Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
project
7a82b14fe3b12e99
Normalized: disaster inspection portal appointment tracking ai inspection agent
moreland_contracts
Entity Properties (gold project table)
project_id
7a82b14fe3b12e99
name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
client_id
—
billable_rate
—
canonical_metadata
—
created_at
2026-02-12 05:36:54.288209+00:00
updated_at
2026-02-12 05:36:54.288209+00:00
status
—
billable
—
recurring
—
squad
—
qa_partner
—
project_manager
—
lead_dev
—
description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
state
—
team_name
—
closedate
—
dealstage
—
contract_type
fixed_fee
contract_hourly_rate
150.0
contract_estimated_hours
—
contract_total_fee
46000.0
alias_name
MVP Build (3)
project_manager_alias
—
lead_dev_alias
—
qa_partner_alias
—
43%
Separation Confidence
How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
93%
Avg Match Confidence
The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Good match quality
Source Mappings (320)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| moreland_contracts | GFpr2kvrbR+ksQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-03T02:06:07.530725+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | ngcewy66c0Pl+w | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T12:05:28.468846+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | TCqMOQysJns+4A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T00:05:10.421127+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | gV/ezgCgLTECdw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-02-23T06:06:41.834166+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | OOoel+H6sJjgiQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-02-23T12:05:31.272128+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 3TNUTzGvDzxb5Q | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-02-23T02:05:55.183291+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 8T4qr4VJd9U0IA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-23T02:05:58.758070+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | wP1aTPDAgcdxGw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-23T00:06:28.295784+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | QHImYwS7QzkZ3Q | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-22T12:05:27.614153+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | zQ/CN2xd9jrNOw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-22T00:05:11.016299+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | H2edNW9vEFzWXg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-02-19T06:05:51.312340+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | INmg5CnKS/oCfQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-19T18:05:53.578524+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | dqyalySggzB7ow | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-21T02:06:00.842831+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | AQe+xpAM6gULyg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for appointment tracking and AI inspection agent.
start_date
—
extracted_at
2026-02-21T18:05:26.503807+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Qv/bOlus8AKYlw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-22T12:05:24.186572+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | jRDRNlLobuWbYg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-20T12:05:34.083687+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | JTEIrQR9G7jz4g | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-23T06:06:46.856901+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | AhqMnz5fCw83vg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-23T12:05:34.769629+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | PTYB5x97X4ZGQw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T18:05:56.387359+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | dH43jxLGtBnuKg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-05T00:04:56.304395+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 1/G91Os8madg0w | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-05T02:05:48.927927+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | AyWU4CbKNAEaCA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-05T06:05:27.565526+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | +KRhtcr0f8Gitw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-05T12:06:07.210036+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | t9QUTdcsqGYKtg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-25T02:07:12.016626+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | dzzXdAyQo6QR1Q | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-07T02:06:46.896577+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | R158oLr7SxrwDA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-08T21:08:51.345868+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | axVUsP5UlK5oUw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-10T02:06:40.986408+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | kufPwRgI2lZ0MQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-09T13:59:39.145527+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | zfAy5N+a+j1JDw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-04T02:06:48.082718+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | n+XdhD5D7Vb5/w | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-04T02:06:52.501416+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | PBuGuBGr7EVoqg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-31T02:06:43.975902+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | qvCVVxQM+AwY8w | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-21T02:06:29.808860+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | GM2IWyxw3ErbYg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-06T00:05:36.883622+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | DiqR0XnbYFtEJQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T00:05:51.241284+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | O8F3yOwJdvqM4A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-03T12:04:16.567924+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 9sAQ3FJ6qQdd3A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T06:06:34.292531+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | X1+qdjfsghOobA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-03T06:04:59.573932+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | KlIMjH5yXhGW/g | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-02T18:05:14.278362+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | K9AaAPURnYJoWA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T02:06:11.391338+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | SOP4UzmqxyFJtw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-02T18:05:17.967542+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | fd6zIWL9Yz4Fvw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-26T02:05:50.850580+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | phIFhNiSKjDh/w | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-26T06:05:59.654743+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | KjEU53nd93jWZA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-23T18:06:18.956076+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | cN6rMTmXcTtW4Q | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-19T06:05:54.759022+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 0XavOVuormRGGQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-19T03:09:36.439283+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | UlXd1WhF1d6yag | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-20T00:04:59.432255+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | ApN6tDZ4eAUMgA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-20T18:05:11.865969+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | fq3bUMIp+7hiig | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-02-19T18:05:48.361084+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | XKQXGKXTW99JWw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-21T06:05:34.073015+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | a/OnpEZFM0jnyg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-21T00:06:08.116105+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 3T3L7KeDjkXPNQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-19T12:06:03.952167+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | x7HVxALhfY33hQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-20T18:05:08.291986+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 44o9ckYqYMkcYA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T06:05:49.529344+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | cb4iLhqr4DMhJw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T12:05:32.070110+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | ETCSvwDsGY6bHQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-09T02:05:48.108115+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | ozHBe/Y5QTGEgg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-02T17:49:09.348585+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | ytvODxSUkha1fQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-02T17:48:53.254394+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | CrCnMLW7PrRkYQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-03T00:05:06.421458+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | yerryR0MZw3OAA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T12:05:31.125600+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | A4QrwgzUY2Fuyw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-19T21:22:35.502471+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | mGo5oebtBPVbKA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-25T02:07:15.902885+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | cjcfDM6bW6F0Ag | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-29T02:06:05.239976+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | xO34sNgY+ph7Kw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-08T02:06:29.155382+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | i01Vhw3t+lOzFw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-04-10T02:06:37.395092+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | DC4wpPZBNPyivA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-11T02:05:48.163478+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 3Og7vmRXgps0LA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-11T02:05:45.038497+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 0eQF5fTgaND7pQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-12T02:05:14.750204+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | +lwYDOHpuLFtlw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-12T02:05:17.926721+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | x91M6wbIwJ6A+g | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-13T02:06:09.857617+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | kPHeM1gqnWMKZw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-13T02:06:06.459329+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Yh4IfyLnhbz0BQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-14T02:06:11.373397+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 1F6lyva7jgfc2Q | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-14T02:06:08.288962+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | GfFAgysqr8Q2xw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-23T02:06:22.506983+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | VNedJzQIQc1hHw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-15T02:06:04.545980+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | fXDTUBpehG5mvA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-15T02:06:01.727818+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | rIT1h47EnaYiCA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-16T02:06:09.925682+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 06Y8kSWYwrVpLg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-16T02:06:06.592662+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | EKi29I8KnBuOyA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-17T02:05:53.402363+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | UemWJqyOWNKYRQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-17T02:05:49.751380+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | /G5vINhbMnsHRg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-23T02:06:18.968777+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Q2V0r9c/jbE9yw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-18T02:06:01.926855+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | DsUGBxjUta/C2A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-18T02:05:58.739720+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | zwQj71oS9toWKA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-19T02:05:21.824032+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | SYbi2ccFdhEWRw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-19T02:05:19.156981+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | JqQKKNPiM5O+4w | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-20T02:06:14.988969+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | aDLK6/iItVymIw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-20T02:06:18.895034+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | WryefQD9Mu/CFg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-21T02:05:49.044740+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | ZcTPopGgRTg2Bw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-21T02:05:45.782088+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | IuQF7f4WUxm6FQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-22T02:06:59.840249+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | A3bjJ6gDD/dqkg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-22T02:06:56.874555+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | yGA3jqXRNbSvDg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-04-24T02:06:10.849435+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | FldVTNdn1iIbGg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-24T02:06:13.966605+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 573NCsOA6nvLWw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-25T02:06:32.334377+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | hxzMTFwkRegMeQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for appointment tracking and AI inspection agent development.
