Scope Provisions

The following provisions only apply if the order form includes the services.

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Branding

Brand Strategy

BENCHMARKING PERCEPTION STUDY
Quantitative perception study and detailed report using previously selected geographies. Contrasting market data by geography (300 completed surveys per geography minimum), year-over-year analysis, and key insights.

Client acknowledges that the same geographies, competitors, questions, and demographics breakouts used in previous perception study will be used in the benchmarking perception study and that this study cannot be launched less than one year following the previous perception study.

The survey will be administered online. Carnegie is solely responsible for the design and management of the survey and its resulting data. The platform and collection of sample is facilitated by a third party national panel sample and survey provider. All survey functionality is based on the industry-leading platform leveraged by Carnegie and special requests or unique design may not be available.

Participants may be removed from the survey due to familiarity bias. Other than age and location, no other demographic, social, economic, racial, educational, or occupational limits will be placed on the audience. Any change in scope, such as requests for additional completes or additional geographies will result in a cost increase. A summary report of responses to survey questions will be provided. Raw data is withheld from Clients for the privacy of respondents. Client affirms that Carnegie will not alter actual data results in any way that changes the implied meaning or representation of facts. A charge per complete has been included in the total cost.

Any launched or “in field” survey cannot be changed for any reason other than critical survey or programming needs as determined by Carnegie. If Client requests changes on any launched survey, additional costs will be incurred to restart survey and timeline will be extended.

BRAND STORY DEVELOPMENT (Consensus)
Client acknowledges that Carnegie is being hired to deliver a proprietary method for delivering brand personality. Client acknowledges that no other firm in the world can deliver this method, because it was invented by Dartlet LLC and trademarked. Due to the proprietary nature of this work, Client recognizes that the Brand Strategy Deliverable provided by Carnegie will look and feel unlike any other brand assessment and that the specific deliverables reported in the culminating Brand Strategy Deliverable will include: internal workshop data, competitive audit (if in scope), external market perception research (if in scope), the unique institutional brand personality, promise, pillars, and anthem. Client acknowledges that the Brand Strategy Deliverable and the previously stated contents will not be altered in any significant way.

If content revisions need to be made to the brand promise, pillars, traits, or anthem, revisions must be requested within 6 weeks of the initial virtual reveal of the strategic deliverable. Client affirms that Carnegie will not alter actual data results in any way that changes the implied meaning or representation of facts.

CUSTOM RESEARCH (Non-Panel)
Client acknowledges that the Client is responsible for contacting survey audience, using a Carnegie-provided link and that Carnegie recommends sending one or two follow-up emails for best results, as well as indicating the survey close date in all communications.

The survey will be open for up to 10 days or until it has collected the scoped number of completes, whichever comes first. The survey will be administered online. Carnegie is solely responsible for the design and management of the survey and its resulting data. The platform and collection of sample is facilitated by a third party survey provider. All survey functionality is based on the industry-leading platform leveraged by Carnegie and special requests or unique design may not be available.

Any change in scope, such as requests for additional completes will result in a cost increase. A summary report of responses to survey questions will be provided. Raw data is withheld from Clients for the privacy of respondents. Client affirms that Carnegie will not alter actual data results in any way that changes the implied meaning or representation of facts. A charge per complete has been included in the total cost.

COMPETITIVE BRAND ANALYSIS
Client will provide Carnegie with a list of competitors to evaluate. Carnegie recommends Client provides direct competitors as the resulting profiles and summary data will allow the Client to best see areas of opportunity in its market. Client acknowledges that Carnegie strongly recommends using cross-application admissions data to inform and/or determine the list of competitors.

CUSTOM RESEARCH (Panel)
The scoped number of completes will be collected within the scoped number of Nielsen designated market areas (DMAs); geographies will be confirmed by the Client prior to survey launch. The survey will be administered online. Carnegie is solely responsible for the design and management of the survey and its resulting data. The platform and collection of sample is facilitated by a third party national panel sample and survey provider. All survey functionality is based on the industry-leading platform leveraged by Carnegie and special requests or unique design may not be available.

Other than age and location, no other demographic, social, economic, racial, educational, or occupational limits will be placed on audience. Any change in scope, such as requests for additional completes or additional geographies will result in a cost increase. A summary report of responses to survey questions will be provided. Raw data is withheld from Clients for the privacy of respondents. Client affirms that Carnegie will not alter actual data results in any way that changes the implied meaning or representation of facts. A charge per complete has been included in the total cost.

DATA TAGGING
Client acknowledges that prospective student identifiers and addresses are required data points. Carnegie will provide a sample data file as needed and will direct Client to a SFTP site where data files can be uploaded. Client acknowledges that Carnegie representatives cannot send or receive data files via email or any other method of transference other than the SFTP site.

DIGITAL PERCEPTION RESEARCH
Geographies will be confirmed by the Client prior to survey launch. Client acknowledges that Carnegie strongly recommends selecting geographies in which it is reasonable to assume the Client is well known. In the occasion that the desired geography does not have the required sample needed for testing, one or more additional surrounding geographies may be chosen in combination to increase the sample. The Client will be informed if combined geographies are needed.

Participants may be removed from the survey due to familiarity bias. Other than age, location, and enrollment status, no other demographic, social, economic, racial, educational, or occupational limits will be placed on the audience. Any change in scope, such as requests for additional completes or additional geographies will result in a cost increase. A summary report of responses to survey questions will be provided. Raw data is withheld from Clients for the privacy of respondents. Carnegie will not alter the actual data results in any way that changes the implied meaning or representation of facts. A charge per complete has been included in the total cost.

DISCOVERY AND EXECUTIVE INTERVIEWS (Consensus and Executive)
Client will provide the names and contact information for the scoped number of key stakeholders. A representative from Carnegie will use this information to contact these stakeholders and schedule an interview. Carnegie recommends that Client contact each stakeholder prior to being contacted by a representative of Carnegie to explain the purpose of the interview. Client acknowledges that all information and insight collected in these interviews are confidential and will not be shared with any other representative of the Client.

ENROLLMENT OPERATIONS + COMMUNICATIONS ANALYSIS
Client is responsible for gathering all relevant stakeholders to attend the on-site or virtual meetings. These stakeholders must be knowledgeable about and have the authority to impact admissions communications. Client acknowledges that if the previously mentioned stakeholders are not present at audit meetings, the resulting recommendations may suffer in quality or Client will need to pay additional fees and travel expenses for additional audit meetings to ensure Carnegie has the opportunity to gather the necessary information.

A final report containing macro conclusions, insights, and recommendations based on the experience and expertise of Carnegie will be provided. Carnegie cannot guarantee any outcome from implementation of these recommendations. Up to two rounds of revision are included in final report and one remote presentation.

EXTERNAL PERCEPTION RESEARCH
Geographies will be confirmed by the Client prior to survey launch. Client acknowledges that Carnegie strongly recommends selecting geographies in which it is reasonable to assume the Client is well known. In the occasion that the desired geography does not have the required sample needed for testing, one or more additional surrounding geographies may be chosen in combination to increase the sample. The Client will be informed if combined geographies are needed.

Participants may be removed from the survey due to familiarity bias. Other than age and location, no other demographic, social, economic, racial, educational, or occupational limits will be placed on the audience. Any change in scope, such as requests for additional completes or additional geographies will result in a cost increase. A summary report of responses to survey questions will be provided. Raw data is withheld from Clients for the privacy of respondents. Carnegie will not alter the actual data results in any way that changes the implied meaning or representation of facts. A charge per complete has been included in the total cost.

INTERNAL BRAND LAUNCH + TRAINING
Following one initial virtual brand positioning strategy and story presentation with key stakeholders, the scoped number of live brand strategy sessions (60 minutes) and message training engagements (90 minutes) will be conducted on campus. Client agrees to arrange the on-campus events to take place within three (3) months following the initial virtual reveal of the brandy strategy deliverable, less this scope of work be forfeited.

Client recognizes that for best results a large screen or projector with high-definition resolution and accurate color display should be used. Message training ma materials ll be printed and distributed to all training attendees.

Client may choose to have Carnegie facilitate these engagements virtually, rather than in person, however that decision must be made no less than four weeks in advance of the scheduled date of delivery.

INTERNAL BRAND STAKEHOLDER SURVEY (Consensus)
An online survey will be available for stakeholders who are not invited to or able to attend the brand personality workshops. Upon being given the URL, Client assumes all responsibility for inviting stakeholders to take part in this survey and ensuring there is no overlap between participation in the live workshops and the online survey. Client acknowledges that the online survey reproduces Carnegie’s personality workshop frameworks, but without allowing for the ability to collaborate with other online survey participants (unlike the collaboration methods used during the in-person workshops).

Carnegie recommends sending one or two follow-up emails for best results, as well as indicating the survey close date in all communications. The online survey will be open for up to seven days or until it has collected the scoped number of completes, whichever comes first. The survey will be administered online. Carnegie is solely responsible for the design and management of the survey and its resulting data. The platform and collection of sample is facilitated by a third party survey provider. Client acknowledges that user testing of the platform has been conducted and that improvements to functionality are facilitated by the platform host.

LIVE BRAND WORKSHOPS (Consensus)
A series of interactive workshops will be conducted on campus by Carnegie representatives. Each workshop will last two hours (when beginning on time). While invitation templates and language will be provided by Carnegie, the recruitment, location selection, and location preparation for these workshops is the sole responsibility of the Client. Carnegie provides several recruitment recommendations, based on past experience. Client recognizes the following recommendations and assumes all risk associated with not taking the recommendations:

1. Providing refreshments and/or a meal during workshops not only draws added interested in attendance, but also increases the engagement levels of participants during the two-hour workshops.

