**AMENDMENT TO BUSINESS ASSOCIATE AGREEMENT**

**Amendment Number:** \[\#\]\
**Amendment Date:** \[Date\]

**PARTIES**

**This Amendment modifies the Business Associate Agreement originally
executed on \[Original BAA Date\] (the \"Original Agreement\")
between:**

**Covered Entity:**\
\[Legal Name\]\
\[Address\]\
\[City, State, ZIP\]

**AND**

**Business Associate:**\
Proof Labs LLC d/b/a Phase Mirror\
\[Address\]\
\[City, State, ZIP\]

**RECITALS**

**WHEREAS**, the parties entered into the Original Agreement to comply
with HIPAA requirements for the services originally described therein;

**WHEREAS**, the parties now wish to \[check applicable\]:

-   ☐ Add new services that involve PHI

-   ☐ Remove services from scope

-   ☐ Modify existing service parameters

-   ☐ Change data handling procedures

-   ☐ Update technical safeguards

-   ☐ Add or remove exhibits

-   ☐ Extend or modify service term

-   ☐ Update regulatory compliance requirements

-   ☐ Other:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**WHEREAS**, such modifications require amendment to the Original
Agreement;

**NOW, THEREFORE**, in consideration of the mutual covenants contained
herein, the parties agree as follows:

**ARTICLE 1: SCOPE CHANGES**

**1.1 Services Being Added**

**The following services are added to the Original Agreement:**

☐ **Platform Services (SaaS)**

-   Tier: ☐ Team ☐ Business ☐ Enterprise

-   Number of seats: \_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

-   Attach: Exhibit A-1 (Platform Services)

☐ **Healthcare & Life Sciences Compliance Pack**

-   Effective date: \_\_\_\_\_\_\_

-   Attach: Exhibit A-2 (Compliance Pack)

☐ **Consulting Services**

-   Service type: ☐ AI Governance Diagnostic ☐ Workshop ☐ Advisory
    > Retainer

-   Duration: \_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

-   Attach: Exhibit A-3 (Consulting Services)

☐ **Implementation Services**

-   Package: ☐ Starter ☐ Professional ☐ Enterprise

-   Duration: \_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

-   Attach: Exhibit A-4 (Implementation Services)

☐ **Training Programs**

-   Program type: \_\_\_\_\_\_\_

-   Number of participants: \_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

-   Attach: Exhibit A-5 (Training Programs)

☐ **Support Services**

-   Tier: ☐ Standard ☐ Priority ☐ Premium/TAM

-   Effective date: \_\_\_\_\_\_\_

-   Attach: Exhibit A-6 (Support Services)

☐ **Advisory Retainer Services**

-   Tier: ☐ Advisor ☐ Strategic Partner ☐ Board Advisor

-   Effective date: \_\_\_\_\_\_\_

-   Attach: Exhibit A-7 (Advisory Retainer)

☐ **Other Services:**

-   Service description: \_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

-   Custom exhibit attached: ☐ Yes ☐ No

**1.2 Services Being Removed**

**The following services are removed from the Original Agreement:**

  Service   Original Exhibit   Removal Date   Reason
  --------- ------------------ -------------- --------
                                              
                                              

**Effect of Service Removal:**\
Upon removal of services, Business Associate shall:

-   ☐ Return all PHI related to removed services within \_\_\_\_\_ days

-   ☐ Destroy all PHI related to removed services within \_\_\_\_\_ days
    > and provide certification

-   ☐ Continue to protect PHI if return/destruction not feasible
    > (specify reason): \_\_\_\_\_\_\_

**1.3 Services Being Modified**

**The following existing services are modified:**

**Original Service:**
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\
**Original Exhibit:**
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\
**Modification Description:**

**New/Revised Exhibit Attached:** ☐ Yes ☐ No

**ARTICLE 2: PHI SCOPE CHANGES**

**2.1 New PHI Processing Activities**

**As a result of this Amendment, Business Associate will now process PHI
for the following additional purposes:**

  New Activity   PHI Categories Involved   Legal Basis
  -------------- ------------------------- -------------
                                           
                                           

