Moolman Institute AI assessment and implementation terms

Last updated: 21 September 2026

These terms are intended to accompany a proposal, order or statement of work between Alphashift (Pty) Ltd, trading as Moolman Institute ("Moolman Institute"), and the client named in that document.

The proposal or statement of work should record the scope, deliverables, timetable, fees, payment dates and any project-specific arrangements. If it conflicts with these terms, the signed project-specific document takes priority.

1. The assessment

An assessment examines selected business workflows to identify credible opportunities to save time, reduce costs, improve profitability or remove administrative work.

Unless the proposal says otherwise, the assessment may include:

• a 20-minute introductory conversation;
• a 60-minute discovery session;
• review of agreed workflow information and safe examples;
• an assessment report delivered within five business days after discovery and receipt of the required inputs; and
• a review conversation to validate the findings and assumptions.

The five-business-day period starts only once the agreed discovery and required inputs are complete.

The R100,000 annual opportunity mentioned in Moolman Institute marketing is an assessment target, not a promised saving, profit increase or result. Estimates are based on the client's information and agreed assumptions. Owner time, employee time, cash savings and potential revenue improvements will be identified separately where reasonably practicable.

2. Complimentary founding assessments

Where Moolman Institute confirms in writing that an assessment is complimentary, no assessment fee is charged.

In return, the client agrees to:

• provide reasonable access to the people and non-sensitive information needed for the assessment;
• give candid feedback on the process and report; and
• consider a separately priced implementation proposal where the report identifies a compelling business case.

The client is not obliged to buy implementation services. A testimonial or case study is voluntary and requires separate approval. Refusal to provide a testimonial does not create a payment obligation for a complimentary assessment.

3. Client responsibilities

The client will:

• provide information that is reasonably accurate and complete;
• identify assumptions, unusual circumstances and constraints that may affect the work;
• ensure that it is authorised to share information supplied to Moolman Institute;
• avoid sending passwords, access keys or unnecessary personal information;
• nominate a person with authority to make project decisions;
• provide timely feedback, access, approvals and testing; and
• remain responsible for legal, tax, accounting, employment, safety and regulated professional decisions.

Delays in client inputs, access, approvals or third-party systems may change the timetable.

4. Confidentiality and information handling

Each party will keep the other party's confidential information confidential and will use it only for the agreed work. This obligation does not apply to information that:

• is already lawfully public;
• was lawfully known without a confidentiality duty;
• is independently developed without using the confidential information;
• is received lawfully from another source without a confidentiality duty; or
• must be disclosed by law, after notice where the law permits notice.

The parties may sign a separate non-disclosure agreement. If it provides stronger or more specific protection, it takes priority.

Before receiving sensitive project material, the parties will agree what may be recorded, retained, accessed or processed through external services. Initial assessment work should use descriptions, blank templates, redacted screenshots or de-identified examples where these are sufficient.

Moolman Institute may use approved operators and service providers for the work. Where an external AI service is proposed, the parties will agree the intended information, purpose and safeguards. Moolman Institute will not knowingly submit the client's confidential material to an unapproved external AI service.

5. Implementation work

Implementation is separate from the assessment and requires a written proposal or statement of work.

Unless that document says otherwise, a narrow implementation includes:

• the agreed workflow and integrations only;
• reasonable testing against agreed examples;
• a handover or operating note;
• an appropriate human-review step and manual fallback for high-impact outputs; and
• correction of reproducible defects reported during the 30 days after launch.

Any reference to a working implementation within 30 calendar days means 30 days from the agreed start date after required access, information and dependencies are ready. It does not include delays caused by the client, a third-party platform or a material change in scope.

New features, changed requirements, additional integrations, data cleanup, provider fees and work outside the agreed scope require written approval and may be quoted separately.

6. AI and automation limitations

AI systems can produce incorrect, incomplete or inconsistent results. Automation can also be affected by changes to third-party software, data formats, permissions or interfaces.

The project will use agreed testing, review and fallback arrangements appropriate to the consequence of an error. The client must not remove an agreed human-review control from a high-impact workflow without assessing and accepting the resulting risk.

Unless expressly included in the statement of work, Moolman Institute does not warrant that:

• an AI output will always be correct;
• a third-party service will remain available or unchanged;
• an integration will continue indefinitely without maintenance; or
• the implementation will achieve a particular financial result.

7. Fees, expenses and taxes

The proposal or statement of work records the fees, payment dates and included expenses. Alphashift (Pty) Ltd is not currently registered for VAT, so VAT is not added by it.

