1 1 Brand Ambassador Training Manual 1
Dec 03, 2014
1 1
Brand Ambassador Training Manual
1
2 2
Company Profiles – RedPeg Marketing – National Guard
Program Overview – Summary of Assignment – Program Objectives – Target Audience – Success Metrics – Tour Timeline and Schedule
Program Elements – Element Overview – Individual Elements – Tips for Protecting Properties
Roles & Responsibilities – Expectations – Inclement Weather Policy
Consumer Interaction – Interaction Guideline
Recaps & Reporting – Great Photos
Public Relations & Media Protocol – Protocol – Appropriate & Inappropriate Discussion Topics
Human Resources Contact Information Quiz
Table of Contents
2
Company Profiles
Click to edit Master text styles Second level Third level Fourth level Fifth level
RedPeg Marketing
RedPeg Marketing is a team of passionate experiential marketers who deliver high impact programming that produce results. For over 15 years, RedPeg Marketing continues to serve as marketing counsel for brands looking to create campaigns that drive the relationship between brands and consumers. Relationships grow brands. Without them, brands lose advocates at the same rate as they gain them. When brand experiences produced by other agencies wear off, ours linger. “We’re the first to show and the last to leave. Why? Because we don’t just love what we do—we love doing it. It’s the difference between setting goals and achieving them—between raising expectations and exceeding them. Your path to success isn’t straight—we’re navigators. It isn’t easy—we’re strategists. And it isn’t built upon interactions—it’s built through relationships.” “In the end—it’s not the thought, or how you play the game that counts. You win or you don’t. It’s the bottom line that counts. Thing is—relationships are the bottom line. They have to be—because the line never stops being drawn.” 4
Click to edit Master text styles Second level Third level Fourth level Fifth level
Mission Statement
Mission Our mission is to be recognized as the best experiential marketing company in the United States as measured by quality, innovation and industry respect. Stand & Deliver Our campaigns deliver your true brand experience to those who are undoubtedly, yet unknowingly searching for it. We give them a taste they won’t forget.
5
Click to edit Master text styles Second level Third level Fourth level Fifth level
RedPeg Marketing
who we are
What makes us who we are? What we stand for, what we’re about, makes
us who we are.
+ what we do
Is ‘what we do’ different than what other
agencies do? It’s the reason and manner in
which we go about doing it what’s different.
what we’re about
+ how we go about it
6
Click to edit Master text styles Second level Third level Fourth level Fifth level
What Are We About?
In a word!!.
RELATIONSHIP
STRONG
MEANINGFUL
LASTING
RELATIONSHIP
Because relationships grow brands. Because without them, you lose advocates at the same
rate you gain them.
When brand experiences produced by other agencies wear off, ours linger.
7
Click to edit Master text styles Second level Third level Fourth level Fifth level
3 Types of Relationships
Us
1 2 3
You ThemWe focus on them individually and as a whole. We rely on each other.
8
Click to edit Master text styles Second level Third level Fourth level Fifth level
3 Types of Relationships
9
Click to edit Master text styles Second level Third level Fourth level Fifth level
3 Types of Relationships
10
Click to edit Master text styles Second level Third level Fourth level Fifth level
3 Types of Relationships
11
Click to edit Master text styles Second level Third level Fourth level Fifth level
Company Profiles
Team Lucid
12
Agency!
Client!
Click to edit Master text styles Second level Third level Fourth level Fifth level
National Guard
Click to edit Master text styles Second level Third level Fourth level Fifth level
National Guard
14
The Army National Guard (ARNG) is one component of the Army (which consists of the Active Army, the Army National Guard and the Army Reserves). The Army National Guard is composed primarily of traditional Guardsmen—civilians who serve their country, state and community on a part-time basis (usually one weekend each month and two weeks during the summer.) Each state, territory and the District of Columbia has its own National Guard, as provided for by the Constitution of the United States.
The National Guard Bureau (NGB) was formed to assist the states, territories and District of Columbia to procure funding for the Guard, administer policies and act as a liaison between the Departments of the Army and Air Force and individual states. The NGB is a joint bureau of the Departments of the Army and Air Force, and functions in both a staff and an operating capacity for each component.
Army National Guard units are based in communities and are located in every state and territory. When you become a member of the Guard, you serve where you live. Many cities and towns have their own armory where the National Guard conducts training. This means you can join one of the Army National Guard units right in your hometown or wherever you want to live.
The Guard has more than 3,600 units located in more than 2,700 communities across the 54 states and territories. Each state has a unique force structure and a varying number of units, personnel, armories and Army training sites.
Click to edit Master text styles Second level Third level Fourth level Fifth level
National Guard
15
History The National Guard is the oldest U.S. Armed Forces component. In the early 1600s, citizens banded together in Salem, Massachusetts, to defend themselves against attacks and help with the Revolutionary War. This militia later became known as the National Guard. Dual Missions Having the distinguished honor of being citizens and Solders, National Guard members typically have full-time careers within their own communities but are prepared to serve our country in their National Guard roles when needed. Serving a minimum of one weekend a month and two weeks per year for annual training, National Guard Soldiers are unique because they are rooted in the communities of all 50 states and four territories. The National Guard has dual missions, state and federal. National Guard members aid Americans during natural disasters and civil emergencies such as Hurricane Katrina in New Orleans, and serve in federal missions such as Operation Enduring Freedom in Afghanistan. The National Guard currently has more than 358,000 Citizen-Soldiers and continues to serve America and her people at home and abroad.
Click to edit Master text styles Second level Third level Fourth level Fifth level
National Guard
16
Education Highlights The National Guard is for part- and full-time students, those with prior or no prior service experience or any other citizens who has a desire to serve their country and acquire skills to further themselves as leaders within their communities. In addition to receiving college tuition and expenses, career training, enlistment and accession bonuses, home loan options, health and life insurance and excellent retirement benefits.
Click to edit Master text styles Second level Third level Fourth level Fifth level
National Guard Benefits
17
Why Should I Join the National Guard? Remember: TEAMS Training: The National Guard doesn’t just provide you with basic training to be a soldier, it also provides you with job-specific training in over 200 careers that will give you an edge in the job market.
– Basic Combat Training (BCT) • Nine weeks of rigorous drills to strengthen the body and
sharpen the mind – Advance Individual Training (AIT)
• After completing BCT, Soldiers will enter AIT • Provides hands-on instruction in the Soldier’s Military
Occupational Specialty (MOS) • More than 200 MOSs are available in the National Guard
Education: The National Guard wants to make sure higher education is within your reach. That’s why they provide tuition assistance, student loan repayment, free academic testing and an Education Support Center to help keep you on the track you choose.
– Montgomery GI Bill and GI Bill “Kicker” • Pays Soldiers tax-free dollars each month while they are in
school full-time for college or other approved technical training
• Pays up to $650/month depending on MOS qualification – Federal Tuition Assistance Program
• Open to all traditional National Guard Soldiers and pays up to 100% of tuition costs
• Additionally, individual state tuition programs often cover the balance of tuition payments
Click to edit Master text styles Second level Third level Fourth level Fifth level
National Guard Benefits
18
Education – Cont’d – Reserve Officers’ Training Corps
• ROTC is a four-year training program that prepares college students for service as Commissioned Officers in the United States Army
– GED Plus • Allows non-high school graduates who score high enough
on the Armed Forced Qualification Test to enlist – Student Loan Repayment Program
• The SLRP helps students who enlist cover existing student loans up to $50,000.
Adventure: In the National Guard, you’ll have the opportunity to face the worst Mother Nature has to offer or defend freedom abroad. However you define adventure, the National Guard will provide you with serious equipment to keep your adrenaline racing. Money: The National Guard provides you with a steady paycheck, paid training, bonuses for enlistment, extension of service and critical MOSs as well as a host of education benefits. Service: The National Guard is the only military branch where you have the opportunity to serve at home and abroad. As a Citizen-Soldier, you’ll help your local community in times of crises and defend freedom around the world. For more than 370 years, Soldiers in the National Guard have come together in defense of our nation, its values and the American way of life.
Click to edit Master text styles Second level Third level Fourth level Fifth level
National Guard Benefits for College Students
19
• Free Tuition: Up to 100% tuition assistance
• Student Loan Repayment: Up to $50,000 of existing loans
• GI Bill/ARNG Kicker: Up to $650 per month while enrolled in college
• Free CLEP Exams: Test out of courses without paying a dime
• Serve Close to Home: With 3,600 separate locations in all 54 states and territories, you won’t have to leave home to train with the National Guard
• Choose from the greatest variety of Military Occupational Specialties (MOS) of any military branch and receive job specific training for a future career
Click to edit Master text styles Second level Third level Fourth level Fifth level
• Fly for Free: National Guard members are eligible to travel for free on military aircrafts when space is available
• Base Privileges: Enjoy various privileges such as shopping at any Military Exchange and commissary and receive discount lodging, cabins and campsites on most installations
• TRICARE Reserve Select: Helps military members and their families receive healthcare by allowing every member of the Selected Reserve to purchase coverage through TRICARE
• Life Insurance: Servicemembers’ Group Life Insurance (SGLI) provides coverage 24/7 at affordable rates. Family coverage is available for spouses and dependent children
• US Department of Veterans Affairs Home Loans: National Guard Members may be eligible for minimum or no down payment loan offered by the FA to make buying home more affordable
Other National Guard Benefits
20
Click to edit Master text styles Second level Third level Fourth level Fifth level
As a Guard member, you know what it means to live the Seven Army Values every day. These seven values make up the acronym LDRSHIP:
Loyalty – Bear true faith and allegiance to the US Constitution, the Army,
your unit and other Soldiers.
Duty – Fulfill your obligations. Doing your duty means more than carrying
out your assigned tasks.
Respect – Treat people as they should be treated. We pledge to treat others
with dignity and respect while expecting others to do the same. Self-respect is a vital component and results from knowing you have put forth your best effort.
Selfless Service – Put the welfare of the nation, the Army and your subordinates
before your own.
Honor – Live up to Army values. Honor is a matter of carrying out, acting
and living the values of Respect, Duty, Loyalty, Selfless Service, Integrity and Personal Courage in everything you do.
