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WORK ORDER FORM
PURSUANT TO AN AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
CHANGE AGENT, LLC
AGREEMENT DATED: JULY 21, 2017
Work Order Number: 01
Purchase Order Number:
Project Title: City Fund – Phase 1
Commencement Date: July 2017
Completion Date: December 2017
Maximum Fee: $25,000 invoiced monthly at $4,167/month
Project Description: City Fund Feasibility Study
Scope of Services: See attached high-level Scope of Services. The Service Provider will
work with Mike Beckstead to develop a detailed work plan for Phase 1.
Service Provider agrees to perform the
services identified above and on the attached
forms in accordance with the terms and
conditions contained herein and in the
Services Agreement between the parties. In
the event of a conflict between or ambiguity in
the terms of the Services Agreement and this
Work Order (including the attached forms) the
Services Agreement shall control.
The attached forms consisting of one (1)
page are hereby accepted and incorporated
herein, by this reference, and Notice to
Proceed is hereby given.
SERVICE PROVIDER
By:_______________________________
Date:_____________________________
CITY OF FORT COLLINS
By:_________________________________
Project Manager
Date: ______________________________
By: _______________________________
Gerry Paul
Purchasing Director (over $60,000.00)
Date: ____________________________
DocuSign Envelope ID: 4653206B-1C57-496C-8301-E0C3EDC5DE94
8/6/2017
8/7/2017
Page 2 of 2
PHASE I: JULY 2017 – DECEMBER 2017
Community Relations
City Council & Municipal Leadership
Organizational Stakeholders I.e. Community Foundation of Northern Colorado
Donor Stewardship
Cultivation & Engagement
Attitudes and Perceptions
Community Climate, Profile & Trends
Barriers to Success
Identify & Engage Prospective Donors and Advisors
Organizational Relations & Resources
Internal Audit & Fundraising Map
Scan of Existing Grant Terms & Gift Obligations
Skill and Resource Scan
Leadership & Training Needs
Current City Fundraising Practices & Resources
Fund Protocols and Possibilities
Discretionary, Dedicated, Future Municipal Fundraising Endeavors
Program Recommendations
Factors to Determine City Fund Viability
Red Light? Green Light?
Refined Expectations, Goals, Standard for Success
Resource and Budget Projections
DocuSign Envelope ID: 4653206B-1C57-496C-8301-E0C3EDC5DE94