2. A centralized location, easily accessible for all or most Client stakeholders, will remove obstacles in attendance and will reduce the number of no-shows. Wayfinding signs are equally important at the designated location.

3. Requesting registrations for the workshops provides a higher level of commitment for stakeholders and allows Carnegie representatives to align materials ordering with actual attendance counts, potentially reducing the amount of leftover materials.

Client may choose to have Carnegie facilitate these workshops virtually, rather than in person, however that decision must be made no less than six weeks in advance of the workshop dates.

LIVE BRAND WORKSHOPS (Executive)
One interactive brand workshop will be conducted on campus by Carnegie representatives. The workshop will last four to six hours (when beginning on time). While invitation templates and language will be provided by Carnegie, Client acknowledges that the recruitment, location selection, and location preparation for these workshops is the sole responsibility of the Client. Carnegie provides several hospitality recommendations, based on past experience. Client recognizes the following recommendations and assumes all risk associated with not taking the recommendations:

1. Providing refreshments and/or a meal during workshop increases the engagement levels of participants during the half-day workshop.

2. A centralized location, easily accessible for all or most Client stakeholders, will remove obstacles in attendance. Wayfinding signs are equally important at the designated location.

All executive workshop sessions will have audio recording to capture qualitative data. If there any objections from the Client, Client understands that the Account Manager needs to be informed at least two weeks prior to the on-site visit.

Client may choose to have Carnegie facilitate this workshop virtually, rather than in person, however that decision must be made no less than four weeks in advance of the workshop date.

MARKETING OPERATIONS AND COMMUNICATIONS ANALYSIS
Client is responsible for gathering all relevant stakeholders to attend the on-site or virtual meetings. These stakeholders must be knowledgeable about and have the authority to impact marketing communications. Client acknowledges that if the previously mentioned stakeholders are not present at audit meetings, the resulting recommendations may suffer in quality or Client will need to pay additional fees and travel expenses for additional audit meetings to ensure Carnegie has the opportunity to gather the necessary information.

Carnegie will facilitate the scoped number of group discussions, each with participants numbering no more than eight people. A final report containing macro conclusions, insights, and recommendations based on the experience and expertise of Carnegie will be provided. Carnegie cannot guarantee any outcome from implementation of these recommendations. Up to two rounds of revision are included in final report and one remote presentation.

PROGRAM MARKETING RESEARCH
Client will provide the scoped number of programs for evaluation and those programs must be of the same degree level (certificate, undergraduate, or graduate). Client recognizes that digital data for all programs is subject to volume and employment and degree conferral information are limited to available data from governmental agencies and sources.

The scoped number of completes will be collected within the scoped number of regions; geographies will be confirmed by the Client prior to survey launch. The survey will be administered online. Carnegie is solely responsible for the design and management of the survey and its resulting data. The platform and collection of sample is facilitated by a third party national panel sample and survey provider. All survey functionality is based on the industry-leading platform leveraged by Carnegie and special requests or unique design may not be available.

Participants will be confirmed as prospective students in the scoped geographies. No other demographic, social, economic, racial, educational, or occupational limits will be placed on audience, though an attempt at making demographics as representative as possible will be made. Any change in scope, such as requests for additional completes or additional geographies will result in a cost increase. A summary report of responses to survey questions will be provided. Raw data is withheld from Clients for the privacy of respondents. Client affirms that Carnegie will not alter actual data results in any way that changes the implied meaning or representation of facts. A charge per complete has been included in the total cost.

PROSPECTIVE STUDENT NEEDS RESEARCH
The scoped number of completes will be collected within the scoped number of regions; geographies will be confirmed by the Client at least one week prior to survey launch. The survey will be administered online. Carnegie is solely responsible for the design and management of the survey and its resulting data. The platform and collection of sample is facilitated by a third party national panel sample and survey provider. All survey functionality is based on the industry-leading platform leveraged by Carnegie and special requests or unique design may not be available.

PSYCHOGRAPHIC DARTS (Alumni Darts Only)
Client acknowledges that alumni and donor data is needed for this deliverable and that no work on this deliverable can begin until that data is collected and analyzed. Specifically, alumni and donor identifiers and addresses are critical data points that will be required. Client recognizes that these data points are non-negotiable and that the Dart work cannot be conducted without the proper data access.

Carnegie will provide a list of alumni/student data variables needed for all Dart work and will direct Client to a SFTP site where data files can be uploaded. Client acknowledges that Carnegie representatives cannot send or receive data files via email or any other method of transference other than the SFTP site.

Client recognizes that Carnegie may direct the Client to invite distinct groups of alumni/donors/staff to Dart workshops. Client acknowledges that the recruitment, location selection, and location preparation for these workshops is the sole responsibility of the Client. If Dart workshops are scheduled and attendance numbers are not high enough for statistical significance, Client understands that the workshops will need to be delayed until appropriate attendance numbers can be reached. Client also acknowledges that if a workshop delay occurs due to recruitment, weather, or an Act of God, all additional rescheduling expenses incurred will be the responsibility of the Client regardless of any previous financial limitations set on approved reimbursable Carnegie expenses.

A series of interactive workshops for alumni/donors/staff will be conducted virtually or in-person by Carnegie representatives. Each workshop will last 60 minutes (when beginning on time). In addition to invitation templates and language that will be provided by Carnegie, Carnegie provides several recruitment recommendations, based on past experience. Client recognizes the following recommendations and assumes all risk associated with not taking the recommendations:

For in-person events, providing refreshments and/or a meal during workshops not only draws added interest in attendance, but also increases the engagement levels of participants during the workshops.

A centralized location, easily accessible for all or most Client stakeholders, has shown to remove obstacles in attendance and reduce the number of no-shows. Wayfinding signs are equally important at the designated location.

Requesting registrations for the workshops provides a higher level of commitment for stakeholders and allows Carnegie representatives to align materials ordering with actual attendance counts, potentially reducing the amount of leftover materials.

The resulting Dart deliverable will show both demographic and psychographic results. A single initial Dart deliverable presentation and one-hour training session are included in this scope of work.

Client acknowledges that Dart results are not guaranteed as being a complete one-to-one match to future alumni/donor groups. Rather, results are presented as a likelihood of Darts matching a potential alumni/donor to Client’s demographic and psychographic information. Results should be considered unique to Client and not universally applicable.

Client may choose to have Carnegie facilitate these workshops virtually, rather than in person, however that decision must be made no less than six weeks in advance of the workshop dates.

ONLINE PANEL SURVEY (Logo testing)
The survey will be administered online. Carnegie is solely responsible for the design and management of the survey and its resulting data. The platform and collection of sample is facilitated by a third party national panel sample and survey provider. All survey functionality is based on the industry-leading platform leveraged by Carnegie and special requests or unique design may not be available.

Participants may be removed from the survey due to familiarity bias. No demographic limits will be placed on audience other than confirmation of active employment as a mid-to-senior level position in creative content or design. Any change in scope, such as requests for additional completes or additional geographies will result in a cost increase. A summary report of responses to survey questions will be provided. Raw data is withheld from Clients for the privacy of respondents. Client affirms that Carnegie will not alter actual data results in any way that changes the implied meaning or representation of facts. A panel sample charge per expert has been included in the total cost. Identities of experts will not be shared.

STRATEGIC ENROLLMENT PLAN + IMPLEMENTATION
In order to prioritize short-term planning, a first iteration of the Strategic Enrollment Plan will be delivered focusing solely on short-term initiatives. A final document containing both short-term and long-term insights, and recommendations on prioritization, objectives, strategies, and tactics based on the experience and expertise of Carnegie will be provided. Carnegie cannot guarantee any outcome from implementation of these recommendations. Up to three rounds of revision are included for the final deliverable.

Client is responsible for gathering all relevant stakeholders to attend the Strategic Enrollment Plan presentation and implementation meetings. The Strategic Enrollment Plan presentations and meetings will take place on campus, over the course of two consecutive days.

MARKETING PLAN
Client is responsible for gathering all relevant stakeholders to attend the planning meetings. These stakeholders must be knowledgeable about and have the authority to impact marketing operations and/or execution. Client acknowledges that if the previously mentioned stakeholders are not present at planning meetings, the resulting recommendations may suffer in quality or Client will need to pay additional fees and travel expenses for additional audit meetings to ensure Carnegie has the opportunity to gather the necessary information.

A final document containing insights, recommendations, objectives, strategies, and tactics based on the experience and expertise of Carnegie will be provided. Carnegie cannot guarantee any outcome from implementation of these recommendations. One round of revisions is included for the final deliverable.

Client is responsible for gathering all relevant stakeholders to attend the virtual execution meetings.

MARKET OPPORTUNITY INDEX or MARKET SCAN
Client agrees to provide Carnegie with admissions data from the scoped number of cycles and at a minimum, the student admissions status (prospect, inquiry, applicant, admit, or deposit,etc.) and the origination home address of the student records requested. The more data able to be shared, however, the better the analysis and resulting recommendations. Client acknowledges that Carnegie cannot fulfill this deliverable without the minimum data requirements listed above.

Client recognizes that zip code data in this product are limited to available data from governmental agencies and sources.

MARKET OPPORTUNITY INDEX ONLY (Also applies when included in Enrollment Name Buy Strategy and Consultation)
Client agrees to provide Carnegie with admissions data from the scoped number of cycles and at a minimum, the student admissions status (prospect, inquiry, applicant, admit, or deposit,etc.) and the origination home address of the student records requested. The more data able to be shared, however, the better the analysis and resulting recommendations. Client acknowledges that Carnegie cannot fulfill this deliverable without the minimum data requirements listed above.

