Customization & Alignment

Our Commitment to Policy Alignment

Impact Suite recognizes that each educational agency operates under unique policy frameworks, state regulations, and institutional requirements. We have established comprehensive processes to ensure our data privacy and security practices align with and support each educational agency's specific policies, procedures, and compliance obligations.

Key Principles:

• Respect for Institutional Autonomy: Your policies and requirements take precedence

• Proactive Discovery: We actively seek to understand your specific needs during contracting

• Flexible Configuration: Our platform can be customized to meet diverse requirements

• Ongoing Alignment: Regular reviews ensure continued compliance with your evolving policies

• Transparent Communication: Open dialogue about capabilities, limitations, and solutions

• Collaborative Partnership: Working together to protect student data

Discovery and Requirements Gathering

During the contracting and negotiation phase, Impact Suite conducts thorough discovery of educational agency policies and requirements to ensure complete understanding before service delivery begins.

Pre-Contract Policy Review

Policy Documentation Collection:

We request and review comprehensive policy documentation including:

Data Security and Privacy Policies:

• Board-approved data security policies

• Student data protection policies and procedures

• Technology acceptable use policies

• Third-party vendor management policies

• Data breach response policies

Regulatory Compliance Documentation:

• State-specific requirements (e.g., Ohio Student Data Privacy requirements, California SOPIPA, New York Ed Law 2-d)

• District interpretations of federal laws (FERPA, COPPA)

• Local privacy regulations or ordinances

• School board resolutions related to data privacy

Operational Policies:

• Data retention and destruction policies

• Records management policies

• Acceptable use policies for technology

• Employee and student handbook provisions

• Parent notification and consent policies

Procurement Requirements:

• Vendor security requirements

• Insurance and indemnification requirements

• Contract terms and conditions

• Service level expectations

• Audit and reporting requirements

Requirements Analysis

Our Compliance Officer (Kris Kofoed) and Executive Team Review:

Specific Data Handling Requirements:

• What data can be collected and for what purposes

• Consent requirements for optional data elements

• Restrictions on data use or sharing

• Parent access and amendment rights

• Student rights upon reaching age 18

Retention and Deletion Timelines:

• Minimum and maximum retention periods

• Retention by data type or student cohort

• Deletion triggers (graduation, withdrawal, time-based)

• Archive requirements

• Exception handling (special education, discipline records)

State-Specific Regulatory Obligations:

• State student data privacy laws applicable

• Enhanced consent requirements

• Breach notification timelines specific to state

• Parent bill of rights provisions

• Data transparency requirements

Technical Requirements:

• Multi-factor authentication (MFA) requirements

• IP whitelisting or geofencing

• Audit logging and retention

• Encryption standards beyond baseline

• Session timeout requirements

• Data residency (US-only, state-specific)

Insurance and Liability:

• Minimum cyber liability coverage amounts

• General liability requirements

• Additional insured status

• Certificate of insurance provisions

• Indemnification scope

Audit and Reporting:

• Frequency of security audits or assessments

• Types of reports required (annual, quarterly)

• Access to audit findings

• Third-party audit rights

• Compliance attestations needed

Gap Analysis

Comparing Requirements to Current Practices:

For each educational agency, we conduct a thorough gap analysis:

Alignment Assessment:

• Educational agency policies vs. Impact Suite standard practices

• State-specific requirements vs. our current compliance posture

• Technical requirements vs. our platform capabilities

• Service level expectations vs. our operational standards

Gap Identification:

• Requirements that differ from our standard practices

• Technical capabilities that need to be implemented

• Process adjustments needed

• Documentation or reporting enhancements required

• Training or awareness needs

Risk Evaluation:

• Feasibility of meeting each requirement

• Timeline for implementation if needed

• Resource requirements (technical, personnel, financial)

• Alternative approaches if exact match not possible

• Impact on other customers or operations

Conflict Resolution

When Educational Agency Requirements Differ from Standard Practices:

Technical Accommodations:

Impact Suite can configure organization-specific settings for:

Data Retention Periods:

• Custom retention periods by data type

• Different retention for different student cohorts

• Graduated retention schedules

• Automatic deletion triggers

Data Deletion Timelines:

• Expedited deletion upon request

• Scheduled deletion based on student status

• Retention exceptions for specific records

• Verification and certification procedures

Access Control Requirements:

• Enhanced authentication (MFA for all users vs. just admins)

• IP whitelisting for administrative access

• Session timeout customization

• Concurrent session limits

• Geographic access restrictions

Export and Reporting Capabilities:

• Custom export formats or schedules

• Automated reporting to district systems

• Enhanced audit trail access

• Real-time compliance dashboards

Security Features:

• Enhanced logging and monitoring

• Additional encryption layers

• Specialized backup schedules

• Custom incident notification procedures

Policy Alignment:

We document how our practices meet or exceed agency requirements:

• Mapping our controls to agency policy requirements

• Demonstrating compliance through documentation

• Providing evidence of control effectiveness

• Regular attestations and certifications

Custom Implementations:

For unique requirements, we develop implementation plans:

• Technical development for new capabilities

• Process creation or modification

• Timeline for implementation with milestones

• Testing and validation procedures

• Training for agency personnel

Alternative Solutions:

If exact requirements cannot be met:

• Collaborate to identify acceptable alternatives

• Propose equivalent or superior controls

• Explain technical or operational limitations honestly

• Work toward phased implementation if needed

• Document mutual agreements

Legal Review:

Complex conflicts are reviewed by legal counsel:

• Ensure compliance with all applicable laws

• Assess legal risk of alternative approaches

• Draft appropriate contract language

• Obtain necessary approvals and sign-offs

  
  

Documentation of Educational Agency Requirements

Impact Suite maintains comprehensive documentation of each educational agency's specific requirements to ensure consistent implementation and ongoing compliance.

Data Processing Agreement Customization

1EdTech DPSA Template with Exhibit D:

Impact Suite utilizes the 1EdTech Data Privacy and Security Agreement template, which includes Exhibit D: Institution Specific Requirements. This exhibit serves as the primary documentation of educational agency-specific requirements.

Exhibit D Documents:

State-Specific Statutory Requirements:

• Applicable state student data privacy laws

• Citation to specific statutes and regulations

• Summary of key requirements

• Compliance mechanisms

Custom Data Retention or Deletion Timelines:

• Retention periods by data category

• Deletion triggers and schedules

• Exception handling procedures

• Verification and certification

Special Security Configurations or Controls:

• Enhanced authentication requirements

• Custom access controls

• Additional encryption or security measures

• Monitoring and logging enhancements

Unique Reporting or Audit Requirements:

• Frequency and format of compliance reports

• Specific audit rights or procedures

• Required certifications or attestations

• Third-party assessment requirements

Insurance Requirements:

• Minimum coverage amounts by type

• Additional insured provisions

• Certificate of insurance delivery

• Notice of changes or cancellation

Specific Prohibited Data Uses:

• Restrictions beyond standard prohibitions

• Limitations on data analytics or processing

• Consent requirements for specific uses

• Parent opt-out provisions

Custom Notification Procedures or Contacts:

• Designated contacts for incidents

• Escalation procedures

• Notification timelines

• Communication preferences

Variations from Standard DPA Terms:

• Any negotiated changes to standard terms

• Clarifications or interpretations

• Additional obligations or rights

• Conflict resolution provisions

Legal Effect: Exhibit D becomes part of the executed agreement, ensuring all custom requirements are legally binding and clearly documented.

Internal Documentation Systems

Educational agency-specific requirements are documented in multiple systems:

Account Management System:

Customer Profile Includes:

• Educational agency name and key contacts

• Summary of special requirements and configurations

• Links to executed DPA and Exhibit D

• Compliance officer contact information

• Policy review schedule and renewal dates

• Custom configuration flags and settings

• Historical changes to requirements

• Notes on unique considerations

Quick Reference:

• Easy access for customer-facing teams

• Sales and support awareness of special needs

• Billing implications of custom features

• Escalation paths for policy questions

Internal Knowledge Base:

Detailed Implementation Documentation:

• Step-by-step configuration procedures for agency-specific settings

• Screenshots and examples of custom configurations

• Testing and validation procedures

• Rollback procedures if needed

Training Materials:

• How to support agencies with custom requirements

• Explaining custom features to agency users

• Troubleshooting unique configurations

• When to escalate to technical team

Troubleshooting Guides:

• Common issues with custom configurations

• Resolution procedures

• Known limitations or workarounds

• Contact information for technical experts

Thoropass Compliance Platform:

Compliance Controls Tracking:

• Educational agency compliance obligations tracked as controls

• Custom requirements mapped to control framework

• Evidence collection for agency-specific requirements

• Automated monitoring where possible

Compliance Status Monitoring:

• Real-time view of compliance with custom requirements

• Alerts for upcoming reviews or renewals

• Gap identification if requirements change

• Audit trail of compliance activities

Periodic Review Management:

• Scheduled reviews of custom requirements

• Reminders for quarterly or annual assessments

• Documentation of review outcomes

• Action items and remediation tracking

Evidence Collection:

• Centralized repository of compliance evidence

• Screenshots, logs, certificates, reports

• Organized by agency and requirement

• Available for agency audits or reviews

Implementation of Educational Agency Requirements

Once educational agency requirements are understood and documented, our technical and operational teams implement necessary configurations and processes.

Technical Implementation Process

Phase 1: Configuration Planning

Engineering Review:

• Technical team reviews all agency-specific requirements

• Feasibility assessment for each requirement

• Identification of any platform limitations

• Determination of configuration vs. development needs

Implementation Plan:

• Detailed plan with specific tasks and owners

• Timeline with milestones

• Dependencies and prerequisites

• Resource allocation (development, testing, documentation)

Testing Plan:

• Test scenarios for each custom configuration

• User acceptance testing procedures

• Performance impact assessment

• Rollback plans if issues arise

Validation Criteria:

• How success will be measured

• Compliance verification procedures

• Agency acceptance criteria

• Documentation requirements

Phase 2: System Configuration

Impact Suite's platform includes administrative controls enabling organization-specific configurations:

Data Retention Settings:

• Custom retention periods configured per educational agency requirements

• Retention by data type (behavioral data, training records, case notes)

• Retention by student cohort (active, graduated, transferred)

• Automatic deletion triggers based on status or time

• Exception handling for legal holds or special circumstances

Access Controls:

• Role-based permissions customized to agency organizational structure

• Custom roles beyond standard templates (district-specific positions)

• Hierarchical permissions reflecting agency org chart

• School-level vs. district-level access delineation

• Data segregation between schools if required

Security Features:

• Multi-factor authentication (MFA) requirements configurable:

  • Required for all users vs. administrators only

  • Choice of MFA methods (TOTP, SMS, hardware keys)

• Session timeouts customized by role or agency preference

• IP whitelisting for administrative or remote access

• Concurrent session limits to prevent sharing credentials

• Geographic restrictions if required by policy

Integration Parameters:

• SIS integrations configured with agency-specific data mappings

• Field-level customization (which SIS fields map to Impact Suite fields)

• Data synchronization schedules aligned with agency needs

• Error handling and notification preferences

• Test vs. production environment configurations

Audit Logging:

• Enhanced logging enabled as required

• Custom audit reports formatted per agency needs

• Log retention periods aligned with agency policies

• Automated delivery of audit summaries

• Real-time alerting for specified events

Export Capabilities:

• Data export formats configured per agency preferences (CSV, JSON, XML)

• Scheduled automated exports if required

• Export scope (all data vs. specific modules)

• Delivery methods (SFTP, secure portal, email)

• Encryption and security for exported data

Phase 3: Validation and Testing

Configuration Testing:

• Technical team tests all custom configurations in staging environment

• Verification that requirements are met as specified

• Performance testing to ensure no degradation

• Security testing of custom access controls

• Integration testing with agency systems

User Acceptance Testing:

• Educational agency representatives invited to test configurations

• Guided walkthrough of custom features

• Feedback collection and incorporation

• Issue identification and resolution

• Final sign-off from agency stakeholders

Documentation:

• Configuration details documented in technical specifications

• User-facing documentation created (guides, FAQs)