Integrity – Do what’s right, legally and morally.
Personal Courage – Face fear, danger or adversity. Build your Personal Courage by
standing up for and acting upon the things that you know are honorable.
The Seven Army Values
21
Click to edit Master text styles Second level Third level Fourth level Fifth level
How is the National Guard different from other military divisions? – The National Guard mission makes it different. Unlike the other
Armed Forces branched, it has a dual mission, meaning the National Guard answer to both state and federal governments.
Could I go to combat? – Yes. Because the National Guard’s dual state-federal mission,
Guard members can be called up to protect, defend and serve American overseas.
What qualifications must I meet to enlist? – Age, height, weight, physical fitness and education are the
primary qualifications for enlistment. Applicants can talk to their local recruiters to obtain additional information.
How much money will I make? – Your total income can be a combination of several things:
monthly paycheck, enlistment bonuses, cash incentives and benefits such as education funding and more
How will this help me in my civilian life? – The National Guard will train you for an exciting, competitive
career. You will make great money now plus accumulate benefits for your future.
How long is my commitment? – Your total enlistment period will be eight years, but you can
serve as little as three and the spend the remainder in individual Ready Reserve.
FAQs
22
Click to edit Master text styles Second level Third level Fourth level Fifth level
FAQs
23
What type of job will I perform in the Guard? – This is up to you. When you enlist, you will choose a job usually
referred to as a MOS from more than 200 options in more than two dozen specialty areas.
What is Basic Combat Training like? – It is hard, intense and demanding. It is a nine-week intense
course of exercises and drills designed to toughen you up inside and out.
– The training time is broken down in to three phases of three weeks each, designed to take you from ordinary civilian to Citizen-Soldier.
Where will I serve? – Technically, it could be anywhere. Most likely, you will train at the
armory nearest your hometown and if called to action, will remain in state.
– However, in cases of catastrophic conditions, such as in Hurricane Katrina, you could be sent to another state to help. It is also possible you could be deployed in support of combat operations.
When will I serve? – Typically, you will train one weekend per month plus a two-week
period each year. – If you have been called to serve for a period of Active Duty, you
will serve whenever and wherever you are needed.
Can I go to school and be in the National Guard at the same time? – Absolutely! Serving in the Guard provides plenty of time for the
rest of your life, while providing the financial means to enjoy that life.
Click to edit Master text styles Second level Third level Fourth level Fifth level
Ranks
24
Click to edit Master text styles Second level Third level Fourth level Fifth level
Basic Combat Training (BCT)
25
9 weeks of hard-core mental and physical drills that change you forever and prepare you for your new job: Citizen-Soldier, protector of a nation Phases of BCT
– Recruitment Sustainment Program (RSP) - Prepares you mentally, physically and administratively for the rest of BCT, and for the work of a Warrior.
– Reception – first taste of service; hectic & confusing – Red Phase (weeks 1-3) - Extremely challenging. You'll grow
physically strong, and learn discipline, honor and integrity. Drills include the Obstacle Course, Victory Tower and Bayonet Course.
– White Phase (weeks 4-6) - You're a Soldier now. Emphasis on personal courage. You'll learn to live the Army values. Drills include Basic Rifle Marksmanship (BRM) and Grenades.
– Blue Phase (Weeks 7-9) - Soldier responses are second nature now. Your Final Field Training Exercises (FTX) includes Military Operations in Urban Terrain (MOUT) and Convoy Live Fire.
– The Warrior - This phase determines whether you're ready to graduate from BCT. You'll be tested for physical fitness, mastery of drills and understanding of the seven Army values.
Program Overview
27 27
Program Overview – Summary of Assignment
• Team Lucid was tasked to devise an athletic program to increase awareness of the benefits of becoming an Officer in the Army National Guard
– Program Objectives • Raise awareness of the role of the National Guard • Communicate the benefits that the National Guard
offers • Build connections with participants • Generate leads for recruitment
– Program Goals • Reach the Target Audience
– 17-24 year olds that are most likely to adopt the National Guard, with a focus on urban colleges
• Deliver a Competitive Environment through a Basketball Focus
– Build a campus-based 3-on-3 program during the Spring Semester that fosters a competitive, interactive basketball environment
• Drive Qualified Lead Generation – Via on-site activations and through existing
social marketing / new media channels • Provide Recruiter Engagement Opportunities
– National Guard recruiter participation over a targeted and substantial period of time
Program Overview
27
28 28
– Success metrics For 2012, we will measure the success of the program on the following points: • Data capture surveys • Impression data • On-site data collection • Interactions (one-on-one communication) • Leads, appointments and enlistments
– Markets/Timeline • January 21 – March 11, 2012 • Eight (8) Schools
Program Overview
28
Click to edit Master text styles Second level Third level Fourth level Fifth level
The National Guard 3-on-3 Basketball Tournament is a turnkey basketball tournament visiting eight (8) college campuses throughout the nation in Spring 2012. The tournament looks to educate and foster a positive interaction with prospect recruits through a fun and athletic environment. The 3-on-3 Basketball Tournament serves as the premiere activity through which the National Guard can interact with their ideal target market in a fun, physical setting. The National Guard presence at the event will be highly visible, featuring various exciting elements designed to attract crowd attention and interest as well as generate potential leads for the National Guard. Pre-Event Promotion (2 weeks prior to each event)
– Social media, campus organizations, on campus flyers/posters, and Advance Team activation
Online-Registration
– Team and Individual registration and attendee communication 3-on-3 Tournament and Event Execution (1 Day)
– Opportunities for recruiter engagements and local media coverage
– Onsite activities include basketball contests such as 3 point, slam dunk and skill shot competitions. A 3D gaming lounge and appearances by former NBA players will add to the excitement and encourage students to remain on site for duration of the program.
Program Overview
29
30 30
Tour Schedule
30
Howard University January 21 University of Tennessee January 28 University of Alabama – Birmingham February 4 Florida State University February 11 Jackson State University February 18 Texas Tech February 25 Grambling State University March 3 University of Wisconsin – Madison March 11
31 31
Footprint
31
32 32
Tournament Rules
32
Tournament Rules 1. Each tournament game will be 15 minutes in length or first team to score 15 points. Whichever
scenario occurs first ends the game. 2. The 15-minute game clock is a continuously running clock including timeouts. The clock will only
stop during player emergencies. 3. Each team must have a minimum of 3 players and a maximum of 5 players. Each team must
select a team captain who will serve as the sole team spokesperson. The team must report to the court at the scheduled time, even if games are “running behind.”
4. All games will be self-officiated by the players in the game only. Fouls, traveling and all other infractions or violations are included. No input will be allowed or be tolerated by non-players. Any questions, complaints or comments should be taken up with the court monitor by the team captain only.
5. The team captain must report to tournament headquarters after each game for updated team information.
6. The tournament headquarters tent will serve as the information center. Game times and all other information will be updated as game results are turned in to tournament headquarters.
Player Eligibility 1. Current college students 17 years or older will be eligible to participate in the tournament and all
other activities associated with the event. 2. Eligibility problems will be addressed from the time of discovery. No replay of games or
adjustments will be allowed for previous tournament games and standings involving the team in question.
3. No alcoholic beverages will be allowed on site. 4. Players may appear on only one (1) team for the duration of the tournament. Substitutions will be
allowed only due to illness or injury prior to the start of the tournament. Each player must exhibit respect, honesty and integrity at all times when participating in tournament events.
Game Play 1. A coin flip will determine which team has starting possession in all games including overtime. 2. The ball must be thrown in from the top of the court to start play on each change of possession.
In addition, an opposing team member must check the ball prior to throwing the ball into play each time.
3. During game play the ball must be “taken back” on each change of possession. Both feet must be behind the designated “take back” line for game play to continue after the change of possession. Any violations of this will result in loss of the possession of the ball.
4. The ball will be considered out of bounds if it passes over the top edge of the backboard or touches the back side of the backboard, mounting brackets or arms. All surfaces on the front side of the backboard including padding under and around the sides of the backboard are considered inbounds. This would include the padding on the front of the basketball system base.
33 33
Tournament Rules
33
5. A control number will determined in the event that teams posses the same record at the end of the tournament. Team captains will designate a player to shoot free throws. The team who makes the best out of 5 will be issued the highest control number.
6. Tournament will be single elimination. Bracket will be assembled randomly on the morning of the tournament. Last team standing wins.
Scoring 1. Each basket will be 1 point unless the basket is made behind the designated 2-point line. Both
feet must be behind the 2-point line to count as 2 points. This means your feet cannot be on the line while attempting the basket. Any violations will result in a 1-point basket.
2. The “red zone” is the box area in front of the basket. An offensive player cannot remain stationary/post up or park in this area for more than 3 seconds at any time. The offensive players must move out of this area completely and then they will be allowed to return. This will prevent offensive players the advantage of parking in the red zone.
3. If the score is tied at the end of regulation time an overtime period will be played. A 5-minute overtime period or first team to score 2 points, which ever occurs first, will be played.
Fouls 1. Each team will be allowed only three (3) fouls per game. Court monitors will be responsible for
recording fouls. Any player that records a 4th foul will be ejected from the remainder of the game. 2. Players will shoot free-throw attempts only when fouled in the act of shooting and the basket
is not made. The player will be given 1 shot if a 1-point shot was attempted or 2 shots if a 2-point shot was attempted.
3. Flagrant Fouls, any fouls done with malicious, rough or overly aggressive behavior will be determined as a flagrant foul. The first violation will result in 1 free-throw attempt and the team will retain possession of the ball. A second violation will result in immediate ejection from the remainder of the tournament for that player.
4. Within the final two (2) minutes of game play either team may intentionally foul an opposing player, which will automatically result in a free throw, and change of possession.
Timeouts/Substitutions 1. Each team will be given 2 – 30-second timeouts per game. The game clock does not stop during
timeouts until the last 2 minutes of play. Team substitutions must only occur during timeouts or free-throw attempts. There will be no timeouts during the overtime period of play.