When available, demographic mapping will be provided in the deliverable to client, along with scored recommendations. Client recognizes that suggestions for market expansion in this product are limited to available data from governmental agencies and sources.

TEAM CHEM WORKSHOP
An interactive workshop will be conducted on campus by Carnegie representatives. While facilitation and organization of the workshop will be provided by Carnegie, Client acknowledges that the recruitment, location selection, and participant preparation for this workshop is the sole responsibility of the Client. Client understands that workshop activities could take up to 8 hours and that attendance for the full length of the workshop is recommended and, in most cases, necessary for a complete deliverable.

INDIVIDUAL PARTICIPATION
The purpose of Team Chem is to understand the intersection of varying individual personality types as a foundation for positive future collaboration. As such, the success of the exercises will depend on participation, honesty, and personal willingness to be vulnerable. Client acknowledges that Carnegie will require all participants to opt in at the beginning of the workshop. If any participant does not wish to opt in, he or she will be dismissed from the workshop. Client understands that the method can only deliver an accurate picture of individual and group dynamics if adequate numbers of the Client group participate in the Team Chem workshop; Client assumes all risk associated with low attendance and/or willingness to participate in this workshop. Participation in this workshop and all information yielded is entirely volunteer.

RESULTS
Client acknowledges that the resulting Team Chem report will be shared with key Client stakeholders. Client understands that while participants will also be informed of what content is included in the resulting report, participants themselves my not have access to the report or its contents. Carnegie cannot be held responsible for any information yielded by participants, or reactions to any of this content by Client management. Client agrees that no representative or employee of the Client can hold Carnegie liable for any actions taken by the Client or by a representative or employee of the Client following the delivery of the report. Neither can the Client or a representative or employee of the Client make any claims of defamation or disparagement against Carnegie as a result of workshop activities, the results assessment, and/or summary report. Client also acknowledges that Carnegie cannot explicitly or implicitly guarantee specific outcomes of the application of its recommendations.

Brand Activation

CARNEGIE MOTIVATOR
Client acknowledges that prospective and historical student data is needed and that no work on this deliverable can begin until that data is collected and analyzed. Specifically, student origination addresses and a unique identifier for CRM integration are critical data points that will be required. Client recognizes that these data points are non-negotiable and that the Motivator tagging cannot be conducted without the proper data access. Carnegie will provide a sample data file as needed and will direct client to a SFTP site where data files can be uploaded. Client acknowledges that Carnegie representatives cannot send or receive data files via email or any other method of transference other than the SFTP site.

Annual unlimited data tagging provides for one instance of Carnegie Motivator data tagging each month for twelve months. The twelve-month agreement begins immediately after this contract is signed, at the nearest upcoming second Friday of the month. Client will submit prospective student data by 5:00pm PST on the second Friday of every month. The data tagging process will begin the following Tuesday. Once data tagging is complete, Client will be notified and data will be available in your secure transfer folder for upload to your CRM. The typical turnaround time for receiving tagged files is around seven days from the time of tag initiation. If the data submission deadline passes and no files are sent to Carnegie for tagging, Carnegie assumes that no tagging is needed for that month. Client’s next available opportunity to tag data will be the following month. No months will be added to the twelve-month agreement if Client chooses to skip one or several months of data tagging opportunities. Rather, an additional annual unlimited data tagging agreement may be purchased.

DEMOGRAPHIC CLUSTERING + PSYCHOGRAPHIC DARTS (Student Darts Only)
Client acknowledges that prospective and current student data is needed for this deliverable and that no work on this deliverable can begin until that data is collected and analyzed. Specifically, student identifiers and addresses are critical data points that will be required. Client recognizes that these data points are non-negotiable and that the Dart work cannot be conducted without the proper data access.

Carnegie will provide a list of prospective and/or current students data variables needed for all student Dart work and will direct Client to a SFTP site where data files can be uploaded. Client acknowledges that Carnegie representatives cannot send or receive data files via email or any other method of transference other than the SFTP site.

Client recognizes that Carnegie may direct the Client to invite distinct groups of specific students to Dart workshops. Client acknowledges that the recruitment, location selection, and location preparation for these workshops is the sole responsibility of the Client. If Dart workshops are scheduled and attendance numbers are not high enough for statistical significance, Client understands that the workshops will need to be delayed until appropriate attendance numbers can be reached. Client also acknowledges that if a workshop delay occurs due to recruitment, weather, or an Act of God, all additional rescheduling expenses incurred will be the responsibility of the Client regardless of any previous financial limitations set on approved reimbursable Carnegie expenses.

A series of interactive workshops for current students will be conducted on campus by Carnegie representatives. Each workshop will last 60 minutes (when beginning on time). In addition to invitation templates and language that will be provided by Carnegie, Carnegie provides several recruitment recommendations, based on past experience. Client recognizes the following recommendations and assumes all risk associated with not taking the recommendations:

Providing refreshments and/or a meal during workshops not only draws added interest in attendance, but also increases the engagement levels of participants during the workshops.

The resulting Student Dart deliverable will show both demographic and psychographic results from the student and workshop data. A single initial student Dart deliverable presentation and one-hour training session are included in this scope of work.

Client acknowledges that Dart results are not guaranteed as being a complete one-to-one match to future student groups. Rather, results are presented as a likelihood of Darts matching a potential student to Client’s demographic and psychographic information. Results should be considered unique to Client and not universally applicable.

Client may choose to have Carnegie facilitate these workshops virtually, rather than in person, however that decision must be made no less than six weeks in advance of the workshop dates.

IMMERSIVE BLITZ
Client is responsible for recommending relevant stakeholders to attend the blitz. These stakeholders must be knowledgeable about and have the authority to impact creative strategy. Client acknowledges that a creative blitz requires a commitment from attendees to attend the entirety of the event and that the creative decisions made will be acted upon by Carnegie immediately following the blitz, as it relates to contracted work. If, after the blitz, Client requests changes to the creative strategy confirmed during the blitz, the timeline and/or budget may be impacted.

Client acknowledges that Client is being invited as guests to a blitz environment and that all liability for personal injury adheres to the travel policies carried by the Client. Any material damages to property beyond normal wear and tear will be billed back to the client.

Client understands that Client team flight, parking, and ground transportation reservations and associated costs are not included in the price, unless noted otherwise. Clients will be responsible for booking flight and ground transportation to the training destination.

Client understands the Blitz is scoped for a max number of client participants, as defined in the contract. The client is responsible for any Carnegie-incurred costs that result from attendees surpassing that max number, including but not limited to meal, lodging, and excursion costs.

ENROLLMENT STRATEGY BLITZ (Strategic Enrollment Discovery)
Client is responsible for gathering all relevant stakeholders to attend the discovery meetings. These stakeholders must be knowledgeable about and have the authority to impact enrollment management. Client acknowledges that if the previously mentioned stakeholders are not present at discovery meetings, the resulting recommendations may suffer in quality or Client will need to pay additional fees and travel expenses for additional audit meetings to ensure Carnegie has the opportunity to gather the necessary information.

The Strategic Enrollment Discovery will take place on campus or virtually. Collectively, up to five Carnegie team members will facilitate the discovery meetings.

PRINT INCREASES
If there is an increase in the cost of print materials during the execution of your project, you’ll be billed for the increase in cost or the scope of work will be adjusted accordingly.

POSTAGE INCREASES
If the estimated postage costs differ from the actual postage costs for any reason, Client will be billed for actual postage costs.

LIST PURCHASES
Client will be billed directly by each list provider for any lists Carnegie purchases on Client’s behalf.

UNLIMITED DATA TAGGING (Darts and Motivators)
Client acknowledges that prospective student identifiers and addresses are required data points. Carnegie will provide a sample data file as needed and will direct Client to a SFTP site where data files can be uploaded. Client acknowledges that Carnegie representatives cannot send or receive data files via email or any other method of transference other than the SFTP site.

Annual unlimited data tagging provides for one instance of darts data tagging each month for twelve months. The twelve-month agreement begins immediately following the delivery of your Dart strategy presentation or after this contract is signed (whichever comes later), at the nearest upcoming third Friday of the month. Client will submit prospective student data by 5:00pm PST on the third Friday of every month. The data tagging process will begin the following Tuesday. Once data tagging is complete, Client will be notified and data will be available in your secure transfer folder for upload to your CRM. The typical turnaround time for receiving tagged files is around seven days from the time of tag initiation. If the data submission deadline passes and no files are sent to Carnegie for tagging, Carnegie assumes that no tagging is needed for that month. Client’s next available opportunity to tag data will be the following month. No months will be added to the twelve-month agreement if Client chooses to skip one or several months of data tagging opportunities. Rather, an additional annual unlimited data tagging agreement may be purchased.

Creative

BRAND STANDARDS
All existing primary brandmark variations and secondary brandmarks will be detailed in a brand standards document. All of these visual and verbal elements already exist, and Carnegie is refreshing the presentation of these existing elements. “Premiere”-level standards includes specified explorations but those explorations do not include custom logo development or custom illustration of any kind, pertaining to brand marks, iconography, or otherwise. Up to two rounds of revision are included in the review of the brand standards document.

All design and copy needs a final round review and proofing by the client prior to print or placement. Carnegie conducts several rounds of extensive editing on all products and is not responsible for the absence of grammatical, spelling, photographic, sizing, color reproduction or design errors after review by Client. If brand standards guide is intended for print, Carnegie strongly recommends requesting paper stock samples from the printer and reviewing a printer’s proof prior to production. Client acknowledges that Carnegie is not scoped to manage print production or communication with print vendors. Final file packaging may take anywhere from one to three business days.

If stock photos are used for final creative—either by necessity or request from the client, a $300 per image charge will be invoiced.