Third-party subscriptions, API usage, hosting, licences and transaction charges are for the client's account unless the proposal expressly includes them.

Invoices are payable within the period shown on the invoice. If an undisputed payment is overdue, Moolman Institute may pause work after reasonable written notice.

8. Changes and acceptance

Either party may propose a change to the scope, assumptions, timetable or fees. A material change takes effect only when agreed in writing.

A deliverable is accepted when the client confirms acceptance in writing, uses it in live operations, or does not report a material non-conformity within the review period stated in the proposal. If no review period is stated, the period is ten business days after delivery.

Moolman Institute will correct a deliverable that materially fails to match the agreed specification if the client reports the problem with enough detail during the applicable review or support period. This does not include new requirements, third-party changes or problems caused by unauthorised modifications.

9. Intellectual property

The client retains ownership of its data, brands, documents and material supplied for the project.

Moolman Institute retains ownership of its pre-existing and general-purpose methods, prompts, templates, libraries, code, know-how and reusable components, including improvements made during the work that do not disclose the client's confidential information.

Once all applicable fees have been paid, the client receives a perpetual, non-exclusive licence to use the delivered report and implementation internally for its business. The client may allow its employees and service providers to use the deliverables for that purpose, subject to confidentiality and any third-party licence terms.

The proposal may provide different ownership or licence terms for a specific deliverable. Open-source and third-party material remains subject to its applicable licence.

Moolman Institute may use de-identified and aggregated lessons to improve its methods and services, but may not publish the client's identity, confidential information, results, testimonial or case study without separate written permission.

10. Privacy and data protection

Each party will comply with applicable data-protection law for the personal information under its control.

Where Moolman Institute processes personal information only on the client's instructions, the parties will record the required operator arrangements in the proposal, a data-processing schedule or another written agreement. This will cover authorised processing, confidentiality, security, incident notification, subcontractors, deletion or return, and any approved international transfer.

The Moolman Institute privacy notice applies to business-contact, account and project-administration information for which Alphashift (Pty) Ltd is the responsible party.

11. Warranties and responsibility

Moolman Institute will perform the agreed services with reasonable care and skill.

The client remains responsible for:

• decisions made using a report, model, AI output or automated workflow;
• checking high-impact outputs before acting on them;
• business continuity, backups and security within its environment;
• the lawfulness and accuracy of client-supplied data; and
• obtaining regulated professional advice where required.

Nothing in these terms excludes liability for fraud, wilful misconduct, gross negligence or another liability that cannot lawfully be excluded.

Subject to the preceding sentence and to the extent permitted by law:

• neither party is liable to the other for indirect or consequential loss; and
• Moolman Institute's total liability arising from a project is limited to the fees paid or payable for that project.

This limitation does not reduce any mandatory consumer right. A different liability arrangement may be recorded in the proposal where the project's risk justifies it.

12. Ending the work

Either party may end the work if the other materially breaches the agreement and does not correct the breach within ten business days after written notice.

Either party may also end ongoing work for convenience on twenty business days' written notice, unless the proposal states a different notice period. The client remains responsible for work completed, approved commitments and non-cancellable third-party costs up to the effective termination date.

On termination, each party will return or delete the other party's confidential information as agreed, subject to lawful retention, backups and records needed to establish or defend legal rights.

13. General

Neither party may transfer the agreement without the other's written consent, except as part of a lawful sale or restructuring of substantially all of the relevant business, provided the successor accepts the agreement.

Neither party is liable for delay caused by events outside its reasonable control, but the affected party must communicate the delay and take reasonable steps to reduce it.

Notices under the agreement may be sent to the email addresses stated in the proposal, except where the law requires another method.

If a provision is invalid or unenforceable, the remaining provisions continue to apply. A failure to enforce a provision is not a waiver.

The agreement is governed by South African law. The parties will first try in good faith to resolve a dispute through a direct discussion. If it remains unresolved, either party may use a court, tribunal, ombud or other process with jurisdiction.

14. Supplier details

Supplier: Alphashift (Pty) Ltd trading as Moolman Institute
Registration number: 2016/495773/07
Office bearer: Dr Sean Moolman
Postal address: PO Box 4863, Tyger Valley, 7536, Bellville, South Africa
Registered and physical address: 16 Wit Els Street, Graanendal Lifestyle Estate, Durbanville, 7550, South Africa
Email: admin@moolmaninstitute.com
Telephone: +27 82 788 1615
Physical address for legal service: 16 Wit Els Street, Graanendal Lifestyle Estate, Durbanville, 7550, South Africa