CECADS

Knowledge Exchange Programs — Official Client Intake & Program Design Form

Full Organization Name
Type of Organization	Government Agency Bank / Financial Institution Corporation School / University Foundation Other:
Primary Contact Person & Title
Country of Origin
Direct Phone (with country code)
Email Address
Preferred Language for Communication

Total Number of Delegates
Delegate Level (mix allowed)	Example: 2 C-Suite / 8 mid-level managers / 3 technical experts
VIPs Requiring Special Protocol or Security	No Yes – describe:
Languages Spoken by Delegates
Interpretation Required	None Simultaneous Consecutive Whispered
Dietary Needs
Delegate Responsible for Dietary Coordination

Preferred Program Stream	Executive Study Tour (10–15 days) Executive Immersion (7–10 days) School Exchange Fully Custom Program
Top Three Thematic Priorities	1. 2. 3. Suggested: Governance / Trade & Investment / Digital Economy / Agriculture / Infrastructure / Healthcare / Manufacturing / Education
Proposed Travel Window

Meeting / Visit Type	Lead Time Required	Select (✓)
Government & Official Meetings Ministries, provincial/municipal government, regulatory bodies, policy briefings	6-8 weeks minimum	Yes – government meetings required
Government Meeting Level (if selected above)	National level (ministries / central government) Provincial level Municipal / city level Local / district level Not sure – CECADS to advise
Corporate & Executive Meetings C-suite roundtables, board meetings, corporate headquarters visits	3-4 weeks minimum	Yes – corporate executive meetings required
Factory & Industrial Site Visits Manufacturing plants, industrial parks, special economic zones	2-3 weeks minimum	Yes – factory / industrial visits required
Academic & Research Visits Universities, think tanks, research institutes, laboratories	2-3 weeks minimum	Yes – academic / research visits required
Cultural & Institutional Visits Museums, cultural centers, NGOs, foundations	1-2 weeks minimum	Yes – cultural / institutional visits required
Mixed Delegation (multiple types above)	As per highest category	Mixed – please specify breakdown below

If mixed delegation, please provide estimated breakdown:
Any specific government entities or companies you wish to meet?
Protocol & Security Clearance Required?	Yes – security clearance needed for certain delegates Yes – official protocol / diplomatic courtesies requested No – standard arrangements only Not sure – CECADS to advise

Total Program Days	7 days 10 days 12 days 15 days Custom:
Geographic Scope	Single city Dual city Multi-province (3+ cities)
Preferred Cities
Activity Preferences	Expert workshops / lectures Government meetings Company site visits Cultural immersion & heritage tours University / research center visits Networking receptions Field visits (agricultural / economic zones)

International Logistics	International flight booking & ticketing Airport transfers (pickup & drop-off) Excess baggage coordination Travel document verification Arrival/departure meet-and-greet
On-Ground Logistics	Dedicated tour bus with Wi-Fi Local English-speaking guide Bottled water & snacks SIM cards / portable Wi-Fi Mobile payment assistance

Hotel Accommodation	Full hotel booking Early check-in / late check-out Executive welcome amenities Business center access Interconnecting rooms
Feeding & Catering	Daily breakfast Business lunches Group dinners Halal / Kosher / Jain certified meals Coffee breaks & refreshments Welcome reception dinner

Leisure & Cultural Tours	Half-day city sightseeing Full-day cultural excursion Evening cultural performance Shopping guidance Nature / scenic area visits Tea ceremony / calligraphy workshop

Health & Safety Services	24/7 emergency response hotline On-call medical coordinator Pre-travel health advisory First-aid kit on vehicle Hospital escort service
Administrative & Documentation	Certificate of completion Program handbook Name badges & delegate kits Group photo & video highlights Daily itinerary sheets Invoice & payment coordination
Insurance & Protection	Group travel insurance Personal accident insurance Liability insurance for activities

Interpretation & Translation	On-site consecutive interpreter Simultaneous interpretation Document translation Business card translation

Hotel Tier	4-star 5-star 7-star / luxury Mixed by city
Meal Plan	Breakfast only Half board Full board Special dietary
Ground Transport	Private coach Minibus / van Executive sedan convoy High-speed rail

Interpretation & Language Support	Not required Consecutive Simultaneous Specialized technical Language pair(s) required:
On-Site CECADS Coordinator	Full-time dedicated Part-time shared Not required
Visa Invitation Letter Assistance	Yes – for delegates No – all delegates have valid visas

Preferred Partnership Model	Full sponsorship – one organization funds entire program Co-branded program – shared funding and branding Scholarship slot model – fund designated seats Self-pay by delegates
Budget Range & Currency	Currency: USD EUR GBP Other: From to All figures in selected currency above. Indicative range only.

Known Chronic Medical Conditions
Known Medication Allergies
Primary Emergency Contact	Name: Relationship: Phone:
Secondary Emergency Contact	Name: Relationship: Phone:
Travel Insurance Status	Yes – proof provided No – request CECADS to arrange
Insurance Policy Details	Policy number: 24h emergency:
Preferred Hospital Tier in China	Local public International joint-venture VIP wing As advised by CECADS
Medical Evacuation Consent	I authorize CECADS to coordinate emergency medical care and evacuation if needed.

Passports Valid >6 Months?	Yes – all confirmed No – specify:
Previous China Visa Refusal?	No Yes – attach explanation
Visa Type Required	Business Visa (M) Tourist Visa (L) Study Visa (X) Not sure – need guidance
Delegates Requiring Visa Assistance	CECADS provides invitation letters and guidance only.

Official Gifts for Chinese Hosts	No Yes – describe:
Religious or Cultural Observances
Preferred Greeting Formality	Standard handshake Bow / no physical contact As per Chinese custom Other:

Tour Visibility & Publicity	Public – may be featured in CECADS marketing Private – internal only, no external publicity Hybrid – approved materials only
Photography Restrictions	No restrictions Restricted – verbal consent each time Prohibited – absolutely no photography Delegation-provided photographer only Other:
Media Consent	Internal reporting only Future proposals (anonymized) No images to third parties Individual release forms provided
Social Media Policy	May post freely Do not tag CECADS until after program No posting until cleared by lead Other:
Confidentiality of Content	Standard – internal use only Highly confidential – no recordings Open – share with attribution

Success Measures	Signed MOUs Satisfaction survey (>4.5/5) Media coverage Investment leads Policy adoption
Reporting Format Required	PDF summary PowerPoint Verbal debrief Dashboard
Reporting Timeline & Recipient	Due date: Recipient:

Items or Activities to Exclude
Travel Date Flexibility	± days flexibility Fixed dates – no flexibility
Certificate Name Preference	If left blank, certificates will use delegate list names.

Any Other Services or Unique Requirements

Deposit Acknowledgment	I acknowledge the $2,000 non-refundable consultation deposit is required.
Cancellation Terms Accepted	Yes – I accept CECADS standard sliding-scale cancellation policy.
Health & Fitness Liability	I confirm delegates are fit to travel; CECADS not liable for undisclosed conditions.
Emergency Data Consent	I consent to sharing emergency medical information with hospitals, insurers, and embassies if required.
Media & Privacy Acknowledgment	I have reviewed and agree to the privacy preferences selected in Section L.
Data Retention Preference	1 year 3 years 5 years As required by law
Preferred Payment Terms	100% upfront 50% deposit + 50% pre-travel Other:
Authorized Signature
Date of Submission