COLLATERAL ANALYSIS
Client is responsible for gathering all relevant stakeholders to attend each discovery meeting. These stakeholders must be knowledgeable about the pieces of collateral presented for evaluation. Client acknowledges that if the previously mentioned stakeholders are not present at discovery meetings, the resulting recommendations may suffer in quality or Client will need to pay additional fees and travel expenses for additional audit meetings to ensure Carnegie has the opportunity to gather the necessary information.

The Collateral Analysis will take place either on campus or virtually, over the course of one or more consecutive days. Carnegie will facilitate the scoped number of interviews, each with participants numbering no more than eight people. A final report containing collateral profiles, summary charts, and conclusions based on the established evaluation rubric and the expertise of Carnegie team will be provided. Carnegie cannot guarantee any outcome from action taken due to the summary conclusions. Up to two remote presentations of audit results are included.

COLLATERAL DEVELOPMENT (Signage)
Included in the agreed upon scope of work is design templates and assets for signage and wayfinding. While Carnegie will provide best practice recommendations and designs, it is not responsible for the application on campus, or the results of such application.

CREATIVE CONSULTATION HOURS
Consulting hours are activated for any activity conducted by a Carnegie strategist or specialist beyond what’s covered by the other items in scope. This includes live consultative calls and any review or prep leading into or coming out of such calls. If multiple specialists are needed on any occasion, the time spent by each specialist is counted against the total number of purchased consulting hours. Time spent by Account and Project Management personnel do not count against the purchased consulting hours.

CREATIVE EXECUTION
Client acknowledges that photograph and color reproduction are subject to a variety of factors in both print and digital display. Carnegie maintains best practices, client color specifications, and PANTONE or applicable color system guidelines, but cannot guarantee consistent display across various media.

The Client’s project will utilize already existing client assets and stories. Client will provide any student/staff/faculty/alumni profiles, facts, statistics, and evidence points they wish to have considered for inclusion in the piece, and deliver any former marketing pieces they wish Carnegie to reference. If Client requests Carnegie to interview a subject/stakeholder and gather their story for use in a piece, a $300 per interview charge will be invoiced. Client will identify the interviewee and provide relevant contact information. Interviews will be documented and/or recorded. Client recognizes that quotes may be edited for grammar, length, and personality archetype, however all subjects quoted will be provided the opportunity to review and approve quotes prior to publishing.

Once content is approved by the Client, the Carnegie is not responsible for public author objection or audience reaction. Carnegie cannot guarantee factual accuracy of proposed copy; Client acknowledges its responsibility to fact-check and provide notes prior to final approval.

Client will provide access to client-owned photography, unless stock photography is desired. The client-managed library will be distilled to a reasonable size of approved images before sharing with Carnegie. If stock photos are used for final creative—either by necessity or request from the client, a $300 per image charge will be invoiced.

Clients will provide timely feedback on a content strategies, generally within 3-10 business days. If timely feedback is not received, Carnegie will move forward using the Carnegie suggested content outline to create draft 1 of the product; any late client feedback will be taken into account during the completed draft’s designated revision rounds and count toward those revision round.

Clients will provide timely feedback during designated revision rounds, generally within 3-10 business days. If no feedback. edits are received within three weeks of Carnegie’s request for feedback, files will be packaged, delivered, and considered final, concluding the work on the project. For each Client-requested revision round beyond the amount allotted in the contract, the client will be offered that additional revision round at a charge of $50 per page/canvas being revised and will be invoiced in the month in which the work is completed. A revision round includes one round of copy and/or design revision in response to one submission of consolidated Client feedback.

Carnegie’s creative work product and strategy is based on best recommendations. After delivery of final files, Client modification may occur, but client assumes risk that the product is no longer meeting design or personality targets. Client acknowledges that all design and copy require a final review and proofing by the Client prior to print or placement. Final file packaging may take anywhere from one to three business days.

DISCOVERY & CONSULTATION (NAMING STRATEGY)
The scoped number of naming constructs will be prepared for Client review. One round of collective revision for the concepts is included. Additional revisions may require another Statement of Work. The long-form names presented are run through a trademark search via uspto.gov/trademarks/search and organically researched for any potential market overlap. Any accompanying and presented nicknames are for consideration only and are run through a trademark search. Client is responsible for consulting with their legal teams for any additional research or trademarking of names, nicknames, domain name purchasing, etc.

EMAIL
Once the Client approves the topic for each email, a topic cannot be changed without incurring an additional charge of an additional email.

For email template design deliverable, free web fonts will be used; cost of font licenses are not included. Each email template will be delivered as an editable Adobe XD file. Client will need to provide a paired down photo library for image selection, otherwise stock photography may be used (thereby incurring a cost of $300 per stock image used). Client sign off of each email template design is required before proceeding with any HTML or prototyping in scope. When HTML is in scope, Carnegie will begin build out of each email template once final design is approved.

IDENTITY DEVELOPMENT
Carnegie will develop and present the 7-10 brandmark concepts for Client review. Client may choose 3 preferred logo concepts to move forward with and may request one round of collective revision to those concepts. Additional revisions will require additional scope. One final brandmark concept will be chosen by Client after requested revisions are complete. One additional round of revision on the chosen brandmark is included. After receiving written approval from Client to proceed with final brandmark, Carnegie will produce a standard suite of logo variants (color variants, horizontal variant, vertical variant, and simplified icon variant). Two rounds of collective revision on the logo suite are included. Additional revisions may require additional scope.

When Brand Standards are in scope, Client will confirm all variations needed in the final primary logo suite. Using the Client-approved sub-brand list (cities, organizations, affiliations, etc.), a sub-brand strategy will be proposed and incorporated into the resulting brand standards document. An initial single sample of each type of sub-brand will be presented for approval. Up to two rounds of revision may be applied to the sub-brand samples. Once the samples are approved by Client, Carnegie will deliver the native files of sub-brand samples for future Client reproduction. All creative and technical guidelines will be included in resulting brand standards document.

Though Carnegie’s recommendations reflect a macro competitive landscape review of positioning, copy, design, marks, color use, and logos, the Company cannot guarantee its recommendations to be wholly unique, ownable, or to qualify for trademark. Client acknowledges that Carnegie does not stand in the place of legal counsel, does not work directly with the USPTO, and therefore, cannot guarantee trademark clearance. The Client understands that it is its own responsibility to involve relevant legal counsel in such considerations. Should legal counsel identify an issue with trademark clearance, Carnegie can engage in an additional contract to address the issue.

MERCHANDISE
Client acknowledges that a variety of restrictions, limitations, and guidelines exist for every merchandising product. Amongst other restrictions, logo sizing and color reproduction can be severely limited due to a third party licensing vendor’s specifications. If asked, Carnegie will provide client recommendations based on the best of available options, but cannot be held liable for results. Carnegie does not communicate directly, contract with, or manage licensors or third party merchandise providers.

MUSIC LICENSING (Platinum-Select Music Library)
Client will be sole owner of broadcast licensing and responsible if any additional ad spend goes beyond license agreed upon. Costs associated with music purchasing or licensure are not included.

Client acknowledges that the music license purchased by Carnegie on behalf of Client (each considered the “ Licensee”) is for a single film project intended to promote a single organization, entity, company, product, or the like (collectively referred to as “End Client”). Carnegie cannot place a brand, logo, name, or other identifier of more than one End Client on the project is a violation of the terms of Carnegie’s agreement with Musicbed (“Licensor”). Co-branded projects, i.e., those featuring the brand, logo, name, or other identifier of more than one End Client, require a custom written license from Musicbed.

Each of the Recordings is the property of Licensor and its musicians, producers, and composers (“Artists”). Unless otherwise stated in, Licensee shall not use the Recordings in any of the manners described below:

Projects and products which incorporate Recordings may not be monetized, which involves the Licensee placing a video or videos containing Recordings on video hosting services such as, but not limited to, YouTube, AND authorizing the presence of paid advertising with such video(s), and being entitled to a share of the revenues from any such advertising.
The Recordings may not be sold as standalone music files, or included in any other media/stock product, library, or collection for distribution or resale. Licensee may not disassemble, decompile, reverse engineer, translate, or otherwise decode the Recordings for any reason whatsoever.
Recordings may not be used for product that is intended for resale, such as, but not limited to, digital product (electronic templates for websites or applications, software and mobile applications, video games, stock elements or films/illustrations for resale) or physical product (DVDs, BluRay, or external media storage such as USB drives).
If Licensee provides Recordings or works incorporating the Recordings to a client as part of its work product, the client may not reuse the Recordings or works incorporating the Recordings for any other purpose.
Recordings may not under any circumstances be used in or in conjunction with, or in any way that might be considered pornographic, obscene, abusive, immoral, illegal or inciteful of an illegal act.
Recordings shall not be used in conjunction with sensitive subject matter without the prior written consent of Musicbed; sensitive subject matter includes but is not limited to sexual activity or sexual-oriented nudity; tobacco, alcohol, or drug use; health issues and bodily functions; illegal activities; excessive or graphic violence; and political content.
Recordings may not be used in a way that may be considered invasive of privacy, defamatory, libelous, or fraudulent, false or misleading or in a way that is hateful or derogatory of any race, nationality, ethnic identity, gender, gender identity or sexual orientation, or political or religious belief, whether directly or in context or juxtaposition with other materials.
Recordings may not be used in any manner that creates a false inference or places the Recordings in a context that is likely to result in bringing the Recordings, Musicbed, or any Artist into (1) public disrespect, (2) scorn, (3) contempt, (4) scandal, (5) ridicule, or (6) that is likely to shock, insult, or offend the community or public morals or decency or prejudice Musicbed, any of its Artists, or any person or property in the Recordings, or otherwise detract from or negatively affect the public image of Musicbed or any of its Artists.
Licensee is not permitted to purchase Recordings for use in non-fungible tokens (“NFTs”) or digital collectibles.
Recordings may not be used in any manner that misrepresents the source of the music licensing under this Agreement.
With the exception of the creation of original music compositions, at no time shall Licensee deal directly or indirectly with any Artist regarding Artist’s Recordings where a Representation Agreement is in effect between Artist and Musicbed.