Program Elements
35 35
Medical
Waiver &
Lanyards
Team
Registration
Team
Registration
Team
Registration
Team
Registration
Registration Tent
Data Capture
Gaming Lounge
Le
ad
erb
oa
rd
1
2
3
4
5
6
Greeter
Registration
35
36 36
Team cards should be completed by every team participating in the 3-on-3 Basketball Tournament. After each game, the assigned court monitor should sign off on the correct team card. The Tour Manager maintaining the leaderboard is responsible for the team card process.
Team Cards
36
37 37
Medical Cards
37
The medical card is a separate, hard copy form that is given to the EMT at the start of each event. Waiver responses will not be provided to the National Guard or tied to any other registration information provided. All participants must complete a medical card during the registration process.
38 38
Player Uniforms
38
All students participating in the event will receive one t-shirt based on availability. T-shirts will be distributed by a Brand Ambassador and inventoried after each event by the appropriate Tour Manager. Brand Ambassadors should keep the T-shirts neat and organized by size throughout the event.
39 39
The hydration zone supplies water to participants to keep them hydrated and ready for the onsite activities. Brand Ambassadors should assist Tour Managers with keeping the Hydration Zone fully stocked and cleaned. When possible, Brand Ambassadors should assist participants at the Hydration Zone.
Hydration Zone
39
40 40
State of the art 3D television and gaming equipment will be utilized to create a gaming lounge for players and attendees to show their gaming skills. Contests and challenges will be conducted all day with prizes for winners. Game: NBA 2K12 System: PS3 Brand Ambassadors should help organize gaming contests, prizes and teams for each gaming kiosk.
3D Gaming Lounge
40
41 41
Team Lucid will secure a certified EMT to staff the First Aid tent from 10:30am through the end of the event. Tournament play cannot begin until a certified EMT is present.
First Aid Tent
41
42 42
One court will be reserved as the Activity Court to host special activities such as 3 point contests, slam dunk contests, and skill shot challenges among others. Tom Hammonds will host the Activity Court with the assistance of one Tour Manager. Spot Shot Challenge A basketball skills challenge based on the shared values of the Guard and most competitive athletes. Contestants will have the opportunity to make seven baskets from seven different Guard-branded mats prominently featuring the specific National Guard value. Each shooting location will be worth a pre-determined number of points. Those with the highest point values will be given National Guard RPIs. Slam Dunk Contest With prior permission from the venue, students may participate in a slam dunk competition on the Activity Court. Tom Hammonds and present recruiters should be encouraged to judge the contestants using the provided score cards. As the contestants participate throughout the day, National Guard recruiters should be encouraged to cheer on and help motivate the contestants during play. This attraction, as well as the Gaming Lounge, will call for the use of data capture devices for those that are not registered to play in the tournament, but would like to participate in the activities.
Activities Court
42
43 43
The stage will host the opening ceremonies, award presentations and closing ceremonies. A combination of Team Lucid staff, National Guard members and Tom Hammonds will conduct these on stage events.
Stage
43
44 44
Run of Show
44
45 45
The prize tent will hold all program RPIs and should be staffed by at least one Brand Ambassador at all times. Care should be taken to monitor RPI inventory throughout the event. Participants must have a prize ticket to redeem a prize at the Prize Tent. Tour Managers are responsible for distributing and monitoring prize tickets throughout the event.
Prize Tent
45
46 46
All participants should be encouraged to complete an exit/event survey prior to leaving the event footprint. Red tournament cinch bags should be provided to any participant completing an event survey. These premiums should only be used for event survey incentives and not for event premiums. Event surveys and cinch bags should be stationed and staffed in the Prizing Tent, Registration Tent and Gaming Lounge. Brand Ambassadors in these areas should be trained on the event survey process prior to the event. To prevent duplication, Brand Ambassadors should ensure that those taking the event survey have not already received a tournament cinch bag. Brand Ambassadors should encourage all participants to take the event survey.
Event Survey
46
47 47
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
Event Survey
47
48 48
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
Event Survey
48
49 49
Strength Challenge
49
Strength Challenges (Pull-Ups, Push-Ups, Dips) will be conducted onsite to encourage students to show recruiters that they have what it takes to be part of The National Guard. A running score should be kept by a Brand Ambassador throughout the day to create a challenging goal for students to compete against. Brand Ambassadors should encourage recruiter participation and demonstration of proper National Guard technique. The Brand Ambassador assigned to this station should be trained in the proper technique during training prior to the event.
50 50
Strength Challenge
50
1. Participants will have their choice of three exercises. – Push ups - participant must go all the way down to form a 90
degree angle at the elbow and all the way back up and lock arms out to complete 1 push up (going halfway up or halfway down will not count as a complete push up)
– Dips – participant must go all the way up and all the way down to form a 90 degree angle at the elbow while on the dip bar to complete 1 dip (going halfway up or halfway down will not count as a complete dip)
– Pull ups – participant must suspend body from bar with a over hand grip only and must pull themselves all the way up to their chin and back down to the straight arm position to complete 1 pull up (not going all the way up to your chin and all the way back to the straight arm position will not count as a complete pull up)
2. Each participant will attempt to complete as many of the individual exercise they have chosen as possible.
3. An established, set number of each exercise must be reached in order for a participant to win a prize.
4. A record high number for each exercise will be established at each tour stop to encourage more participants. When a participant breaks an established university/college record they will win a prize package. All participants will be encouraged to return and compete for cash prizes at the Saturday tournament date. (Prize packages will be set by mgmt. team)
5. A national tour high will be kept to motivate the local university/college athletes to come back and compete at the Saturday tournament date.
51 51
Data Capture Process eshots Data Capture Devices will be utilized to collect required information from each participant. After data is collected participants will digitally sign a waiver stating they are healthy and eligible to participate in the program. The waiver also serves as an automatic opt-in for future contact from the National Guard. Once this process is complete, the student will receive a lanyard and their data card thereby completing their registration for the program. All participants (individuals and teams) must complete the entire data capture process.
Data Capture Device
51
52 52
Data Capture Survey: Under 17
52
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
Under 17
53 53
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
Data Capture Survey: Under 17
53
54 54
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
17 and Older
Data Capture Survey: 17 and Older
54
55 55
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
Data Capture Survey: 17 and Older
55
56 56
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
Data Capture Survey: 17 and Older
56
57 57
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
Data Capture Survey: 17 and Older
57
58 58
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
Data Capture Survey: 17 and Older
58
59 59
CONFIDENTIAL MATERIAL: ©2008 eshots, Inc. (Unpublished). All rights reserved.
Data Capture Survey: Scan Point / Pre-Registered
59
60 60
THIS IS A RELEASE OF LIABILITY (READ BEFORE CONTINUING)
NOTE: THIS FORM MUST BE READ AND AGREED TO BEFORE THE PARTICIPANT IS ALLOWED TO TAKE PART IN ANY BASKETBALL ACTIVITY.
IN CONSIDERATION of being permitted to participate in any way in the sport and activities of basketball under the auspices of THE NATIONAL GUARD 3-on-3 BASKETBALLTOURNAMENT, I acknowledge, appreciate, and agree that: 1. Following my participation in the National Guard 3-on-3 Basketball Tournament activities, the National Guard may contact me via phone, email, direct mail, or text messaging to thank me for my participation, gather feedback on the event, or provide further information regarding the benefits of the National Guard; 2. The risk of injury from the activity involved in basketball is significant, and while personal discipline will minimize this risk, the risk of serious injury does exist; 3. I understand that basketball activities are physically and mentally intense. I understand the rules of play and will comply with all rules and regulations; 4. I understand and agree that I do not have any physical or mental limitations or conditions that would prevent me from participating in the 3-on-3 Basketball Tournament activities; 5. I, for myself and on behalf of my heirs, assigns, personal representatives and next of kin, HEREBY RELEASE AND HOLD HARMLESS FROM LIABILITY, RedPeg Marketing, Lucid Technology, the National Guard, the owners and leasors of premises used to conduct the basketball activities, their officers, officials, agents and/or employees ("Releasees"), WITH RESPECT TO ANY AND ALL INJURY, DISABILITY, DEATH, or loss or damage to person or property, WHETHER CAUSED BY THE NEGLIGENCE OF THE RELEASEES OR OTHERWISE; 6. I hereby grant RedPeg Marketing, Lucid Technology, the National Guard, any media outlets, their legal representatives and assigns, those for whom they are acting, and those acting with their authority and permission, the absolute right and permission to copy and use, re-use and publish, and republish photographic portraits, pictures, and video of me or in which I may be included, in whole or in part, or composite or distorted in character or form, without restriction as to changes or alterations, from time to time, in conjunction with my own or a fictitious name, or reproductions thereof in color or otherwise made through any media at his studio or elsewhere for art, advertising, news communication, trade, or any other purpose whatsoever. I also consent to the use of any printed matter in conjunction therewith; 7. I state that I am not eligible for compensation and I state that I will not be eligible for royalties involved in print or video reproduction of any type, of any image or images. I hereby warrant that I am of full age and have every right to contract in my own name in the above regard. I state further that I have read the above authorization, release and agreement, prior to its execution, and that I am fully familiar with the contents thereof. I AGREE ___________________________________________________________________
Data Capture Waiver
60
61 61
Paper Leads
61
First and Last Name: ______________________________________ Gender: ________ Birth date (mm/dd/yyyy): __________________________________ Street Address: ___________________________________________ Street Address 2: _________________________________________ City/State/Zip Code: ______________________________________ Cell Phone: _______________________________________________ Email: ____________________________________________________ Do you have a high school diploma or GED? Yes No Your highest grade completed: 9 10 11 12 13 14 15 16 17+ Do you have prior military experience? Yes No
62 62
Photo/Video Release
62
PHOTOGRAPH AND VIDEO RELEASE
Effective as of the date shown below, approval for past use and permission for present and future use is being granted to use photo or other image. In consideration of my engagement to be photographed and/ or video taped, and for other good and valuable consideration herein acknowledged as received, upon the terms hereinafter stated, I hereby grant RedPeg Marketing, the National Guard, any media outlets, their agents, employees, licensees, legal representatives and assigns, those for whom they are acting, and those acting with their authority and permission, the absolute right and permission to copy and use, re-use and publish, and republish photographic portraits, pictures, and video of me or in which I may be included, in whole or in part, or composite or distorted in character or form, without restriction as to changes or alterations, from time to time, in conjunction with my own or a fictitious name, or reproductions thereof in color or otherwise made through any media at his studio or elsewhere for art, advertising, news communication, trade, or any other purpose whatsoever. I also consent to the use of any printed matter in conjunction therewith. I hereby release, discharge and agree to hold harmless RedPeg Marketing, the National Guard, any media outlets, their legal representatives or assigns, and all persons acting under their permission or authority or those for whom is acting, from any liability by virtue of any blurring, distortion, alteration, optical illusion, or use in composite form, whether intentional or otherwise, that may occur or be produced in the taking of said picture and video or in any subsequent processing thereof, as well as any publication thereof. I state that I am not eligible for compensation and I state that I will not be eligible for royalties involved in print or video reproduction of any type, of any image or images. I hereby warrant that I am of full age and have every right to contract in my own name in the above regard. I state further that I have read the above authorization, release and agreement, prior to its execution, and that I am fully familiar with the contents thereof.
