Contracts – Addendum A

Addendum for Eastern Markets With EU Headquarters or Non-EU Headquarters Operating in EU Jurisdiction

1. Country-Specific Freelancer Requirements

Target Countries:

  • Poland, Romania, Hungary, Czech Republic, Bulgaria, Slovakia, Baltic States

Legal Compliance:

  • GDPR Alignment: Freelancers must comply with EU data protection laws, even if clients are non-EU.
  • Local Labor Laws: Adhere to country-specific regulations (e.g., Poland’s “Umowa o Dzieło” for freelance contracts).
  • VAT Handling: For non-EU clients, reverse-charge VAT applies; for EU clients, VAT invoicing follows local rates.

Freelancer Prototypes:

  • Technical Roles: Developers, Data Analysts (avg. rate: €35–€80/hr).
  • Cultural Liaisons: Local language experts for regional market adaptation.
  • S&OP (Sales & Operations Planning) Specialists: Expertise in ERP integration (€50–€120/hr).

2. Currency & Payment Structures

Primary Currency:

  • EUR (default). Exceptions:
    • Local currency permitted if client agrees.
    • Exchange rate protection: Fluctuations >10% trigger renegotiation for both parties alike.

Payment Methods:

  • Via Bertrams.app Plugins:
    • Bank transfers (SEPA).
    • Local platforms (e.g., BLIK in Poland, PayU in Romania).
  • Fee Structure:
    • BERTRAMS commission: 15% of freelancer fees.
    • Non-EU client surcharge: +5% for currency hedging.

3. Cultural Training & S&OP Implementation

  • Training Modules (Bertrams.academy):
    • “Eastern European Business Practices”: Local negotiation styles, compliance norms.
    • “EU Data Law for Non-EU Clients”: GDPR implementation guides.
  • S&OP Features:
    • Integration with local ERP systems (e.g., SAP, Comarch).
    • Demand forecasting tailored to Eastern European markets.

4. Long-Term Compliance (2025–2030)

  • AI-Driven Compliance Checks: Auto-update freelancer contracts with EU regulatory changes.
  • Blockchain Contracts: Immutable records for freelancer deliverables and payments.

Addendum B: Non-EU Markets
For Clients Outside the EU

1. Regional Focus

  • Priority Markets:
    • North America | Middle East | Asia-Pacific

Legal Compliance:

  • Data Laws: CCPA (California), PIPEDA (Canada), PDPA (Singapore).
  • Contract Jurisdiction: Disputes resolved under [Neutral Arbitration Body, e.g., ICC].

Freelancer Prototypes:

  • Cross-Cultural Experts: Bridging EU/non-EU business practices.
  • Tech Localization Specialists: Adapting tools for regional APIs (e.g., WeChat/WhatsApp integration).

2. Currency & Payment Structures

Primary Currency:

  • USD (default) | GBP | CHF | SGD

Payment Methods:

  • Via Bertrams.app Plugins:
    • PayPal | Wise | Cryptocurrency (BTC/ETH, +8% fee).
  • Fee Structure:
    • BERTRAMS commission: 20% of freelancer fees.
    • Currency fluctuation buffer: 7.5% for non-EU transactions.

3. Cultural Training & Industrial Adaptation

  • Training Modules:
    • “Navigating Non-EU Regulations”: Customized for target regions.
    • “Anti-Corruption Protocols”: For markets with high fraud risk.
  • S&OP Features:
    • Multi-currency demand planning dashboards.
    • Sanctions screening for restricted markets.

Addendum C: Non-EU Industrial Services
For Heavy Industries (Mining, Energy, Manufacturing)

1. Industry-Specific Compliance

  • Regulations:
    • ISO 9001/14001 | OSHA (US) | IFRS reporting.
  • Freelancer Requirements:
    • Certified engineers (avg. rate: €80–€200/hr).
    • Safety compliance officers for hazardous environments.

2. Payment Terms & Currency

Currency:

  • USD | CHF | GBP (stable currencies preferred).

Payment Structure:

  • Milestone-Based: 30% upfront, 40% on delivery, 30% post-audit.
  • Escrow Services: For high-value projects (>€500k).

3. Technical Integration

  • S&OP Features:
    • IoT-enabled supply chain tracking.
    • Predictive maintenance scheduling.
  • Training Modules:
    • “Industry 4.0 Adaptation”: AI/ML for production optimization.
    • “Cross-Border Compliance”: Navigating export/import laws.

4. Future-Proofing (2025–2050)

  • Quantum-Secure Contracts: For IP protection in critical infrastructure.
  • ESG Compliance: Automated reporting for carbon footprint tracking.

General Provisions for All Addenda

  1. Freelancer Onboarding:
    • Mandatory Bertrams.academy certification for compliance modules.
    • Background checks via third-party providers (e.g., Veriff).
  2. Dispute Resolution:
    • Mediation via ICC or local arbitration bodies.
    • Penalties for non-compliance: 1.5% of project value/day.
  3. Payment Security:
    • Two-factor authentication for all transactions via Bertrams.app.
    • Fraud detection AI (integrated with Fluent Boards).

