Privacy Policy

Privacy Policy for Utility Management Services, Inc.

Who are We

We are Utility Management Services, Inc., its subsidiaries, and affiliated entities (hereinafter “UMS”, “We” or “Us”). UMS is the Data Controller of your personal information as described in this Privacy Policy unless otherwise specified.

UMS is committed to protecting your personal information and respecting your privacy and your rights, and this statement is intended to provide you with information on how your personal information is processed.
Maintaining the privacy of your personal information is of the utmost importance to us. In order to provide services to you, we must maintain certain information about you that we collect from applications or other forms that you complete, transactions that you conduct, communications with us and our affiliates, and information we receive from third parties such as utility providers.

This Privacy Policy has been created to address concerns regarding ‘Personally Identifiable Information’ (PII) and how PII may be used as collected. PII is your personal information that can be used to target, solicit, or locate an individual, or to identify an individual in context. The purpose of this privacy policy is to provide transparency on how we collect, use, and manage PII.

What Does This Privacy Policy Cover

This Privacy Policy applies to any personal information We may process about you that may be collected directly from you when you interact with Us or from third parties, such as when you:
For further information on what cookies We use on our website please visit our Cookie Policy.

You are welcome to contact our Sales & Marketing Team at 888-867-3230 if you have any questions regarding our Privacy Policy. We reserve the right to revise our Privacy Policy and will provide you notice of any revisions.

What Personal Information Do We Process

For the purposes of this Statement, ‘Personal information’ means any information about you from which you can be identified, whether derived from that information on its own or when combined with other information, that We or another party may hold about you.
UMS collects information to establish and provide services to our customers. Examples of the information we collect include:

Why Do We Process Your Personal Information

We collect your PII when you submit a form or enter information on our site. We may use your information to schedule an appointment or follow up on an appointment.

We use the information we collect to identify you; to establish, maintain and service your account; to communicate with you; to facilitate payments; and to operate, maintain and improve our business and the products and services we provide to our customers.

We restrict access to your non-public PII to those employees who need to know that information to provide services to you, and to service providers who are involved in providing products and services to our customers. We maintain physical, electronic, and procedural safeguards to protect your PII. These safeguards include limiting access to data and periodically testing our security technology.

With Whom Do We Share Your Personal Information

It is our policy not to disclose your PII to third parties except (i) as required by law; (ii) as requested by you; or (iii) as follows: in response to a subpoena, to prevent fraud, to comply with inquiries from government agencies or other regulators, for other legal purposes, to brokers to help you get pricing and terms, to our partners we work within order to service your account or that perform services on our behalf, and from other sources such as public databases, joint marketing partners, and social media platforms, to the extent permitted by applicable laws.

How Long Do We Retain Your Personal Information

We retain your personal information for as long as it is necessary to fulfill the purposes for which it was collected, or longer if required to fulfill our legal and contractual obligations. After the expiration of the retention period, your personal information will be deleted. If We are unable to completely delete the personal information from our systems, We will ensure that there are appropriate measures in place to secure the information and protect it from further use.

What Are Your Rights and How Can You Exercise Them

Access to Specific Information and Data Portability Rights

You have the right to request that we disclose certain information to you about our collection and use of your personal and sensitive information unless responding to the request is impossible or involves a disproportionate effort. Once we receive and confirm your verifiable request, we will disclose to you:

  • The categories of personal information and sensitive information we collected about you.
  • The categories of sources for the personal and sensitive information we collected about you.
  • Our business or commercial purpose for collecting, using, and/or disclosing that information.
  • The categories of third parties, contractors, and service providers with whom we share, sell, or disclose that personal information.
  • The specific pieces of personal information we collected about you (also called a data portability request).
  • If we disclosed your personal information for a business purpose, a list of those disclosures, identifying the personal information categories that each category of recipient obtained.
  • Whether your information is sold or shared.
  • The retention period or criteria used for retention.

Deletion Request Rights

You have the right to request that we delete any of your personal information that we collected from you and retained, subject to certain exceptions. Once we receive and confirm your verifiable request, we will delete (and direct our service providers to delete) your personal information from our records, but this right does not apply where We need to retain the personal information in order to provide goods or services to you, detect or resolve security issues or functionality-related issues, comply with the law, and carry out internal business requirement.

Exercising Access, Data Portability, and Deletion Rights

If you would like to exercise any of the rights described above, you may do so directly through our Data Subject Access Request Portal. You may also make a verifiable request on behalf of your minor child.

You may only make a verifiable request for access or data portability twice within a 12-month period. The verifiable request must:

  • Provide enough information that allows us to reasonably verify you are the person about whom we collected personal information or an authorized representative.
  • Describe your request with sufficient detail that allows us to properly understand, evaluate, and respond to it.

We cannot respond to your request or provide you with personal information if we cannot verify your identity or authority to make the request and confirm the personal information relates to you. We will only use personal information provided in a verifiable request to confirm the requestor’s identity or authority to make the request.


How Can You Contact Us If You Have Any Questions

If you have any questions or concerns about this Privacy Policy or how your Personal Information is processed, you may e-mail us at

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