Training Program Policies

Last Updated: April 1, 2024

Captiva Solutions, LLC (Captiva) is committed to delivering top-tier training programs designed to empower individuals and organizations by enhancing their cybersecurity, IT, and risk management capabilities. As part of our commitment to excellence and in ensuring the effectiveness and integrity of our training programs, we have established a comprehensive set of policies. These policies are designed to guide both instructors and participants through the training process, ensuring a productive, respectful, and secure learning environment for everyone involved. These policies apply between you, the User of this web site and Captiva Solutions (Captiva) the owner and provider of this web site.

Policies covered in this document

Terms and Definitions

In this Policy the following terms have the following meanings:
  • Account: means collectively the personal information, Payment Information and credentials used by Users to access Material and / or any communications System on the Web Site;
  • Content: means any text, graphics, images, audio, video, software, data compilations and any other form of information capable of being stored in a computer that appears on or forms part of this Web Site;
  • Record: Any type of record created or received in the course of Captiva Solutions business, including, but not limited to, paper, email, any type of electronic file or data, still photographs, motion pictures, drawings, plans/blueprints, and audio/video recordings, etc.
  • An Active Record: is any Record that is currently in active use by an office or function of Captiva Solutions.
  • An Archival Record: is an Inactive Record that has permanent or historic value and is not required to be retained in the office in which it was originally generated. Archival Records are retained in Captiva Solutions Archives.
  • An Electronic Record: is a Record kept in an electronic format, such as a word processing document, a spreadsheet, a database, a scanned or imaged document, and any other type of file stored on a computer, server or digital storage device or medium, or on any external or off-site storage medium, or with a third party acting as Captiva Solutions’ agent. Electronic Records have the same retention periods as paper and other tangible Records.
  • An Inactive Record: is a Record that is no longer an Active Record but still must be maintained pursuant to the Records Retention and Disposal Schedule. Inactive Records are typically retained in Captiva Solutions Archives.
  • A Record: with Personal Information is a Record that includes an individual’s name or personal mark together with that individual’s social security number; driver’s license number or other government identification card number; financial account number, credit or debit card number, or any number or code which may be used alone or in conjunction with another piece of information to assume the identity of another person, access financial resources, or obtain credit information. Personal Information is highly sensitive and must be safeguarded and secured at all times.

1. Registration and Enrollment

Eligibility Requirements
Captiva's training courses provide information and preparation for students looking to earn Information Technology (IT) and/or cybersecurity skills and certifications. They are designed for a wide range of audiences, from seasoned professionals, to high-school and college graduates, to those new to the highly specialized and demanding field of IT and cybersecurity who are looking to enhance their current skills, earn industry recognized certifications, or make a career change.  Additionally, Federal Government staff affected by Department of Defense Directive (DoDD) 8140 Mandate are part of our core audience. Each of these groups have various levels of proficiency as such our training courses are designed to ensure each group stays engaged and obtains the value they're looking for. 

Registration and Enrollment  

To purchase a course, students can choose their desired course from our online course catalog, which is available 24/7/365 on our website at or they can browse the categories of training courses available along with their upcoming dates on our Learning Management System (LMS). Once the desired course has been purchased, students will be redirected to the Captiva Training Academy at: to enroll, by completing the registration form.  Training course enrollments will be confirmed once registration is complete and payment is received in full. 

Students that purchase a virtual or in-person instructor-led course, will be contacted by the instructor within 24 hours with class details and logistics.  Students that purchase a self-paced or self-guided course, upon payment completion, can begin reviewing the course materials immediately and continue at their own pace thereafter.  

2. Code of Conduct

At Captiva Solutions, we are committed to creating and maintaining a respectful, inclusive, and professional environment for all our clients, employees, and partners. This Code of Conduct outlines our expectations for behavior within our community and during our training sessions, both online and in-person and prohibits harassment, discrimination, and any form of unethical behavior. It serves as a guide to ensure a safe, welcoming, and productive environment for everyone involved in our activities.

This Code of Conduct applies to all individuals working at, participating in, or attending any event or activity organized by Captiva Solutions, including but not limited to employees, contractors, clients, participants, students, speakers, sponsors, volunteers, and other stakeholders.

