Data Handling & Confidentiality

How CrestProof handles the documents you send, what we do with them, and how we protect them.

Plain-language summary.

We only use your materials to perform the requested proposal operations work. We do not use your documents to train public models. We can delete raw files after delivery or after an agreed retention window. We do not accept classified, CUI with handling restrictions we cannot meet, or ITAR-controlled materials during the pilot stage.


What we do with your documents.

Engagement use only

Documents you provide are used solely to produce the deliverables in your engagement. We do not use them for any other purpose — including training AI models, benchmarking our systems, improving generalized tools, or creating derivative works outside your engagement.

No public model training

Your solicitation documents, attachments, and any business context you share are not used to train, fine-tune, or evaluate any public AI model or shared system.

No third-party sharing

Your documents are not shared with third parties, uploaded to public platforms, or indexed by external services as part of our standard process. If a third-party tool is involved in processing, we disclose that before intake.

No retention beyond agreed window

Raw solicitation files are not retained indefinitely. After delivery, files are deleted on a default schedule or earlier on request. We do not keep your documents for reuse in future engagements without explicit agreement.


How documents are stored and transferred.

Transmission

Documents are transferred via encrypted channels. We do not request sensitive files over unencrypted email attachments unless you have confirmed a secure routing option is in place.

Storage at rest

Files are stored in encrypted storage during the engagement. Access is restricted to personnel working on the specific engagement.

Deletion on request

You may request deletion of your raw solicitation documents at any time after delivery. We confirm deletion in writing on request. Default retention is 30 days post-delivery unless a shorter or longer window is agreed at intake.


Documents we do not accept.

The following document types are outside our current handling scope regardless of other agreement terms:

Classified materials

We do not accept solicitations, attachments, or background documents that are classified at any level. Do not send classified documents through any intake path.

CUI with restricted handling

We do not accept Controlled Unclassified Information (CUI) with handling instructions that CrestProof cannot currently meet — including CUI requiring CMMC, specific enclave controls, or cleared-facility handling.

ITAR-controlled materials

We do not accept solicitations or technical attachments subject to ITAR control at this stage of operations.

Defense-primary or sensitive work

Our current scope is civilian federal IT and professional services. We do not accept defense-primary solicitations involving sensitive national security technology at this stage.


An NDA is available before intake.

A mutual non-disclosure agreement is available before any solicitation documents are exchanged. See the NDA overview for key provisions and how to request it.


Specific handling requirements?

If your organization has specific document handling requirements — organizational policies, contractual restrictions, or security protocols — let us know before intake. Email proposals@crestproof.com. If the requirement is within scope, we will accommodate it. If it is outside current scope, we will tell you clearly before any documents are exchanged.

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