{"id":1058,"date":"2022-10-27T06:28:08","date_gmt":"2022-10-27T06:28:08","guid":{"rendered":"http:\/\/mountain-leverage.local\/?page_id=1058"},"modified":"2022-10-27T06:28:31","modified_gmt":"2022-10-27T06:28:31","slug":"data-protection-policy","status":"publish","type":"page","link":"https:\/\/www.mountainleverage.com\/data-protection-policy\/","title":{"rendered":"Data Protection Policy"},"content":{"rendered":"\n<h4 class=\"wp-block-heading\"><strong>Overview<\/strong><\/h4>\n\n\n\n<p><strong>Key details<\/strong><\/p>\n\n\n\n<ul><li>Policy prepared by: Heidi Seamon<\/li><li>Approved by Board\/committee on: January 31, 2021<\/li><li>Next review date: January 31, 2022<\/li><\/ul>\n\n\n\n<p><strong>Introduction<\/strong><\/p>\n\n\n\n<p>In order to operate, Mountain Leverage needs to gather, store, and use certain forms of data, including information about individuals.&nbsp;<\/p>\n\n\n\n<p>These individuals can include employees, contractors, suppliers, marketing audiences, business contacts, and other people the group has a relationship with or regularly needs to contact.<\/p>\n\n\n\n<p>This policy explains how this data should be collected, stored, and used in order to meet Mountain Leverage data protection standards and comply with the General Data Protection Regulations (GDPR).<\/p>\n\n\n\n<p><strong>Why is this policy important?<\/strong><\/p>\n\n\n\n<p>This policy ensures that Mountain Leverage:<\/p>\n\n\n\n<ul><li>Protects the rights of our contacts and customers<\/li><li>Complies with data protection law and follows good practice<\/li><li>Protects the group from the risks of a data breach<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Roles and Responsibilities<\/strong><\/h4>\n\n\n\n<p>Who and what does this policy apply to?<\/p>\n\n\n\n<p>This applies to <em>all<\/em> those handling data on behalf of Mountain Leverage, e.g.:<\/p>\n\n\n\n<ul><li>Committee members<\/li><li>Employees<\/li><li>Affiliated companies<\/li><li>Contractors\/3rd-party suppliers<\/li><\/ul>\n\n\n\n<p>It applies to all data that Mountain Leverage holds, which enables the subject to be identified including:<\/p>\n\n\n\n<ul><li>Names,<\/li><li>Email addresses<\/li><li>Postal addresses<\/li><li>Phone numbers and<\/li><li>Any other company information held (e.g. warehouse performance)<\/li><\/ul>\n\n\n\n<p><strong>Roles and responsibilities<\/strong><\/p>\n\n\n\n<p>Mountain Leverage is the Data Controller and will determine what data is collected and how it is used. The Data Protection Officer for Mountain Leverage is Dan Paul. They, together with the Mountain Leverage committee, are responsible for the secure, fair, and transparent collection and use of data by Mountain Leverage. Any questions relating to the collection or use of data should be directed to the Data Protection Officer.&nbsp;<\/p>\n\n\n\n<p><em>Everyone<\/em> who has access to data as part of Mountain Leverage has a responsibility to ensure that they adhere to this policy.<\/p>\n\n\n\n<p>Mountain Leverage has used third party Data Processors (e.g. Infusionsoft ) to process data on its behalf. Mountain Leverage will ensure all Data Processors are compliant with GDPR.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Data Protection Principles<\/strong><\/h4>\n\n\n\n<p><strong>a)&nbsp; We fairly and lawfully process data in a transparent way<\/strong><\/p>\n\n\n\n<p>Mountain Leverage will only collect data where lawful and where it is necessary for the legitimate purposes of the group.&nbsp;<\/p>\n\n\n\n<ul><li>A contact, prospective customer or customers, name, and contact details will be collected when contact is first made with Mountain Leverage, and will be used to contact the contact or customer regarding follow up activities including business planning and contractual obligations. Other data may also subsequently be collected in relation to their business, including business performance characteristics. Mountain Leverage will keep secure and where possible will anonymise this data<ul><li>Lawful basis for processing this data: Contract (the collection and use of data is fair and reasonable in relation to Mountain Leverage completing tasks expected as part of the contacts proposed relationship.<\/li><\/ul><\/li><li>The name and contact details of employees and contractors will be collected when they take up a position, and will be used to contact them regarding group administration related to their role.