Named people and limited access
Agree on authorized users and configure access for the project. Set up multi-factor authentication for the chosen file-sharing accounts before exchange begins.
DATA HANDLING & VENDOR REVIEW
Your data.
Your school’s direction.
Before student-level files are shared, we agree on the requirements and configure an approved handling method for the project. The arrangements cover access, use, safeguards, and closeout.
AGREEMENTS FIRST
Put the expectations
in writing.
Our data-sharing agreement is available for your review. The project scope and agreed terms define the school’s purpose, approved information, authorized people, and handling instructions.
Our approach supports school-directed work under FERPA, the federal student privacy law. Your school approves access and the required terms before any student records are shared.
SCHOOL CONTROL
A narrow, agreed purpose
- Only the information needed for the contracted work
- Use limited to your school’s engagement
- Further sharing only when authorized and permitted
- Return or deletion of working copies under the agreement
BEFORE FILES MOVE
The setup we agree
with your team.
Your IT and business teams can review the proposed arrangements before access is granted.
A school-approved environment
Select and configure an appropriate method together. This may be a school-managed Google Workspace environment, Box, or another approved platform.
Clear handling settings
Agree on where data is stored and accessed, approved devices, download permissions, and any third-party involvement. Student files follow the agreed intake route.
For the contracted school work
No use of school-provided data for AI training, marketing, or general commercial datasets. Requests for information stay within the project’s agreed needs.
A plan for working copies
Agree on retention, return or secure deletion, and removal of access. Written deletion confirmation will be provided if requested.
Contacts and response steps
Define incident contacts and response steps before work begins, including notice without unreasonable delay of actual or reasonably suspected unauthorized access.
VENDOR READINESS
Documents for your
business office.
Our NJ Business Registration Certificate and data-sharing agreement are available for school review. We also work through the W-9, written scope, vendor questionnaire, and applicable purchase-order, insurance, or other procurement requirements.
START WITH A WORKLOAD SUMMARY
Arrange intake before sharing records.
Please keep student names, IDs, and files out of the initial email and booking form. We first agree on scope and configure the approved exchange method.
Your school retains student and family document management, eligibility decisions, and certification.
A PRACTICAL NEXT STEP
Review the setup with us.
Bring your school’s vendor questionnaire, data agreement, and security requirements to the discussion. We’ll work through the proposed arrangements before student files move.