ODDER SOW


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; one (1) landing page; one (1) envelope; up to 1,000 endowment reports; up to two (2) deployment campaigns; 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 and ProofHQ , with individual client supplied replacement pdfs; 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; more than one (1) recipient resend
On Demand Digital Endowment Reports (SMALL ORG PACKAGE) One (1) variable tab; one (1) static tab; one (1) landing page; one (1) envelope; up to two (2) deployment campaigns; 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 and ProofHQ , with individual client supplied replacement pdfs; 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; more than one (1) recipient resend

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 Deployment Campaign Upload of recipients to additional deployment campaign (beyond the scope of package above) during initial deployment Anything not described as in-scope
ODDER Restart - additional cycle of Digital Delivery Requires purchase of Additional Endowment reports (p/unit)

Additional deployment and data upload either over 50 reports or more than four (4) weeks after initial deployment
Anything not described as in-scope
ODDER Test Buildout and/or Restart Light (<50 reports) within 4 weeks of first deployment Requires purchase of Additional Endowment reports (p/unit)
Additional deployment and data upload or pre-deployment test buildout under 50 reports and less than four (4) weeks after initial deployment
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 (beyond scope of package above) created by ODDER Design Team. Anything not described as in-scope
Additional Envelope (builder) Additional envelope (beyond scope of package above) created by client using in-portal tool. Anything not described as in-scope
Additional Landing Page Additional custom landing page (beyond scope of package above) created by ODDER Design Team. Anything not described as in-scope
Video Requests & Replies Feature ability that allows for requesting and receiving video submissions from within the Thankview portal. 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 Requires purchase of Additional Endowment reports (p/unit)

Additional variable tab (beyond scope of package above) included in each recipient’s send.
Anything not described as in-scope
ODDER Financial Template ODDER-provided financial report template for sending financial information to donors Anything not described as in-scope
ODDER Financial Template Merge (<250) ODDER to merge financial reports into PDFs (hourly or package); client uses provided template and provides data according to ODDER standards up to 250 reports Anything not described as in-scope
ODDER Financial Template Merge (>250) ODDER to merge financial reports into PDFs (hourly or package); client uses provided template and provides data according to ODDER standards over 250 reports 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; up to 1 financial document and 1 other unique document can be merged or bundled 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 Donor Relations Guru Consulting (p/hour) Consulting related to ODDER deployment and endowment reporting strategy and delivery Anything not described as in-scope
ODDER Project management Enhanced oversight of tasks associated with ODDER deployment including data collection guidance, organization, and clean up; financial report merge and creation; campaign set-up, management, and distribution within ThankView 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.

ODDER Timeline

IV. Responsibilities

ODDER Project Manager (DRG) ODDER Data Specialist (MSP) ODDER Success Team (ThankView)
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