<\/li><li>Further information, including personal financial information may also be collected in specific circumstances where lawful and necessary (in order to process payment to the person).<ul><li>Lawful basis for processing this data: Contract (the collection and use of data is fair and reasonable in relation to Mountain Leverage completing tasks expected as part of working with the individuals),<\/li><\/ul><\/li><li>Pseudonymous or anonymous data (including behavioural, technological and geographical\/regional) on an individual may be collected via tracking \u2018cookies\u2019 when they access our website or interact with our emails, in order for us to monitor and improve our effectiveness on these channels. See \u2018Cookies on the Mountain Leverage website\u2019 below.<ul><li>Lawful basis for processing this data: Consent (see \u2018How we get consent\u2019)<\/li><\/ul><\/li><\/ul>\n\n\n\n<p><strong>b)&nbsp; We only collect and use personal data for specific, explicit, and legitimate purposes and will only use the data for those specified purposes.<\/strong><\/p>\n\n\n\n<p>When collecting data, Mountain Leverage will always provide a clear and specific privacy statement explaining to the subject why the data is required and what it will be used for.<\/p>\n\n\n\n<p><strong>c)&nbsp; We ensure any data collected is relevant and not excessive<\/strong><\/p>\n\n\n\n<p>Mountain Leverage will not collect or store more data than the minimum information required for its intended purpose.<\/p>\n\n\n\n<p><strong>d)&nbsp; We ensure data is accurate and up-to-date<\/strong><\/p>\n\n\n\n<p>Mountain Leverage will ask contacts, staff, and contractors to check and update their data on an annual basis.&nbsp; Any individual will be able to update their data at any point by contacting the Data Protection Officer.<\/p>\n\n\n\n<p><strong>e)&nbsp; We ensure data is not kept longer than necessary<\/strong><\/p>\n\n\n\n<p>Mountain Leverage will keep records for no longer than is necessary in order to meet the intended use for which it was gathered (unless there is a legal requirement to keep records).&nbsp;<\/p>\n\n\n\n<p>The storage and intended use of data will be reviewed in line with Mountain Leverage\u2019s data retention policy. When the intended use is no longer applicable (e.g. contact details for an individual or company no longer interested in dealing with Mountain Leverage), the data will be deleted within a reasonable period.&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>f)&nbsp; We keep personal data secure<\/strong><\/p>\n\n\n\n<p>Mountain Leverage will ensure that data held by us is kept secure.<\/p>\n\n\n\n<ul><li>Electronically-held data will be held within a password-protected and secure environment;<\/li><li>Passwords for electronic data files will be re-set each time an individual with data access leaves his\/her role\/position;<\/li><li>Physically-held data (e.g. warehouse performance characteristics) will be stored in a locked cupboard;<\/li><li>Keys for locks securing physical data files should be collected by the Data Protection Officer from any individual with access if they leave his\/her role\/position. The codes on combination locks should be changed each time an individual with data access leaves his\/her role\/position; and<\/li><li>Access to data will only be given to relevant committee members\/contractors where it is clearly necessary for the running of the group. The Data Protection Officer will decide in what situations this is applicable and will keep a master list of who has access to data.<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Individual Rights<\/strong><\/h4>\n\n\n\n<p>When Mountain Leverage collects, holds, and uses an individual\u2019s personal data, that individual has the following the rights over that data. Mountain Leverage will ensure its data processes comply with those rights and will make all reasonable efforts to fulfil requests from an individual in relation to those rights.&nbsp;<\/p>\n\n\n\n<p><strong>Individual\u2019s rights&nbsp;<\/strong><\/p>\n\n\n\n<ul><li><em>Right to be informed:<\/em> whenever Mountain Leverage collects data it will provide a clear and specific privacy statement explaining why it is being collected and how it will be used.