**2.2 Changes to PHI Categories**

**The categories of PHI processed by Business Associate are modified as
follows:**

**Previously Processed PHI:**

-   Demographics: ☐ Yes ☐ No

-   Diagnoses/conditions: ☐ Yes ☐ No

-   Treatment information: ☐ Yes ☐ No

-   Medications: ☐ Yes ☐ No

-   Lab results: ☐ Yes ☐ No

-   Clinical notes: ☐ Yes ☐ No

-   Billing/claims data: ☐ Yes ☐ No

-   Device data: ☐ Yes ☐ No

-   Other: \_\_\_\_\_\_\_

**Now Includes (additions):**\
☐ \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\
☐ \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\
☐ \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**No Longer Includes (removals):**\
☐ \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\
☐ \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**ARTICLE 3: TECHNICAL AND OPERATIONAL CHANGES**

**3.1 Data Storage Changes**

☐ **Data location change**

-   Previous location: \_\_\_\_\_\_\_

-   New location: \_\_\_\_\_\_\_

-   Reason: \_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

☐ **Retention period change**

-   Previous retention: \_\_\_\_\_\_\_

-   New retention: \_\_\_\_\_\_\_

-   Reason: \_\_\_\_\_\_\_

-   Applies to: ☐ All PHI ☐ Specific data types: \_\_\_\_\_\_\_

☐ **Backup procedure change**

-   Previous procedure: \_\_\_\_\_\_\_

-   New procedure: \_\_\_\_\_\_\_

-   Reason: \_\_\_\_\_\_\_

**3.2 Access Control Changes**

☐ **New personnel with PHI access**

  Name   Role   HIPAA Training Date   Access Scope   Access Duration
  ------ ------ --------------------- -------------- -----------------
                                                     
                                                     

☐ **Personnel being removed from PHI access**

  Name   Role   Access Revocation Date
  ------ ------ ------------------------
                
                

**3.3 Subcontractor Changes**

☐ **New subcontractors with PHI access**

  Subcontractor Name   Service Provided   BAA Executed?   Effective Date
  -------------------- ------------------ --------------- ----------------
                                          ☐ Yes           
                                          ☐ Yes           

☐ **Subcontractors being removed**

  Subcontractor Name   Removal Date   PHI Disposition
  -------------------- -------------- ------------------------
                                      ☐ Returned ☐ Destroyed
                                      ☐ Returned ☐ Destroyed

**3.4 Security Measures Changes**

☐ **Enhanced security measures being implemented:**

-   Effective date: \_\_\_\_\_\_\_

☐ **Security measures being modified:**

-   Previous measure: \_\_\_\_\_\_\_

-   New measure: \_\_\_\_\_\_\_

-   Reason: \_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

**ARTICLE 4: REGULATORY AND COMPLIANCE CHANGES**

**4.1 Breach Notification Changes**

☐ **Breach notification timeline modified**

-   Previous timeline: \_\_\_\_\_\_\_

-   New timeline: \_\_\_\_\_\_\_

-   Reason: \_\_\_\_\_\_\_

☐ **Breach notification procedure modified**

-   Changes:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

**4.2 Individual Rights Support Changes**

☐ **Access request timeline modified**

-   Previous timeline: \_\_\_\_\_\_\_

-   New timeline: \_\_\_\_\_\_\_

☐ **Amendment request timeline modified**

-   Previous timeline: \_\_\_\_\_\_\_

-   New timeline: \_\_\_\_\_\_\_

☐ **Accounting of disclosures timeline modified**

-   Previous timeline: \_\_\_\_\_\_\_

-   New timeline: \_\_\_\_\_\_\_

**4.3 Regulatory Compliance Updates**

☐ **New regulatory requirements apply**

-   Regulation: \_\_\_\_\_\_\_

-   Requirements:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   Compliance date: \_\_\_\_\_\_\_

☐ **Changes due to regulatory guidance**

-   Guidance source: \_\_\_\_\_\_\_

-   Changes required:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   Implementation date: \_\_\_\_\_\_\_

**ARTICLE 5: TIER UPGRADE/DOWNGRADE**

**5.1 Platform Tier Change**

☐ **Upgrading Platform tier**

-   From: ☐ Team ☐ Business

-   To: ☐ Business ☐ Enterprise

-   Effective date: \_\_\_\_\_\_\_

-   New SLA commitment: \_\_\_\_\_\_\_

-   Additional features:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

☐ **Downgrading Platform tier**

-   From: ☐ Enterprise ☐ Business

-   To: ☐ Business ☐ Team

-   Effective date: \_\_\_\_\_\_\_

-   Features being removed:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   PHI impact assessment completed: ☐ Yes ☐ No