Date: ___________________________________________ Address: ___________________________________________
___________________________________________
___________________________________________
Print Name: ___________________________________________ Signature: ___________________________________________
63 63
NATIONALGUARD.com/basketball
• Home Page
– Overview of the Program
• Registration Page
– Allows teams and individuals to register online for their specific campus’ 3-on-3 basketball tournament
• Schedule & Information Page
– Shows which schools the Program is traveling to and when
• Rules Page
– Provides participants with the rules to the 3-on-3 basketball tournament
• Gallery Page
– Allows students to find photos and videos of themselves from the tournament
• Contact Page
– Produces a form for students with additional questions to contact Team Lucid Program Managers
Online Registration (Teams & Individuals)
63
64 64
Staff Uniform
64
Staff T-Shirt • All Brand Ambassadors will be given a 3-on-3 Basketball Tournament Staff T-Shirt. Pants/Shorts • Khaki pants are required to be worn with the provided T-Shirt.
Shoes • Clean, comfortable sneakers are required during all event days.
During colder weather, staff may layer a blue or white long-sleeve shirt or turtleneck underneath the t-shirt, but no other logos than the National Guard should be visible
Please keep in mind that as a representative of the National Guard, it is imperative that professional conduct and dress be observed at all times. The following are prohibited:
! Heavy make-up ! Ripped clothing ! Articles of clothing with logos other than the National Guard ! Visible tattoos ! Facial piercings
65 65
Event Personal property is also at risk at the events. All event staff should leave their personal property in their car or at home. RedPeg Marketing and/or Team Lucid are not responsible for lost, stolen or damaged items. COMMON SENSE is the best defense to avoid theft. Please take these necessary steps to avoid opportunistic theft. 1. Lock your vehicle doors, close all windows and take the keys. 2. Don’t leave valuables (including identification, computers, etc.) in plain
view event for a few minutes. Items left in the open attract thieves.
3. Don’t leave important documents or equipment; thieves can use or gain access to sensitive information.
4. Never leave your vehicle running unattended.
5. If you have a GPS system, it is not enough to put it in the glove compartment when exiting the vehicle. A GPS mount is an indicator there is a GPS system in the vehicle. Please make sure to take the mount down and bring the GPS system with you.
Tips for Protecting Your Property
65
Roles & Responsibilities
67 67
It’s critical that you realize everything that you do while executing the tour will be a reflection upon the National Guard and the 3-on-3 Basketball program. Please be aware that you will be viewed as a National Guard, Lucid Technology and RedPeg Marketing representative when you are in the field but also when you are:
– Driving – Pumping gas – Eating at a restaurant – Checking into a hotel – Shopping – Etc.
In summary, please be cognizant that your actions are a representation of the brand at all times. As a part-time field staff member, you will be required to not only be your brand, but actually know your brand thoroughly. If a participant asks whether you are in the National Guard, the correct response is “No, I am a civilian working on behalf of the National Guard.” At no point should you tell anyone that you are in the National Guard.
LIVE IT, BREATH IT, KNOW IT!!!
Roles & Responsibilities
67
68 68
Brand Ambassadors will support the Tour Managers to ensure that events are executed successfully in regards to program objectives and success measures.
– Increase brand awareness for the National Guard at events while communicating the benefits of military service
– Ensure maximum participation in event elements (3-on-3 Tournament, Strength Challenge, Activity Court, 3D Gaming Lounge)
– Assist in the set-up, breakdown and execution of assigned events
– Manage assigned program element and responsibilities (see next page)
Brand Ambassadors
68
69 69
1 Greeter – Welcomes the student – Directs student to the medical waiver/lanyard table
2 Medical Waiver Coordinators – Assist students in filling out medical waivers – Provide the student with their lanyard and registration card
4-6 Data Capture Coordinators – Assist students in using the dip scanners and helping them with
the questions – Directs students to gather their entire team and then go to the
team registration area – Whole punch registration cards of those who have completed the
registration process 2 T-Shirt Coordinators
– Provide individuals with t-shirts once they have completed the data capture survey and medical waiver
– Directs teams to Team Coordinator and individuals to activity areas
1 Team Coordinator – Coordinates combining teams with too few of players – Assists teams in filling out their team cards – Directing teams to the leaderboard
1 Leaderboard Coordinator – Assist Tour Manager with placing the teams on the leaderboard – Coordinate which teams are playing on which courts – Directs teams to their first court
2 Gaming Lounge Coordinators – Assist students in playing the PS3s – Coordinate PS3 tournaments – Engage students and recruiters
Brand Ambassador Activities
69
70 70
2 Strength Challenge Coordinators – Demonstrate proper form for all strength challenge activities – Keep track of daily records for each challenge
4-6 Court Monitors – Monitor games and officiate when necessary – Sign off on team cards for completed games
Lead Brand Ambassador – Main reliever for Tour Managers, Brand Ambassadors and Court
Monitors – Coordinate lunch breaks for all Brand Ambassadors via sign in/out
sheet – Relive Tour Managers for lunch breaks – Identified by Team Lucid Talent Management prior to event
Brand Ambassador Activities
70
71 71
Brand Ambassador Sign-In/Out
71
Brand Ambassador Sign-In Sheet
Lead Brand Ambassador: Date:
Tour Manager:
Brand Ambassadors Arrival Time Lunch Sign Out Lunch Sign In Departure Time
Court Monitors
72 72
It is your responsibility as a Brand Ambassador to be aware of the weather conditions. Unless notified by a Team Lucid Tour Manager or representative, please assume that the event will be activated as scheduled. Check the weather prior to the event to ensure that you are adequately prepared for inclement weather. Communicate any concerns at the earliest opportunity to your designated Tour Manager. Unfortunately, the timing of many weather events is such that we have to make decisions based upon forecasts and the available information. While no sources dealing with weather predictions can be considered infallible, decisions are made with one overriding consideration—the safety of our employees and the general public. If at any time during an event you feel that the weather conditions are unsafe, please discuss your concerns with a Tour Manager immediately. In the case of emergency please reach out to the designated Team Lucid Talent Management Representative. Address all weather concerns with the designated Tour Manager at the earliest opportunity. In tandem with Team Lucid, he or she will determine the recommended course of action.
Inclement Weather Policy
73 73
Intermediate-Level Weather Conditions Including Heavy Rain, gusty winds, lightning and severe weather watches. The weather forecast should be monitored carefully. If the conditions warrant the event set to be dismantled then this should occur no less than two hours prior to the anticipated storm to ensure the safety of the personnel and equipment. Severe storms are normally preceded by clear skies and good weather. It’s important to take advantage of these circumstances to take the necessary protective steps to minimize the risk of damage to the equipment. If the course of action is to fully dismantle the tent the following steps should be taken: -
– Turn of all electrical components – Disconnect the shore power – Take down the banner stands – Place all electronic equipment including monitors in their
designated road cases – Dismantle the tent walls and canopy – Place the tent poles on the ground – Move all equipment and elements to the safety of the GEICO
truck
Inclement Weather
Consumer Interaction
75 75
The goal is to reach as many consumers as possible. However, it is understood that not all of them will have the time to stop and experience all levels of the experience. Understanding these varying levels of interest will help the team impact each consumer based on their own personal level of interest. For these reasons, consumers have been classified into three different levels: Type I Consumer
– These are consumers whose interest level is high. They will need no persuasion to take part in the experiences and will actively participate in all aspects of the tour. They become the unofficial spokesperson of the brand and the tour
Type II Consumer
– These are consumers whose interest level is medium to high. They will look for more information but they may or may not choose to participate in any of the experiential activities. Face-to-face interaction and encouragement are key between the Brand Ambassadors and this type of consumers.
Type III Consumer
– These are consumers whose interest is low to medium. Due to lack of time or interest, they will not actively participate in the experience. They may notice the promotion but they will not stop and get involved. The goal would be to encourage them to visit the website and participate in one experiential activity.
Consumer Interaction
75
76 76
The ultimate goal is to turn every student into a Type I Student. In order to do this, the team objectives are the following:
– Get students’ attention by greeting them with energy, enthusiasm and a smile
– Inform the student about the National Guard 3-on-3 Basketball Program
– Introduce the student to the National Guard benefits
– Communicate and educate student with key messaging
• Prizes and additional contests
• Gaming lounge and Activity Court
• Benefits of joining the National Guard
– Encourage the students to visit the website get additional information
• NATIONALGUARD.com/basketball
• NATIONALGUARD.com
– Always thank them for their time
While these steps should serve as a guide on how to relay key brand messages to students, each interaction should not only be informative but should be friendly, easy going and conversational as well. Remember to try and personalize each interaction!
Consumer Interaction
76
77 77
The following are recommended steps Brand Ambassadors should use when directing consumers through the experience.
– Step #1: Greet consumer
– Step #2: State key brand messages
– Step #3: Call to action
While these steps should serve as a guide on how to relay key brand messages to consumers, each interaction should not only be informative but should be friendly, easy going and conversational as well. Remember to try and personalize each interaction!
Consumer Interaction
77
78 78
Never: Change any aspect of the program without prior communication with Team Lucid Talk negatively about competitive services, events, products or military branches Promise additional events, premiums, or anything that cannot be provided throughout the program Answer a question to which you are not sure of the answer. Never adlib or make-up answers to appear informed, call Team Lucid for assistance.