Expected Behaviors
We expect all members of our community to:
  1. Demonstrate Respect and Courtesy: Treat others with respect, dignity, and courtesy. Listen actively and value others’ viewpoints and contributions.
  2. Foster an Inclusive Environment: Actively contribute to a positive, inclusive, and supportive environment where everyone feels welcome and valued, regardless of their background, identity, or circumstances.
  3. Communicate Constructively: Engage in constructive and positive communication. Critique ideas, not individuals.
  4. Maintain Professionalism: Conduct oneself in a professional manner at all times, recognizing the diversity of our community and the richness it brings to our environment.
  5. Respect Privacy: Respect the privacy and personal boundaries of others. Confidential information shared within the scope of training activities should be treated with discretion and integrity.

Prohibited Behaviors
The following behaviors are considered unacceptable and will not be tolerated:
  1. Harassment: This includes, but is not limited to, offensive verbal comments related to gender, age, sexual orientation, disability, physical appearance, body size, race, religion, sexual images in public spaces, deliberate intimidation, stalking, following, harassing photography or recording, sustained disruption of talks or other events, inappropriate physical contact, and unwelcome sexual attention.
  2. Discrimination: Any form of discrimination based on race, color, sex, sexual orientation, gender identity or expression, religion, national origin, ancestry, age, disability, marital status, veteran status, or any other status protected by law is strictly prohibited.
  3. Bullying: Intimidating, threatening, coercing, or engaging in harmful behavior towards another person or group of people.
  4. Unethical Behavior: Actions that are illegal, dishonest, or fraudulent, or that represent a conflict of interest.
  5. Violation of Privacy: Sharing confidential information without consent or misusing personal or sensitive information obtained through the course of training activities.
  6. Reporting and Enforcement
  7. Reporting: If you are subject to or witness any violations of this Code of Conduct, please report it immediately to our designated officer or through our reporting system. All reports will be handled with discretion and confidentiality.
  8. Investigation: All reported incidents will be investigated promptly and thoroughly. The process will be fair, impartial, and respectful to all parties involved.
  9. Enforcement: Captiva Solutions reserves the right to take appropriate action against any individual found to be violating this Code of Conduct. Actions may include warnings, expulsion from the training program, termination of employment or contracts, and legal action, if applicable.

Captiva Solutions is committed to upholding these standards and encourages everyone in our community to contribute to a respectful, inclusive, and harassment-free experience for everyone. We believe that a clear and comprehensive Code of Conduct is a fundamental part of creating a positive and productive learning environment.
By participating in any event or activity organized by Captiva Solutions, you agree to abide by this Code of Conduct. Together, we can ensure a welcoming and supportive space for all our participants, staff, and partners.

3. Payment Terms

Captiva accepts Visa, MasterCard, American Express, and Discover credit cards. The prices shown on our website and LMS are not valid in conjunction with any other offer and are subject to tax, as applicable. All course prices are processed in U.S. Dollars and are subject to change without notice. 

Payment for any of our training courses can be made at our Training Academy at Payment can also be accepted by credit card when you call the Captiva training Team on 202-770-2120 or 1-888-560-9280. Payment is due upon registration and prior to the first day of class.

  1. Only valid payment methods acceptable to Captiva may be used for orders, all refunds will be credited back through the same manner.
  2. For payments by credit card or electronic funds transfer, by submitting your order for processing, you authorize us to charge your order (including taxes, shipping, handling, and any amounts agreed upon before order submission) to your credit card or account.
  3. If your credit card or account cannot be verified, or is invalid, or is otherwise unacceptable, your order may be suspended or cancelled automatically.
  4. Checks and Money Orders are not currently accepted online. If you are unable to pay using your credit card please contact our office at 202-770-2120 or 1-888-560-9280 to make alternate payment arrangements.
  5. All prices and availability of products are subject to change without notice.

Special Offer Terms and Conditions
  1. Full payment is due at the time of registration for any special offers. Failure to do so will result in the forfeiture of your special offer.
  2. Special Offers are not valid with other savings programs, discounts, or promotions.
  3. Special Offers are valid only for instructor-led (virtual and in-person) courses only.
  4. Tuition and fees for Special Offers are non-refundable.
  5. Prices for Special Offers are subject to change or cancellation without advance notice.

Tax Matters
  1. If you are placing your order from within the United States or from another country not in the European Union (E.U.), your receipt is your Tax Invoice, and a copy should be retained for taxation purposes where applicable.
  2. If you are ordering from within the E.U., you may request a tax invoice be mailed to you by contacting us at, with the subject line “REQUEST FOR TAX INVOICE, Attn. Training Program Manager, Captiva Solutions, LLC."

