I. Scope of Work
Products listed below indicate work included in the purchase of that ODDER product. Those listed as “In Scope” are included in the pricing. Anything outside of that description will incur additional fees.
|
Product |
In Scope |
Out-of-Scope |
|
On Demand Digital Endowment Reports (STANDARD BASE PACKAGE) |
One (1) variable tab; one (1) static tab; up to 1,000 endowment report sends; video requests & replies feature; up to two (2) deployment campaigns; up to two (2) data uploads using provided data spreadsheet template and pre-approved PDF reporting template with individual reports appropriately split and named per ODDER standards; 1 proofing cycle with up to 4 users in Sharefile; 1 unopened recipient resend |
More than two (2) deployment campaigns; additional data uploads due to client error; data upload using non-approved client-created spreadsheet and/or template |
|
On Demand Digital Endowment Reports (SMALL ORG PACKAGE) |
One (1) variable tab; one (1) static tab; up to two (2) deployment campaigns; up to two (2) data uploads using provided data spreadsheet template and pre-approved PDF reporting template with individual reports appropriately split and named per ODDER standards; 1 proofing cycle with up to 4 accounts in Sharefile; 1 unopened recipient resend |
All reports p/unit; More than two (2) deployment campaigns; additional data uploads due to client error; data upload using non-approved client-created spreadsheet and/or template
|
II. Add-On Services
(if any services are outside of the products listed in the above matrix, refer to the add-on services available at an additional cost):
|
Add-On |
In Scope |
Out-of-Scope |
|
Additional Endowment report (p/unit) |
Delivery of one (1) PDF report sent above the package allotment indicated above |
Anything not described as in-scope |
|
Additional Campaign (at or within 4 weeks of initial deployment) |
Upload of recipients to additional deployment campaign (beyond the scope of package above) during initial deployment OR additional deployment within 4 weeks of initial deployment. May require purchase of Additional Endowment reports (p/unit) |
Anything not described as in-scope |
|
ODDER Restart - additional cycle of Digital Delivery |
Additional deployment and data upload either over 50 reports or more than four (4) weeks after initial deployment Requires purchase of Additional Endowment reports (p/unit) |
Anything not described as in-scope |
|
Rush Order (<7 working days) |
ODDER deployment within seven (7) business days of data and PDF upload |
Anything not described as in-scope |
|
Additional ODDER Resend |
Additional resend of unopened ODDER reports to recipients (above package scope) |
Anything not described as in-scope |
|
Additional Data Upload (per campaign) |
Changes to recipients, data files, or PDFs after data upload into Sharefile or into the Thankview platform that require a new upload of data (only in the event such changes are not the fault of the ODDER team) |
Anything not described as in-scope |
|
Additional Envelope (custom) |
Additional custom envelope created by ODDER Design Team. |
Anything not described as in-scope |
|
Additional Landing Page (custom) |
Additional custom landing page created by ODDER Design Team. |
Anything not described as in-scope |
|
ODDER: Additional Static Tab |
Additional static tab (beyond scope of package above) deployed with Base Package included in each recipient’s send. |
Anything not described as in-scope |
|
ODDER: Static Tab Deployment (up to 2000) |
Stand-alone static tab deployment, up to 2,000 recipients. |
Anything not described as in-scope |
|
ODDER: Static Tab Deployment (per recipient over 2000) |
Additional static tab (beyond scope of package above) included in each recipient’s send, priced p/recipient above 2,000 recipients. |
Anything not described as in-scope |
|
ODDER Additional Variable Tab |
Additional variable tab (beyond scope of package above) included in each recipient’s send. |
Anything not described as in-scope |
|
ODDER Template |
ODDER-provided report template for sending financial information to donors |
Anything not described as in-scope |
|
ODDER Template Merge |
ODDER to merge reports into PDFs (hourly or package); client uses provided template and provides data according to ODDER standards |
Anything not described as in-scope |
|
Splitting, Merging, & Assembling PDFs |
ODDER to take individual or bulk PDFs and merge and bundle them by donor for upload into ODDER |
Anything not described as in-scope |
|
ODDER Contactless Printing and Delivery of Endowment Reports |
Printing and shipping of endowment reports after digital send |
Anything not described as in-scope |
|
ODDER Print PDF Creation (no printing) |
ODDER to create PDF for client to print with another vendor or in-house |
Anything not described as in-scope |
|
ODDER Donor Relations Guru Consulting (p/hour) |
Consulting related to ODDER deployment and endowment reporting strategy and delivery |
Anything not described as in-scope |
III. Project Timeline
The below delivery times are estimates and are dependent on client responsibilities and any changes made during the project.
IV. Responsibilities
|
ODDER Implementation Specialist |
ODDER Data Specialist |
ODDER Success Team |
|
Main point-of-contact; provides guidance for preparation of donor data and initial upload |
Creates donor reports and prepares data for upload |
Creates ODDER portal; supports campaign and custom asset creation; uploads recipient data and reports to ODDER portal |