– Consumers who have questions regarding specific benefits provided by the National Guard should be directed to the NATIONALGUARD.com website
Consumer Interaction
78
79 79
Build a consumer relationship – Greet the consumer with a smile – Begin building the relationship – Show an interest in the consumer – observe, ask, look and listen
for clues as to the consumer’s interests – Build rapport and relate – Remember that rapport building takes only a few seconds but
can make all the difference in creating a positive consumer interaction
Know Your Audience – Knowing the audience means you’ll be prepared, know what
questions to ask and be able to speak to the likely interests of that audience
– Your role is to engage consumers by asking qualifying questions
Sample qualifying questions – Did you know that you can earn up to $650 per month in the
National Guard while you are enrolled in college? – Wouldn’t it be great to have the National Guard pay up to 100%
of your tuition ? – How cool would it be to serve your community and your country?
Consumer Interaction
79
80 80
Consumer interaction!..
– IS being “on stage” during the promotion
– IS encouraging consumers to get involved
– IS having a good attitude
– IS knowing the product
– IS knowing the consumer
– IS handling consumers diplomatically
– IS allowing consumers to be “right”
– IS always smiling
– IS having fun
– IS willing to do anything to make the program successful
Consumer Interaction
80
Recaps & Reporting
82 82
Taking great digital photos is very important as it helps Team Lucid paint a picture of the events being executed. While Tour Managers are responsible for taking photos on event day, they may enlist the assistance of a Brand Ambassador during busy activation times. Following are tips for taking great pictures:
– Set the camera to the highest quality setting and the largest file size
– Get close to the people. The person or entire group should fill the frame
• People smiling and having fun – Crop out most of the foreground and background
• Brand Ambassadors, consumers, brand and the action comprise main focal point
– Whenever possible, capture the brand, program elements and consumers in the photos
– Search out colorful displays and colorful characters – Make sure no fingers are blocking the view finder – Look for the light source and never shoot with the light directly
behind the subject – Try posing cooperative subjects – Fill the frame with action, - include background detail that
identifies the location or activity – Be creative and encourage consumers to take fun shots – Take digital photos that show crowds and groups of people,
smiling and enjoying the promotion with a lot of action and activity
Taking Great Photos
82
83 83
Examples of Great Photos
83
84 84
Examples of Unusable Photos
84
Sampling in an open (not crowded) place. Also, too much unused space at the top of the picture.
Be careful to always watch out for glares when taking pictures.
Can’t see the sampler or consumer’s face - can’t see what is going on.
Very dark picture, sampling far away. Can’t see what is going on.
Public Relations & Media Protocol
86 86
At any time, media and representatives from other competitive companies may approach the staff. Always be prepared to meet these individuals and obtain business cards or contact information for each member of the media that approaches the team. Basic tips when talking to the media
– Know who you are talking to – Be polite – Smile – Speak articulately – Do not make jokes – Never make assumptions – Know when to say “No comment” – If you don’t know or don’t want to answer, tell them you will find
out or refer them to an authorized spokesperson – NEVER AD-LIB – If you suspect that you are talking to a member of the media,
please confirm by asking – If you are talking to a member of the media, please state that
you are here to engage with consumers and politely direct them to designated spokesperson
– You are not authorized to communicate with or be quoted by any press or types of media on behalf of Team Lucid, RedPeg Marketing and the National Guard
– Notify Team Lucid immediately if a member of the media, competitive company or military branch is present at an activation
Failure to comply with these regulations is grounds for immediate dismissal.
PR & Media Protocol
86
87 87
Inappropriate topics for media/representatives from other companies:
– Program Goals – Source of staffing – Pay rate of staff or any conditions of employment – Any negative experiences while working on the tour or using the
brand – Competitive brands – Trade secrets
• The protection of confidential information and trade secrets is essential for the brand, Lucid Technology, RedPeg Marketing and their employees’ future securities
• To protect such information, employees cannot disclose any trade secrets or confidential information
• Employees who are exposed to confidential, sensitive or proprietary information about the company, its clients or its processes will be required to sign a Confidentiality Agreement as a condition of employment
• Employees who disclose trade secrets or confidential company information are subject to disciplinary action and possibly discharge
*When talking to the media, other vendors or company reps, where possible, ask for a business card and send the details to Team Lucid immediately* *When in the field, all team members are representatives of the National Guard and Team Lucid, not employees of RedPeg Marketing or any other agency**
PR & Media Protocol
87
Human Resources
89 89
IC Agreement
Independent Contractor Agreement Project Name and Code: National Guard:3 on 3 Tournament – NG020
This Agreement is made by and between RedPeg Marketing, Inc., a Virginia corporation (“RedPeg Marketing”), and
____________________________ (“Contractor”) and effective as of ________________________(the “Effective Date”).
WHEREAS, RedPeg Marketing desires to engage Contractor and Contractor desires to be engaged as an independent contractor to, and not as an employee of, RedPeg Marketing to provide certain services to RedPeg Marketing as set forth more fully herein.
NOW, THEREFORE, RedPeg Marketing and Contractor hereby agree as follows:
1. Services. During the Term (as defined below) of this Agreement, Contractor agrees to provide to RedPeg Marketing any and all services generally performed by Contractor in his or her usual line of business that RedPeg Marketing requests from time to time to meet the needs of RedPeg Marketing and/or one or more of RedPeg Marketing’s clients (collectively, the “Services”). In providing Services, Contractor agrees as follows:
a. Contractor agrees to use his or her best efforts to sell and promote RedPeg Marketing’s business and abide by RedPeg Marketing 's policies as they are communicated to Contractor.
b. Contractor agrees to devote such time as is reasonably necessary to perform the Services.
c. During the term of this Agreement, Contractor agrees not to provide or sell any services or products to customers that are competitive with RedPeg Marketing’s services or products, or work for another employer concurrently, without obtaining RedPeg Marketing’s prior written consent.
2. Term. The term of this Agreement shall commence upon the Effective Date and shall continue until 12/31/12 unless extended or terminated earlier by mutual Agreement of the parties or terminated in accordance with Section 11 of this Agreement (“Consequences of Termination”). 3. Compensation. At no time is compensation to be discussed before during or after a promotional event with promotional staff, client, or consumers. All questions and/or concerns relating to payroll are to be directed to RedPeg Marketing Talent Management Department. As compensation for Services performed under this Agreement, RedPeg Marketing shall pay Contractor the sum of $18/hr, subject, however, to any offset provided for in Section 11 of this Agreement.
4. Expenses. Subject to RedPeg Marketing’s Expense Policy, during the Term of this Agreement, Contractor shall bill RedPeg Marketing, and RedPeg Marketing shall reimburse Contractor, for all reasonable and approved out-of-pocket expenses which are incurred in connection with the performance of Services hereunder, subject, however, to any offset provided for in Section 11 of this Agreement. A company credit card may be issued. If so, it is only for approved company expenditures. Personal expenditures may result in disciplinary action up to, and including, termination. Receipts must be returned to the Virginia office in a timely manner for tracking. RedPeg Marketing reserves the right to withhold any and all outstanding amounts owed to include, but not limited to, per diem amounts and unpaid credit card expenses from contractor’s final pay.
5. Relationship of Parties. Contractor shall be deemed to be and shall be an independent contractor, and its employees, if any, shall not be entitled to any employee benefit plans or programs applicable to the employees of RedPeg Marketing. Contractor shall have full control as to means and methods of the Services provided, subject only to RedPeg Marketing’s policies. Contractor shall comply with all applicable laws and regulations. Contractor acknowledges that RedPeg Marketing makes no warranties as to any tax consequences regarding RedPeg Marketing’s payment of consideration to Contractor, and specifically agrees that the determination of any tax liability or other consequences of the compensation set forth above are the sole and complete responsibility of Contractor. Contractor does not have authority or power to contract or bind RedPeg Marketing in any manner without prior written approval of RedPeg Marketing. Contractor agrees not to file any unemployment or worker’s compensation claims against RedPeg Marketing.
6. Taxes. Contractor shall have sole responsibility for the payment of all federal, state, local and other income taxes and for all employment and other taxes applicable to the consideration paid to Contractor. Contractor agrees to indemnify and hold harmless RedPeg Marketing for any claims, costs, losses, fees, penalties, interest, or damages arising out of (a) RedPeg Marketing not withholding taxes from Contractor's compensation (b) RedPeg Marketing not covering Contractor under any benefit plan offered to RedPeg Marketing’s employees, or (c) personal injury sustained by Contractor or its agents, employees or representatives related to the Services rendered hereunder.
7. Confidentiality. The parties agree that all information provided by RedPeg Marketing to Contractor is proprietary to RedPeg Marketing and as confidential information, shall not be released without the prior consent of RedPeg Marketing. Contractor agrees to hold such confidential information in confidence and use such information only for the purpose of performing Services hereunder, reproduce such information only to the extent necessary for such purpose, restrict disclosure
90 90
of such information to its employees, if any, with a need to know (and advise such employees of the obligations assumed herein), and not disclose such confidential information to any third party without the prior written consent of RedPeg Marketing, unless required by law or unless such information has become generally available to the public other than as a result of any wrongful disclosure by Contractor. All such confidential information shall remain the property of RedPeg Marketing. Contractor shall promptly return such information to RedPeg Marketing if requested.
a. At no time shall an employee of RedPeg Marketing post any comments, photos, or videos on any social networking sites including but not limited to Facebook, Twitter, YouTube, Flickr, MySpace, etc. regarding an event, program, policy or otherwise related to RedPeg Marketing or any of its clients, without the prior written permission from a Director at RedPeg Marketing. Failure to abide by this provision may result in disciplinary action, up to and including termination
8. Inventions. Contractor recognizes and acknowledges that during the Term of this Agreement, Contractor may
either individually or jointly with others, and either on behalf of RedPeg Marketing or on Contractor’s own volition, discover, conceive, make, perfect, or develop inventions, improvements, discoveries, models, designs, images, logos, customer lists or other databases, marketing plans or methods, prototypes, trade secrets, computer programs, ideas, techniques and know-how that are related to or in furtherance of the business or activities of RedPeg Marketing (hereinafter collectively referred to as “Inventions”). Contractor recognizes and agrees that any and all Inventions developed by Contractor pursuant to this Agreement shall be deemed to be a “work made for hire” to the extent allowed by law. Contractor further recognizes and agrees that any and all Inventions, including all intellectual property rights, that Contractor might have therein (the “Intellectual Property Rights”), are the sole and exclusive property of RedPeg Marketing. Contractor hereby assigns to RedPeg Marketing all of Contractor’s rights, title and interest in and to any and all Inventions and related Intellectual Property Rights. Contractor’s obligations under this Section 8 apply without regard to whether the Invention or an idea for an Invention, or the design, discovery, conception, production, perfection, development or improvement of an Invention, or the solution to a problem occurs to Contractor on the job, at home, or elsewhere. At RedPeg Marketing’s request, from time to time, Contractor shall promptly sign and deliver all documents necessary to vest in RedPeg Marketing all of Contractor’s right, title and interest documents necessary to vest in RedPeg Marketing all of Contractor’s right, title and interest in and to such Inventions.