&nbsp;<\/li><li><em>Right of access:<\/em> individuals can request to see the data Mountain Leverage holds on them and confirmation of how it is being used. Requests should be made in writing to the Data Protection Officer and will be complied with free of charge and within one month. Where requests are complex or numerous this may be extended to two months&nbsp;<\/li><li><em>Right to rectification:<\/em> individuals and company contacts can request that their data be updated where it is inaccurate or incomplete. Mountain Leverage will request that staff and contractors check and update their data on an annual basis. Any requests for data to be updated will be processed within one month.&nbsp;<\/li><li><em>Right to object:<\/em> individuals can object to their data being used for a particular purpose. Mountain Leverage will always provide a way for an individual to withdraw consent in all marketing communications. Where we receive a request to stop using data we will comply unless we have a lawful reason to use the data for legitimate interests or contractual obligation.<\/li><li><em>Right to erasure:<\/em> individuals can request for all data held on them to be deleted. Mountain Leverage data retention policy will ensure data is not held for longer than is reasonably necessary in relation to the purpose it was originally collected. If a request for deletion is made we will comply with the request unless:&nbsp;<ul><li>There is a lawful reason to keep and use the data for legitimate interests or contractual obligation; or&nbsp;<\/li><li>There is a legal requirement to keep the data.&nbsp;<\/li><\/ul><\/li><li><em>Right to restrict processing:<\/em> individuals can request that their personal data be \u2018restricted\u2019 \u2013 that is, retained and stored but not processed further (e.g. if they have contested the accuracy of any of their data, Mountain Leverage will restrict the data while it is verified).<\/li><\/ul>\n\n\n\n<p>Though unlikely to apply to the data processed by Mountain Leverage, we will also ensure that rights related to portability and automated decision making (including profiling) are complied with where appropriate.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>How We Get Consent<\/strong><\/h4>\n\n\n\n<p>Mountain Leverage may collect and analyze anonymized data that reflects usage information pertaining to basic activities and workflow actions that originate from the use of Mountain Leverage supported customer systems.&nbsp; Consent will be sought via the contractual documentation process.<\/p>\n\n\n\n<p>Mountain Leverage will from time to time collect data from consenting contacts, prospects, and customers for marketing purposes. This includes contacting them for industry opinions, quotations, and\/or endorsements for marketing collaterals, and other group activities.<\/p>\n\n\n\n<p>Any time data is collected for this purpose, we will provide:<\/p>\n\n\n\n<ul><li>A method for users to show their positive and active consent to receive these communications (e.g. a \u2018tick box\u2019); and<\/li><li>A clear and specific explanation of what the data will be used for (e.g. \u2018Tick this box if you would like Mountain Leverage to send you email updates with details about our products and promotional activities and opportunities to get involved\u2019).<\/li><\/ul>\n\n\n\n<p>Data collected will only ever be used in the way described and consented to.<\/p>\n\n\n\n<p>Every marketing communication will contain a method through which a recipient can withdraw his\/her consent (e.g. an \u2018unsubscribe\u2019 link in an email). Opt-out requests such as this will be processed within 14 days.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Cookies on the Mountain Leverage Website<\/strong><\/h4>\n\n\n\n<p>A cookie is a small text file that is downloaded onto \u2018terminal equipment\u2019 (e.g. a computer or smartphone) when the user accesses a website. It allows the website to recognise that user\u2019s device and store some information about the user\u2019s preferences or past actions.<\/p>\n\n\n\n<p>Mountain Leverage uses cookies on our website (<a href=\"http:\/\/www.mountainleverage.com\">www.mountainleverage.com<\/a>) in order to monitor and record their activity. This allows us to improve users\u2019 experience of our website by, for example, allowing for a \u2018logged in\u2019 state, and by giving us useful insight into how users as a whole are engaging with the website.