4. Cancellation and Refunds 

Cancellation Terms
This policy defines how training class cancellations and refunds are handled. This policy covers cancellation of a class by Captiva and enrollment cancellation by a student.

Training course registrations are confirmed once registration is complete and payment is received in full. In order to cancel or reschedule a confirmed training, students must submit an email request to or call the Captiva Training Team at: 202-770-2120.

Class Cancellations (by Captiva Solutions)
  1. Captiva reserves the right to change pricing, registration terms, and conditions, to make changes to any of our products or programs, or to change a course location or cancel or reschedule a course at least seven (7) calendar days in advance of the scheduled course date.
  2. Captiva is not liable for travel arrangements, or any expenses incurred by the student if a training course is rescheduled or cancelled. Captiva’s sole liability will be limited to the refunding of any fees paid in respect to the course and Captiva shall not be held responsible for any incidental or consequential loss arising whatsoever.
  3. If Captiva cancels a training class, students will be contacted at the email address provided during registration. Captiva will endeavor to give students as much advance notice as possible of any change(s) to their enrollment.
  4. If Captiva cancels or reschedules a training course due to unforeseen circumstances such as inclement weather or natural disaster, students are entitled to reschedule for a future training course. Captiva is not responsible for any expenses incurred by students as a result of such cancellation.
  5. Instructor-led classes are student-enrollment dependent. Classes with insufficient enrollment are subject to cancellation or rescheduling at the discretion of Captiva.
  6. Unless otherwise stated or agreed to in writing, any terms or conditions specified or referenced within an ordering document shall have no force or effect, and in no event shall Captiva's performance of services or provision of products constitute acceptance of any such terms or conditions.

Enrollment Cancellations (by Student)
  1. Captiva requires that students submit enrollment cancellation requests as soon as possible if necessary.  All classes have limited availability, in the event that you cannot attend, please allow room for other students to participate, by canceling your enrollment as soon as possible.
  2. Cancellation and/or reschedule requests must be received by email at, phone call at 202-770-2120 or 1-888-560-9280, or by Facsimile (Fax) at 202-770-2121.  Students are responsible for ensuring that Captiva receives your written cancellation request. Captiva will reply with a written acknowledgement with five (5) business days.
  3. Student cancellations received up to three (3) business days before classes start will receive a full refund, less a $150 processing fee.
  4. Student cancellations received less than three (3) business days before classes start will receive a 50% refund, less a $150 processing fee.
  5. Student cancellations received 24 hours or less before classes start or students who fail to appear for the class will be billed for the full course tuition. 
  6. Student cancellation requests received after classes start are non-refundable.
  7. There is no credit or refund of tuition due to late cancellation or failure to attend without notice. 
  8. Substitutions (seat exchanges) are accepted at any time prior to the start of class with advance notice. To request a substitution, send an email to Captiva’s Training Team at, call the Training Team at 202-770-2120 or 1-888-560-9280, or send a fax to 202-770-2121.
  9. If on a monthly paid subscription service, all cancellations must be requested no later than 14 days before the next billing cycle. To submit a cancellation request, send an email to, or call the Training Team at 202-770-2120 or 1-888-560-9280, or send a fax to 202-770-2121. Once the cancellation request has been processed the subscription account will be deactivated immediately. 
  10. Cancelling your enrollment voids any special agreed-upon pricing. To re-enroll at a later date, you must enroll at the regular price for that product or service available at the time of re-enrollment.

Boot Camp Training Cancellation Policy
  1. The Boot Camp Training Cancellation Policy is the same as Captiva's Standard Cancellation Policy. 
  2. Cancellation requests received after participant materials have been developed and emailed or mailed are non-refundable.

Refund Terms

Although we aim to provide our customers with the highest quality products, there may be times when our products fall short of your expectations. If you are dissatisfied with the purchase of a training product, such as curriculum, documentation templates or other digital content, we are unable to offer a refund due to the nature of such products, which are generally consumed immediately upon download.  For tuition paid for training courses, the following Refund policies will apply.

For Instructor-Led (In-Person or Virtual) Courses
  1. All tuition fees paid by the student shall be fully refunded if requested up to three (3) business days before classes start. An application fee of not more than $150.00 may be retained by Captiva if the application has been processed.
  2. After the third business day has elapsed, the Captiva Solutions Cancellation Policy shall apply.