9. Conflicts of Interest; Non-Hire Provision. Contractor represents that he or she is free to enter into this Agreement, and that this engagement does not violate the terms of any agreement between the Contractor and any third party. Further, Contractor, in rendering his or her duties shall not utilize any invention, discovery, development, improvement, innovation, or trade secret in which he or she does not have a proprietary interest. During the Term of this Agreement, the Contractor shall devote as much of his or her productive time, energy, and abilities to the performance of his or her duties hereunder as is necessary to perform the Services in a timely and productive manner. Contractor is expressly free to perform services for other parties, subject to Section 1(c) hereof, while performing services for RedPeg Marketing. For a period of six (6) months after the expiration of the Term of this Agreement, Contractor shall not, directly or indirectly (a) hire, solicit, or encourage to leave RedPeg Marketing’s employment, any employee, consultant, or contractor of RedPeg Marketing or (b) hire any such employee, consultant, or contractor who has left RedPeg Marketing’s employment or contractual engagement within one (1) year of such employment or engagement. 10. Right to Injunction. The parties hereto acknowledge that the Services to be rendered by the Contractor under this Agreement and the rights and privileges granted to RedPeg Marketing under the Agreement are of a special, unique, unusual, and extraordinary character which gives them a peculiar value, the loss of which cannot be reasonably or adequately compensated by damages in any action at law, and the breach by the Contractor of any of the provisions of this Agreement will cause RedPeg Marketing irreparable injury and damage. The Contractor expressly agrees that RedPeg Marketing shall be entitled to injunctive and other equitable relief in the event of, or to prevent, a breach of any provision of this Agreement by the Contractor. Resort to such equitable relief, however, shall not be construed to be a waiver of any other rights or remedies that RedPeg Marketing may have for damages or otherwise. The various rights and remedies of RedPeg Marketing under this Agreement or otherwise shall be construed to be cumulative, and not one of them shall be exclusive of any other or of any right or remedy allowed by law. 11. Consequences of Termination. RedPeg Marketing may terminate this Agreement at any time by providing twenty-four (24) hours written notice to the Contractor. In addition, if the Contractor is convicted of any crime or offense, fails or refuses to comply with the written policies or reasonable directive of RedPeg Marketing, is guilty of serious misconduct in connection with performance hereunder, or materially breaches provisions of this Agreement, RedPeg Marketing may terminate this Agreement immediately and without prior written notice to the Contractor. Upon termination of this Agreement, all brochures, samples, price lists, and other documentation and/or products issued to Contractor and in the possession and/or control of the Contractor at such termination (individually, a “RedPeg Marketing Item” and, collectively, “RedPeg Marketing Items”), shall be promptly returned to RedPeg Marketing in the same or substantially similar condition as such items were in at the time of issuance. If Contractor fails to return any RedPeg Marketing Item when due under this Agreement, or returns a RedPeg Marketing Item in a condition that is not the same or substantially similar as such item was in at the time of issuance, then Contractor shall be obligated to reimburse RedPeg Marketing, within two (2) days of written notice thereof, for the reasonable cost of replacing or repairing such unreturned or damaged RedPeg Marketing Item. Accordingly, RedPeg Marketing may, in its sole and absolute discretion, offset the reasonable cost of replacing or repairing any and all unreturned or damaged RedPeg Marketing Items, or any unauthorized expenses, against any amounts due to Contractor from RedPeg Marketing including Contractor’s final paycheck. All records pertaining to RedPeg Marketing’s prices, quotations, specifications, and customers shall be treated as if they were RedPeg Marketing’s confidential property. 12. Governing Law. This Agreement shall be construed in accordance with, and governed by, the laws of the Commonwealth of Virginia.
13. Arbitration. Any controversies arising out of the terms of this Agreement or its interpretation shall be settled in the Commonwealth of Virginia in accordance with the rules of the American Arbitration Association, and the judgment upon award may be entered in any court having jurisdiction thereof. The prevailing party shall be entitled to reasonable attorneys' fees, costs, and necessary disbursements in addition to any other relief to which that party may be entitled. 14. Notices. Any notices to be given hereunder by either party to the other may be effected either by personal delivery or by mail, registered or certified, postage pre-paid with return receipt requested. Mailed notices shall be addressed to
IC Agreement
91 91
the parties at the addresses appearing at the end of this Agreement, but each party may change that address by written notice in accordance with this paragraph. Notices delivered personally shall be deemed communicated as of the date of actual receipt; mailed notices shall be deemed communicated as of three (3) days after the date of mailing. 15. Counterparts. This Agreement may be executed in two (2) or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. 16. Unenforceability of Provisions. If any provision of this Agreement, or any portion thereof, is held to be invalid and unenforceable, then the remainder of this Agreement shall nevertheless remain in full force and effect. 17. Binding Effect. The provisions of this Agreement shall be binding upon, and inure to the benefit of, each of the parties and their respective personal representatives, heirs, successors and assigns. 18. Entire Agreement. This Agreement contains the entire understanding of the parties and supersedes all previous verbal and written agreements. There are no other agreements, representations, or warranties not set forth herein. IN WITNESS WHEREOF the undersigned have executed this Agreement as of the day and year first written above. The parties hereto agree that facsimile signatures shall be as effective as originals. RedPeg Marketing, Inc., Employee a Virginia corporation
By: (Please sign): _____________________________________
Jace Cueto National Talent Manager RedPeg Marketing, Inc 727 N Washington Street Alexandria, VA 22314 703-519-6820 ph Name: (Please print): _________________________________ 703-738-7380 fx
Address: ____________________________ City, State, Zip: ________________________________
Home Phone:________________________ Cell, Pager, Other Phone: ________________
E-mail: ____________________________
Social Security #: _______________________ Birthdate: _______________________________
Emergency Contact Information Name: _______________________________________ Address: _______________________________________ City, State, Zip: _________________________________ Home Phone: ___________________________________ Cell, Pager, Other Phone: ________________________ E-mail: _________________________________________ Today’s Date: ___________________________________
IC Agreement
92 92
Form W-9(Rev. January 2011)Department of the Treasury Internal Revenue Service
Request for Taxpayer Identification Number and Certification
Give Form to the requester. Do not send to the IRS.
Pri
nt
or
typ
e S
ee S
pec
ific
Inst
ruct
ion
s o
n p
age
2.
Name (as shown on your income tax return)
Business name/disregarded entity name, if different from above
Check appropriate box for federal tax
classification (required): Individual/sole proprietor C Corporation S Corporation Partnership Trust/estate
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=partnership)
Other (see instructions)
Exempt payee
Address (number, street, and apt. or suite no.)
City, state, and ZIP code
Requester’s name and address (optional)
List account number(s) here (optional)
Part I Taxpayer Identification Number (TIN)Enter your TIN in the appropriate box. The TIN provided must match the name given on the “Name” line to avoid backup withholding. For individuals, this is your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3.
Note. If the account is in more than one name, see the chart on page 4 for guidelines on whose number to enter.
Social security number
– –
–
Employer identification number
Part II CertificationUnder penalties of perjury, I certify that:1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and
3. I am a U.S. citizen or other U.S. person (defined below).Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions on page 4.
Sign Here
Signature of U.S. person Date
General InstructionsSection references are to the Internal Revenue Code unless otherwise noted.
Purpose of FormA person who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN to the person requesting it (the requester) and, when applicable, to:
1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued),
2. Certify that you are not subject to backup withholding, or3. Claim exemption from backup withholding if you are a U.S. exempt
payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on foreign partners’ share of effectively connected income.
Note. If a requester gives you a form other than Form W-9 to request your TIN, you must use the requester’s form if it is substantially similar to this Form W-9.Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are:• An individual who is a U.S. citizen or U.S. resident alien,• A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States,• An estate (other than a foreign estate), or• A domestic trust (as defined in Regulations section 301.7701-7).Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax on any foreign partners’ share of income from such business. Further, in certain cases where a Form W-9 has not been received, a partnership is required to presume that a partner is a foreign person, and pay the withholding tax. Therefore, if you are a U.S. person that is a partner in a partnership conducting a trade or business in the United States, provide Form W-9 to the partnership to establish your U.S. status and avoid withholding on your share of partnership income.
Cat. No. 10231X Form W-9 (Rev. 1-2011)
W9
93 93
Form W-9 (Rev. 1-2011) Page 2
The person who gives Form W-9 to the partnership for purposes of establishing its U.S. status and avoiding withholding on its allocable share of net income from the partnership conducting a trade or business in the United States is in the following cases:• The U.S. owner of a disregarded entity and not the entity,• The U.S. grantor or other owner of a grantor trust and not the trust, and• The U.S. trust (other than a grantor trust) and not the beneficiaries of the trust.Foreign person. If you are a foreign person, do not use Form W-9. Instead, use the appropriate Form W-8 (see Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities).Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the terms of a tax treaty to reduce or eliminate U.S. tax on certain types of income. However, most tax treaties contain a provision known as a “saving clause.” Exceptions specified in the saving clause may permit an exemption from tax to continue for certain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes.
If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S. tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items:
1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien.
