University Brand Review (UBR) Process

Penn State’s brand is the essence of who we are and everything we do to fulfill our mission of research, education, and service. The Brand Book is our “brand source of truth” — and the Office of Strategic Communications, in collaboration with unit representatives, spearheads the associated University Brand Review (UBR) process and guidelines, outlined below.

Our Guidelines

The new University Brand Review (UBR) process leverages toolkits and best practices designed to empower University communicators to serve as brand stewards, who are charged with upholding brand, editorial, and accessibility standards within their units. These updated guidelines replace the previous University Editor (U.Ed.) process and address branding and editorial standards in all current formats (e.g., print, web, digital, social, etc.). They also provide more clarity about the review process.

What are UBR numbers, and why are they needed?

  • Marketing and communications materials need to be reviewed and assigned a UBR number to certify they are in compliance with Penn State’s policies, most notably accessibility and brand guidelines.
  • UBR numbers indicate content has been reviewed and approved to be in compliance with Penn State policies and guidelines.
  • The UBR number includes a code that identifies the unit, followed by a two-part numbering system. The first part of the number designates the current calendar year. The second part is the next sequential number assigned by the unit producing the piece. Each year on Jan. 1, the numbering for each unit starts over with the new calendar year number followed by the number 1. For example, the College of Earth and Mineral Sciences (EMS) UBR number for the first approval in January 2024 would be UBR EMS 24-01.
  • The UBR number must be displayed in easy-to-read font size (no smaller than seven point recommended) and placed in a noticeable location, usually after the University statements. 

Who is my unit's UBR representative?

  • Each unit will appoint a UBR representative responsible for reviewing and assigning numbers to marketing and communications materials in order to promote consistency across the University.
  • UBR representatives review design, photography, copy, and messaging of materials for adherence to branding, editorial, social media, and accessibility guidelines.
  • Please reach out to your unit’s lead communicator (e.g., the person who directs the marketing and communications function for your area) to identify your unit’s UBR representative.

What materials need to be reviewed AND have an assigned UBR number displayed?

  • Campaign emails (including, but not limited to, Admissions, Alumni, New Student Orientation)
  • Brochures
  • Flyers and postcards
  • Posters (these do not include faculty and student research posters)
  • Catalogs and handbooks
  • Schedules of events
  • Booklets and view books
  • Programs
  • Annual reports, newsletters, and magazines
  • Materials created for events/activities co-sponsored by units and registered student organizations (these do not include materials created solely by registered student organizations)
  • And other similar materials (when in doubt, have the material reviewed)

What materials need to be reviewed but do NOT require the assigned UBR number to be displayed?

  • Paid Advertising (both external and internal)
  • Billboards
  • Internal Penn State resources (e.g., banners, stall stories, Parents & Families Guides)
  • Websites representing official Penn State units
  • Digital signage
  • Videos
  • Podcasts
  • Invitations
  • Temporary signage

What materials do not need to be reviewed?

  • Classroom instructional materials
  • Scholarly journals
  • Faculty papers and reports
  • Internal memorandum
  • Forms
  • Non-Penn State promotional material

NOTE: Social media, promotional merchandise (e.g., t-shirts, stickers, swag, etc.), and news releases do not need to be reviewed as part of the UBR process, but still must comply with other appropriate Penn State policies and guidelines. 

Materials created solely by or for registered student organizations do not need to be reviewed as part of the UBR process; however, those organizations should be advised to adhere to Student Affairs’ Brand and Logo Guidelines for Student Orgs.

Additionally, materials created for events/activities co-sponsored by units and registered student organizations should be reviewed as part of the UBR process.

UBR tracking recommendations

It is a best practice for each unit UBR representative to maintain a UBR Tracking Log via Excel or similar application that tracks the following:

  • Assigned UBR Number
  • Requesting unit
  • Publication title
  • Contact person
  • Date assigned
  • Mode(s) of distribution

Other best practices to consider:

  • Restart the UBR Tracking Log at the beginning of each calendar year.
  • Retain past UBR Tracking Logs for at least three years.
  • Retain a final, approved copy (print or digital) of documents for at least three years.

Brand Compliance Resources

Writing/Editorial Style

All written content should adhere to the Chicago Manual of Style, Penn State’s Editorial Standards, or AP style guidelines before submitting for review. The University follows separate standards for marketing and news materials:

University Statements

Graphic Design

Please make sure that your design follows brand guidance as outlined on Penn State’s Design Essentials and observes the Visual Identity Standards. Best practices outlined include:

  • Guidance on proper use of the University mark and shield
  • Information on signature blue and accent palette brand colors
  • Brand photography and resources available for download
  • Fonts specified for print, web, digital and PowerPoint use – brand fonts are readily available through Adobe Fonts and can be activated through your Adobe Creative Cloud account.

Please make sure that your design also follows required accessibility standards in alignment with University guidance.

Social Media

Websites

  • Web sites at Penn State are expected to adhere to the highest levels of quality, properly reflecting Penn State’s image and stature, and to abide by the minimal guidelines contained in Policy AD54.
  • All official University web pages will adhere to the accessibility standards spelled out in Policy AD69, Accessibility of Electronic and Information Technology.

News Releases

Promotional Items

  • Only manufacturers that are licensed by the University are authorized to produce Penn State merchandise like t-shirts, stickers, and other swag. All designs for merchandise must be approved prior to manufacture. The manufacturer who holds the license to produce Penn State merchandise will submit the design to the Office of Licensing Programs for review. For more information about producing Penn State merchandise, contact the Office of Licensing Programs.

Videos

  • Please follow the guidelines outlined in the policy AD25 Video Productions.
  • To be in compliance with ADA laws, please provide closed captioning for all video content. For additional information, please visit the list of vendors that you can use to caption your videos.

Photo/Video/Audio Consent Form

  • Model releases must be obtained in order to legally use a person’s image and likeness in marketing materials. When in doubt, always secure a model release; this is a good practice to help us safeguard our use of individuals in our marketing materials.
    • Exception: When photographing or filming public events (e.g., commencement, THON, public banquets, etc.) or in public areas, individual model releases may not be needed. One line of differentiation is when a shot generally composes a crowd or group versus a shot that generally focuses on one individual. When a person is the clear focus of a shot, even when in a public setting, a model release should be obtained from the individual.

      For photographing or filming public events, signs should be posted at all main entryways to the venue or area stating: “By entering this venue, you are consenting to be photographed or filmed for use in Penn State marketing materials.”

  • For children and youths under the age of 18, a model release must be obtained and should be filled out by the individual’s parent or guardian regardless of setting or event (including admissions events).

Filming on Campuses/Other University Properties

  • Organizations from outside the University that are not news based and wish to film/photograph at any Penn State campus or property, must obtain advance approval. Please direct inquiries to Stephanie Petulla in the Office of Strategic Communications Film Office at 814-867-1344 or sam252@psu.edu.
  • Departments that wish to work with a third-party contractor for film, photography or other multimedia needs that are not news based, should work with Strategic Communications to obtain an agreement. The process can be started by filling out the intake form. Please note, if drone flights are being requested, all information and flight plans will need to go through the Drone Office in addition to obtaining a film agreement. If your campus or University-owned location is in a no-fly zone, you may also need to coordinate any drone filming with your local airport.