MUSIC LICENSING (Royalty-Free)
Music sourced from Carnegie’s royalty-free library — a versatile collection that covers all licensing needs for web, social, digital, and broadcast channels. Costs associated with music purchasing or licensure are not included.

Client acknowledges that Carnegie Dartlet, LLC will be sole owner of the music licensing.

Client acknowledges that the music asset may only be used as an integrated element for a single film project intended to promote a single organization, entity, company, product, or the like (collectively referred to as “End Client”).

Unless otherwise stated in, Client acknowledges music asset will not be used in any of the manners described below:

Used, copied, distributed, performed, presented, sold, licensed, shared, or otherwise exploited as standalone content, nor may they be used to create derivative works like remixes or covers, input into AI systems for any purpose, or included in datasets for machine learning, AI training, or the development or improvement of AI technologies.
In conjunction with any matter that is illegal, violates court orders or applicable law, or may harm Artlist, its artists, third parties, or their rights or reputation.
In or in conjunction with, or in any way that might be considered: (i) pornography; (ii) promoting or encouraging violence, racism, hate, threats, or discrimination based on race, religion, sex, sexual orientation, community, or nationality; (iii) harm to vulnerable groups; (iv) violations of privacy or publicity rights; or (v) slander, defamation, or other unlawful or offensive content.
In any manner that misleads, misinforms, misrepresents, or misappropriates; to violate consumer protection laws; to promote unfair competition or false advertising; to breach legal duties; or to engage in illegal activities.
With intention to spread election misinformation, including disinformation campaigns or candidate misrepresentation.

ON-CAMPUS CREATIVE INTENSIVE
Client is responsible for recommending relevant stakeholders to attend the creative intensive. These stakeholders must be knowledgeable about and have the authority to impact creative strategy. Client acknowledges that a creative intensive requires a commitment from attendees to attend the entirety of the event and that the creative decisions made will be acted upon by Carnegie immediately following the event, as it relates to contracted work. If, after the event, Client requests changes to the creative strategy confirmed during the creative intensive, the timeline and/or budget may be impacted.

Client understands that ground transportation, parking, and other associated travel costs to the training destination for the Client team are not included in the price, unless noted otherwise. Clients will be responsible for organizing ground transportation to the training destination for the Client team.

Client understands the creative intensive is scoped for a max number of client participants, as defined in the contract. The client is responsible for any Carnegie-incurred costs that result from attendees surpassing that max number, including but not limited to meal, lodging, and materials costs.

PERSONALITY-DRIVEN CAMPAIGN CONCEPTS
Carnegie will develop and present the scoped number of unique campaign concepts for Client review. A series of single-canvas product examples will be produced for each concept. Two rounds of revision are included. Once a singular concept has been chosen, Carnegie will deliver native files to Client for development and implementation.

Client understands that it is purchasing Carnegie’s creative expertise and best recommendations. If for any reason the client is not entirely satisfied, Carnegie will make the best use of the revision round to edit elements of the chosen concept to more closely align with the client’s desires and expectations. This revision round includes visual and language updates within the construct of the presented campaign concepts. Revision round does not include creation of additional campaign concepts. Mock-ups and concepts presented for demonstration purposes do not imply rights of use of imagery. Client will provide access to Client-owned imagery whenever possible. Packaging of files may take up to three days after client approval of final concept.

Carnegie organically researches campaign concept themes for any significant market overlap in the higher education industry. Carnegie does not guarantee trademark availability for campaign concept themes, and does not recommend that obtaining a trademark is necessary. Campaign concept themes are meant to be versatile in application, with wording and phrasing that varies per communication, to create one big idea story. A client’s choice to trademark a thematic phrase is theirs alone, and any wish to do so must be communicated by the Client to Carnegie at the beginning of the project, before concept development begins. Carnegie is not liable for any trademark challenges that arise post draft delivery and presentation of the concepts.

PERSONALITY-DRIVEN CAMPAIGN CONCEPTS WITH DART ITERATIONS
Carnegie will develop and present the scoped number of unique campaign concepts for Client review. A series of single-canvas product examples will be produced for each concept. Once a singular concept has been chosen, Carnegie will present a series of single-canvas product iterations (scoped number per Dart) for the chosen concept and will then will deliver native files to Client for development and implementation. Two rounds of revision are included. Once a singular concept has been chosen, Carnegie will deliver native files to Client for development and implementation.

PHOTOGRAPHY
Carnegie will conduct an on-site photo shoot, collecting assets specific to institution’s personality. A client producer will coordinate scheduling, location arrangements, talent recruitment, and needed permissions or access to on-campus resources. The scene list and schedule will be reviewed with Carnegie iteratively and a finalized schedule will need to be agreed upon two weeks prior to arriving on site.

On the ground, the scoped number of consecutive days will be allocated for photography production. Each production day includes ten hours of time, including all time needed for set-up and take-down. While it is recommended that a client producer accompany the production crew on-site, such presence is not required. In the absence of a client producer or on-site representative, the client shall designate an accessible point of contact available for contact related to scheduling, location arrangements, talent recruitment, and needed permissions or access to on-site resources.

Carnegie will deliver a comprehensive and edited library of photo assets 6-7 weeks post photoshoot. Expedited delivery is available at an additional charge of $6500. Raw images are not included in the deliverables but may be provided upon request for an additional fee.

PRINT COLLATERAL
Client will incur an add-on fee of $500 for the request of fold styles beyond the typical booklet fold (8+ page documents) and trifold (6 page documents). This add-on will include the choice of three variant fold options for selection.

A printer’s proof is always recommended by Carnegie. Client understands the risks associated with not requesting a printer’s proof, paper sample, or physical mock-up prior to full production and agrees to assume that risk if these precautions are not taken.

PRINT PRODUCTION MANAGEMENT
All files will be prepared for printing by Carnegie, except for hard proofs and press checks, unless otherwise specified, and will incur additional charges. Such charges will be discussed with and preapproved by the Client in writing.

ONSET PHOTOGRAPHY
The Carnegie photographer will work in close collaboration with the Carnegie video team to ensure consistency in creative direction and efficiency in execution. Onset Photography will take place over the scoped number of consecutive on-site days, with each production day consisting of up to ten (10) hours, inclusive of set-up and take-down time.

Carnegie will deliver an edited library of photo assets within six to seven (6–7) weeks following the video shoot. Expedited delivery is available for an additional fee of $6,500. Raw images are not included in the standard deliverables but may be provided upon request for an additional fee.”

If the photography scope needs to remain paired with video, please embed the updated on-site photography provision into the revised video language on row 25.

SCRIPTS
Script development includes copy only unless a storyboard is included in scope. Carnegie will provide a script with a word count that is best practice for the length of the ad. Carnegie is not liable for any Client-requested revisions to the script that overextend the word count and thereby do not fit the originally agreed upon length of the ad. Carnegie is not liable for the execution or the results of the execution of the approved script.

Two rounds of revision are included with each deliverable. For Carnegie-produced videos in which the script is applied, the Client acknowledges that Carnegie may make revisions to the script to fit the b-roll, length, and pacing. The Client is responsible for reviewing and providing final approval for any changes made.

VIDEO EDITING
If needed, upon project initiation, Carnegie and Client will conduct a discovery process to confirm alignment on specific requests or revisions. This alignment must be completed prior to the commencement of video editing.

Two rounds of revision are included with each deliverable. Client acknowledges that all feedback must be consolidated into one written document per round of revision. Any feedback not included in this manner will be considered an additional round of revision and could be subject to hourly fees.

Final files will be delivered as a digital file.

VIDEO SCRIPTS
If the Client requests a change to a script after Client approval of the script and the recording of the voiceover, the cost of re-recording the voiceover will be invoiced to the client at a cost of $300, providing the same voice talent is used. If a new voice talent is desired, the Client will be invoiced $400 for the new recording.

VIDEOGRAPHY
Carnegie will conduct an on-site video shoot, collecting assets specific to institution’s personality and directly correlated with approved script. A client producer will coordinate scheduling, location arrangements, talent recruitment, and needed permissions or access to on-site resources. The scene list and schedule will be reviewed with Carnegie iteratively and a finalized schedule will need to be agreed upon two weeks prior to arriving on site.

On the ground, the scoped number of consecutive days will be allocated for video production. Each production day includes ten hours of time, including all time needed for set-up and take-down. While it is recommended that a client producer accompany the production crew on-site, such presence is not required. In the absence of a client producer or on-site representative, the client shall designate an accessible point of contact available for contact related to scheduling, location arrangements, talent recruitment, and needed permissions or access to on-site resources.

The footage obtained from the on-campus video shoot will delivered as edited video digital files. A hard drive included the unedited footage will be delivered at the completion of the engagement.

Music options and voiceover talent will be provided (if concept requires). The included music is licensed for $25,000 or less ad spend and is licensed for web use only (social media and websites). Royalty-free and expanded licensing (radio, national, etc.) are available upon request for an additional fee.

If the Client requests a change to a script after Client approval of the script and the recording of the voiceover, the cost of re-recording the voiceover will be invoiced to the client at a cost of $300, providing the same voice talent is used. If a new voice talent is desired, the Client will be invoiced $400 for the new recording.

