Agency Office of Higher Education

Contractor FranklinCovey, Co.

SWIFT Contract Number 214318

Project Name Coaching and Training on the 4 Disciplines of Execution

Project Number (if applicable) {Empty}

Summarize purpose of the contract, including why it was necessary: to provide coaching and training to SELF Loan leadership and staff on the 4 Disciplines of Execution

Project Duration

Start Date Mon, 08/01/2022 - 00:00

Original end date Sun, 06/30/2024 - 00:00

Actual end date Wed, 11/01/2023 - 00:00

Did project finish on time? Yes

Total billable hours utilized (if applicable) {Empty}

Contract Amounts

Original contract: $50960

Amendments $9030

Contract total $59990

Did project finish within budget? Yes

What was the funding source? SELF Loan

Is this a sole source contract? Yes

If this was a single source contract, explain why the agency determined there was only a single source for the services (if applicable) FranklinCovey is owns the proprietary software for 4DX coaching and training. This could not be offered by any other vendor.

Evaluator Name Lauren Erdman

Evaluator Email Address lauren.erdman@state.mn.edu

Evaluate the contractor's timeliness The contractor delivered each component of the contract on time. They were responsive to communication and flexible with any changes that needed to happen.

Evaluate the contractor's quality The contractor provided quality services to our team. They were knowledgeable, dependable and motivating to our team.

Evaluate the contractor's cost The contractor provided detailed cost information at the onset of the contract and when a discrepancy was discovered they made the change to support the language in the contract. They were timely with their billing and we did not have any issues.

Evaluate the contractor's overall performance Overall this contractor had excellent performance for our business needs.

Would you engage the contractor's services again? Yes

Describe any negative action taken during the duration of this contract (i.e., termination, pursuit of suspension, etc.): We chose to end the contract early due to the nature of the work being done on our side. We need more time to develop our program in order to fully utilize the disciplines of execution. The contractor was very understanding of our position and it was of no fault of their own.

Please rate the overall experience with the contractor 5 - very satisfied