Integration with Existing Systems

  • Plugins:
    • Fluent Boards: Track freelancer compliance metrics.
    • SureTriggers: Auto-invoice clients upon milestone completion.
  • Website Features:
    • Freelancer “Passport”: Public profile with certifications/ratings.
    • Client Portal: Real-time project tracking across all addenda.

Here are a few Slides coming out of our projects with Clients:

3.4 Training & Oversight

  • Conduct quarterly compliance reviews using SureTriggers-generated audit reports.
  • Escalate unresolved issues to BERTRAMS within 48 hours.

4. Sub-Team Obligations

4.1 Contractual Compliance

Sub-Team Members must adhere to:

  • The primary contract terms and regional Addenda (A, B, or C).
  • GDPR/CCPA-compliant data processing agreements (Annex 2).
  • Platform usage rules (e.g., no unauthorized data exports).

4.2 Confidentiality & Security

  • Sign NDAs for each client team mate, as well as for data accessed through any system or team access visible through any system or process flow.
  • Sign NDAs for each freelance team mate, as well as for data accessed through any system or team access visible through any system or process flow.

4.3 Prohibited Actions

  • Sharing login credentials or using Platform tools for non-BERTRAMS projects is strictly forbidden.

5. Access & Permissions

5.1 Platform Access

Main Freelancers must request Sub-Team access via the “Team Management” plugin on Bertrams.app. Access levels include:

  • Restricted roles (e.g., “Analyst” vs. “Project Lead”).
  • Activity monitoring through Fluent Boards dashboards.

5.2 Revocation Rights

BERTRAMS reserves the right to suspend Sub-Team access if:

  • Non-compliance with Addendum terms occurs.
  • Security risks are identified (e.g., failed GDPR audits).

6. Payment Terms

6.1 Fee Structure

  • Main Freelancer retains 70% of total Sub-Team fees; BERTRAMS retains 30% for compliance oversight and administrative costs.
  • Payments to Sub-Team Members are managed directly by the Main Freelancer under agreed terms.

6.2 Invoicing & Disputes

  • All hours logged via Bertrams.app’s time-tracking plugins must be invoiced through BERTRAMS systems.
  • Disputes resolved through BERTRAMS mediation (€150/hour arbitration fee).

7. Liability & Dispute Resolution

7.1 Liability

Main Freelancers are fully liable for breaches by their Sub-Team (e.g., data leaks, contract violations). BERTRAMS is not responsible for payment disputes between Main Freelancers and their Sub-Team Members.

7.2 Dispute Escalation

Unresolved disputes are escalated to ICC arbitration under shared costs.

8. Integration with Regional Addenda

Addendum A (EU Markets):

Sub-Teams must comply with GDPR protocols and local VAT rules.

Addendum C (Industrial Services):

Sub-Team Members require safety certifications (e.g., ISO 45001).

9. Termination

BERTRAMS may terminate Sub-Team access in cases of:

  1. Repeated compliance failures or fraudulent activity.
  2. Immediate termination for security risks.
  3. Notice period: 7 days for non-critical breaches.

10. Post-Termination Obligations

Upon termination, Sub-Team Members must:

  1. Return all client data securely.
  2. Delete Platform credentials.
  3. Provide completion certificates for required training modules.

11. Confidentiality & Data Protection

All parties must adhere to Annex 2 (Data Processing Agreement), ensuring compliance with GDPR/CCPA standards.

Penalty: €10,000 per breach + legal fees.

12. Governing Law

EU Projects: Governed by German law under exclusive jurisdiction in Papenburg courts.

Non-EU Projects: Governed by ICC rules.

Annexes

  1. Sub-Team Compliance Agreement Template
  2. Data Processing Agreement (aligned with GDPR/CCPA)
  3. Platform Access Checklist

Signatures

By signing below, all parties agree to the terms outlined in this Addendum B:

Project Manager of Freelance Community: _________________________
BERTRAMS Representative: _____________________
Date: __________

Summary Table:

Tool/PlatformFunctionalityReasoning/Relevance
FluentBoardsTask management, escalation, analyticsShows operational discipline
FluentCommunityCapacity mapping, stakeholder engagementDemonstrates team alignment
FluentCRMDelegation, alerts, contact managementEnsures resource accountability
Freelancer NetworksAccess to global talent on-demandScalable, flexible team structure
Project FrameworkDefined process- and onboarding steps, producing complianceReduces investor risk
Automated ReportingProject phase management and tools for milestone and/or KPI tracking, managing reporting and stress tests for any efficient escalation of bottlenecks for a stable reviewing process, creating clients’ projections on progress in the BERTRAMS’way of working.Supports transparency for investors

Bertrams’ approach organizes your SGB II application preparation into four quadrants:

Quadrant 1 (Do First): Urgent documentation requirements

  • Bank statements (last three months)
  • Rental agreements
  • Asset declarations45

Quadrant 2 (Schedule): Strategic planning for income projections

  • 6-month business forecasts
  • Capacity planning for self-employment activities
  • Documentation of business development activities4

Quadrant 3 (Delegate): Tasks that can be assigned to specialists

  • Legal document review
  • Integration with accounting software
  • Translation of technical terms if needed4

Quadrant 4 (Eliminate): Removing unnecessary steps

  • Monthly audits to identify low-value activities
  • Streamlining communication processes4

Al

Notification Integration and Compliance for Global Projects

The notification Integartion ensures seamless operations across all our platforms Bertrams.app, Bertrams.academy, and Bertrams-Coordinating-Complexity.com, while adhering to GDPR, CCPA, and other international data protection laws.