• Support documentation for customer success team

• Change log maintained for audit purposes

Phase 4: Team Training

All Impact Suite personnel who support the educational agency receive training on:

Agency-Specific Policies and Requirements:

• Overview of agency's data privacy policies

• State-specific laws applicable to this agency

• Special considerations or sensitivities

• Cultural or community context

Custom Configurations:

• What has been customized and why

• How custom features differ from standard

• Demonstrating custom configurations

• Troubleshooting unique to this agency

Special Procedures or Workflows:

• Custom approval workflows

• Unique data handling requirements

• Special reporting or notification procedures

• Escalation paths for complex issues

Escalation Paths:

• When to escalate policy-related questions to Compliance Officer

• Technical escalation for configuration issues

• Who to contact for specific types of questions

• Documentation of escalation procedures

Compliance Obligations:

• Understanding of agency's specific compliance needs

• Timeline-sensitive requirements (breach notification)

• Mandatory reporting or certifications

• Audit preparation and support

Training Delivery Methods:

Internal Documentation:

• Written guides in internal knowledge base

• Step-by-step procedures with screenshots

• Video tutorials for complex configurations

• Quick reference cards for support teams

Team Meetings and Briefings:

• Kickoff meeting for new agency implementations

• Regular updates on configuration changes

• Q&A sessions for clarifications

• Post-implementation retrospectives

Hands-On Demonstrations:

• Live demonstrations of custom features

• Practice exercises in staging environment

• Role-playing customer support scenarios

• Shadowing experienced team members

Written Procedures and Checklists:

• Standard operating procedures (SOPs) for custom configurations

• Checklists for common tasks

• Decision trees for troubleshooting

• Contact lists and escalation procedures

Regular Refresher Training:

• Annual review of agency-specific requirements

• Updates when configurations change

• New hire training on existing agencies

• Ongoing professional development

Ongoing Alignment and Monitoring

Impact Suite maintains ongoing alignment with educational agency policies through structured review processes and proactive communication.

Periodic Policy Reviews

Quarterly Compliance Reviews:

Conducted with agencies that have complex or extensive custom requirements:

Review Agenda:

• Status of custom configurations and requirements

• Verification that configurations remain aligned with policies

• Discussion of any policy changes or updates by agency

• Assessment of emerging compliance topics or concerns

• Review of incidents or issues since last meeting

• Upcoming changes to Impact Suite services or platform

• Educational agency feedback on services and compliance

Documentation:

• Meeting notes and action items

• Updated requirements if policies changed

• Compliance status report

• Evidence of ongoing alignment

• Next review date scheduled

Outcomes:

• Identified need for configuration changes

• Action items with owners and timelines

• Enhanced understanding of agency needs

• Strengthened partnership and trust

Annual Policy Review:

Comprehensive review conducted at contract renewal time:

Scope:

• Complete review of all custom requirements

• Request for updated copies of educational agency policies

• Gap analysis of any policy changes since last year

• Assessment of Impact Suite changes affecting compliance

• Review of security incidents or audits

• Evaluation of service delivery and satisfaction

Deliverables:

• Updated Exhibit D if requirements have changed

• Renewal of BAAs and other compliance documents

• Updated compliance attestations or certifications

• Security assessment results or audit reports

• Subprocessor list updates

Timing:

• Initiated 90 days before contract renewal

• Completed before renewal execution

• Allows time for negotiation or changes

• Ensures continuous compliance across renewal

Account Management Meetings:

Regular check-in meetings throughout the year:

Led By: Impact Suite Safety Officer (safety@impactsuite.com), who owns relationships with educational agency compliance officers

Meeting Purpose:

• Discuss compliance status and any concerns

• Review recent security updates or enhancements

• Preview upcoming Impact Suite changes that may affect agency

• Opportunity for agency to raise policy or compliance questions

• Strengthen relationship and partnership

• Gather feedback for product development

Frequency:

• Quarterly for most agencies

• Monthly for agencies with complex requirements

• Ad hoc as needed for urgent matters

• Annual in-person visits when possible

Topics Covered:

• Service delivery and performance

• Security posture and incidents (if any)

