Pricing And Savings Policy V1

# RGL8R Pricing & Savings Policy v1
 
**Effective Date:** January 27, 2026
**Applies To:** All customer agreements
**Owner:** Daniel Johnson
 
---
 
## 1. Pricing Models
 
RGL8R offers two distinct pricing models based on the value delivered:
 
| Model | When Used | Trigger | Risk Profile |
|-------|-----------|---------|--------------|
| **Gain Share** | Provable, realized savings | Credit/refund received | Customer: Zero risk. RGL8R: Performance risk. |
| **Platform Fee** | Risk avoidance, compliance | Go-live date | Customer: Fixed cost. RGL8R: Delivery risk. |
 
**Rule:** Never mix gain share and platform fee for the same value stream. If savings are measurable, use gain share. If value is risk avoidance, use platform fee.
 
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## 2. SHIP Module (Parcel Audit)
 
### 2.1 Pricing Structure
 
| Component | Fee | Trigger |
|-----------|-----|---------|
| Carrier credit recovery | 15% of realized credit | Credit appears on carrier invoice or refund issued |
| Avoided overcharge (preventable) | 0% | Not charged—baseline improvement is free |
| Dispute filing | $0 | Included |
| Appeal/escalation | $0 | Included |
 
### 2.2 What Counts as "Realized Credit"
 
**Included:**
- Carrier-issued refunds for overcharges
- Carrier-issued credits applied to future invoices
- Duplicate charge reversals
- Service failure refunds (late delivery guarantees)
- Accessorial charge reversals
 
**Excluded:**
- Rate reductions negotiated for future shipments (not retroactive)
- Avoided charges (we helped you not get overcharged—no fee)
- Credits for issues identified before RGL8R engagement
- Credits disputed but not approved by carrier
 
### 2.3 Realization Timing
 
```
Invoice received → Exception flagged → Dispute approved → Dispute filed
                                                              ↓
                                        Carrier reviews (10-30 business days)
                                                              ↓
                                        Credit issued → RGL8R fee triggered
                                                              ↓
                                        RGL8R invoices customer (Net 30)
```
 
**Lag:** Expect 30-60 days between dispute filed and credit received. RGL8R invoices after credit confirmed.
 
### 2.4 Edge Cases
 
| Scenario | Treatment |
|----------|-----------|
| Partial credit (carrier approves 50% of claim) | Fee on amount credited only |
| Credit reversed later | Fee refunded or credited to next invoice |
| Dispute rejected, then approved on appeal | Fee on final credited amount |
| Customer disputes independently (not via RGL8R) | No fee—we didn't do the work |
| Carrier proactively credits (no dispute filed) | No fee—we didn't do the work |
 
### 2.5 Minimum / Maximum
 
- **Minimum fee:** None. No savings = no fee.
- **Maximum fee:** None. Uncapped.
- **Pilot period:** First 90 days, standard 15% applies. No discounts.
 
---
 
## 3. TRADE Module (Compliance Screening)
 
### 3.1 Pricing Structure
 
| Component | Fee | Trigger |
|-----------|-----|---------|
| Platform access | $500/month | Monthly, starting at go-live |
| SKU classifications | Included up to 1,000/month | — |
| Overage classifications | $0.50/SKU | SKUs 1,001+ in a month |
| HS code research (manual) | $25/SKU | Complex items requiring specialist review |
 
### 3.2 What's Included in Platform Fee
 
- Unlimited screenings of classified SKUs
- AT_RISK / NEEDS_REVIEW / CLEARED flagging
- CBSA measure matching (Canada)
- SIMA/AD/CVD screening (US imports)
- Compliance evidence trail (audit defense)
- Monthly compliance summary report
- API access (if integrated)
 
### 3.3 What's NOT Included
 
- Customs brokerage services
- Duty payment or remittance
- Legal advice or representation
- Carrier negotiations
- Insurance or liability coverage
 
### 3.4 Why Platform Fee (Not Gain Share)?
 
Compliance value is **risk avoidance**, not realized savings:
 
| Risk Avoided | Impact | Measurable? |
|--------------|--------|-------------|
| CBSA penalties / seizure | Material (varies by goods value and violation type) | Only if it happens |
| Back-duty reassessments | Can include prior periods + interest depending on audit findings | Only if caught |
| Continuous audit burden | Legal fees + internal time | Ongoing until exit |
| Reputational damage | Unquantifiable | No |
 
**Problem with gain share for compliance:** If we do our job well, nothing bad happens—there's no "savings" to measure. Platform fee aligns incentives: we're paid to keep you out of trouble, not to hope trouble happens so we can fix it.
 