Three rounds of revision are included with each deliverable.

VISUAL BRAND IDENTITY ANALYSIS
Client is responsible for gathering all relevant stakeholders to attend each audit interview. These stakeholders must be knowledgeable about and have the authority to impact Client’s brand or the implementation of the brand. Client acknowledges that if the previously mentioned stakeholders are not present at audit interviews, the resulting recommendations may suffer in quality or Client will need to pay additional fees for additional audit meetings to ensure Carnegie has the opportunity to gather the necessary information.

The Brand Identity Analysis will take place virtually or on campus, over the course of one or more consecutive days. Carnegie will facilitate the scoped number of interviews, each with participants numbering no more than eight people. A final report containing macro conclusions, insights, and recommendations based on the experience and expertise of Carnegie will be provided.

Client acknowledges that a high volume of collateral is needed for this analysis to be worthwhile and that it is Carnegie’s recommendation that no less than 60 pieces of collateral are reviewed. These pieces will need to be identified and provided to Carnegie prior to the on-site meeting. In addition to print or digital collateral, any relevant brand standards must also be provided to Carnegie for review.

Up to two rounds of revision are included in report and one remote presentation of analysis results.

PHOTO/VIDEO (ON-CAMPUS TEAM TRAINING)
Client shall provide an on-site videographer/photographer and producer for all scheduled video/photoshoot hours. These personnel will be responsible for managing the shot list, coordinating talent recruitment, overseeing location arrangements, and securing necessary permissions or access to on-campus resources. In addition, Client shall retain sole responsibility for obtaining, recording, and maintaining all talent release permissions. Carnegie’s Art Director will serve in an advisory capacity throughout the production process for up to 10 hours per day.

Digital Advertising

ALL DIGITAL ADVERTISING SERVICES

DIGITAL PRIVACY
Client represents and warrants that all personal data, personally identifiable information and any other identifying information (“Personal Information”) provided by client or its designees to Carnegie has been collected, maintained, and provided to Carnegie in compliance with all applicable privacy and other laws and regulations, including without limitation, the General Data Protection Regulation (“GDPR”), that the use of such Personal Information as requested by Client is permitted by applicable laws and regulations, and that all Personal Information provided by Carnegie to Client will be used by Client and Client’s designees strictly in compliance with all applicable laws and regulations. Client further represents and warrants that its web site operations and data collection and tracking practices are, and will remain, in compliance with all applicable privacy laws and regulations, including without limitation, GDPR.

Client acknowledges that Carnegie may use Client’s anonymized campaign results data for the purpose of internal use and benchmarking. Data will not be provided to any third party without the express written consent of the client, except as required by law or to complete the agreed upon scope of this agreement.

DIGITAL MARKETING MEDIA PLAN AND EXECUTION
All paid digital marketing services agreed to include up to two rounds of media plan revisions. Additional rounds of revisions are subject to consulting fee. Delays for execution of campaigns beyond 60 days from agreement date due to Client’s lack of response, delay of start, or other specific reason may be subject to consulting fees for time and support. Consulting fees for digital media plans and delay management are $250 per hour. These fees will be billed upon completion of consulting and will reduce the total budget for anticipated campaigns.

Analytics, Attribution, & Reporting

BRAND LIFT ANALYSIS
Using Google Analytics, Carnegie will research and analyze the effects of branding campaigns on how prospects are reaching Client’s website and their behavior on it. A brand lift measurement strategy that benchmarks site performance before, during, and after your campaigns are in-market will be delivered and will provide data and insights. The “pre-campaigns” time segment will benchmark brand-influenced traffic sources and their audiences. The “during-campaigns” time segment will provide insights based on immediate impact from campaigns and an optional second “during-campaign” time segment can be added to the Analysis for additional insights on campaign impact as changes are made (i.e. target markets, budgets, etc.). The “post-campaigns” time segment will analyze the potential lasting impact of brand campaigns on the market

If brand campaigns are an always-on tactic, the post campaign analysis will be based on a date 12 months from the pre-campaigns time segment or based on a slow spend time segment for campaigns where the market is closest to benchmark.

CARNEGIE CLARITY AND PERSONALIZED DIGITAL EXPERIENCES
Client acknowledges that (a) any Insertion Order that includes the Carnegie Clarity (“Clarity”) or Personalized Digital Experiences (“PDX”) services will utilize the capabilities of the BlueConic On Demand Service (the “BlueConic Service”), which is necessary to execute Clarity and PDX, (b) BlueConic, Inc. (“BlueConic”) and its licensors exclusively own all rights, title and interest in and to the BlueConic Service, (c) Carnegie will operate and manage the Clarity and PDX services (including the BlueConic Service) on behalf of Client as agreed upon in the applicable Insertion Order, and (d) BlueConic is an intended third party beneficiary of the provisions set forth in this Section IV. In connection with Client’s use of the BlueConic Service (whether directly or through Carnegie acting on behalf of Client), Client hereby agrees to all of the terms and conditions imposed on the use of the BlueConic Service (as updated from time to time), which terms and conditions currently are available at https://www.carnegiehighered.com/clarity-terms/ and are incorporated by reference herein as if fully set forth herein. The BlueConic Service shall be hosted on the standard BlueConic Amazon cluster in the USA.

GA4 WORKSHOP
Carnegie’s GA4 workshop will include a brief overview of Google Analytics, an overview of the key differences between GA4 and Universal Analytics, and a Client-selected list of topics from the following options: Home screen & UI navigation, Implementing GA4 manually and with GTM, creating filters and segmenting data, life cycles reports, user reports and events, configuration basics (setting up goals, managing user access), Google BigQuery overview and writing simple queries.

The workshop will be conducted via Zoom over a 2.5 hour period. Attendees can utilize the chat feature in Zoom to ask questions during the session that will be answered by the instructors in real-time. The presentation and recording of the session will be provided afterward, along with links to any resources referenced in the workshop.

GOOGLE ANALYTICS ASSESSMENT AND DASHBOARD
Client will provide Carnegie with one Google Analytics property to assess. The assessment includes a write-up of recommendations and a one-hour call to review recommended changes to improve data collection and accuracy. Carnegie will also develop an overview Looker Studio dashboard in order to provide a holistic view of Client’s website traffic that includes top geographies, sourced traffic and channels, and days of the week when Client’s site has the most traffic. The dashboard is interactive with filters allowing Client to filter by dimensions of interest such as campaign name, ad content, or custom date range.

GOOGLE ANALYTICS CONSULTING
Carnegie will work with Client to identify high-level goals such as application and RFI submissions, allowing Client to measure progress toward stated marketing goals and providing insight into optimization opportunities. Beyond these fundamental steps, the consulting time may also include:

Delivery of Google Analytics Goal/Conversion and Event worksheet, in alignment with Client’s measurement plan.
Heat Mapping: Qualitative insights into which areas of the page users are more likely to engage with.
Site Search Analysis: Insights into how visitors search Client’s site, including how well they find certain pages or information.
Channel Attribution Analysis: Going beyond last-click conversions, this analysis helps in assigning conversion success to the appropriate channel(s).
Setup of Advanced Google Analytics Tools: Set up of custom channel groupings, custom dimensions, custom metrics, UTM tagging, and more custom features to track site’s performance and user interactions.
Enhanced Reporting and Customized Dashboards: Ensuring Client’s dashboard incorporates all newly collected data and reflects individual stakeholder needs.
Ad Platform Dashboarding: Bringing Client’s Facebook Ads, AdRoll, LinkedIn Ads, Google Ads into Client’s Looker Studio reports for centralized reporting.
Custom consulting

Ongoing analytics services include regular calls for Carnegie to provide progress updates and ensure alignment with Client’s objectives, as well as address ad hoc requests and questions as needed.

LEAD IMPORT TO CRM AUTOMATION
Client acknowledges that in order to complete this work, Carnegie will need access to Client’s CRM instance, including the following permissions: Administrator (All Access) [Required], Security Administrator, SFTP Access. After being provided with CRM access, Carnegie will work with Client to identify necessary data points needed for collection and follow up.

Carnegie utilizes webhooks to create the automated connection. This requires Carnegie to: create a service account on behalf of Client to authenticate the webhook connection, create a new source format(s) and configure proper mapping for the import, create new interaction code(s) to ensure proper attribution is available, set up webhook connections from ad platforms to CRM, test and confirm implementation. After the initial set up is complete, Carnegie will give Client a final review prior to launching the automation to ensure everything is configured in the most optimal way for your team.

Post-launch, Carnegie will ensure mapping is set for any new campaigns and monitor imports on a monthly basis until the campaigns wrap up to ensure accuracy in data collection.

Lead import automation and monitoring is limited to Carnegie-executed and -managed digital media campaigns.

VIRTUAL GOOGLE ANALYTICS GOALS WORKSHOP
The virtual workshop is two hours and focuses on Goal and Event Tracking in Google Analytics and the corresponding Tags in Google Tag Manager. After providing foundational knowledge on these topics and beginning to assess Client’s current Google Analytics View used for tracking, an additional two hours of post-workshop consulting occurs via Zoom. This consulting can serve to help Client better understand how to classify user engagement actions as either Goals or Events (or both), fill out a Goal Tracking Worksheet to help organize tracking objectives, and/or work on modifying, testing, and implementing changes to complete the tracking objectives.

VIRTUAL GOOGLE ANALYTICS WORKSHOP (INTRODUCTION TO PLATFORMS, REPORTING, AND ANALYSIS)
This workshop will explore Client’s Google Analytics account (or accounts, if there are more than one), including an overview presentation on Google Analytics, Google Tag Manager, and Google Looker Studio, as well as best practices for setting up access and properties for multiple areas of the institution.