For Self-Paced (On-Demand), Hybrid, or Self-Guided Courses
  1. Refund requests will be reviewed on a case-by-case basis and are dependent on the type, duration, and amount of course content that has been accessed. To qualify for a refund, the purchaser must notify the Captiva Training Team by phone at 202-770-2120 or 1-888-560-9280, or by email at and must not have accessed or completed more than 5% of the course content. An application fee of not more than $150.00 may be retained by Captiva if the application has been processed.
  2. In most cases you have paid for services and/or products and have seen the results of using them and received profit from the efforts or deployment and usage of licensed, online products or services.
  3. In most cases you have paid for services and/or products and have seen the results of using them and received profit from the efforts or deployment and usage of licensed, online products or services.
  4. If you do not see the return on investment (ROI) that was promised, Captiva will do everything in its power to ensure that the lack is made up to you in some way. Submit an email request to the Captiva Training Team at or call 202-770-2120 or 1-888-560-9280 for us to help.
  5. Cancellation requests received 24 hours or less before classes start or students who fail to appear for class will be billed for the full class tuition.
  6. Student cancellation requests received after classes start are non-refundable.
  7. Tuition fees paid for an enrollment application that is rejected by Captiva prior to class starting, shall be fully refunded, minus a $150 processing fee.
  8. No shows and cancellations not made within the specified cancellation period will incur the full cost of tuition.
  9. All refunds shall be returned within thirty (30) days, or one billing cycle, through the same manner of initial payment, minus a $150 processing fee if applicable.
  10. Accounts cancelled/terminated by Captiva for violating our terms of service, such as spamming or similar violation, do not qualify for a refund.

5. Attendance and Monitoring

Attendance Monitoring Requirements
Being a Continuing Professional Education (CPE) Sponsor, Captiva Solutions adheres to all participant attendance and monitoring policy requirements of the relevant credentialing organizations in addition to the National Association of State Boards of Accountancy (NASBA) Statement on Standards for Continuing Professional Education (CPE) Programs.
Captiva Solutions requires attendance during each class for the entirety of the selected training course. To ensure students are present and actively participating during each session, monitoring and reporting tools are in place to track attendance and progress.

Attendance Monitoring
Attendance and engagement are monitored using built-in reporting tools and audience response software with polls of the conferencing platform, and attendance tracking features of the Captiva Solutions Learning Management System (LMS).
In addition to real-time monitoring, Captiva utilizes powerful reporting tools to obtain basic data on the class and participants as well as custom reports with in-depth insights, including times each participant enters and exits the course, their engagement level, and details on when they accessed course content. To meet attendance monitoring requirements, Captiva’s instructors engage in the following practices:

In-Person Courses
  1. Course instructors inform class participants that attendance is monitored per the requirements of the credentialing organization to ensure the correct number of credits are awarded to each participant.
  2. Instructors require participants to sign in and record their arrival time at the start of the program, before and after any breaks and at the end of the session. The instructor oversees the maintenance of an Exception Log noting where an individual misses more than ten minutes of the course and how long that participant missed.
  3. At large courses, attendance and participation is tracked using audience response software with polling. The instructor downloads an attendance and participation report from the application immediately following class or the event.
  4. Participants who attempt to fraudulently record attendance at a class or event are expelled from the class, if applicable, and are not given credit.
  5. Attendance at each class session is required. In the event of an emergency that requires a participant’s absence, Captiva will consider a class make-up session with proper documentation to legitimize the absence.

Virtual Courses

  1. Attendance is monitored in real time using built-in reporting tools of the conferencing platform, as well as attendance tracking software and audience response software with polling, such as, which Captiva Solutions utilizes.
  2. With powerful reporting features, these tools provide standard reporting to obtain basic data on class participation for each participant, as well as custom reporting for more in-depth insights into class and participant progress. At the end of the course, the Training Program Manager, downloads a report showing the attendance and engagement level of each participant as well as the time(s) they entered and left the course.
  3. During instruction, the instructor employs at least three instances of interactivity from a choice of multiple-choice, open-ended questions, surveys, and games, to be completed by all participants per hour of instruction. We ensure the chosen mechanism lacks predictability. Participant responses are recorded and downloaded in a report by the Training Program Manager immediately following class.
  4. Participants who attempt to fraudulently simulate attendance at an online class session are expelled from the class and not given credit.
  5. Attendance at each class session is required. In the event of an emergency that requires a participant’s absence, Captiva Solutions will consider a class make-up session with proper documentation to legitimize the absence.

6. Grievance and Appeals

It is the policy of Captiva to resolve student concerns and grievances in a swift and equitable manner. 