**PHI Handling During Tier Change:**

-   Migration plan:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   Data verification:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   Testing period: \_\_\_\_\_\_\_

-   Rollback plan:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**ARTICLE 6: CALIBRATION DATA OPT-IN/OPT-OUT**

**6.1 Calibration Data Preference Change**

☐ **Customer NOW OPTS IN to calibration data collection**

-   Previous status: Opted out

-   Effective date: \_\_\_\_\_\_\_

-   Acknowledgment: Customer understands only anonymized, aggregated
    > data is collected

☐ **Customer NOW OPTS OUT of calibration data collection**

-   Previous status: Opted in

-   Effective date: \_\_\_\_\_\_\_

-   Data disposition: All previously collected data from this customer
    > will be:

    -   ☐ Removed from aggregate dataset

    -   ☐ Retained in anonymized form (cannot be linked back to
        > customer)

**ARTICLE 7: TERM EXTENSION OR MODIFICATION**

**7.1 Term Changes**

☐ **Extending BAA term**

-   Original term end date: \_\_\_\_\_\_\_

-   New term end date: \_\_\_\_\_\_\_

-   Reason: \_\_\_\_\_\_\_

☐ **Modifying auto-renewal**

-   Previous: ☐ Auto-renew ☐ Fixed term

-   New: ☐ Auto-renew ☐ Fixed term

-   Notice period for termination: \_\_\_\_\_ days

☐ **Early termination provisions modified**

-   Previous: \_\_\_\_\_\_\_

-   New: \_\_\_\_\_\_\_

**ARTICLE 8: FINANCIAL AND INDEMNIFICATION CHANGES**

**8.1 Indemnification Changes (if applicable)**

☐ **Indemnification cap modified**

-   Previous cap: \$\_\_\_\_\_\_\_

-   New cap: \$\_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

☐ **Indemnification scope modified**

-   Changes:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

**8.2 Insurance Requirements (if applicable)**

☐ **Cyber liability insurance coverage change**

-   Previous coverage: \$\_\_\_\_\_\_\_

-   New coverage: \$\_\_\_\_\_\_\_

-   Effective date: \_\_\_\_\_\_\_

**ARTICLE 9: EXHIBIT CHANGES**

**9.1 Exhibits Being Added**

The following exhibits are attached to this Amendment and incorporated
into the Original Agreement:

-   ☐ Exhibit A-1: Platform Services (SaaS)

-   ☐ Exhibit A-2: Healthcare & Life Sciences Compliance Pack

-   ☐ Exhibit A-3: Consulting Services

-   ☐ Exhibit A-4: Implementation Services

-   ☐ Exhibit A-5: Training Programs

-   ☐ Exhibit A-6: Support Services

-   ☐ Exhibit A-7: Advisory Retainer Services

-   ☐ Custom Exhibit:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**9.2 Exhibits Being Removed**

The following exhibits are removed from the Original Agreement effective
\[Date\]:

-   ☐ Exhibit:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   ☐ Exhibit:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**9.3 Exhibits Being Replaced**

The following exhibits are replaced in their entirety:

  Original Exhibit   Replaced With   Reason
  ------------------ --------------- --------
                                     
                                     

**ARTICLE 10: TRANSITION AND IMPLEMENTATION**

**10.1 Effective Date of Changes**

Unless otherwise specified above, all changes in this Amendment become
effective on: **\[Amendment Effective Date\]**

**10.2 Transition Period**

☐ **Transition period required**

-   Duration: \_\_\_\_\_ days from Amendment execution

-   Transition activities:

-   Completion date: \_\_\_\_\_\_\_

**10.3 Customer Responsibilities During Transition**

Customer agrees to:

-   ☐ Update internal documentation to reflect scope changes

-   ☐ Notify relevant personnel of BAA changes

-   ☐ Provide necessary access for new services

-   ☐ Participate in transition planning meetings

-   ☐ Complete testing/validation of new services

-   ☐ Other:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**10.4 Business Associate Responsibilities During Transition**

Business Associate agrees to:

-   ☐ Provide transition plan within \_\_\_\_\_ days

-   ☐ Complete HIPAA training for new personnel

-   ☐ Execute subcontractor BAAs before PHI access

-   ☐ Migrate data (if applicable) by \_\_\_\_\_\_\_

-   ☐ Provide transition status updates every \_\_\_\_\_\_\_

-   ☐ Other:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**ARTICLE 11: ACKNOWLEDGMENTS**

**11.1 Continued Effect of Original Agreement**

Except as expressly modified by this Amendment, all terms and conditions
of the Original Agreement remain in full force and effect.

