Once your personal information has been shared with the OtoPilot customer, it will also be subject to the customer’s privacy policy and the customer may use your personal information for its own purposes. We encourage you to closely read the customer’s privacy policy before submitting your information. Please note that we do not control and we are not responsible for our customer’s processing of your personal information.
  • Service providers. Companies and individuals that provide services on our behalf or help us operate the Service or our business (such as information technology, hosting, customer relationship management and support, communications delivery, marketing, advertising, and website analytics).
  • Advertising partners. Third-party advertising companies that collect information about your activity on the Service and other online services to help us advertise our Service, and/or use customer lists that we share with them to deliver ads on their platforms on our behalf to those customers and similar users.
  • Professional advisors. Professional advisors, such as lawyers, auditors, bankers, and insurers, where necessary in the course of the professional services that they render to us.
  • Authorities and others. Law enforcement, government authorities, and private parties, as we believe in good faith to be necessary or appropriate for the compliance and protection purposes described above.
  • Business transferees. Acquiring and other relevant parties to business transactions (or potential transactions) involving a corporate divestiture, merger, consolidation, acquisition, reorganization, sale, or other disposition of all or any portion of the business or assets of, or equity interests in, OtoPilot or our affiliates (including, in connection with a bankruptcy or similar proceedings).

4. YOUR CHOICES

You have the following choices with respect to your personal information:

  • Access or update your information. If you have registered for an online account with us, you may review and update certain account information from your account.
  • Opt-out of marketing communications. You may opt-out of marketing-related emails by following the opt-out or unsubscribe instructions at the bottom of the email, or by contacting us. You may continue to receive service-related and other non-marketing emails.
  • Cookies. For information about cookies employed by the Service and how to control them, see our Cookie Notice.
  • Do Not Track. Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.
  • Declining to provide information. We need to collect personal information to provide certain services. If you do not provide the information we identify as mandatory, we may not be able to provide those services.
  • Access, amend, deletion, and opt-out. You may contact us to request access to, update or correct inaccuracies in, delete, or opt-out of certain uses of your personal information. We will respond as required by law.

5. OTHER SITES AND SERVICES

The Service may contain links or integrations that allow you to access websites, mobile applications, and other online services operated by third parties. For example, our Service may allow solar professionals or their clients to access online services that offer financing for solar projects. These links are not an endorsement of, or representation that we are affiliated with, any third party. In addition, our content may be included on web pages or in mobile applications or other online services that are not associated with us. OtoPilot does not have access to the personal information that is provided to these third parties and providing personal information to these third parties is at your own risk. We do not control websites, mobile applications, or online services operated by third parties, and we are not responsible for their actions.

6. SECURITY

We employ a number of technical, organizational, and physical safeguards designed to protect the personal information we collect. However, security risk is inherent in all internet and information technologies and we cannot guarantee the security of your personal information.

7. INTERNATIONAL DATA TRANSFER

We are headquartered in the United States and may use service providers that operate in other countries. Your personal information may be transferred to the United States or other locations where privacy laws may not be as protective as those in your state, province, or country.

8. CHILDREN

We do not intentionally collect the personal information of children under 16 years of age. If we learn that we have collected personal information through the Service from a child under 16 without the consent of the child’s parent or guardian as required by law, we will delete it.

9. CHANGES TO THIS PRIVACY POLICY

We reserve the right to modify this Privacy Policy at any time. If we make changes to this Privacy Policy, we will notify you by updating the date of this Privacy Policy and posting it on the Service. If required by law we will also provide notification of changes in another way that we believe is reasonably likely to reach you, such as via email or another manner through the Service. Any modifications to this Privacy Policy will be effective upon our posting the modified version (or as otherwise indicated at the time of posting). In all cases, your use of the Service after the effective date of any modified Privacy Policy indicates your acceptance of the modified Privacy Policy.

10. HOW TO CONTACT US.

Email: privacy@otopilot.com

Mail: OtoPilot LLC

64 E Broadway Rd #200
Tempe, AZ 85281
USA

11. INFORMATION FOR CALIFORNIA RESIDENTS

Scope: This section describes how we collect, use, and share the Personal Information of California residents as a “business” under the California Consumer Privacy Act (“CCPA”) and their rights with respect to their Personal Information. For purposes of this section, “Personal Information” has the meaning given in the CCPA but does not include information exempted from the scope of the CCPA.