start_date
—
extracted_at
2026-04-25T02:06:28.843863+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 3cpTYHeQugeRHg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-26T02:05:58.525093+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | HR6EtWVtoveEdQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-09T13:59:43.120334+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | xXl21NSndwGTqg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-26T02:06:03.745031+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | cmKUhDoO6FxqQw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-27T02:06:19.685762+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | xeDsAiAMPkaC9w | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-27T02:06:22.809388+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | b5tdQSzAkc2Dfg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-28T02:07:15.940903+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | rg7sY8Kmqmd5/A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-28T02:07:20.616199+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | N8bSORjT9c9r7A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-29T02:06:20.517836+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | b+yN2q42KQxCnw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-29T02:06:16.112049+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | T7MriM/AVKbBXw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-30T02:06:39.253140+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | ttPMtK+jTQN7mA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-04-30T02:06:35.511996+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 91518cf6b73707c4eb0e5504ee72cc93 | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-10-30T02:14:53.980078+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 554c07865c6d6de026126bb2f8e2e064 | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Combined%20Engagement/Signed%20Arrangement%20Letters/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-09-13T02:18:10.684504+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | tIV6hFWmghQQZQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-08T02:06:33.477147+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | MxUxX4KlQfUm7Q | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-06T02:06:22.682990+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | qNg1+KSywa03kA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-05T02:06:02.575849+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 427U8yTm+61zJQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-01T02:07:31.415580+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | jUPN9x3LVOAUCg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-31T02:06:47.909614+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | o7aI2mZiVnfg6g | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-03-30T02:07:17.510829+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | MXZ3x45Rvb7Crg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-30T02:07:20.955070+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | IoIkO5LpfPPjVA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for appointment tracking and AI inspection agent.
start_date
—
extracted_at
2026-03-28T02:06:56.389458+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 12vhaaHS3dpTeg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-03-26T02:07:25.262036+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | /2+wU2hW3z60Bw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-06T12:05:34.300978+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | JzVjeIvV6ZpBGg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-03T12:04:20.109662+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | hxAwi8Lv+LQReQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T02:06:08.044333+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | rj9X4HD7549OGA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-02T17:49:04.537745+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | P4iM07YV48Qj1w | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-26T18:05:37.117817+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | qi8oSzJgqlm4JQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-03T06:05:02.901356+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 8LtTZujJdzJiag | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-03-03T00:05:03.211332+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | UhYLBgrOQKrdJA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T18:06:12.498919+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | YGipGf0j8BpWoQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T06:05:35.271360+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | H6wz4c08wZcUUw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for Appointment Tracking and AI Inspection Agent.
start_date
—
extracted_at
2026-02-24T12:05:26.488068+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | yVYDaW71DEwhFA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T06:05:53.531872+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | Cg355qy4lffEzQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-23T00:06:22.523375+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | rTECNbspYKnfJw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T02:06:21.495179+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 0uHyCHhpOm09rw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assistance with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T00:05:15.679518+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | FabqrzJMuCPlXg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-19T03:11:45.877645+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | fejPHsEntHpF+A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-21T02:06:04.648964+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | ctq6W9KYQ7fOIQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-22T02:05:41.960572+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 5BzhMKN+TkBiRw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-20T00:04:56.351691+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 1ppfd2P9eSPmLw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-02-20T02:06:26.770204+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | mfFlp+HL1owUmQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-21T12:05:25.337605+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | YuiSY1OOKyxSJw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T00:05:19.360670+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | LgDOmgExPvyqPQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-02-23T18:06:14.415677+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | nf9JBN1M8iBdyQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-03T18:05:57.787572+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | Pv/l1T9KCmGPBg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T06:06:28.907411+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 8sWUGgkavXRg3g | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-05T02:05:52.329038+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 5Q7fSlCH3wNyPA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-20T02:06:02.729295+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | rANtv4z0jsj8zA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-22T02:05:49.063994+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | nQynTBzuCLwtOw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-23T02:06:20.684718+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | QT8bfaQSa/zftg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-24T02:06:22.675628+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | w10NR5O8nj7/sA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-07T02:06:50.430063+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 8u4N+wqvm+nTZQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-09T02:05:44.161414+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | VqsAxw8Dtlovlw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-05T02:06:05.645274+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | BEJ5hhCUy7XGKQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for disaster inspection and appointment tracking.
