HomeMy WebLinkAboutLeader in Me
Leader in Me® Agreement
Franklin Covey Client
Client
Organization: Idaho Falls School District Contact Person: Karla LaOrange
Address: 690 John Adams Parkway Telephone: (208) 525-7507
City, State, Zip: Idaho Falls, Idaho Email: laorkarl@sd91.org
83401
ools establish a culture
of character and leadership with its teachers and students.
WHEREAS, District wishes for the schools identified in the table below (collectively,
and applicable licenses described herein (collectively,
NOW, THEREFORE, in consideration of the promises and covenants contained herein, and intending to be legally bound hereby, the Parties agree as
follows:
Details of Services and Materials
School(s)
Bush Elementary Eagle Rock Middle School Idaho Falls School District
Invoice Year District Sponsor Total
$53,500.00 $101,784.81
Year 1 $48,284.81
$0.00
Year 2 $45,580.90 $45,580.90
$0.00
Year 3 $45,640.30 $45,640.30
$139,506.01 $53,500.00 $193,006.01
Total
Deliverable Start Date End Date Invoice Date Amount Quantity Total
Membership
District Partnership: Leader in Me Online District+ 8/08/2024 8/07/2025 8/08/2024 $1,380.00 1 $1,380.00
District Partnership: Leader in Me Online District+ 8/08/2025 8/07/2026 8/08/2025 $1,380.00 1 $1,380.00
District Partnership: Leader in Me Online District+ 8/08/2026 8/07/2027 8/08/2026 $1,380.00 1 $1,380.00
Membership per Student 8/08/2024 8/07/2025 8/08/2024 $11.00 350 $3,850.00
Membership per Student 8/08/2025 8/07/2026 8/08/2025 $11.00 350 $3,850.00
Membership per Student 8/08/2026 8/07/2027 8/08/2026 $11.00 350 $3,850.00
Membership per Student 8/08/2024 8/07/2025 8/08/2024 $11.00 720 $7,920.00
Membership per Student 8/08/2025 8/07/2026 8/08/2025 $11.00 720 $7,920.00
Membership per Student 8/08/2026 8/07/2027 8/08/2026 $11.00 720 $7,920.00
Professional Development
Core 1 Certification and Development Six 1-Hour Coaching 8/08/2024 8/07/2025 8/08/2024 $3,420.00 1 $3,420.00
Sessions
Core 1 Certification and Development 8/08/2024 8/07/2025 8/08/2024 $3,420.00 3 $10,260.00
District Partnership: District Alignment Session 8/08/2024 8/07/2025 8/08/2024 $3,420.00 1 $3,420.00
Core 2 Certification and Development Six 1-Hour Coaching 8/08/2025 8/07/2026 8/08/2025 $3,420.00 1 $3,420.00
Sessions
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Core 2 Certification and Development8/08/20258/07/20268/08/2025$3,420.003$10,260.00
District Partnership: District Alignment Session 8/08/2025 8/07/2026 8/08/2025 $3,420.00 1 $3,420.00
Core 3 Certification and Development Six 1-Hour Coaching 8/08/20268/07/20278/08/2026$3,420.001$3,420.00
Sessions
Core 3 Certification and Development 8/08/2026 8/07/2027 8/08/2026 $3,420.00 3 $10,260.00
District Partnership: District Alignment Session 8/08/2026 8/07/2027 8/08/2026 $3,420.00 1 $3,420.00
Prepaid 7 Habits and Core 1 (All Staff) Consultant Daily Rate 8/08/2024 8/07/2025 8/08/2024 $3,420.00 2 $6,840.00
Core 1 Implementation Coaching Subscription 8/08/2024 8/07/2025 8/08/2024 $3,420.00 3 $10,260.00
Prepaid Lighthouse Team 1 Consultant Daily Rate 8/08/2024 8/07/2025 8/08/2024 $3,420.00 1 $3,420.00
Prepaid 7 Habits and Core 1 (All Staff) Consultant Daily Rate 8/08/2024 8/07/2025 8/08/2024 $3,420.00 2 $6,840.00
Core 1 Implementation Coaching Subscription 8/08/2024 8/07/2025 8/08/2024 $3,420.00 3 $10,260.00
Prepaid Lighthouse Team 1 Consultant Daily Rate 8/08/2024 8/07/2025 8/08/2024 $3,420.00 1 $3,420.00
Materials*
Core 1 Certification & Development Bundle Upon $180.00 3 $540.00
Shipment
Shipping and Handling Estimate (Actual Invoiced) Upon $218.40 1 $218.40
Shipment
Core 2 Certification & Development Bundle Upon $180.00 3 $540.00
Shipment
Shipping and Handling Estimate (Actual Invoiced) Upon $134.30 1 $134.30
Shipment
Core 3 Certification & Development Bundle Upon $180.00 3 $540.00
Shipment
Shipping and Handling Estimate (Actual Invoiced) Upon $173.80 1 $173.80
Shipment
7 Habits of Happy Kids: 7 Puppet Set Upon $90.00 1 $90.00
Shipment
7 Habits of Happy Kids: 8 Poster Set Upon $36.00 3 $108.00
Shipment
7 Habits of Happy Kids: Book (Hardcover) Upon $9.23 1 $9.23