Your California privacy rights: As a California resident, you have the rights listed below. However, these rights are not absolute, and in certain cases, we may decline your request as permitted by law.

Information: You can request the following information about how we have collected and used your Personal Information during the past 12 months:

  • The categories of Personal Information we have collected.
  • The categories of sources from which we collected the Personal Information.
  • The categories of third parties with whom we share the Personal Information.
  • The categories of Personal Information that we sold or disclosed for a business purpose.
  • The categories of third parties to whom the Personal Information was sold or disclosed for a business purpose.
  • The business or commercial purpose for collecting and/or selling Personal Information.

Access: You can request a copy of the Personal Information that we have collected about you during the past 12 months.

Deletion: You can ask us to delete the Personal Information that we have collected from you.

Opt-out of sales: If we sell your Personal Information, you can opt-out of those sales.

Non-discrimination: You are entitled to exercise the rights described above free from discrimination as prohibited by the CCPA.

How to exercise your rights: You may submit requests to exercise your California privacy rights described above as follows:

Right to information, access, and deletion: You may submit requests to exercise your right to information, access, or deletion by sending us an email at privacy@otopilot.com.

Right to opt-out of the “sale” of your Personal Information: Like many companies, we use services that help deliver interest-based ads to users as described in the Interest-based advertising section above. While we do not “sell” Personal Information in the conventional sense, our use of these services may constitute a statutory “sale” of Personal Information to the providers of those services for purposes of the CCPA. See the Do Not Sell My Personal Information section of our Cookie Notice for information on how to opt-out.

We cannot process your request if you do not provide us with sufficient detail to allow us to understand and respond to it.

We will need to verify your identity to process your information, access, and deletion requests and reserve the right to confirm your California residency. To verify your identity, we may require you to provide government identification, give a declaration as to your identity under penalty of perjury, and/or provide additional information. Your authorized agent may make a request on your behalf upon our verification of the agent’s identity and our receipt of a copy of valid power of attorney given to your authorized agent pursuant to California Probate Code Sections 4000-4465. If you have not provided your agent with such a power of attorney, you must provide your agent signed permission to exercise your CCPA rights on your behalf, provide the information we request to verify your identity, and provide us with written confirmation that you have given the authorized agent permission to submit the request. Authorized agents are required by California law to implement and maintain reasonable security procedures and practices to protect their clients’ information.

Personal information that we collect, use, and disclose: The chart below describes our practices regarding the collection and disclosure of Personal Information currently and during the 12 months preceding the effective date of this Privacy Policy by reference to the categories of Personal Information specified in the CCPA. Information you voluntarily provide to us, such as in free-form web forms, may contain other categories of personal information not described below..

Statutory category of Personal Information (Cal. Civ. Code § 1798.140)

  • Personal Information we collect in this category (See the Personal information we collect section above for description)
  • Identifiers: Contact data
  • Commercial Information: Account data, Research data, Communications, Marketing data, Online activity data
  • Financial Information: Purchase history, invoices, etc.
  • Online Identifiers: Account data, Device data
  • Internet or Network Information: Marketing data, Device data, Online activity data
  • Geolocation Data: Device data
  • Inferences: May be derived from your Account data, Marketing data, Device data, Online activity data

Sources: We describe the sources from which we collect these categories of Personal Information in the section above entitled Personal information we collect.

Purposes: We describe the business and commercial purposes for which we collect these categories of Personal Information in the section above entitled “How we use your personal information“.

Disclosure: We describe the categories of third parties to which we disclose these categories of Personal Information above in the section above entitled “How we share your personal information“.

12. NOTICE TO EEA AND UK USERS

The information provided in this “Notice to EEA and UK users” section applies only to individuals in the European Economic Area and in the UK and explains our approach to any personal information that we collect from you or which we have obtained about you from a third party and the legal basis for processing your personal information. It also sets out your rights in respect of our processing of your personal information.

Personal Information: References to “personal information” in this Privacy Policy are equivalent to “personal data” governed by the General Data Protection Regulation (GDPR).