start_date
—
extracted_at
2026-04-02T02:06:25.689849+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | IOLVWChoWJ61kQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-27T02:06:41.687193+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | v7HdO95gECe2vg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-06T02:05:46.314413+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 79gbFQMDy7Y0JQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-06T06:05:18.058828+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | jI2UJCU0S8S8lA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-06T00:05:39.822704+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | AwqFJq2qmDQRZg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-06T02:05:49.603713+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | AWs1Q4BqvSsBzw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-06T12:05:31.039768+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | cCQpwhhUnOh9hQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-05T00:04:53.195232+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | dGpVcu7xBT7OoQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T18:06:05.097598+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | GNLpUG+dLShXTw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T18:06:01.135620+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | JS7jqBLc0sPp7Q | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T00:05:47.047729+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | vhtb822NuC6g+w | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for appointment tracking and AI inspection agent.
start_date
—
extracted_at
2026-02-26T12:05:52.845165+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Jki4fgRdTkYYLg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-26T00:05:43.527733+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | AGFySGZIQlFmGA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-26T06:05:56.035625+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | /lXX83rYVzIdQQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T18:05:52.813277+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | YiqOoghN9FQbMw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T02:05:33.984183+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | L58RfNXvR0n/xQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-22T00:05:14.720591+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | eDa1lp6PDbHTGA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-22T06:04:57.636289+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | Rw+Pn07M6pkWYg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-21T06:05:37.828237+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 7P6Dcrt3Igtu/g | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-20T12:05:37.835212+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | dmnmiIYtASFzNg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-19T03:09:40.527543+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | PTufhvol2RMBqQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-19T03:11:42.473588+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | NfD+pVN2T/I56A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-20T02:06:30.449244+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | bN4dOpbdaeaMhQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-22T06:04:54.592422+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Mtl2OwUOcmvesw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-22T02:05:45.097088+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | yw0/LybRynCw0A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-21T12:05:28.367818+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | OWNYQ0iXCHg3Bw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-20T06:05:33.028320+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | eCle/hT3Y6Vjxg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-19T12:06:00.217676+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | OsZNARrDoVS1dw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-20T06:05:29.298983+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | HhVTW9v4R7gQqw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-21T00:06:03.738188+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | vbpG0m98CX8vSg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-21T18:05:30.741600+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | oNPYBA9oF5sIXg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T02:06:17.191638+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | pcqCbpffQRrpJQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T00:05:13.472561+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | fVQHLOv1NGHY7A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-26T18:05:32.443059+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 4DOtrebJ6bjyuQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-03T02:06:03.737832+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Tx3+6tnEvFJ1qQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-05T12:06:03.019116+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | pRlk5pgKHC21zQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-19T15:17:38.650504+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | sJbxVg5P4xQPCA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-19T21:22:30.557581+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | lfmtJEXS479VAQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-19T15:17:34.834995+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | ER/6Xtmj6vYywA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-22T02:05:52.624132+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | Q3SaaBvJSx7+Xg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-21T02:06:33.727009+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | bNUFLQSXw/nmsA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-23T02:06:24.538184+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | kCQNO7JQdUWf+Q | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-24T02:06:19.243909+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | cDY2CZr6xAR+GQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-28T02:07:00.371686+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | NUKoCLAg9k8ZBg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-29T02:06:02.053203+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 5qyTs1JEHqNVxw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-06T02:06:19.283347+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | VvVorG+M4sWoKg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-08T21:08:55.462010+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | 1q83wFoR+fRI6A | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-03T02:06:08.280417+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | Pkx1CWDwIO6cwg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-03T02:06:05.000758+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | dHVoAmWT9d2ZXA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-02T02:06:29.727725+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | RB3y1n8j+0aq9g | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-04-01T02:07:27.274554+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | JL82Z0QMKqoqkA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-27T02:06:46.142507+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | HKlL2Fazy+CYIw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-26T02:07:28.850539+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | oTxo8dQ0cxk7Yg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-20T02:06:06.348571+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | evMMp+u7SzgYEA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-06T06:05:23.503420+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | nw1kw0HdvjqYNQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-05T06:05:23.910487+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | eR5Pspv2zQYa/g | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-04T12:05:35.561726+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | JvFttmrriZUlKA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-03T18:05:53.665437+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 44oGJkBY+oavEg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-02T17:48:56.705145+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | mbBb/oaC9GMiAA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Assisting Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-26T12:05:57.802493+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | nZxWyUVI/NPEpw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T18:06:09.111735+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | JhqYqj2MifzIrw | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-26T02:05:47.335738+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 8nw8H/N9vY5TyQ | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for appointment tracking and AI inspection agent.