• Upcoming features or changes

• Training needs or support issues

• Contract compliance and satisfaction

• Opportunities for improvement

Change Management Process

When Educational Agency Policies Change:

Step 1: Notification

How We Learn of Changes:

• Educational agency notifies Impact Suite through compliance officer relationship

• We discover changes during periodic policy reviews

• State law changes trigger proactive inquiry

• Industry alerts or peer discussions

Documentation:

• Policy changes documented with effective date

• Description of what changed and why

• Impact assessment initiated

• Stakeholder notification (internal teams)

Step 2: Impact Assessment

Compliance Officer Reviews Policy Changes:

• Assessment of impact on current practices and configurations

• Identification of any necessary technical or procedural changes

• Determination of timeline for implementing changes

• Resource requirements (development, testing, documentation)

• Risk assessment if immediate compliance not possible

Stakeholder Involvement:

• Technical team for configuration changes

• Legal counsel for contract implications

• Executive team for resource allocation

• Customer success for communication planning

Step 3: Implementation

Technical Changes:

• Configuration updates implemented in staging environment

• Testing and validation performed

• Agency approval obtained for changes

• Production deployment scheduled and executed

• Post-implementation verification

Procedural Changes:

• Process updates documented

• Team training on new procedures

• Customer communication about changes

• Monitoring for successful adoption

Documentation Updates:

• DPA Exhibit D updated if needed

• Internal systems updated (account management, knowledge base, Thoropass)

• Compliance evidence collected

• Audit trail maintained

Step 4: Educational Agency Notification

Communication:

• Notification when changes are complete

• Description of what was implemented

• Evidence of compliance if requested

• Training or documentation provided

• Contact for questions or concerns

Step 5: Verification

Confirmation:

• Verify new requirements are met

• Document compliance evidence

• Update monitoring and audit procedures

• Schedule follow-up review

Communication and Transparency

Impact Suite maintains transparent, proactive communication with educational agencies regarding policy alignment and compliance.

Primary Compliance Contact

Zach Johnson, VP of Product & Safety Officer

• Email: zach@impactsuite.com

• Primary point of contact for educational agency compliance officers

Responsibilities:

• Policy alignment questions and discussions

• Compliance status updates and reporting

• Custom requirement implementation coordination

• Audit coordination and support

• Policy change notifications and management

• Incident reporting and management

• Strategic partnership and relationship management

Availability:

• Responsive to email within 1 business day

• Available for scheduled calls or meetings

• Emergency contact information provided

• Escalation paths for urgent matters

Proactive Communication

Regular Updates to Educational Agencies:

Platform Changes:

• Notification of changes to platform that may affect data handling

• New features and capabilities

• Deprecation of features or changes to existing functionality

• Advance notice of significant changes (30+ days)

Security Updates and Enhancements:

• Security patches or updates that enhance protection

• New security features or capabilities

• Changes to security infrastructure

• Certifications obtained or renewed

Compliance Certification Updates:

• SOC 2 certification status and reports

• Penetration testing results (summary)

• Third-party security audits

• Compliance framework updates

Subprocessor Changes:

• Addition of new subprocessors (30 days advance notice)

• Changes to existing subprocessor services

• Removal of subprocessors

• Subprocessor security incidents (if applicable)

Security Incidents:

• Notification per contractual requirements (typically within 72 hours)

• Regular updates during incident response

• Post-incident summary and lessons learned

• Preventive measures implemented

Annual Compliance Report (Available Upon Request):

Report Contents:

• Summary of compliance status with agency requirements

• Security assessment results and findings

• Audit findings and remediation (if applicable)

• Training completion rates and effectiveness

• Incident summary (if any occurred)

• Updates to policies or procedures

• Subprocessor changes during the year

• Upcoming changes or initiatives

Delivery:

• Provided annually at contract renewal

• Available upon request at any time

• Custom reporting available for specific needs

• Presented in meeting format if desired

Accessible Documentation:

Educational agencies can request current copies of:

Policies and Procedures:

• Impact Suite security and privacy policies

• Incident response plans (summary level)

• Data retention and destruction policies

• Vendor management procedures

Certifications and Reports:

• Current SOC 2 report (under NDA)

• Penetration testing summary results

• Compliance attestations and certifications

• Insurance certificates

Operational Documentation:

• Subprocessor lists and attestations

• Training materials and completion records

• Business continuity and disaster recovery plans (summary)

• Audit reports (as permitted)

Request Process:

• Submit requests to Compliance Officer

• Response typically within 5 business days

• NDAs may be required for sensitive documents

• Some documents may be summary-only for confidentiality

Audit Support and Verification

Impact Suite supports educational agency compliance audits and assessments with documentation, evidence, and cooperation.

