Data Ethics & Artificial Intelligence (AI) Use Statement

Effective Date: 02/14/2019\

APM Strategies is committed to the ethical, transparent, and responsible use of data and artificial intelligence (AI) technologies. As a firm working across business strategy, digital systems, workforce development, environmental compliance, construction, and historical research, we recognize the responsibility that comes with handling data and deploying advanced technologies.

Our approach ensures that technology serves people, protects trust, and supports compliant, sustainable decision-making.

We collect and use data only for legitimate, clearly defined purposes related to service delivery, research, compliance, and operational improvement. Data is never collected or retained without a valid business, legal, or ethical reason.

APM Strategies safeguards personal, professional, and sensitive information. Data is accessed only by authorized personnel and handled in accordance with applicable privacy laws, contractual obligations, and ethical standards.

Confidential client, workforce, genealogical, and community data is treated with heightened care and discretion.

We are transparent about how data and AI tools are used in our work. Clients and partners may request information regarding data handling practices, limitations of AI-supported tools, and the role of human oversight in decision-making.

Accountability for outcomes remains with APM Strategies—not with automated systems.

AI and automated tools are used to support, not replace, human expertise and ethical judgment.

• Critical decisions remain human-led
• AI outputs are reviewed for accuracy, bias, and relevance
• Professional responsibility is never delegated to technology

We recognize that data and AI systems can reflect historical bias. APM Strategies takes reasonable steps to identify, mitigate, and avoid bias—particularly in areas impacting workforce development, community engagement, historical research, and public-facing work.

We do not deploy AI systems that intentionally discriminate, misrepresent, or marginalize individuals or groups.

APM Strategies may use AI tools for purposes such as:

• Business analysis and operational support
• Content drafting and optimization (with human review)
• Workflow automation and productivity enhancement
• Data organization and insight generation

We do not use AI to:

• Mislead clients or stakeholders
• Replace professional accountability
• Generate deceptive or unverified outputs
• Exploit personal or sensitive data

We implement reasonable administrative, technical, and organizational safeguards to protect data from unauthorized access, misuse, or loss. Data security practices evolve as technologies and risks change.

When recommending or implementing AI or digital systems for clients, APM Strategies evaluates:

• Business necessity and value
• Legal and regulatory considerations
• Data protection requirements
• Human impact and organizational readiness

Technology solutions are aligned with operational needs, compliance requirements, and ethical responsibility.

In genealogical research and historical documentation, we apply additional ethical safeguards:

• Respect for descendants, communities, and cultural context
• Accuracy, proper sourcing, and responsible interpretation
• Protection against misuse or misrepresentation of historical records

Our data ethics and AI practices are reviewed periodically to ensure alignment with evolving regulations, professional standards, and societal expectations.

We welcome dialogue and feedback from clients, partners, and communities regarding ethical data and AI use.

APM Strategies commits to using data and AI responsibly—guided by integrity, transparency, and respect—while ensuring that human judgment, ethical accountability, and public trust remain paramount.

Questions or concerns regarding this Data Ethics & AI Use Statement may be directed to:

APM Strategies
📧 info@apmstrategies.com
🌐 Website: www.apmstrategies.com