**11.2 Order of Precedence**

In the event of any conflict between this Amendment and the Original
Agreement, the terms of this Amendment shall control with respect to the
subject matter herein.

**11.3 Entire Agreement**

The Original Agreement, as modified by this Amendment (and any prior
amendments), constitutes the entire agreement between the parties with
respect to the subject matter hereof.

**11.4 Subsequent Amendments**

This Amendment may only be modified by a subsequent written amendment
signed by both parties.

**ARTICLE 12: REPRESENTATIONS AND WARRANTIES**

**12.1 Authority**

Each party represents and warrants that:

-   It has full authority to execute this Amendment

-   The signatory has been duly authorized to bind the party

-   Execution of this Amendment does not violate any other agreement

**12.2 HIPAA Compliance**

Business Associate represents and warrants that:

-   It remains in compliance with all HIPAA requirements

-   All new personnel have completed required HIPAA training

-   All new subcontractors have executed required BAAs

-   All new technical safeguards comply with HIPAA Security Rule

**12.3 Customer Verification**

Covered Entity represents and warrants that:

-   The scope changes described herein are accurate

-   PHI categories identified are complete

-   Internal approvals for scope changes have been obtained

-   No additional PHI categories beyond those specified will be provided

**ARTICLE 13: SPECIAL PROVISIONS**

**13.1 Data Migration (if applicable)**

☐ **Data migration required**

**Migration Details:**

-   Data volume: \_\_\_\_\_\_\_

-   Migration method: \_\_\_\_\_\_\_

-   Migration window: \_\_\_\_\_\_\_

-   Validation procedure: \_\_\_\_\_\_\_

-   Rollback plan: \_\_\_\_\_\_\_

**Migration Safeguards:**

-   Encryption during transfer: ☐ Yes

-   Transfer method: \_\_\_\_\_\_\_

-   Verification checksum: ☐ Yes

-   Post-migration validation: ☐ Yes

-   Source data retention: \_\_\_\_\_ days post-migration

-   Source data destruction: Within \_\_\_\_\_ days of validation

**13.2 Testing and Validation (if applicable)**

☐ **Testing period required before full implementation**

-   Test environment: ☐ Staging ☐ Sandbox ☐ Other: \_\_\_\_\_\_\_

-   Test data: ☐ Synthetic ☐ De-identified ☐ Limited data set

-   Test duration: \_\_\_\_\_\_\_

-   Success criteria:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   Go-live date contingent on:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**13.3 Grandfathering Provisions (if applicable)**

☐ **Existing data grandfathered under previous terms**

-   Data covered: \_\_\_\_\_\_\_

-   Grandfathering expires: \_\_\_\_\_\_\_

-   Rationale:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**ARTICLE 14: RISK ASSESSMENT**

**14.1 Impact Assessment**

The parties acknowledge that the following risk assessment was
conducted:

**Risks Identified:**

**Mitigation Measures:**

**Residual Risk:** ☐ Low ☐ Medium ☐ High

**Acceptance:** Both parties accept the residual risk level.

**14.2 Privacy Impact Assessment**

☐ **Privacy Impact Assessment completed**

-   Assessment date: \_\_\_\_\_\_\_

-   Assessor: \_\_\_\_\_\_\_

-   Findings:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   Mitigations implemented:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**ARTICLE 15: NOTIFICATION REQUIREMENTS**

**15.1 Notification of Amendment**

Within \_\_\_\_\_ days of execution, each party shall:

-   ☐ Notify relevant internal stakeholders

-   ☐ Update internal BAA tracking systems

-   ☐ Provide training on scope changes (if necessary)