### 3.5 Edge Cases
 
| Scenario | Treatment |
|----------|-----------|
| Customer cancels mid-month | Prorated refund |
| SKU count varies month-to-month | Billed on actual usage |
| Customer provides bad HS codes | Flagged as NEEDS_REVIEW, no penalty |
| RGL8R misclassifies, causes issue | Case-by-case remediation (see §5) |
 
---
 
## 4. Combined Pricing (SHIP + TRADE)
 
When a customer uses both modules:
 
| Module | Fee |
|--------|-----|
| SHIP | 15% of realized credits |
| TRADE | $500/month + overage |
| **Bundle discount** | None currently |
 
**Invoicing:** Single monthly invoice with line items for each module.
 
---
 
## 5. Liability & Remediation
 
### 5.1 What RGL8R Is Liable For
 
- Errors in our analysis that cause customer to miss valid disputes
- Misclassification that directly causes customs penalty (TRADE only)
- Data breach or security incident caused by RGL8R negligence
 
### 5.2 What RGL8R Is NOT Liable For
 
- Carrier rejecting valid disputes (we'll appeal, but can't guarantee)
- Customer providing incorrect data (garbage in, garbage out)
- Customs decisions based on factors outside our data (inspector discretion)
- Changes in regulations after classification provided
 
### 5.3 Remediation Policy
 
| Issue | Remediation |
|-------|-------------|
| Missed valid dispute (our error) | File dispute, waive fee on that recovery |
| Misclassification causes penalty | Refund platform fees for period of error (max 3 months) |
| Data breach | Follow incident response policy, notify within 72 hours |
 
**Cap:** Total liability limited to fees paid in trailing 12 months.
 
---
 
## 6. Contract Terms
 
### 6.1 Pilot Period
 
- **Duration:** 90 days
- **Commitment:** None. Cancel anytime with 7 days notice.
- **Pricing:** Standard rates (no pilot discount)
- **Conversion:** Auto-converts to annual agreement unless cancelled
 
### 6.2 Annual Agreement
 
- **Duration:** 12 months
- **Commitment:** Platform fee committed; gain share variable
- **Cancellation:** 30 days notice, effective at period end
- **Renewal:** Auto-renews unless cancelled 30 days prior
 
### 6.3 Payment Terms
 
- Net 30 from invoice date
- Late payment: 1.5%/month interest after 30 days
- Accepted: ACH, wire, credit card (+3% processing fee)
 
---
 
## 7. Frequently Asked Questions
 
### Q: What if we recover more than expected?
**A:** Great! You keep 85%, we get 15%. No cap.
 
### Q: What if we recover nothing?
**A:** You pay nothing for SHIP. TRADE platform fee still applies (it's for compliance, not savings).
 
### Q: Can we negotiate the 15%?
**A:** For pilots, no. For annual agreements with >$50K projected savings, we'll discuss.
 
### Q: What if the carrier changes their billing practices?
**A:** If systematic overcharges stop, your SHIP fees go down. That's a win for you.
 
### Q: Do you guarantee savings?
**A:** No. We guarantee effort and methodology. Savings depend on carrier behavior and your data quality.
 
### Q: Can we audit your calculations?
**A:** Yes. We provide full transparency on every disputed amount and credit received.
 
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## 8. Revision History
 
| Version | Date | Changes |
|---------|------|---------|
| 1.0 | 2026-01-27 | Initial release |
 
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**Document Owner:** Daniel Johnson
**Next Review:** April 2026 (post-first-pilot)