Information we collect
We collect the information you enter or upload, including company identity and contact information, tax identification information, licensing, ownership and principal information, business references, insurance, tax and financial documents, experience records, project-related information, and communications with Plumb. We also maintain account, authentication, security, acceptance, upload, and activity records associated with portal use.
How we use information
We use the information to create and administer accounts; evaluate and maintain builder registrations; perform due diligence and project review; prepare builder approval packages; respond to requests; prevent misuse; maintain security; satisfy legal and contractual obligations; and improve the portal and related operations.
How information may be shared
We may share relevant information with lenders, investors, project participants, vendors that support the portal or due-diligence process, professional advisers, auditors, insurers, regulators, or authorities when reasonably necessary for the purposes described above or as required by law. Plumb does not authorize recipients to use portal information for unrelated purposes.
Your responsibility for other people’s information
Before submitting information about a principal, owner, employee, reference, or other person, you must have authority to provide it for builder-registration and due-diligence purposes. Do not upload personal information that Plumb has not requested.
Security and access
Plumb uses administrative and technical controls intended to limit access and protect portal information. No internet system is completely secure. You are responsible for using a strong password, protecting account credentials, and promptly reporting suspected unauthorized access.
Retention
We retain builder-registration information for as long as reasonably necessary for registration, due diligence, project history, legal, compliance, security, and recordkeeping purposes. Retention periods may vary by record type and relationship. Information no longer required will be deleted or rendered inaccessible according to Plumb’s retention practices and applicable requirements.
Review and correction
You may review and update active registration information through the portal. Contact your Plumb representative to request correction of information you cannot edit, ask a privacy question, report a security concern, or request a reasonable alternative to electronic submission.
Changes to this notice
Plumb may update this notice as the portal or its practices change. The effective date and version above identify the notice associated with your acknowledgement.