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Dispute Resolution & Escalation Policy

This policy provides a clear process for handling conflicts between members, partners, or Surge itself, ensuring that all parties are heard and that issues are resolved in alignment with our values of integrity, collaboration, and transparency.

Updated over 2 months ago

Purpose

Surge is committed to resolving disputes quickly, fairly, and professionally. The purpose of this policy is to maintain trust and accountability across the Surge ecosystem.


When disagreements arise, whether about commissions, project handling, communication, or compliance, the goal is to reach resolution through respectful communication and proper internal channels before escalation becomes necessary.


Scope

This policy applies to all Surge members (Scouts, Strategists, and Mentors), EPC and financing partners, product vendors, and internal team members.


It covers any dispute or concern related to:

  • Compensation or commission distribution

  • Project ownership or attribution

  • Contractual misunderstandings

  • Partner performance or communication issues

  • Policy violations or compliance matters


Guiding Principles

Fairness and Impartiality

All parties involved in a dispute will be treated with respect and given an equal opportunity to share information and evidence.

Confidentiality

Dispute information is handled confidentially and shared only with those directly involved in resolution.

Documentation

All communications, evidence, and agreements related to a dispute must be documented in writing for record-keeping and transparency.

Timeliness

Disputes should be reported and addressed as soon as possible to prevent escalation or misunderstandings.


Internal Resolution Process

Direct Communication

Whenever possible, disputes should first be addressed directly between the parties involved. Open, respectful communication often resolves issues without the need for escalation.

Mentor or Team Leader Mediation

If the issue involves two members or a partner relationship, a Mentor or Surge team leader may act as a neutral mediator to facilitate understanding and agreement.

Formal Escalation

If resolution cannot be achieved through discussion, the issue may be formally escalated to Surge leadership.


To do so, submit an email to [email protected] with:

  • A detailed description of the issue

  • Supporting documentation (emails, screenshots, or contracts)

  • A summary of prior communication attempts

The compliance or leadership team will review the case and respond within 5–10 business days with next steps.


Final Review and Arbitration

If an internal resolution cannot be reached through standard channels:

  • Surge may initiate a final review led by the COO or designated executive leadership member.

  • In cases involving contractual disputes, the Independent Contractor Agreement or Partner Agreement may specify binding arbitration as the final method of resolution.

  • Arbitration will occur in the company’s primary operating jurisdiction and follow applicable state and federal laws.


Outcomes

Possible outcomes may include:

  • Clarification or correction of a misunderstanding

  • Adjustment or confirmation of compensation amounts

  • Formal written warning or compliance action

  • Policy updates or procedural improvements to prevent recurrence

Surge’s goal is always to resolve disputes in a way that upholds fairness, professionalism, and long-term collaboration.


Summary

Stage

Description

Typical Outcome

Direct Resolution

Members discuss and resolve issue privately

Mutual agreement

Mediation

Mentor or team leader facilitates dialogue

Clarified understanding

Formal Escalation

Issue reviewed by Surge compliance or leadership

Written resolution or decision

Final Review / Arbitration

Formal review or binding arbitration if needed

Final decision under contract terms

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