1. E-commerce Notification Integration

Perfection in CRM Automation

  • Order Confirmations: Automatically triggered upon milestone validation via FluentBoards API. Notifications will include:
    • Task owner (main freelancer/sub-team/client member).
    • Department or cross-functional team assignments.
    • Delivery timelines aligned with project Gantt charts.
    • Secure links to task documentation stored in Bertrams.app.
  • Shipping Notifications: Sent upon:
    • Completion of deliverables requiring physical shipment.
    • Digital asset transfers (e.g., code repositories, design files).

Compliance: All notifications will include GDPR/CCPA-mandated data minimization practices (e.g., truncated client IDs) to ensure privacy.

2. Task Ownership & Cross-Team Alignment

Dynamic Task Attribution

EventNotification RecipientsData Included
Task assignmentMain freelancer, client PM, LMSRole matrix, deadlines, compliance docs.
Sub-team delegationClient department head, Freelancer LeadAudit trail of task handoffs.
Cross-functional updatesAll stakeholders via FluentCommunityRisk-adjusted delivery estimates.

Enforcement:

Others prof. internationally asking finally as creative visions and templates or questionnaires

  • Discrepancies auto-escalate to SureTriggers with a 24-hour resolution SLA.
  • Non-compliant task transfers trigger arbitration protocols within Bertrams.app.

3. Bertrams’ Digital Tools for our Transactional mail Framework

SMTP Configuration

  • Providers: SendGrid (default), Mailgun (backup), Gmail OAuth (client-specific).
  • WPForms Integration:pythonsmtp_config = { 'host': 'smtp.sendgrid.net', 'port': 587, 'auth': {'user': 'BERTRAMS_API', 'pass': 'ENCRYPTED_KEY'}, 'tls': True }
  • Branding Requirements:
    • Header/Footer: Logos for Bertrams.app, Bertrams.academy, and Bertrams-coordinating-complexity.com.
    • Font: Roboto (16px body text, #2D3748 color scheme).
    • Disclaimer: “This communication adheres to EU 2025 Digital Services Act.”

4. Fraud & Security Protocols

Attachment Security

  • All email attachments will be scanned using the embedded ClamAV engine in Bertrams.app.
  • Quarantined files will be logged in blockchain-based audit trails for transparency.

Fraud Detection Measures

  • AI anomaly checks will monitor:
    • Discrepancies between FluentBoards task hours and invoices.
    • Unauthorized subcontractor engagements or access.

5. Training & Certification Enforcement

Bertrams.academy Integration

  • Auto-enrollment triggers based on project roles:Project RoleMandatory ModulesFreelancer LeadAdvanced GDPR, Fraud Detection v3.1Client PMSOP/IBP Fundamentals, App Mastery
  • Non-compliance penalties:
    • A 15% payment hold until certification is completed.
    • API access revoked in FluentCommunity for non-certified users.

6. Global Compliance Alignment

Opt-Out Management and Data Privacy Compliance

  • GDPR/CCPA Compliance:
    • Unsubscribe links included in all non-essential emails (e.g., marketing follow-ups).
    • Data deletion requests processed within a maximum of 72 hours via Bertrams.app portal.
  • Audit Trail Implementation:textgraph LR A[Email Sent] --> B{Contains PII?} B -->|Yes| C[Encrypt & Log] B -->|No| D[Store for 180 Days] C --> E[Blockchain Ledger]

7. Unified Team Collaboration via FluentBoards

  • Automatic email notifications for task completions or milestone achievements will be sent to stakeholders through FluentBoards’ notification system.
  • Configurable notification settings allow users to tailor alerts based on task assignments, due date changes, or comments2.

8. Continuous Training & Knowledge Sharing

  • Ongoing learning facilitated through Bertrams.academy includes automated course enrollment notifications and reminders for incomplete modules or certifications.
  • Certifications are tied to user permissions in FluentBoards and FluentCommunity to ensure role-based compliance enforcement.

FluentBoards: Core Project Management Engine

FluentBoards serves as your primary project management engine within the SIO architecture, offering dynamic Kanban board functionality, unlimited projects and tasks, and comprehensive team collaboration features 8. The plugin provides personalized dashboards for team members, priority management systems, and advanced filtering options that align with SIO outcome-focused approaches 8.

bSIO-Specific FluentBoards Configuration

Configure FluentBoards to support SIO methodology by establishing project structures that emphasize strategic outcomes rather than task completion metrics 8. Create board templates for different types of strategic initiatives, including transformation projects, capability development efforts, and organizational change programs 8.