start_date
—
extracted_at
2026-02-26T00:05:40.028299+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | NqYdnUQ7DXmU8Q | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T12:05:29.804759+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | +WOF1mS9OhzEPA | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
91518cf6b73707c4eb0e5504ee72cc93
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B53BCD8AE-B98F-400D-98DA-CDEE5122742E%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T06:05:31.825792+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
B. Appointment Tracking — Scope & Deliverables
Authentication and session management suitable for production.
Core tracking: create/update appointments; assignment; status changes; event audit trail.
Finalize data models, queues/workflows, and roles/permissions.
Calendaring and notifications: configurable reminders; daily/route views; optional email/SMS hooks.
Dashboards: work-in-process, no-show/cancel metrics, SLA/aging.
APIs: read/write integration with Safeguard backend (endpoints/credentials provided by Safeguard).
Acceptance: Accepted when the above functions operate in Safeguard’s environment and pass UAT.
C. AI Inspec
file_created_at
2025-10-02T16:54:01+00:00
file_modified_at
2025-10-02T17:05:46+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 1jktHHtqEfR3dg | Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
554c07865c6d6de026126bb2f8e2e064
file_name
Safeguard - Moreland Combined Arrangemenet Letter V2.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Safeguard%20-%20Moreland%20Combined%20Arrangemenet%20Letter%20V2.docx.pdf
company
Safeguard Properties Management
project_name
Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
150.0
estimated_hours
—
total_fee_estimate
46000.0
brief_project_description
Consulting services to assist Safeguard with operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-25T02:05:37.258657+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
September 30 , 202 5
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment
Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect , LLC (“Moreland”) is pleased to provide this Arrangement Letter
(“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard
Properties Management (“Safeguard”) with the following projects (each, a “Project,” and
together, the “Pro jects”): (B) Appointment Tracking, and (C) AI Inspection Agent. This
Agreement is issued as an Appendix to, and is subject to, the Consulting Services
Agreement between Safeguard and MorelandConnect , LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from
existing demos/prototypes to production in Safeguard’s environment, integrate with
Safeguard’s backend systems, and standardize inspection decisioning and downstream
work -order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement
integrations with Safeguard systems; support UAT; and prepare for production
deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s
offices.
Docusign Envelope ID: D6EEB624-D382-46E1-90A3-D656F446AF93
1960 Case Parkway S
Twinsburg, Ohio 44087
B. Appointment Tracking — Scope & Deliverables
• Authentication and session management suitable for production.
• Core tracking: create/update appointments; assignment; status changes; event audit
trail.
• Finalize data models, queues/workflows, and roles/permissions.
• Calendaring and notifications: configurable reminders; daily/route views; optional
email/SMS hooks.
• Dashboards: work -in-process, no -sho
file_created_at
2025-10-03T17:50:53+00:00
file_modified_at
2025-10-03T17:50:53+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | YKJ9nMPDygljFg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-09T02:05:50.158558+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 3ySqsIbPIqIomw | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-24T00:05:22.978714+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | czTK5xQuK/ZsHw | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-19T12:06:07.211801+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-30T02:06:41.840569+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance in finalizing and deploying a disaster inspection portal that integrates with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-04T02:06:56.709458+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | iaHs6JmzyLzZvw | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-23T06:06:50.569964+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 1mxZvn9EpJG9aw | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-13T02:06:12.664990+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | QvOcHHlTLTPJNg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-14T02:06:13.973276+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | F8irVHBFtfW2kw | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance in finalizing and deploying a set of operational tools for disaster inspection.
start_date
—
extracted_at
2026-02-23T02:06:01.540814+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | c98NDUaxf0Nnxw | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-24T02:06:16.940489+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | M7TiOS5kP8qx+A | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance in finalizing and deploying a set of operational tools for disaster inspection.