-   ☐ Update customer-facing documentation

**15.2 Regulatory Notifications (if required)**

☐ **Regulatory notification required**

-   Regulator: \_\_\_\_\_\_\_

-   Notification deadline: \_\_\_\_\_\_\_

-   Responsible party: ☐ Covered Entity ☐ Business Associate ☐ Joint

**ARTICLE 16: AMENDMENT MANAGEMENT**

**16.1 Amendment Tracking**

**Amendment History:**

  Amendment \#   Date       Summary              Status
  -------------- ---------- -------------------- --------
  1              \[Date\]   \[This amendment\]   Active
                                                 

**16.2 Version Control**

**Original Agreement:** Version 1.0, dated \[Original Date\]\
**This Amendment:** Version \[X.X\], dated \[Amendment Date\]\
**Consolidated Version:** \[Will be/Available at\]:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**SIGNATURES**

**IN WITNESS WHEREOF**, the parties have executed this Amendment as of
the date first written above.

**COVERED ENTITY:**

\[Legal Name of Covered Entity\]

By: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Print Name: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Title: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Date: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**BUSINESS ASSOCIATE:**

Proof Labs LLC d/b/a Phase Mirror

By: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Print Name: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Title: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Date: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**ATTACHMENT CHECKLIST**

**The following documents are attached to this Amendment:**

-   ☐ New/Revised Exhibit(s) (specify):
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

-   ☐ Data Migration Plan

-   ☐ Privacy Impact Assessment

-   ☐ Risk Assessment Report

-   ☐ Transition Plan

-   ☐ Subcontractor BAAs (copies)

-   ☐ HIPAA Training Certificates (for new personnel)

-   ☐ Technical Specifications

-   ☐ Other:
    > \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**INTERNAL USE ONLY (Phase Mirror)**

**Amendment Approval:**

Sales Representative: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Date:
\_\_\_\_\_\_\_

Legal Review: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Date: \_\_\_\_\_\_\_

Compliance Review: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Date: \_\_\_\_\_\_\_

Security Review (if required): \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Date:
\_\_\_\_\_\_\_

Executive Approval (if required): \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Date:
\_\_\_\_\_\_\_

**CRM/Contract System Updated:** ☐ Yes Date: \_\_\_\_\_\_\_

**NOTES FOR INTERNAL USE**

**Common Amendment Scenarios:**

1.  **Platform Tier Upgrade:** Use Articles 1.1, 5.1

2.  **Adding Consulting Services:** Use Articles 1.1, 3.2 (new
    > personnel), 9.1 (Exhibit A-3)

3.  **Removing Services:** Use Articles 1.2, 1.2 (data disposition)

4.  **Adding Compliance Pack:** Use Articles 1.1, 2.1, 9.1 (Exhibit A-2)

5.  **Subcontractor Change:** Use Article 3.3

6.  **Data Location Change:** Use Article 3.1

7.  **Opt-in/out Calibration:** Use Article 6.1

**Processing Timeline:**

-   Standard amendment: 5-7 business days

-   Complex amendment (migration, new subcontractors): 2-3 weeks

-   Expedited (tier upgrade only): 48 hours

**Escalation Required For:**

-   Indemnification cap changes

-   Breach notification timeline \< 24 hours

-   Unlimited liability requests

-   Non-standard termination provisions

This amendment template provides comprehensive coverage for virtually
any scope change scenario. Would you like me to create:

-   A simplified \"quick amendment\" form for common scenarios (tier
    > upgrades, adding users)

-   An amendment request form for customers to initiate changes

-   Internal approval workflow/checklist for processing amendments

-   Email templates for sending amendments to customers

-   A comparison document showing before/after states for complex
    > amendments?

⁂

1.  A Clear Guide to Phase Mirror\'s Services.pdf

2.  Phase mirror dissonance\_\_\_Open core must be useful.pdf

3.  Phase Mirror\_ Comprehensive Services Catalog.docx.pdf

4.  License\_ Strategic & Legal Analysis.pdf

5.  Phase Mirror\_ Consultation & SaaS.pdf

6.  Agentic Domain-Specific Reasoning.pdf

7.  Policy Memo\_ Managing Agentic AI Liability with the Phase Mirror
    > Framework.pdf

8.  The Phase Mirror does not resolve dissonance---it names it.pdf

9.  Understanding Phase Mirror Dissonance\_ A Beginner\'s Guide.pdf

10. The Phase of Mirror Dissonance.pdf

11. Implementation Guide\_ Applying Phase Mirror Dissonance.pdf