Educational Agency Audits

Audit Coordination:

Designated Contact

• Kris Kofoed, Compliance Officer, serves as primary contact for audit requests

• Coordinates all aspects of audit support

• Central point for information requests

• Liaison with auditors and agency

Timely Response:

• Acknowledge audit requests within 1 business day

• Provide requested information within 5-10 business days (depending on complexity)

• Prioritize audit support as high priority

• Track and manage all audit deliverables

Coordination Activities:

• Schedule interviews or meetings with auditors

• Coordinate access to systems or documentation

• Arrange facility tours if needed (virtual or physical)

• Provide technical subject matter experts

Cooperation:

• Full cooperation with agency or third-party auditors

• Professional and responsive interactions

• Transparency about capabilities and limitations

• Willingness to discuss findings and improvements

Documentation Provision

Upon Request, Impact Suite Provides:

Agreements and Contracts:

• Executed Data Processing Agreements (DPAs) and Exhibit D

• Business Associate Agreements (BAAs)

• Subprocessor agreements and attestations

• Master service agreements

Policies and Procedures:

• Security and privacy policies

• Incident response procedures

• Vendor management procedures

• Data retention and destruction policies

• Business continuity and disaster recovery plans

Certifications and Assessments:

• Current SOC 2 Type II report (under NDA)

• ISO 27001 certificate (if obtained)

• Penetration testing reports (summary or full)

• Vulnerability assessment results

• Third-party security assessments

Training and Personnel:

• Training records and completion attestations

• Training curriculum and materials

• Background check policies

• Confidentiality agreement templates

• Personnel security procedures

Incident Documentation:

• Incident reports for any security events

• Breach notifications sent to agency

• Incident response documentation

• Remediation actions taken

• Lessons learned and improvements

Subprocessor Compliance:

• Current subprocessor list

• Subprocessor agreements (DPAs/BAAs)

• Subprocessor certifications (SOC 2, ISO, etc.)

• Subprocessor security assessments

• Evidence of subprocessor monitoring

Configuration Documentation:

• Agency-specific configuration details

• Custom settings and their purposes

• Access control configurations

• Integration specifications

• Audit logging settings

Access Logs and Audit Trails:

• Access logs for specified time periods (as permitted by law and policy)

• Administrative action logs

• Data export logs

• Failed authentication attempts

• Privileged access monitoring

Audit Rights

Educational Agencies Retain Audit Rights as Specified in DPA:

Annual Security and Privacy Audit Rights:

• Right to conduct annual audit of security practices

• Right to engage third-party auditor (subject to reasonable confidentiality agreements)

• Access to facilities, systems, and personnel (with reasonable notice)

• Review of policies, procedures, and documentation

Enhanced Audit Rights in Event of Breach:

• Immediate audit rights following security incident

• Comprehensive access to investigate root cause

• Review of incident response activities

• Assessment of remediation effectiveness

Third-Party Auditor Engagement:

• Agency may engage independent auditors

• Reasonable advance notice required (typically 30 days)

• Confidentiality agreements required to protect sensitive information

• Coordination to minimize disruption to operations

Reasonable Notice Requirements:

• Typically 30 days advance notice for scheduled audits

• Immediate access for breach-related audits

• Coordination of timing to avoid conflicts

• Flexibility for urgent compliance needs

Cooperation Commitment:

• Full cooperation with audit processes

• Provision of information and documentation

• Availability of personnel for interviews

• Transparent discussion of findings

• Commitment to address any identified gaps

  
  

Commitment to Continuous Alignment

Impact Suite is committed to evolving our practices alongside educational agency needs and maintaining strong partnerships built on trust and compliance.