The hands-on training will answer the questions:
How can I better understand the data about the traffic that is coming to my site?
How do I know what changes to the website were or were not effective?
Should I set up goals and events?
Do I need to make any changes to the way our Analytics account is set up?
How can I visualize this information in a meaningful and actionable way?

Virtual workshops do not include Carnegie team members’ presence on campus. However, if Client participants wish to congregate for the workshop sessions, it is Client’s responsibility to reserve a room/rooms on campus that has a projector and Wi-Fi access. The room(s) should be reserved to accommodate participants for two separate days and up to 2.5 hours per day. After training sessions, assignments will be provided that will allow attendees to put to use knowledge gained from each day. The assignment deliverables and Carnegie presentations are provided for all participants. A Looker Studio dashboard will also be created for the institution, and a 1-hour post-workshop call to review the dashboard, answer final participant questions, and de-brief is also included.

If Client has not had Carnegie complete a Google Analytics Assessment prior to the workshop, it is strongly recommended. A completed Assessment will ensure that the discussion is backed by soundly collected data and Analytics account structure.

Web Development

GOOGLE BUSINESS PROFILE OPTIMIZATION
Carnegie will work with you to optimize your Google Business Profile on the back-end for the most relevant and searched-for keywords and will assist in updating images and other components of the property. Furthermore, Carnegie will create a set number of Google Posts to advertise upcoming events right in the profile. Finally, Carnegie will set up tracking on all posts and on the website button so that traffic can be analyzed in Google Analytics.

TECHNICAL SITE AUDIT AND CONSULTING
A series of five phone calls and screen shares is included. Each meeting focuses on a specific area, and Client is given an export of the issues along with recommendations. While Carnegie provides best practice guides to assist in the process of prioritizing and implementing recommended changes, Carnegie does not make the changes in the Content Management System (CMS).

USER TESTING
Carnegie deploys user tests for unique audiences to see how easy or difficult it is to find key information on Client’s website. During the user tests, each audience type completes 10 specific actions that are predefined by Carnegie and Client. A comprehensive dashboard will be provided with a data analysis and insights following the completion of the tests. A one-hour Zoom meeting to review recommendations is included.

Client acknowledges that audiences under the age of 18 cannot be tested unless Client provides a list of users who have already opted in to taking the test. Ten total actions can be completed per audience. Desktop and mobile versions of the website can be tested, with a minimum of one audience and question set per format.

WEB COPYWRITING AND OPTIMIZATION
Carnegie will work with Client to identify what pages are priority for web copywriting and optimization. The content strategy may involve rewriting existing pages or writing new pages from scratch. A set number of pages of content will be delivered monthly, along with metadata, a keyword list, header tags, and internal link recommendations. Carnegie will track the ranking position in Google for keywords that have been optimized for and report on performance once pages have been implemented long enough for search engines to recognize the changes. Client will receive a comprehensive dashboard that will show organic clicks and impressions, position rankings nationally and locally, and organic traffic metrics. Carnegie does not make the changes in the Content Management System (CMS).

YOUTUBE OPTIMIZATION
In the first month, Carnegie will work with Client to optimize Client’s YouTube account and establish best practices at the channel level. This includes:

Writing an optimized channel description
Recommending new playlists for video categorization
Setting an order for playlists and trailer video on the channel home page
Establishing best practices for channel name, URL, visuals, and linking

Beginning in the second month, Carnegie will delve into specific priority videos. Carnegie will optimize the scoped number of videos per month, which includes:

Performing keyword research to identify the best words and phrases to optimize for on each video
Writing optimized video titles and descriptions
Choosing video tags
Editing closed captioning
Adding each video to the correct playlist

Prior to implementing changes in Client’s YouTube account, Carnegie will send suggestions in a document for approval.

SEO

SEO COMPETITIVE AUDIT
Carnegie will perform a search engine optimization competitive analysis based on the top, high-quality keywords that represent Client’s institution. Carnegie will analyze who Client’s search engine competitors are both locally and nationally. In doing so, Carnegie will assess what these competitors are doing on their websites from an SEO perspective in order to appear higher up in the rankings. Then, Carnegie will make recommendations for how Client can gain more visibility and outrank the competition.

SEO CONTENT AUDIT
Carnegie will perform a SEO-focused content audit of select pages of Client’s website. This will include full assessments of missed keyword opportunities, metadata shortcomings, header tag issues, user experience roadblocks, and content gaps. Carnegie will also make recommendations for structured data markup where applicable and will analyze current traffic and ranking data for each page utilizing Google Analytics, Google Search Console, and keyword research tools.

An initial discovery call will be conducted to choose the select group of pages on Client’s website that will be audited. A comprehensive document will be delivered with an in-depth analysis of each page, along with recommendations for title tags, meta descriptions, header tags, structured data, and additional content. All audited pages will also include targeted SEO keyphrases, data analysis via Google Analytics and Google Search Console, and strategic insights. This document will also be reviewed remotely via a one-hour screenshare wherein Carnegie will walk-through the recommendations stemming from the audit in detail.

VIRTUAL SEO WRITING WORKSHOP
The workshop is conducted via Zoom and broken up into two separate 2.5-hour long sessions spaced two weeks apart. In between the two remote sessions, attendees will be given an assignment to optimize a piece of content, giving them the opportunity to put what they learned in session one into practice and come to the second session with their questions. Participants will be encouraged to collaborate virtually during each session and break out rooms will be utilized within Zoom to facilitate group work. Attendees will also utilize the chat feature in Zoom to ask questions during the session that will be answered by the instructors in real time. Presentation decks and recordings of the sessions will be provided afterwards, along with links to the resources referenced in the workshop.

Enrollment

Enrollment Management

STUDENT ENGAGEMENT CENTER
Carnegie to provide outbound or inbound contact center services depending on specific scope of work being executed. For outbound campaigns, Client shall provide all applicable data files to Carnegie in real time and/or a .csv file of historical inquiries for import through secure file transfer. The Client shall not provide prospects/records of those individuals that have opted out of these types of interactions or future communications. Carnegie to provide recordings of all calls available for review via Carnegie.

Client Warranties for Outbound Campaigns
Client represents and warrants that it shall use good faith in performing its responsibilities under this SOW and that Client will provide Carnegie with customer lists/contact lists/phone lists that will strictly comply with all applicable federal, state and local laws, including but not limited to the

Do-Not-Call laws enacted by the States (the “DNC”), the charitable solicitation and telemarketing laws enacted by the States, the Communications Act of 1934, as amended, and the rules and regulations promulgated thereunder by the Federal Communications Commission the (“FCC”), the Telephone Consumer Protection Act (the “TCPA”), the Telemarketing Consumer Fraud and Abuse Prevention Act and the rules and regulations promulgated thereunder by the Federal Trade Commission. With all lists provided by Client, Client will identify each customer/contact who has consented to allow Client (as well as Carnegie) to contact him/her via automated technology, to include text messaging, pursuant to applicable laws.

Client represents and warrants to Carnegie that all individuals included in the customer list/contact list/phone list provided by Client to Carnegie have consented to receive automated messages, as required under the TCPA and numerous similar state laws, including text messages, from Client/Carnegie for purposes that include deposit qualification campaigns. Client acknowledges and agrees that it is solely responsible for ensuring that consent from all such individuals has been obtained. Client further acknowledges and agrees that, to the extent Client approves the form, content, and/or substance of any text message communications to students, Client is solely responsible for any claimed damages, losses, fees, and/or other monetary or non-monetary relief sought in connection with any claim or contention that said text message(s) were illegal, improper, and/or a violation of law.

Client will communicate revocation of consent to Carnegie within 5 business days of such revocation, for any person listed on a customer list/contact list/phone list that was previously provided to Carnegie by Client or by a third-party provided working on behalf of Client.

Hours of Operation
9AM EST – 11PM EST M-F; and on Saturday (when necessary).

Holidays
Carnegie observes, and will be closed, for the following holidays: Martin Luther King Day, President’s Day, Memorial Day, Juneteenth, 4th of July, Labor Day, Thanksgiving Day, and the day after, Christmas Eve and Christmas Day and New Year’s Day

While planned system maintenance is typically scheduled for times that Carnegie is closed, there may be situations that necessitate an interruption of prescribed activities. When and if these occur, coordination and notification will be made with Client.

Lead Generation

LEAD GENERATION WITH CARNEGIE
Carnegie reserves the right to edit, revise, or reject any participation and to create and/or edit all content (such as copy, data, and images) being displayed on CollegeXpress.com and/or TuitionExchange.org on behalf of the Client. Client grants a non-exclusive right to share Client’s content in order to deliver upon the contract. Client may provide updates to content at any time, up to three (3) times per annual subscription. CollegeXpress and/or Tuition Exchange will update within three (3) business days.

Client assumes liability for all content including, but not limited to copy, data, and images of participation published online and also assumes responsibility for any claims arising therefrom made against Carnegie, including costs associated with defending against such a claim. Client is responsible for reviewing all content. Carnegie cannot be held accountable for incorrect and/or outdated data supplied by third-party partners. Carnegie will honor requests to edit/update any institutional-specific data/content given that it is compliant with Carnegie’s style guide.

Carnegie does not guarantee any level of impressions or traffic to institution pages on CollegeXpress.com or TuitionExchange.org nor does Carnegie guarantee a minimum number of inquiries to be delivered.

If the start date noted on the contract has passed when the contract is signed, the service will begin within one week of the receipt of the signed contract. At which time the contract is considered live. Any cancellations of participation must be communicated to Carnegie in writing not less than thirty (30) days prior to the go live date. After go live, no refund or exchange for any unused services or unused fees of the subscription. All fees are based on the services purchased hereunder and not actual usage.