2. The treaty article addressing the income.3. The article number (or location) in the tax treaty that contains the
saving clause and its exceptions.4. The type and amount of income that qualifies for the exemption
from tax.5. Sufficient facts to justify the exemption from tax under the terms of
the treaty article.Example. Article 20 of the U.S.-China income tax treaty allows an
exemption from tax for scholarship income received by a Chinese student temporarily present in the United States. Under U.S. law, this student will become a resident alien for tax purposes if his or her stay in the United States exceeds 5 calendar years. However, paragraph 2 of the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows the provisions of Article 20 to continue to apply even after the Chinese student becomes a resident alien of the United States. A Chinese student who qualifies for this exception (under paragraph 2 of the first protocol) and is relying on this exception to claim an exemption from tax on his or her scholarship or fellowship income would attach to Form W-9 a statement that includes the information described above to support that exemption.
If you are a nonresident alien or a foreign entity not subject to backup withholding, give the requester the appropriate completed Form W-8.What is backup withholding? Persons making certain payments to you must under certain conditions withhold and pay to the IRS a percentage of such payments. This is called “backup withholding.” Payments that may be subject to backup withholding include interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, and certain payments from fishing boat operators. Real estate transactions are not subject to backup withholding.
You will not be subject to backup withholding on payments you receive if you give the requester your correct TIN, make the proper certifications, and report all your taxable interest and dividends on your tax return.
Payments you receive will be subject to backup withholding if:
1. You do not furnish your TIN to the requester,2. You do not certify your TIN when required (see the Part II
instructions on page 3 for details),3. The IRS tells the requester that you furnished an incorrect TIN,4. The IRS tells you that you are subject to backup withholding
because you did not report all your interest and dividends on your tax return (for reportable interest and dividends only), or
5. You do not certify to the requester that you are not subject to backup withholding under 4 above (for reportable interest and dividend accounts opened after 1983 only).
Certain payees and payments are exempt from backup withholding. See the instructions below and the separate Instructions for the Requester of Form W-9.
Also see Special rules for partnerships on page 1.
Updating Your InformationYou must provide updated information to any person to whom you claimed to be an exempt payee if you are no longer an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated information if you are a C corporation that elects to be an S corporation, or if you no longer are tax exempt. In addition, you must furnish a new Form W-9 if the name or TIN changes for the account, for example, if the grantor of a grantor trust dies.
PenaltiesFailure to furnish TIN. If you fail to furnish your correct TIN to a requester, you are subject to a penalty of $50 for each such failure unless your failure is due to reasonable cause and not to willful neglect.
Civil penalty for false information with respect to withholding. If you make a false statement with no reasonable basis that results in no backup withholding, you are subject to a $500 penalty.
Criminal penalty for falsifying information. Willfully falsifying certifications or affirmations may subject you to criminal penalties including fines and/or imprisonment.
Misuse of TINs. If the requester discloses or uses TINs in violation of federal law, the requester may be subject to civil and criminal penalties.
Specific InstructionsNameIf you are an individual, you must generally enter the name shown on your income tax return. However, if you have changed your last name, for instance, due to marriage without informing the Social Security Administration of the name change, enter your first name, the last name shown on your social security card, and your new last name.
If the account is in joint names, list first, and then circle, the name of the person or entity whose number you entered in Part I of the form.Sole proprietor. Enter your individual name as shown on your income tax return on the “Name” line. You may enter your business, trade, or “doing business as (DBA)” name on the “Business name/disregarded entity name” line.Partnership, C Corporation, or S Corporation. Enter the entity's name on the “Name” line and any business, trade, or “doing business as (DBA) name” on the “Business name/disregarded entity name” line.Disregarded entity. Enter the owner's name on the “Name” line. The name of the entity entered on the “Name” line should never be a disregarded entity. The name on the “Name” line must be the name shown on the income tax return on which the income will be reported. For example, if a foreign LLC that is treated as a disregarded entity for U.S. federal tax purposes has a domestic owner, the domestic owner's name is required to be provided on the “Name” line. If the direct owner of the entity is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes. Enter the disregarded entity's name on the “Business name/disregarded entity name” line. If the owner of the disregarded entity is a foreign person, you must complete an appropriate Form W-8. Note. Check the appropriate box for the federal tax classification of the person whose name is entered on the “Name” line (Individual/sole proprietor, Partnership, C Corporation, S Corporation, Trust/estate).
Limited Liability Company (LLC). If the person identified on the “Name” line is an LLC, check the “Limited liability company” box only and enter the appropriate code for the tax classification in the space provided. If you are an LLC that is treated as a partnership for federal tax purposes, enter “P” for partnership. If you are an LLC that has filed a Form 8832 or a Form 2553 to be taxed as a corporation, enter “C” for C corporation or “S” for S corporation. If you are an LLC that is disregarded as an entity separate from its owner under Regulation section 301.7701-3 (except for employment and excise tax), do not check the LLC box unless the owner of the LLC (required to be identified on the “Name” line) is another LLC that is not disregarded for federal tax purposes. If the LLC is disregarded as an entity separate from its owner, enter the appropriate tax classification of the owner identified on the “Name” line.
W9
94 94
Form W-9 (Rev. 1-2011) Page 3
Other entities. Enter your business name as shown on required federal tax documents on the “Name” line. This name should match the name shown on the charter or other legal document creating the entity. You may enter any business, trade, or DBA name on the “Business name/disregarded entity name” line.
Exempt Payee If you are exempt from backup withholding, enter your name as described above and check the appropriate box for your status, then check the “Exempt payee” box in the line following the “Business name/disregarded entity name,” sign and date the form.
Generally, individuals (including sole proprietors) are not exempt from backup withholding. Corporations are exempt from backup withholding for certain payments, such as interest and dividends.Note. If you are exempt from backup withholding, you should still complete this form to avoid possible erroneous backup withholding.
The following payees are exempt from backup withholding:1. An organization exempt from tax under section 501(a), any IRA, or a
custodial account under section 403(b)(7) if the account satisfies the requirements of section 401(f)(2),
2. The United States or any of its agencies or instrumentalities,3. A state, the District of Columbia, a possession of the United States,
or any of their political subdivisions or instrumentalities,4. A foreign government or any of its political subdivisions, agencies,
or instrumentalities, or5. An international organization or any of its agencies or
instrumentalities.Other payees that may be exempt from backup withholding include:6. A corporation,7. A foreign central bank of issue,8. A dealer in securities or commodities required to register in the
United States, the District of Columbia, or a possession of the United States,
9. A futures commission merchant registered with the Commodity Futures Trading Commission,
10. A real estate investment trust,11. An entity registered at all times during the tax year under the
Investment Company Act of 1940,12. A common trust fund operated by a bank under section 584(a),13. A financial institution,14. A middleman known in the investment community as a nominee or
custodian, or15. A trust exempt from tax under section 664 or described in section
4947.The following chart shows types of payments that may be exempt
from backup withholding. The chart applies to the exempt payees listed above, 1 through 15.
IF the payment is for . . . THEN the payment is exempt for . . .
Interest and dividend payments All exempt payees except for 9
Broker transactions Exempt payees 1 through 5 and 7 through 13. Also, C corporations.
Barter exchange transactions and patronage dividends
Exempt payees 1 through 5
Payments over $600 required to be reported and direct sales over $5,000 1
Generally, exempt payees 1 through 7 2
1 See Form 1099-MISC, Miscellaneous Income, and its instructions.2 However, the following payments made to a corporation and reportable on Form
1099-MISC are not exempt from backup withholding: medical and health care payments, attorneys' fees, gross proceeds paid to an attorney, and payments for services paid by a federal executive agency.
Part I. Taxpayer Identification Number (TIN)Enter your TIN in the appropriate box. If you are a resident alien and you do not have and are not eligible to get an SSN, your TIN is your IRS individual taxpayer identification number (ITIN). Enter it in the social security number box. If you do not have an ITIN, see How to get a TIN below.
If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN. However, the IRS prefers that you use your SSN.
If you are a single-member LLC that is disregarded as an entity separate from its owner (see Limited Liability Company (LLC) on page 2), enter the owner’s SSN (or EIN, if the owner has one). Do not enter the disregarded entity’s EIN. If the LLC is classified as a corporation or partnership, enter the entity’s EIN.Note. See the chart on page 4 for further clarification of name and TIN combinations.How to get a TIN. If you do not have a TIN, apply for one immediately. To apply for an SSN, get Form SS-5, Application for a Social Security Card, from your local Social Security Administration office or get this form online at www.ssa.gov. You may also get this form by calling 1-800-772-1213. Use Form W-7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS-4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/businesses and clicking on Employer Identification Number (EIN) under Starting a Business. You can get Forms W-7 and SS-4 from the IRS by visiting IRS.gov or by calling 1-800-TAX-FORM (1-800-829-3676).
If you are asked to complete Form W-9 but do not have a TIN, write “Applied For” in the space for the TIN, sign and date the form, and give it to the requester. For interest and dividend payments, and certain payments made with respect to readily tradable instruments, generally you will have 60 days to get a TIN and give it to the requester before you are subject to backup withholding on payments. The 60-day rule does not apply to other types of payments. You will be subject to backup withholding on all such payments until you provide your TIN to the requester.Note. Entering “Applied For” means that you have already applied for a TIN or that you intend to apply for one soon.Caution: A disregarded domestic entity that has a foreign owner must use the appropriate Form W-8.
Part II. CertificationTo establish to the withholding agent that you are a U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1, below, and items 4 and 5 on page 4 indicate otherwise.
For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on the “Name” line must sign. Exempt payees, see Exempt Payee on page 3.Signature requirements. Complete the certification as indicated in items 1 through 3, below, and items 4 and 5 on page 4.
1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983. You must give your correct TIN, but you do not have to sign the certification.
2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form.
3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification.
W9
95 95
Form W-9 (Rev. 1-2011) Page 4
4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. “Other payments” include payments made in the course of the requester’s trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (including payments to corporations).
5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), IRA, Coverdell ESA, Archer MSA or HSA contributions or distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification.