start_date
—
extracted_at
2026-03-05T02:05:54.724882+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | yr4L3z2Q1QVmig | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-20T02:06:08.265942+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-04T00:05:54.461628+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-04T18:06:08.619497+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-19T21:22:38.198430+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-26T18:05:39.614290+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | CdWlCd12VYO8hA | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-19T15:17:41.352895+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 0ySqQ7h/H+ARWA | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-24T18:05:58.873315+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | ve0Pd8tRC7vrUQ | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-27T02:06:48.832178+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | NGEkI2XPIqig2w | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-29T02:06:07.474887+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | GMom2Hqqsnf3Iw | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-02T17:49:12.197648+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-19T02:05:23.727253+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-26T00:05:46.687395+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | gUCsluHGiiEB7Q | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-26T02:05:53.713171+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | cGKr3rNgObv3fA | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-24T02:06:25.340384+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | k/IrT40SCvQfkA | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-08T21:08:57.717151+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | j7s9wOqtum0yZg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-24T06:05:38.873090+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | UWeBb50qyaf2Jg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-25T06:05:56.729595+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-10T02:06:43.942481+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 1ayFG2sZKHyqCg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-27T02:06:25.279173+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
|
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
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company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-23T02:06:37.844139+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-03T02:06:11.234688+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | ZuRFCkvJxZ7P/w | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-23T12:05:37.707372+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-21T12:05:31.866377+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | wAZeDMFoE8SviA | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-22T00:05:17.152906+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | XEfUDzPslfYLjg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-19T06:05:57.331606+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | I3dKR6ph7gM8bw | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-05T02:06:07.957034+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | b3w4+G+dipnboA | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-15T02:06:07.519819+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-28T02:07:24.854282+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-22T12:05:31.034488+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-22T06:05:00.094405+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-20T02:06:33.949027+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-02T02:06:32.472189+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | VcYGKgBWUI0TKg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-03T02:06:10.478047+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 1fuZBH+IVDVRDA | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-03T06:05:05.922873+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | MbjyP6Envofu5g | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-06T12:05:36.575795+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | /wOSOTd33Qf+5g | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-06T00:05:42.402521+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-23T00:06:31.795083+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-03T00:05:08.686780+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-05T06:05:30.009452+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-20T02:06:21.818247+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-05T00:04:58.356346+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-04T06:06:38.483968+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-03T12:04:23.439045+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-04T02:06:14.904384+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | uGo36PthJ0cO6A | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
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Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance in finalizing and deploying a set of operational tools for disaster inspection.
start_date
—
extracted_at
2026-03-22T02:05:54.869339+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-23T02:06:27.885137+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project to finalize and deploy operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-03-05T12:06:10.437246+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance in finalizing and deploying a set of operational tools for disaster inspection.
start_date
—
extracted_at
2026-03-02T17:48:59.892604+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-06T02:06:24.748446+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-07T02:06:53.325080+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-16T02:06:12.593057+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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bronze_moreland_contracts_ma_project_contracts
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file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-26T12:06:01.468785+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-25T02:07:20.379611+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
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file_hash
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file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-25T02:06:35.140021+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-01T02:07:35.417688+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-31T02:06:50.740077+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-30T02:07:23.657177+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-28T02:07:04.531420+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | go++lBauJHz9Vg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-26T02:07:31.920866+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | v3fcT23RWF4/hQ | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-21T02:06:36.943801+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-26T02:06:06.800309+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | XzQh4pja3JPmog | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-08T02:06:36.029201+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
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—
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bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-06T06:05:26.365589+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-06T02:05:52.359982+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-21T02:05:51.372091+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-25T02:05:39.379268+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-25T18:06:15.717441+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-17T02:05:56.253529+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | R/6oKETw2zovwQ | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance in finalizing and deploying a disaster inspection portal as part of a set of operational tools.