Predictive Analysis

ADMITTED STUDENT RESEARCH (NON-SLATE CLIENTS)
Client acknowledges that the Client may be jointly responsible with Carnegie for contacting survey audience using unique links for respondents. Carnegie recommends sending one or two follow-up emails for best results, as well as indicating the survey close date in all communications.

The survey will be open for up to 10 days per send methodology or until it has collected the scoped number of completes, whichever comes first. The survey will be administered online. Carnegie is solely responsible for the design and management of the survey and its resulting data. The platform and collection of sample is facilitated by a third party survey provider. All survey functionality is based on the industry-leading platform leveraged by Carnegie and special requests or unique design may not be available.

ADMITTED STUDENT RESEARCH (SLATE CLIENTS)
Client acknowledges that the Client Slate instance will be used to recruit survey respondents. Carnegie will plan and execute all communications, including timed follow-up. Invitation times will be related to time of student decline or deposit.

The survey will be open for up to 30 days beyond Client’s decision deadline. The survey will be administered through Slate. Carnegie is solely responsible for the design and management of the survey and its resulting data. All survey functionality is based on Slate functionality and leveraged by Carnegie and special requests or unique design may not be available.

Any change in scope, such as requests for additional completes will result in a cost increase. A Slate report of findings will be available in the Client Slate instance. Individual responses will also be tied directly to a Slate entry for the admitted student. A charge for incentives has been included in the total cost.

ENGAUGE APPLY/ENROLL
Client agrees to provide Carnegie with admission and financial aid data from the scoped number of cycles (typically the most recent three Fall Term enrollment cycles), including academic, geodemographic, financial, behavioral, and student status information as specified by Carnegie. Client acknowledges that Carnegie cannot fulfill this deliverable without the minimum data requirements listed above. Client is responsible for gathering all relevant stakeholders to attend data/discovery meetings as well as ongoing project meetings. Client acknowledges that expansion of project scope (including adding special populations for modeling and/or requesting additional ad-hoc analysis beyond the scope of the contracted services) will result in a cost increase. Client acknowledges that exchange of data and documentation will be necessary as part of both the discovery and the ongoing tracking period. Client shall provide Carnegie with (a) remote access to Client’s customer relationship management (“CRM”) program; and (b) all CRM access and permissions required for Carnegie to provide the Services. Carnegie shall, at the reasonable request of Client, (a) comply with the Client’s regulations and policies provided to Carnegie by Client in writing and applicable federal and state law; and (b) comply with Client’s policies and procedures governing conduct related to communication, individual behavior, electronic or network use, and information security.

LEAD SCORING
Client agrees to provide Carnegie with application, admission, and enrollment data from the scoped number of cycles (typically the most recent three enrollment cycles), including any available academic, geodemographic, financial, and behavioral data as well as student status information (e.g. suspect, prospect, applicant, admit, enrollee). Client acknowledges that Carnegie cannot fulfill this deliverable without the minimum data requirements listed above. Client is responsible for gathering all relevant stakeholders to attend data/discovery meetings as well as ongoing project meetings. Client acknowledges that expansion of project scope (including adding special populations for tagging and/or requesting additional ad-hoc analysis beyond the scope of the contracted services) will result in a cost increase. Client agrees to provide data and documentation to Carnegie via either (a) an approved secure data transfer site provided by Carnegie or (b) a secure data transfer method as preferred by Client. Client further agrees to provide tracking data during the enrollment cycle on a schedule agreed-upon between Carnegie and the Client, typically monthly.

RETENTION MODELING
Client agrees to provide Carnegie with enrollment data from the scoped number of cycles (typically the most recent three academic years), including any available academic, geodemographic, financial, and behavioral data as specified by Carnegie. Client acknowledges that Carnegie cannot fulfill this deliverable without the minimum data requirements listed above. Client is responsible for gathering all relevant stakeholders to attend data/discovery meetings as well as ongoing project meetings. Client acknowledges that expansion of project scope (including adding special populations for modeling and/or requesting additional ad-hoc analysis beyond the scope of the contracted services) will result in a cost increase. Client agrees to provide data and documentation to Carnegie via either (a) an approved secure data transfer site provided by Carnegie or (b) a secure data transfer method as preferred by Client.

YIELD MODELING
Client agrees to provide Carnegie with admission and financial aid data from the scoped number of cycles (typically the most recent three enrollment cycles), including academic, geodemographic, financial, behavioral, and student status information as specified by Carnegie. Client acknowledges that Carnegie cannot fulfill this deliverable without the minimum data requirements listed above. Client is responsible for gathering all relevant stakeholders to attend data/discovery meetings as well as ongoing project meetings. Client acknowledges that expansion of project scope (including adding special populations for modeling and awarding and/or requesting additional ad-hoc analysis beyond the scope of the contracted services) will result in a cost increase. Client agrees to provide data and documentation to Carnegie via either (a) an approved secure data transfer site provided by Carnegie or (b) a secure data transfer method as preferred by Client. Client further agrees to provide tracking data during the enrollment cycle on a schedule agreed-upon between Carnegie and the Client, typically weekly or bi-weekly.

Slate Optimization

ALL SLATE OPTIMIZATION SERVICES

SLATE CRM ACCESS
Carnegie will serve as an affiliate in the Admissions Department for the Client and will coordinate duties through the designated contact person identified in writing and provided by Client to Carnegie. Client shall provide Carnegie with (a) a Client email address account; (b) remote access to Client’s customer relationship management (“CRM”) program; and (c) all CRM access and permissions required for Carnegie to provide the Services. Carnegie shall, at the reasonable request of Client, (a) comply with the Client’s regulations and policies provided to Carnegie by Client in writing and applicable federal and state law; and (b) comply with Client’s policies and procedures governing conduct related to communication, individual behavior, electronic or network use, and information security. Carnegie agrees to assume and accept all risks arising out of, associated with, or related to Carnegie performing the Services in accordance with this Agreement and shall be solely responsible for any injury, loss, or damage which Carnegie may sustain while performing its duties under this Agreement, including, without limitation, travel to and from the Client.

SLATE SYSTEM PERFORMANCE
To fulfill the terms of the partnership and deliverables specified, the Client’s Slate instance should be operational and run complex processes efficiently. If system slowness due to inconsistent system maintenance hinders or halts the completion of project deliverables, Carnegie will not inherently be responsible for troubleshooting system inefficiencies or employing extraneous workaround solutions. This may result in certain contracted items being rendered undeliverable.

ALL SLATE IMPLEMENTATION SERVICES
Slate Implementation Services provided under this agreement are subject to the scoped allotment of hours. Carnegie is not required to utilize the full amount of hours. Carnegie will notify the Client at regular intervals as the allotted hours are being used. Any project support that would cause the total hours to exceed the allotted amount shall only be performed with the Client’s and Carnegie’s prior written approval and may require the purchase of additional hours

SLATE COMMUNICATION: CREATIVE PRODUCTION
Creative work edits shall be limited to two rounds of revisions by Client, which shall occur between draft presentation and final approval. Further revisions beyond two rounds will incur additional charges, at a rate of $150/hour, and will be invoiced at the end of the month in which the work is completed. All files will be prepared for printing by Carnegie, except for hard proofs and press checks, unless otherwise specified, and will incur additional charges, such charges will be discussed with and preapproved by the Client in writing.

SLATE PORTALS
Edits shall be limited to two rounds of revisions by Client, which shall occur between initial presentation and final approval. Further revisions beyond three rounds will incur additional charges, at a rate of $150/hour, and will be invoiced at the end of the month in which the work is completed.

SLATE REPORTS
Edits shall be limited to two rounds of revisions by Client, which shall occur between initial presentation and final approval. Further revisions beyond three rounds will incur additional charges, at a rate of $150/hour, and will be invoiced at the end of the month in which the work is completed.

Financial Aid Optimization

FINANCIAL AID OPTIMIZATION
Client agrees to provide Carnegie with admission and financial aid data from the scoped number of cycles (typically the most recent three enrollment cycles), including academic, geodemographic, financial, behavioral, and student status information as specified by Carnegie. Client acknowledges that Carnegie cannot fulfill this deliverable without the minimum data requirements listed above. Client is responsible for gathering all relevant stakeholders to attend data/discovery meetings as well as ongoing project meetings. Client acknowledges that expansion of project scope (including adding special populations for modeling and awarding and/or requesting additional ad-hoc analysis beyond the scope of the contracted services) will result in a cost increase. Client acknowledges that exchange of data and documentation will be necessary as part of both the discovery and ongoing tracking period; Client agrees to provide data and documentation to Carnegie via either (a) an approved secure data transfer site provided by Carnegie or (b) a secure data transfer method as preferred by Client. Client further agrees to provide tracking data during the enrollment cycle on a schedule agreed-upon between Carnegie and the Client, typically weekly or bi-weekly.

Services Including Travel

TRAVEL
In the unlikely event that weather, safety emergency, pandemic, or some other Act of God makes it impossible for our staff to arrive or causes your institution/organization to close on the day(s) our team intends to be on site, Carnegie will reschedule travel arrangements for a later date. Client acknowledges that if at any time, the safety of your community or our staff is in question, we will reschedule travel arrangements for a later date. Furthermore, if the weather, a safety emergency, or some other Act of God is going to discourage attendance in numbers that will render our activities non-impactful, we will immediately look into rescheduling for a future date.

If the Client cancels the event or requests a date/location change after arrangements have been made, Client acknowledges that the Client is responsible for reimbursing any costs incurred related to the event and to the date/location change. If Carnegie needs to cancel or reschedule the on-site event due to unforeseen circumstances, those costs associated with the change will be absorbed by Carnegie.