Grievance Submission

If you experience a problem with a particular class or instructor, you should first discuss the matter with the instructor. If you experience a problem with a policy, procedure, or practice of Captiva's Training Program, you should first contact our Training Program Manager to discuss the issue. 
If a satisfactory agreement or resolution cannot be reached, you should submit grievances in writing, detailing the nature of the grievance, any relevant dates, and the desired outcome within 30 days from the event causing the grievance. 
Grievances should be submitted in writing to the attention of Captiva's 
Training Program Manager at, with subject line "GRIEVANCE SUBMISSION."

Appeal Submission

If the grievance relates to an assessment or decision made by Captiva, and you are not satisfied with the outcome, you can file an appeal. The appeal should be submitted in writing, within 30 days following the decision, specifying the reasons for the appeal and any evidence to support the case.
Appeals should be submitted in writing to the attention of Captiva's Training Program Manager at, with subject line "APPEAL SUBMISSION."

Acknowledgment of Receipt

Upon receiving your grievance or appeal submission, the Training Program Manager will acknowledge receipt in writing within five (5) business days. 

Review Process
  • Initial Review: The Training Program Manager will conduct an initial review of the grievance or appeal to determine its validity and next steps. If the grievance or appeal is valid the Training Program Manager will attempt to resolve it following Captiva Solutions Training Program Policies and Standards. 
  • Investigation: If the Training Program Manager is unable to resolve the grievance or appeal, they will present it to Captiva Solutions Senior Management at its regularly scheduled meeting. Captiva Senior Management will then conduct a thorough investigation, if necessary. This may involve interviewing you (the complainant), the subject of the complaint, and any witnesses. It may also involve reviewing relevant documents. 
  • Decision: After the review and/or investigation, a decision will be made regarding the grievance or appeal. This decision is based on the evidence gathered and Captiva Training Program Policies and Standards.

Communication of Outcome
Following the Review Process, the final decision is communicated to you (the complainant) in writing, within 30 days, explaining the reasons for the decision and any actions that will be taken as a result. 

Further Appeals
Captiva Solutions does not have a multi-level appeals process. Therefore, there is no opportunity for further appeals or escalation. The outcome from the initial appeal is Captiva Solutions Senior Management final decision.

Record Keeping, Confidentiality, and Continuous Improvement
Captiva maintains detailed records of all grievances and appeals, including the nature of the grievance or appeal, any decisions made, and any actions taken. This is important for accountability and for improving our training services.
Throughout the process, confidentiality is maintained to protect the privacy of all parties involved.
Captiva Solutions regularly reviews grievances and appeals to identify any trends or systemic issues. This can help improve the quality of our training services and reduce the number of grievances and appeals over time.

7. Complaint Resolution

Although we aim to provide our Customers with the highest standards of service, there may be occasions when our service does not meet your expectations.  Captiva Solutions Senior Management views complaints as an opportunity to: (a) maintain and enhance customer loyalty and approval; and (b) enhance our competitiveness by continuous review and improvement.

This guide is intended to communicate the process we follow should you feel the need to make a complaint.
Customers can make complaints in writing via mail, fax, email, or in person at our Head Office or over the phone with a member of our team.
You can tell us about your concern in the following ways:
  • Point of Contact Training Program Director - Eberechi Ugwu-Amole
  • Email:
  • Phone:  202-770-2120 | Monday – Friday: 9am – 5pm (EST)
  • Toll Free:  1-888-560-9280 
  • Fax: 202-770-2121
  • Email:
  • Mail: Captiva Solutions, LLC 8201 Corporate Drive, Suite 635, Landover, MD 20785

We aim to resolve any issue you may have by the end of the next business day. If this isn’t possible, we will contact you within two (2) business days to provide you with:
  • A reason why we have not yet resolved your complaint
  • A Point of Contact who is dealing with your complaint
  • A timeframe when we will contact you again

If your complaint is particularly complicated, it may take longer to resolve. If, together, we cannot reach an agreement within 30 days, we will send you a letter giving you our reasons for the delay and an indication of when we expect to provide a resolution.
We aim to resolve your complaint as quickly as possible and to your complete satisfaction. If you're not satisfied with our action or explanation, the member of staff dealing with your complaint will be happy to escalate your concerns to Captiva Solutions Senior Management for further discussion.

8. Privacy and Data Protection

At Captiva, we are deeply committed to respecting and protecting the privacy and personal information of all our training participants, clients, and patrons.