What Name and Number To Give the RequesterFor this type of account: Give name and SSN of:
1. Individual The individual2. Two or more individuals (joint
account)The actual owner of the account or, if combined funds, the first individual on the account 1
3. Custodian account of a minor (Uniform Gift to Minors Act)
The minor 2
4. a. The usual revocable savings trust (grantor is also trustee) b. So-called trust account that is not a legal or valid trust under state law
The grantor-trustee 1
The actual owner 1
5. Sole proprietorship or disregarded entity owned by an individual
The owner 3
6. Grantor trust filing under Optional Form 1099 Filing Method 1 (see Regulation section 1.671-4(b)(2)(i)(A))
The grantor*
For this type of account: Give name and EIN of:
7. Disregarded entity not owned by an individual
The owner
8. A valid trust, estate, or pension trust Legal entity 4
9. Corporation or LLC electing corporate status on Form 8832 or Form 2553
The corporation
10. Association, club, religious, charitable, educational, or other tax-exempt organization
The organization
11. Partnership or multi-member LLC The partnership12. A broker or registered nominee The broker or nominee
13. Account with the Department of Agriculture in the name of a public entity (such as a state or local government, school district, or prison) that receives agricultural program payments
The public entity
14. Grantor trust filing under the Form 1041 Filing Method or the Optional Form 1099 Filing Method 2 (see Regulation section 1.671-4(b)(2)(i)(B))
The trust
1 List first and circle the name of the person whose number you furnish. If only one person on a joint account has an SSN, that person’s number must be furnished.
2 Circle the minor’s name and furnish the minor’s SSN.
3 You must show your individual name and you may also enter your business or “DBA” name on the “Business name/disregarded entity” name line. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN.
4 List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) Also see Special rules for partnerships on page 1.
*Note. Grantor also must provide a Form W-9 to trustee of trust.
Note. If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed.
Secure Your Tax Records from Identity TheftIdentity theft occurs when someone uses your personal information such as your name, social security number (SSN), or other identifying information, without your permission, to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund.
To reduce your risk:• Protect your SSN,• Ensure your employer is protecting your SSN, and• Be careful when choosing a tax preparer.
If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter.
If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity or credit report, contact the IRS Identity Theft Hotline at 1-800-908-4490 or submit Form 14039.
For more information, see Publication 4535, Identity Theft Prevention and Victim Assistance.
Victims of identity theft who are experiencing economic harm or a system problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD 1-800-829-4059.Protect yourself from suspicious emails or phishing schemes. Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft.
The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts.
If you receive an unsolicited email claiming to be from the IRS, forward this message to [email protected]. You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration at 1-800-366-4484. You can forward suspicious emails to the Federal Trade Commission at: [email protected] or contact them at www.ftc.gov/idtheft or 1-877-IDTHEFT (1-877-438-4338).
Visit IRS.gov to learn more about identity theft and how to reduce your risk.
Privacy Act NoticeSection 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information.
W9
96 96
RedPeg Standards of Conduct You are required to follow the standards of conduct as outlined below. Violation of any of these standards may result in termination.
Uniform The proper uniform must be worn at all times.
• During confirmation process, RedPeg Marketing will indicate uniform requirements as well as who is responsible for providing specific articles of uniform.
• When staff are responsible for providing uniform, all garments should not have rips, patches or branded designs Payment Do not discuss payment terms or rates with anyone other than Talent Management Department. Failure to comply with this procedure will result in your termination from the program. Prohibited Actions
• Rudeness to consumers • Damage or theft to company/promotional property • Racial slurs or sexist jokes • Offensive language • Any physical contact • Drunkenness • Words, signs, pranks, intimidation • Taking offense to someone else’s opinion • Speaking poorly of competitive products/brands • Smoking, chewing gum, eating, or drinking during the event • Use of the company vehicle outside the parameters of the promotion is forbidden • Falsifying of documents. This includes any promotional reporting information, hire applications, • W4’s, I9’s and any other paperwork. • Using/possessing alcohol, illegal drugs or firearms of any kind prior to or during event • Personal property (i.e. coats, purses) should not be kept at the promotion. There is no secure area for personal
belongings and RedPeg Marketing will not be responsible for any stolen or damaged property. • No visits from spouses, boyfriends, girlfriends or children during the event • No use of cellular phones or pagers while working (except for business calls) • No disclosure of team information. As a team member, you are privy to a variety of proprietary product
background and brand information which should remain confidential • No insubordination • The engagement of activities or exchange of information with any client representative or outside entity without
prior consent or permission of RedPeg Marketing • Fraternizing, flirting, soliciting phone numbers, exchange of business cards • Disposal of any collateral/premiums outside of promotional activity is strictly forbidden (i.e. “trashing product”)
RedPeg Marketing does not tolerate harassment of any kind. Harassment may be, but is not limited to words, signs, jokes, pictures, pranks, intimidation, physical contact or violence. Harassment is not necessarily sexual in nature. When conduct creates an intimidating environment, it prevents individuals from effectively performing the duties of their positions. If it is implicitly or explicitly made a condition of employment or compensation it can be considered harassment in violation of federal, state, and local laws. Everyone has an obligation to keep RedPeg Marketing harassment free. I certify that I have read the policies listed above and fully understand them. Signature and Date__________________________________ Print Name: ________________________________________
Standard of Conduct
97 97
I understand that in conjunction with the use of my personal services by RedPeg Marketing, Inc., I may be provided or have access from time to time to confidential and proprietary information. This information may include, but is not limited to, brand information; notes, studies, documents, publications and verbal communications concerning the company's financial condition; personnel policies; management directives; marketing, promotion, and sales policies; and operations in general. In consideration of contracting to use my personal services, I agree that all the aforesaid information shall be treated by me in the strictest of confidence. Accordingly, I agree that I will not divulge to any third party such information of the contents of any written material provided to me by RedPeg Marketing, Inc. except as may be necessary of performing the duties that I may be contracted to perform for RedPeg Marketing, Inc. or information which I have received on a non-confidential basis from a source other than RedPeg Marketing, Inc. Finally, I agree that at the conclusion of my employment of a particular program, I will return all training manuals and resources that may include, but is not limited to, brand information; notes, studies, documents, publications and verbal communications concerning the company’s financial condition; personnel policies; management directives; marketing, promotion, and sales policies; and operations in general. Please sign below indicating that you understand this policy. __________________________________________ _______________________ Name of Employee Date __________________________________________ Signature of Employee
Confidentiality Agreement
Confidentiality Agreement
98 98
In order to maintain a safe and pleasant working environment, we at RedPeg Marketing, Inc. strongly advocate and are committed to maintaining a drug- and alcohol-free workplace. RedPeg Marketing, Inc. takes this issue very seriously and it is important for employees to understand that this policy applies to all employees of the company, without exception, including all part-time and temporary staff. No employee is permitted to consume, possess, sell, transfer, purchase, or be under the influence of illegal drugs, narcotics, controlled substances, or alcohol, while on the job, in company vehicles, or on company property. Involvement in such activities constitutes grounds for disciplinary action, up to and including discharge. Acceptable uses of drugs include non-performance affecting “over-the-counter” medications and those substances that have been prescribed by a licensed physician. Any employee who is under prescribed medications but who may be in any way impaired by its side effects must report its use to RedPeg Marketing, Inc. immediately. Please sign below indicating that you understand this policy. __________________________________________ _______________________ Name of Employee Date __________________________________________ Signature of Employee
Drug and Alcohol Policy
Drug & Alcohol Policy
99 99
QC Rating
Project Name:
Project Code:
Manager Name:
Event:
Date:
Employee Name
Overall
Quality?
(Scale 1-5)*
Energy Level?
(Scale 1-5)*
On-Time?
(Y or N)
Proper Attire?
(Y or N)
Good Fit for
This Program?
(Scale 1-5)
Recommend for
Future RedPeg
Events?
(Y or N)
Comments?
*Scale: 1=Bad, 2=Poor, 3=Fair, 4=Good, 5=Great!
Manager Signature
100 100
Project Name:_______________________ Project Code: _____________
Event Name:________________________
Employee Name:______________________________________
Address:________________________________________________
City: ___________________________________________________
State: ____________ Zip Code: _____________________
Phone Number: _________________________________________
Date Event Time In Time Out# of
HoursMileage (if any)
RedPeg Signature
_________________________________________________Contractor Signature
_________________________________________________RedPeg Marketing Representative Signature
For RedPeg Internal Use Only:
QC#:________ Demo. Match? (Y/N):______
All invoices must be signed at the end of the day by an authorized RedPeg Marketing representative. Invoices are to be turned in immediately at the end of the event. Invoices will be calculated to the clostest quarter hour. By signing below, you certify that the information provided above is correct.
727 N Washinton StreetAlexandria, Virginia 22314
703-519-9000
Time Sheets
Contact Information
102 102
Contact Information
102
Team Lucid Talent Management Amira Ward [email protected] Tel: 703.519.6835 Cell: 703.989.6580 Dianne Beltran [email protected] Tel: 703.519.7714 Cell: 240.506.3388 Derreck Smith [email protected] Tel: 703.519.1475 Cell: 703.855.8467 Primary On-Site Point of Contact Keith Barron, Senior Program Tour Manager [email protected] C: 314.458.0245 Secondary On-Site Points of Contact Jon Finer, Program Tour Manager C: 310.713.3150 Andrew Castro, Program Tour Manager C: 954.410.6102
Quiz
104 104
Brand Ambassador Quiz
104
Name: 1. What are the Seven Army Values?
2. Name two benefits of joining the National Guard? 3. Do you have to be on a team to participate in this event? If
not, how can individuals participate?
4. What are the three activity areas of the event?
5. What is the purpose of the data capture units? What will the information be used for?
6. Before leaving the event, what must each participant do?
7. What is the registration flow? 8. Are participants able to register throughout the day?
9. What does each participant receive? 10. What is the Brand Ambassador uniform?
11. What are three ways to turn a student into a Type I student?
105 105
All ideas, concepts and recommendations presented herein are the intellectual property of RedPeg Marketing, Alexandria, VA and may not be copied, implemented or represented without the express
permission of RedPeg Marketing. By accepting this document you agree to the terms outlined herein. © 2009 RedPeg Marketing