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PlanSource 2/14/2026
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PlanSource 2/14/2026
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Entry Properties
Last modified
2/24/2026 10:24:35 AM
Creation date
2/24/2026 10:24:16 AM
Metadata
Fields
Template:
Contracts
Contractor's Name
PlanSource
Approval Date
2/14/2026
Council Approval Date
1/21/2026
End Date
5/31/2029
Department
Human Resources
Department Project Manager
Chelsi Bardwell
Subject / Project Title
PlanSource Benefits and ACA Platform
Tracking Number
0005129
Total Compensation
$178,800.00
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 2 <br />As of the latest signature date below ("Order Form Effective Date"), this Order Form is made by and between PlanSource Benefits <br />Administration, Inc. ("PlanSource") and Customer. The term of this Order Form shall commence on the Order Form Effective Date and <br />will end on the End of Services Term Date ("Term"). Subject to the terms and conditions in this Order Form and the Agreement, <br />PlanSource will provide the above-mentioned Services to the Customer pursuant to the PlanSource Service Agreement (the <br />"Agreement"). Capitalized terms not defined herein shall have the same meaning as detailed under the Agreement. <br />Customer agrees that billing will commence upon the receipt of an invoice. This Order Form is not cancellable. The Fees set forth <br />herein are in USD, not refundable, and are exclusive of all applicable taxes, levies, duties, VAT, or GST unless otherwise agreed. Taxes <br />may be outlined in the invoice, and the Customer will increase the amount payable to PlanSource by the amount of such taxes s o that <br />PlanSource receives the full amount of all fees and expenses. Taxes will apply unless Customer provides PlanSource with a valid tax <br />exemption certificate. <br />If an invoiced amount is not received by PlanSource by the due date, then without limiting PlanSource's other rights or remedies, <br />overdue charges will accrue late interest at the rate of 1.5% of the outstanding balance per month or the maximum rate permitted by <br />law, whichever is greater. For the Initial Term, Fees shall remain fixed. If at any point during the Term, Customer no longer qualifies for a <br />PlanSource discount, the Fees will increase appropriately. <br />In the event of a conflict between the terms of the Agreement and this Order Form, the terms of this Order Form shall control. <br />By signing below, each party acknowledges that it has carefully read and fully understood this Order Form and have caused this Order <br />Form to be executed by their respective duly authorized representatives as of the Order Form Effective Date. <br />PLANSOURCE BENEFITS ADMINISTRATION, INC.THE CITY OF EVERETT <br />Signature: <br />\s3\ <br />Signature: <br />\s2\ <br />Name (Print): <br />\n3\ <br />Name (Print): \ <br />n2\ <br />Title: <br />\t3\ <br />Title:\t2\ <br />Date: <br />\d3\ <br />Date:\d2\ <br />\s1\ <br />Greg Mercer <br />Chief Growth Officer <br />Cassie Franklin <br />Mayor <br />Greg Mercer <br />02/13/2026 02/14/2026
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