  • We understand the importance of personal information and are dedicated to ensuring its security, confidentiality, and integrity.
  • We adhere to the highest standards of privacy practices and comply with applicable data protection laws and regulations.
  • Our commitment extends to every aspect of our operations, from the collection, use, and storage of personal data to its disposal or destruction when no longer needed.
  • To uphold this commitment, we have implemented robust security measures and policies designed to protect the personal information under our care against unauthorized access, disclosure, alteration, or destruction.
  • We ensure that personal data is collected for specified, explicit, and legitimate purposes and is processed in a manner that is compatible with those purposes.
  • We also believe in transparency and the right of individuals to understand how their personal information is used. To this end, we provide clear information about our data collection and processing practices and ensure that participants have access to their personal data, can request corrections, and have the option to opt out of certain uses of their information.
  • Our clients and patrons entrust us with their personal information in the context of their professional development, and we do not take this trust lightly.
  • We are committed to continuous improvement of our privacy practices and to keeping our staff trained and aware of their obligations in protecting your personal information.
  • At Captiva, protecting your personal information is at the core of our values and operations. We are dedicated to maintaining this trust and ensuring that our training environments are safe, respectful, and secure for everyone involved.
  • For more information, please see our Privacy Policy.

9. Non-Discrimination

At Captiva we are steadfast in our commitment to fostering an inclusive and equitable environment for all our participants, staff, and stakeholders.
  • We believe that diversity enriches our training programs and enhances the learning experience for everyone involved. 
  • We strictly prohibit discrimination on the basis of race, color, religion, gender, gender identity or expression, age, national origin, ancestry, marital status, disability, veteran status, sexual orientation, or any other category protected by law. This non-discrimination policy applies to all aspects of our operations, including but not limited to, recruitment and employment practices, admissions policies, scholarship and apprenticeship programs, and all other educational and training programs and activities.
  • Captiva is dedicated to creating a welcoming and supportive atmosphere where differences are respected, diversity is celebrated, and everyone is valued and treated with dignity. We are committed to ensuring that all individuals have equal access to our training opportunities and are able to participate fully in the vibrant learning environment we offer. 
  • We actively work to identify and eliminate barriers that may prevent the full participation of any individual in our training programs. Our goal is to empower every participant to reach their full potential, free from bias and discrimination.
  • Whether participating in a Captiva Solutions official event or training course as an employee, candidate, participant, member, staff, volunteer, subcontractor, vendor, or client if you feel you have been discriminated against based on nationality, religion, sexual orientation, race, gender, disability, age, marital status or military status, please send an email to or call 202-770-2120 so that we can investigate your claim. 
  • Captiva encourages an open dialogue about diversity and inclusion and welcomes feedback from our community on how we can continue to improve our practices. 

10. Record Retention

This Policy addresses the retention and disposal of Captiva Records as defined below and to ensure that records that are no longer needed by Captiva or are of no value are discarded at the proper time and in the proper manner. This Policy is intended to ensure that Captiva:
  • meets legal standards;
  • properly manages the use of electronic and physical storage space;
  • properly disposes of outdated Records.

Captiva requires that Records be retained for specific periods of time, taking into account legal or other institutional requirements. The retention periods set forth in the Captiva Records Retention and Disposal Schedule are the minimum retention periods required by Captiva. At the conclusion of the retention period, the Records should be properly disposed of under this Policy in accordance with the Records Retention and Disposal Schedule. Requests to deviate from or modify this Policy or these retention periods must be made to and approved by Captiva Solutions management.

Retention of Records
The Captiva Records Retention and Disposal Schedule lists different types of Records and the length of time those Records must be retained. Since no document list can cover all situations, questions regarding the retention period for a specific document or class of documents not included in the Records Retention and Disposal Schedule should be addressed to Captiva Solutions Management.

Disposal of Records
If the record retention period has expired and the Record is not appropriate for Captiva Archives, the Record should be recycled or destroyed.
Most of the Records that Captiva maintains do not contain Personal Information pertaining to individuals. Disposal of Records without Personal Information may be made by any appropriate means, including recycling of paper Records.
Disposal of electronic Records, including emails, should be made in conjunction with the IT department. Formats that hold electronic media may be overwritten or physically destroyed, but not placed in the trash.
Storing or disposing of Records that contain Personal Information requires special consideration.
Legal standards require Captiva to take appropriate measures when disposing of Personal Information, such as:
a. shredding the Record;
b. destroying the personal identifying information contained in the Record;
c. modifying the Record to make the personal identifying information unreadable; or
d. taking reasonable actions consistent with commonly accepted industry practice.