Evolving Practices

Platform Enhancements:

Development Roadmap Considers:

• Educational agency compliance needs and feedback

• State-specific requirement trends

• Industry best practices evolution

• Regulatory requirement changes

Privacy and Security by Default:

• New features designed with privacy from inception

• Security controls built into development

• Compliance considerations in feature design

• Educational context informs all decisions

Feedback-Driven Development:

• Regular feedback collection from compliance officers

• Feature requests tracked and prioritized

• Beta testing with interested agencies

• Post-release evaluation and improvement

Regular Capability Evaluation:

• Quarterly assessment of whether current configurations meet emerging needs

• Proactive identification of gaps

• Investment in closing capability gaps

• Communication about roadmap and timelines

Regulatory Monitoring:

Proactive Compliance:

• Active monitoring of federal education privacy laws (FERPA, COPPA, PPRA)

• Tracking state-by-state student data privacy legislation

• Monitoring proposed regulations and guidance

• Early preparation for new requirements

Industry Participation:

• Membership in industry groups (1EdTech, CoSN, SIIA)

• Participation in standards development

• Collaboration with peers on best practices

• Contribution to industry thought leadership

Proactive Communication:

• Updates to practices to meet evolving legal standards

• Notification to agencies when laws change

• Guidance on new compliance obligations

• Assistance with transition to new requirements

Educational Agency Support:

• Help interpreting new regulations

• Collaboration on compliance strategies

• Sharing of compliance resources

• Partnership through regulatory changes

Best Practices Adoption:

Continuous Improvement:

• Regular review of industry best practices

• Benchmarking against peer organizations

• Adoption of emerging security standards

• Investment in security capabilities

Framework Alignment:

• Maintaining alignment with NIST Cybersecurity Framework

• Pursuing certifications (SOC 2 Type II)

• Adoption of new security frameworks as appropriate

• Regular assessment of framework alignment

Security Control Enhancement:

• Continuous improvement of security and privacy controls

• Investment in security tooling and automation

• Enhanced monitoring and detection capabilities

• Improved incident response procedures

Collaborative Partnership

Impact Suite views alignment with educational agency policies as an ongoing collaborative partnership:

Open Dialogue:

• Regular communication about compliance challenges and solutions

• Honest discussion of capabilities and limitations

• Creative problem-solving for unique requirements

• Transparency about roadmap and timelines

Flexibility:

• Willingness to accommodate unique institutional needs

• Custom configurations where feasible

• Alternative approaches when standard solutions don't fit

• Phased implementation for complex requirements

Transparent Communication:

• Honesty about what we can and cannot do

• Clear timelines and commitments

• Proactive notification of issues or changes

• Accessible compliance and technical teams

Shared Commitment:

• Mutual commitment to protecting student data and privacy

• Partnership in compliance with regulations

• Collaborative problem-solving

• Trust-based relationship

Responsiveness:

• Prompt response to concerns and questions

• Rapid issue resolution

• Flexibility to adapt to changing needs

• Availability for discussions and consultations

Contact Section

Section Title: Let's Discuss Your Specific Requirements

Body: Every educational agency has unique needs. We're here to understand your policies and work with you to ensure our practices align with your requirements.

Primary Contact: Zach Johnson, VP of Product & Safety Officer zach@impactsuite.com

Compliance Support: Kris Kofoed, Compliance Officer kris.kofoed@impactsuite.com

CTA: [Schedule Policy Alignment Discussion] [Request Custom Configuration] [Download Requirements Checklist]

Last Updated: [Date]

Note: Our policy alignment processes are reviewed quarterly and refined based on educational agency feedback and evolving best practices. We are committed to flexible, responsive partnerships that meet your unique institutional needs. </artifact>

This covers all the content from Q8 (Alignment with EA Policies) with comprehensive detail on your discovery process, documentation approach (including Exhibit D), technical implementation, ongoing reviews, change management, and commitment to customization.

Would you like me to create the remaining pages (/dpa/insurance) now, or would you like me to pause here?