start_date
—
extracted_at
2026-02-24T02:06:25.148064+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-04T12:05:38.396141+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | MCeW7NLfWKFpCg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-25T12:05:35.028003+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-03-03T18:06:00.549649+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-11T02:05:50.950013+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-03-02T18:05:21.119929+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-10-28T02:15:15.380614+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-19T03:09:43.735499+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-19T03:11:48.530773+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-25T00:05:15.611884+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-22T02:07:01.986521+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | OAP5MXMRQyMhDA | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project to finalize and deploy operational tools for inspection decisioning and work-order creation.
start_date
—
extracted_at
2026-02-24T12:05:32.230060+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
|
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bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-20T00:05:01.950151+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-12T02:05:21.228462+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-04-18T02:06:04.429494+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-22T02:05:47.389131+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-09T13:59:45.909378+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-21T00:06:11.686695+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-21T06:05:41.307292+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
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bronze_moreland_contracts_ma_project_contracts
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3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-04-29T02:06:23.059103+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | ZFwHPxBa59COtA | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-21T18:05:33.152216+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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|
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with Safeguard's backend systems.
start_date
—
extracted_at
2026-02-21T02:06:07.436896+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | giv/4B+1fAGAsw | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-20T18:05:14.638610+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | hf8hIjbVnrdHTg | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-20T06:05:35.838109+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | +60MBjoDpSpK/A | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-20T12:05:41.026058+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | u4yBnSs+YyNlKQ | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assistance in finalizing and deploying a disaster inspection portal as part of a set of operational tools.
start_date
—
extracted_at
2026-02-23T18:06:21.809022+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Ia1Kk4Lu1pugrQ | Disaster Inspection Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3ce7d148438cce93e01354a0bcec5e25
file_name
Safeguard - Moreland Combined Arrangement Letter (1).docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B464FFE55-2382-4EBE-98FB-A45FCC055C20%7D&file=Safeguard%20-%20Moreland%20Combined%20Arrangement%20Letter%20(1).docx&action=default&mobileredirect=true
company
Safeguard Properties Management
project_name
Disaster Inspection Portal
contact_person
Michael Greenbaum
contract_type
fixed_fee
hourly_rate
215.0
estimated_hours
—
total_fee_estimate
22000.0
brief_project_description
Assist Safeguard with the Disaster Inspection Portal project, including authentication, property list upload, weather evaluation, and integration with backend systems.
start_date
—
extracted_at
2026-02-19T18:05:56.810298+00:00
raw_text_preview
September 30, 2025
Michael Greenbaum
Chief Operating Officer
Safeguard Properties Management
7887 Hub Pkwy, Valley View, OH 44125
Re: Combined Arrangement Letter — Disaster Inspection Portal; Appointment Tracking; AI Inspection Agent (Fixed Fee)
Dear Mike:
MorelandConnect, LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties Management (“Safeguard”) with the following projects (each, a “Project,” and together, the “Projects”): (A) Disaster Inspection Portal, (B) Appointment Tracking, and (C) AI Inspection Agent. This Agreement is issued as an Appendix to, and is subject to, the Consulting Services Agreement between Safeguard and MorelandConnect, LLC dated September 24, 2024.
Background
Safeguard seeks to finalize and deploy a set of operational tools that progress from existing demos/prototypes to production in Safeguard’s environment, integrate with Safeguard’s backend systems, and standardize inspection decisioning and downstream work-order creation.
Project Activities, Scope, and Approach
Overall Approach
Stabilize existing demos/prototypes where applicable; finalize requirements; implement integrations with Safeguard systems; support UAT; and prepare for production deployment. Moreland will perform the Services at MorelandConnect’s and Safeguard’s offices.
A. Disaster Inspection Portal — Scope & Deliverables
• Authentication and session management suitable for production.
• Property list upload and validation (e.g., CSV/XLS) with progress and error handling.
• Weather/threshold evaluation across uploaded properties; persistent results.
• Map view with overlays and property pins.
• Ordering and export options: place inspection orders and/or export property lists; integrate with Safeguard backend/API endpoints.
• Optional notifications and daily summary reporting.
Acceptance: Accepted when the above functions operate in Safeguard’s environment and
file_created_at
2025-10-01T17:56:09+00:00
file_modified_at
2025-10-01T20:43:17+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||