<\/p>\n\n\n\n<p>We will implement a pop-up box on (<a href=\"http:\/\/www.mountainleverage.com\">www.mountainleverage.com<\/a>) that will activate each new time a user visits the website. This will allow them to click to consent (or not) to continuing with cookies enabled, or to ignore the message and continue browsing (i.e. give their implied consent).<\/p>\n\n\n\n<p>It will also include a link to our Privacy Policy which outlines which specific cookies are used and how cookies can be disabled in the most common browsers.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Data Retention Policy<\/strong><\/h4>\n\n\n\n<p><strong>Overview<\/strong><\/p>\n\n\n\n<p><strong>Introduction<\/strong><\/p>\n\n\n\n<p>This policy sets out how Mountain Leverage will approach data retention and establishes processes to ensure we do not hold data for longer than is necessary.&nbsp;<\/p>\n\n\n\n<p>It forms part of Mountain Leverage Data Protection Policy.&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>Roles and responsibilities<\/strong><\/p>\n\n\n\n<p>Mountain Leverage is the Data Controller and will determine what data is collected, retained, and how it is used. The Data Protection Officer for Mountain Leverage is Dan Paul. They, together with the committee are responsible for the secure and fair retention and use of data by Mountain Leverage. Any questions relating to data retention or use of data should be directed to the Data Protection Officer.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Regular Data Review<\/strong><\/h4>\n\n\n\n<p>A regular review of all data will take place to establish if Mountain Leverage still has good reason to keep and use the data held at the time of the review.&nbsp;<\/p>\n\n\n\n<p>As a general rule a data review will be held every 2 years and no more than 27 calendar months after the last review. The first review will take place on July 1, 2018.<\/p>\n\n\n\n<p><strong>Data to be reviewed&nbsp;<\/strong><\/p>\n\n\n\n<ul><li>Mountain Leverage stores data on digital documents (e.g. spreadsheets) stored on personal devices held by group members;&nbsp;<\/li><li>Data stored on third party online services (e.g. Google Drive, Salesforce, Mail Chimp); and<\/li><li>Physical data stored at the homes of group members.<\/li><\/ul>\n\n\n\n<p><strong>Who the review will be conducted by&nbsp;<\/strong><\/p>\n\n\n\n<p>The review will be conducted by the Data Protection Officer with other group committee members to be decided on at the time of the review.&nbsp;<\/p>\n\n\n\n<p><strong>How data will be deleted&nbsp;<\/strong><\/p>\n\n\n\n<ul><li>Physical data will be destroyed safely and securely, including shredding.&nbsp;<\/li><li>All reasonable and practical efforts will be made to remove data stored digitally.&nbsp;<ul><li>Priority will be given to any instances where data is stored in active lists (e.g. where it could be used) and to sensitive data.&nbsp;<\/li><li>Where deleting the data would mean deleting other data that we have a valid lawful reason to keep (e.g. on old emails), then the data may be retained safely and securely but not used.&nbsp;<\/li><\/ul><\/li><\/ul>\n\n\n\n<p><strong>Criteria&nbsp;<\/strong><\/p>\n\n\n\n<p>The following criteria will be used to make a decision about what data to keep and what to delete.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Question<\/strong><\/td><td><strong>Action<\/strong><\/td><\/tr><tr><td>&nbsp;<\/td><td><strong>Yes<\/strong><\/td><td><strong>No<\/strong><\/td><\/tr><tr><td>Is the data stored securely?<\/td><td>No action necessary&nbsp;<\/td><td>Update storage protocol in line with Data Protection policy&nbsp;<\/td><\/tr><tr><td>Does the original reason for having the data still apply?&nbsp;<\/td><td>Continue to use&nbsp;<\/td><td>Delete or remove data<\/td><\/tr><tr><td>Is the data being used for its original intention?&nbsp;<\/td><td>Continue to use<\/td><td>Either delete\/remove or record lawful basis for use and get consent if necessary&nbsp;<\/td><\/tr><tr><td>Is there a statutory requirement to keep the data?