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Whole Mind Strategy 5/27/2025
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Whole Mind Strategy 5/27/2025
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Last modified
5/29/2025 12:29:47 PM
Creation date
5/29/2025 12:25:40 PM
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Contracts
Contractor's Name
Whole Mind Strategy
Approval Date
5/27/2025
End Date
5/31/2027
Department
Finance
Department Project Manager
Theresa Bauccio-Teschlog
Subject / Project Title
Library Strategic Plan
Tracking Number
0004844
Total Compensation
$53,010.00
Contract Type
Agreement
Contract Subtype
Professional Services (PSA)
Retention Period
6 Years Then Destroy
Imported from EPIC
No
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Page 2 of 21 <br />Table of Contents <br />Anticipated Contract Term ..........................................................................................................................................1 <br />1.1 PROPOSAL SUBMITTAL .................................................................................................................................... 4 <br />1.2 OFFER PERIOD..................................................................................................................................................4 <br />1.3 REQUEST FOR DUE DATE EXTENSION..............................................................................................................4 <br />1.4 WITHDRAWAL OF PROPOSALS ........................................................................................................................ 4 <br />1.5 SINGLE RESPONSE............................................................................................................................................4 <br />1.6 MULTIPLE PROPOSALS ..................................................................................................................................... 4 <br />1.7 EVALUATION AND AWARD .............................................................................................................................. 4 <br />1.8 WAIVER OF MINOR ADMINISTRATIVE IRREGULARITIES & REJECTION OF PROPOSALS..................................5 <br />1.9 EXCLUDED PARTIES .......................................................................................................................................... 5 <br />1.10 BUSINESS LICENSE ........................................................................................................................................... 5 <br />1.11 BID PROTEST PROCEDURES ............................................................................................................................. 5 <br />1.12 NON-ENDORSEMENT ....................................................................................................................................... 5 <br />1.13 PROPRIETARY MATERIAL SUBMITTED/PUBLIC DISCLOSURE ...........................................................................5 <br />1.14 RESPONSE PROPERTY OF THE CITY OF EVERETT ............................................................................................. 7 <br />1.15 NO OBLIGATION TO BUY .................................................................................................................................. 7 <br />1.16 COST OF PREPARING PROPOSALS ................................................................................................................... 7 <br />1.17 CONTRACT TERMINATION ............................................................................................................................... 7 <br />1.18 RECYCLE ........................................................................................................................................................... 7 <br />1.19 COOPERATIVE PURCHASING ............................................................................................................................ 7 <br />2.1 INTENT & BACKGROUND ................................................................................................................................. 8 <br />2.2 STRATEGIC PLAN OBJECTIVES..........................................................................................................................8 <br />2.3 MILESTONES AND DELIVERABLES....................................................................................................................8 <br />2.4 PROPOSED TIMELINE ....................................................................................................................................... 9 <br />2.5 SUPPLIER RESPONSIBILITIES .......................................................................................................................... 10 <br />2.6 CITY OF EVERETT RESPONSIBILITIES .............................................................................................................. 10 <br />2.7 WORK MADE FOR HIRE .................................................................................................................................. 10 <br />2.8 CHANGES TO THE SCOPE OF WORK .............................................................................................................. 10 <br />2.9 CONTRACT TRANSITION................................................................................................................................. 10 <br />2.10 PRICING ADJUSTMENTS ................................................................................................................................. 11 <br />2.11 PAYMENT ....................................................................................................................................................... 11 <br />3. 1 GENERAL ........................................................................................................................................................ 12 <br />3.2 SELECTION PROCESS ...................................................................................................................................... 12 <br />Exhibit C to Professional Services Agreement
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