Records Retention Schedule
Captiva adheres to all record-keeping requirements of the relevant credentialing organization. In the absence of more stringent requirements, Captiva retains digital and/or physical copies of the following records for at least five years:
a. Dates and locations of course offerings.
b. Instructor name and credentials.
c. Program materials, including course descriptions and promotional literature, agendas, handouts, presentation decks and speaker notes, if used.
d. Information on the development of course materials and evidence of their evaluation by qualified experts.
e. Individual student class participation artifacts (sign-in sheets, Exception Logs, worksheets, notes, Adobe participation logs, certificates of completion, etc.).
f. Number of course-hours credited to each participant and notation of how calculations were made.
g. Course evaluations.

11. Intellectual Property

Captiva is committed to delivering high-quality training that empowers our participants with knowledge and skills to excel in their respective fields. An essential part of this commitment involves providing comprehensive course materials designed to enhance the learning experience.  This policy clarifies the ownership, copyright, trademark, and usage rights associated with these materials to ensure all participants understand their responsibilities and the limitations on the use and distribution of these resources.

Ownership and Copyrights
All training materials provided during our courses, including but not limited to presentations, documents, workbooks, and digital content, are the intellectual property of Captiva or are used under license from third-party copyright owners. These materials are protected by copyright laws and international copyright treaties, as well as other intellectual property laws and provisions.

Any logos, service marks, trademarks, and trade names appearing in the training materials are owned by Captiva Solutions or other respective owners that have granted Captiva Solutions the right and license to use such marks.

Restrictions on Use and Distribution
The course materials are supplied to you, the participant, for your personal use and benefit in connection with the training program you are enrolled in. You are permitted to use these materials for personal study and reference purposes only. 
You are expressly prohibited from:
  • Copying, reproducing, distributing, selling, or leasing any part of the training materials without the prior written consent of Captiva Solutions or the respective copyright owner.
  • Using the training materials for commercial purposes, including teaching or training others outside the context of your personal or internal business use.
    Modifying, adapting, translating, or creating derivative works from the training materials without permission.

Captiva's goal is to ensure that all participants can engage fully with our training programs while respecting the intellectual property rights that enable us to provide these valuable resources. If you have any questions regarding the use of training materials or wish to inquire about obtaining additional rights, please contact us directly.
We appreciate your cooperation and commitment to respecting the ownership and usage restrictions of the training materials provided.

12. Accessibility and Accommodations

Captiva is deeply committed to ensuring that our training programs are accessible and inclusive for all participants, including those with disabilities. We believe in creating an environment where everyone has the opportunity to learn, grow, and succeed, regardless of any physical or cognitive challenges they may face.

Available Accommodations
  • Captiva offers a range of accommodations designed to meet the diverse needs of our participants. These accommodations include, but are not limited to:
  • Accessible training materials in various formats (e.g., large print, electronic documents).
  • Additional time for completing exams and assignments for participants with learning disabilities.
  • Physical accessibility features at our training locations, including wheelchair-accessible facilities and restrooms.
  • Remote participation options for participants who are unable to attend in person due to a disability.

How to Request Accommodations
We encourage participants who require accommodations to contact us as early as possible before their training program begins. This allows us sufficient time to arrange the necessary accommodations and ensure a seamless learning experience.
  • To request accommodations, please follow these steps:
  • Contact our Training Program Manager at or call 202-770-2120.
  • Provide a brief description of your disability and the specific accommodations you are requesting.
  • If available, include any documentation that supports your request for accommodations.
  • Our Training Program Manager will review your request and work with you to ensure that your needs are met. We may reach out for additional information or to discuss potential accommodation options.

Commitment to Continuous Improvement
Captiva is dedicated to continuous improvement in accessibility. We welcome feedback from our participants on how we can enhance our training programs and accommodations. Our goal is to ensure that Captiva remains a leader in providing accessible, high-quality training for everyone.
For any questions, concerns, or suggestions regarding accessibility at Captiva, please do not hesitate to contact our Accessibility Coordinator. Together, we can create a learning environment that is truly inclusive and accessible to all.

13. Assessment and Certification

Captiva's goal is to ensure that all participants not only receive high-quality education but also have the opportunity to demonstrate their understanding and proficiency in the subject matter. To achieve this, we employ a comprehensive and fair assessment strategy that measures participant performance through a variety of methods.