<\/td><td>Keep the data at least until the statutory minimum no longer applies&nbsp;<\/td><td>Delete or remove the data unless we have reason to keep the data under other criteria.&nbsp;<\/td><\/tr><tr><td>Is the data accurate?<\/td><td>Continue to use<\/td><td>Ask the subject to confirm\/update details&nbsp;<\/td><\/tr><tr><td>Where appropriate do we have consent to use the data. This consent could be implied by previous use and engagement by the individual&nbsp;<\/td><td>Continue to use&nbsp;<\/td><td>Get consent&nbsp;<\/td><\/tr><tr><td>Can the data be anonymised<\/td><td>Anonymise data&nbsp;<\/td><td>Continue to use&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Statutory Requirements<\/strong><\/p>\n\n\n\n<p>Date stored by Mountain Leverage may be retained based in statutory requirements for storing data other than data protection regulations. This might include but is not limited to:<\/p>\n\n\n\n<ul><li>Details of payments made and received (e.g. in bank statements and accounting records);<\/li><li>Contracts and agreements with suppliers\/customers ;<\/li><li>Insurance details; or<\/li><li>Tax and employment records.<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Other Data Retention Procedures<\/strong><\/h4>\n\n\n\n<p><strong>Member data&nbsp;<\/strong><\/p>\n\n\n\n<ul><li>When a contact or customer leaves Mountain Leverage and all administrative tasks relating to their contact or contractual have been completed any potentially sensitive data held on them will be deleted \u2013 this might include bank details or company related data<\/li><li>Unless consent has been given, data will be removed from all email mailing lists&nbsp;<\/li><li>All other data will be stored safely and securely and reviewed as part of the next two year review<\/li><\/ul>\n\n\n\n<p><strong>Mailing list data&nbsp;<\/strong><\/p>\n\n\n\n<ul><li>If an individual opts out of a mailing list, his\/her data will be removed as soon as is practically possible.&nbsp;<\/li><li>All other data will be stored safely and securely and reviewed as part of the next two year review&nbsp;<\/li><\/ul>\n\n\n\n<p><strong>Contractor and partner data&nbsp;<\/strong><\/p>\n\n\n\n<ul><li>When a contractor or partner stops working with Mountain Leverage and all administrative tasks relating to their work have been completed any potentially sensitive data held on them will be deleted \u2013 this might include bank details or company related data<\/li><li>Unless consent has been given, data will be removed from all email mailing lists&nbsp;<\/li><li>All other data will be stored safely and securely and reviewed as part of the next two year review&nbsp;<\/li><\/ul>\n\n\n\n<p><strong>Other data&nbsp;<\/strong><\/p>\n\n\n\n<ul><li>All other data will be included in a regular two year review.&nbsp;<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<div class=\"entry-summary\">\nOverview Key details Policy prepared by: Heidi Seamon Approved by Board\/committee on: January 31, 2021 Next review date: January 31, 2022 Introduction In order to operate, Mountain Leverage needs to gather, store, and use certain forms of data, including information&hellip;\n<\/div>\n<div class=\"link-more\"><a href=\"https:\/\/www.mountainleverage.com\/data-protection-policy\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &ldquo;Data Protection Policy&rdquo;<\/span>&hellip;<\/a><\/div>\n","protected":false},"author":1,"featured_media":1019,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"acf":{"page_subset":null},"_links":{"self":[{"href":"https:\/\/www.mountainleverage.com\/wp-json\/wp\/v2\/pages\/1058"}],"collection":[{"href":"https:\/\/www.mountainleverage.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.mountainleverage.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.mountainleverage.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mountainleverage.com\/wp-json\/wp\/v2\/comments?post=1058"}],"version-history":[{"count":3,"href":"https:\/\/www.mountainleverage.com\/wp-json\/wp\/v2\/pages\/1058\/revisions"}],"predecessor-version":[{"id":1061,"href":"https:\/\/www.mountainleverage.com\/wp-json\/wp\/v2\/pages\/1058\/revisions\/1061"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mountainleverage.com\/wp-json\/wp\/v2\/media\/1019"}],"wp:attachment":[{"href":"https:\/\/www.mountainleverage.com\/wp-json\/wp\/v2\/media?parent=1058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}