Controller: OtoPilot LLC is the controller of your personal information covered by this Privacy Policy.

Legal basis for processing: The legal bases of our processing of your personal information as described in this Privacy Policy will depend on the type of personal information and the specific context in which we process it. However, the legal bases we typically rely on are set out in the table below. We use your Personal Information only as permitted by law.

Processing purpose: Details regarding each processing purpose listed below are provided in the section above titled “How we use your personal information”.

Legal basis:

  • To operate our Service: Processing is necessary to perform the contract governing our provision of our Service or to take steps that you request prior to signing up for the Service. If we have not entered into a contract with you, we process your personal information based on our legitimate interest in providing the Service you access and request.
  • For research and development
  • For marketing purposes
  • For compliance, fraud prevention, and safety
  • Sharing your personal information as described in this Privacy Policy: These activities constitute our legitimate interests. We do not use your personal information for these 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).

To comply with the law: Processing is necessary to comply with our legal obligations.

  • With your consent: Processing is based on your consent. Where we rely on your consent, you have the right to withdraw it any time in the manner indicated when you consent or in the Service.

Use for new purposes: We may use your personal information for reasons not described in this Privacy Policy where permitted by law and the reason is compatible with the purpose for which we collected it. If we need to use your personal information for an unrelated purpose, we will notify you and explain the applicable legal basis.

Retention: We retain personal information for as long as necessary to fulfill the purposes for which we collected it, including for the purposes of satisfying any legal, accounting, or reporting requirements, to establish or defend legal claims, or for fraud prevention purposes.

To determine the appropriate retention period for personal information, we consider 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, and the applicable legal requirements.

When we no longer require the personal information we have collected about you, we will either delete or anonymize it or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible. If we anonymize your personal information (so that it can no longer be associated with you), we may use this information indefinitely without further notice to you.

Your Rights: If you are located in the EEA, you have the following rights in relation to the personal information we hold about you:

  • Right of access: You can ask us if we are processing your personal information and to provide you with a copy of it (along with certain details). If you require additional copies, we may need to charge a reasonable fee.
  • Right to rectification: If the personal information we hold about you is inaccurate or incomplete, you are entitled to request to have it rectified.
  • Right to erasure: You can ask us to delete or remove your personal information in some circumstances such as where we no longer need it or if you withdraw your consent to our processing of your personal information (where applicable).
  • Right to restrict processing: You can ask us to 'block' or suppress the processing of your personal information in certain circumstances, such as where you contest the accuracy of that personal information.
  • Right to data portability: You have the right, in certain circumstances, to obtain personal information you have provided us with (in a structured, commonly used, and machine-readable format) and to reuse it elsewhere or to ask us to transfer this to a third party of your choice.
  • Right to object: You can ask us to stop processing your personal information, and we will do so, if we are:
    • Relying on our own or someone else's legitimate interests to process your personal information, unless we can demonstrate compelling legal grounds for the processing; or
    • Processing your personal information for direct marketing purposes.
  • Right to withdraw consent: If we rely on your consent (or explicit consent) as our legal basis for processing your personal information, you have the right to withdraw that consent at any time.
  • Right to lodge a complaint with the supervisory authority: If you have a concern about any aspect of our privacy practices, including the way we have handled your personal information, you can report it to the relevant Supervisory Authority. You can find your data protection regulator [here](https://edpb.europa.eu/about-edpb/board/members_en).

You may submit these requests by email (privacy@otopilot.com) or to our postal address provided above. We may request specific information from you to help us confirm your identity and process your request. Applicable law may require or permit us to decline your request. If we decline your request, we will tell you why, subject to legal restrictions.

Cross-Border Data Transfer. If we transfer your personal information out of the EEA or the UK to a country not deemed to provide an adequate level of personal information protection for purposes of applicable data protection laws such that additional safeguards are required, the transfer will be performed:

  • Pursuant to the recipient’s compliance with standard contractual clauses;
  • Pursuant to the consent of the individual to whom the personal information pertains; or
  • As otherwise permitted by applicable laws.

You may contact us if you want further information on the specific mechanism used by us when transferring your personal information out of the EEA or the UK.

I read, understand, and agree to the Terms of Use and Privacy Policy as described above.