Assessment Criteria and Methods
Our assessment strategy is designed to evaluate the knowledge, skills, and competencies of participants in a holistic manner. The following are the key components of our assessment methodology:

Tests and Quizzes: Scheduled at various points throughout the program, these are designed to assess participants' understanding of the theoretical aspects of the course material. Questions range from multiple-choice to short-answer formats, covering both foundational concepts and critical thinking applications.

Projects and Assignments: These practical evaluations allow participants to apply what they have learned in real-world or simulated scenarios. Projects are assessed based on criteria such as creativity, accuracy, completeness, and the ability to follow instructions.

Participation and Engagement: Active participation in class discussions, workshops, and group activities is encouraged and may be considered in the overall assessment. This approach recognizes the value of collaborative learning and the development of soft skills.

Final Assessment: Depending on the program, a final exam, project, or presentation may be required to assess comprehensive understanding and proficiency.

Certification Criteria:
Certification of Completion is awarded upon successful completion of the program, which includes meeting the following criteria:
  • Achieving a passing grade in all required tests and quizzes.
  • Successful completion and submission of all projects and assignments by the specified deadlines.
  • Satisfactory attendance and participation, as required by the program.
  • Passing the final assessment, if applicable, which serves as a capstone to the learning experience.

Certification Process
Upon meeting all the necessary criteria, participants will receive a certificate of completion from Captiva. This certificate serves as official recognition of the participant’s achievement and proficiency in the subject area. Certificates are typically issued within 5 days after the conclusion of the program.
Participants who do not meet the certification criteria upon the program's conclusion will be provided with feedback and options for remediation, which may include retaking certain components of the program.

Our assessment methods and criteria are designed to be transparent, equitable, and reflective of each participant's learning journey. We are committed to providing a supportive environment where all participants can achieve their full potential. For any questions or further information regarding our assessment and certification process, please contact our Training Program Manager at or call 202-770-2120.

14. Technology and Equipment

At Captiva, we are committed to delivering an engaging and effective training experience through our programs. To ensure that all participants can fully engage with our courses, it is important to adhere to certain technology and equipment requirements. Below, we outline the necessary software and hardware specifications, as well as our policy on technical support, to help participants prepare for their learning journey with us.

Hardware Requirements
  • Computer: A desktop or laptop running Windows 10 or later, or macOS 10.13 or later. Your device should have at least 8GB of RAM and a modern processor (Intel i5 or better, AMD Ryzen 5 or better).
  • Internet Connection: A reliable, high-speed internet connection with a minimum speed of 5 Mbps for downloads and 2 Mbps for uploads. This ensures smooth streaming of live sessions and access to online resources.
  • Webcam and Microphone: A built-in or external webcam and microphone for participating in live sessions and completing any assignments requiring video submissions.
  • Monitor: A monitor with a minimum resolution of 1024x768. Dual monitors are recommended for courses involving programming or design work.

Software Requirements
  • Web Browser: The latest version of Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.
  • PDF Reader: Adobe Reader or any other software capable of opening PDF files.
  • Office Suite: Microsoft Office or equivalent (Google Docs, OpenOffice) for document creation, spreadsheets, and presentations.
  • Specialized Software: Some courses may require specialized software. Details and any provided licenses will be communicated before the start of the course.

Technical Support Policy
  • Captiva is dedicated to ensuring that technical issues do not hinder your learning experience. Our technical support policy includes:
  • Pre-Course Technical Check: We offer a pre-course technical check to help you ensure that your setup meets the required specifications.
  • Technical Support Team: Access to our technical support team via email, phone, or live chat during business hours for troubleshooting and assistance with course-related technical issues.
  • Guidance Documents and Tutorials: Provision of step-by-step guides and tutorials on setting up necessary software and troubleshooting common issues.
  • Feedback Loop: We continuously seek feedback on technical challenges faced by participants to improve our support and the overall learning experience.

Adhering to these technology and equipment guidelines will help ensure that you can fully participate in and benefit from your chosen training program. If you have any questions or need further assistance in preparing for your course, please do not hesitate to contact our technical support team.  We look forward to supporting you in your learning journey with Captiva Solutions.

15. Special Offer Terms and Conditions

a. Full payment is due at the time of registration for any special offers. Failure to do so will result in the forfeiture of your special offer.
b. Special Offers are not valid with other savings programs, discounts, or promotions.
c. This offer is valid only for instructor-led (virtual and in-person) courses only.
d. Tuition and fees for Special Offers are non-refundable.
e. Special Offers are subject to change or cancellation without advance notice.

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