Shipment
7 Habits of Happy Kids: Habit Tree Poster Upon $11.70 21 $245.70
Shipment
7 Habits of Highly Effective People: Book (Paperback) Upon $12.60 1 $12.60
Shipment
7 Habits of Highly Effective Teens: Book (Paperback) Upon $8.33 1 $8.33
Shipment
7 Habits Signature 4.0 Participant Guide Upon $63.00 60 $3,780.00
Shipment
Core 1 Participant Guide Upon $40.50 60 $2,430.00
Shipment
Curriculum Companion Level 1: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 2: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 3: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 4: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 5: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 6: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level K: Student Edition Upon $6.75 50 $337.50
Shipment
Digital Curriculum Level 1: Teacher Notes Print Edition Upon $40.50 3 $121.50
Shipment
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Digital Curriculum Level 2: Teacher Notes Print EditionUpon $40.503$121.50
Shipment
Digital Curriculum Level 3: Teacher Notes Print EditionUpon $40.503$121.50
Shipment
Digital Curriculum Level 4: Teacher Notes Print Edition Upon $40.50 3 $121.50
Shipment
Digital Curriculum Level 5: Teacher Notes Print Edition Upon $40.50 3 $121.50
Shipment
Digital Curriculum Level K: Teacher Notes Print Edition Upon $40.50 3 $121.50
Shipment
Leader in Me: Book (Paperback) Upon $8.10 60 $486.00
Shipment
Lighthouse Team Resource Guide (K-8) Upon $40.50 12 $486.00
Shipment
My Smile is My Superpower: Book (Paperback) Upon $13.49 1 $13.49
Shipment
Shipping and Handling Estimate (Actual Invoiced) Upon $1,182.75 1 $1,182.75
Shipment
Core 2 Participant Guide Upon $40.50 60 $2,430.00
Shipment
Curriculum Companion Level 1: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 2: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 3: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 4: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 5: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 6: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level K: Student Edition Upon $6.75 50 $337.50
Shipment
Shipping and Handling Estimate (Actual Invoiced) Upon $724.50 1 $724.50
Shipment
Core 3 Participant Guide Upon $40.50 60 $2,430.00
Shipment
Curriculum Companion Level 1: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 2: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 3: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 4: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 5: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level 6: Student Edition Upon $6.75 50 $337.50
Shipment
Curriculum Companion Level K: Student Edition Upon $6.75 50 $337.50
Shipment
Shipping and Handling Estimate (Actual Invoiced) Upon $728.50 1 $728.50
Shipment
6 Most Important Decisions: Book (Paperback) Upon $10.13 1 $10.13
Shipment
7 Habits of Highly Effective Teens: 8 Poster Set Upon $63.00 9 $567.00
Shipment
7 Habits Signature 4.0 Participant Guide Upon $63.00 74 $4,662.00
Shipment
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Core 1 Participant GuideUpon $40.5074$2,997.00
Shipment
Curriculum Companion Level 7: Student EditionUpon $6.75360$2,430.00
Shipment
Curriculum Companion Level 8: Student Edition Upon $6.75 360 $2,430.00
Shipment
Digital Curriculum Level 7: Teacher Notes Print Edition Upon $40.50 25 $1,012.50
Shipment
Digital Curriculum Level 8: Teacher Notes Print Edition Upon $40.50 24 $972.00
Shipment
Leader in Me: Book (Paperback) Upon $8.10 74 $599.40
Shipment
Lighthouse Team Resource Guide (K-8) Upon $40.50 12 $486.00
Shipment
Middle School Guide to Academic Success: Book (Paperback) Upon $11.69 1 $11.69
Shipment
My Smile is My Superpower: Book (Paperback) Upon $13.49 1 $13.49
Shipment
Shipping and Handling Estimate (Actual Invoiced) Upon $1,601.60 1 $1,601.60
Shipment
Core 2 Participant Guide Upon $40.50 74 $2,997.00
Shipment
Curriculum Companion Level 7: Student Edition Upon $6.75 360 $2,430.00
Shipment
Curriculum Companion Level 8: Student Edition Upon $6.75 360 $2,430.00
Shipment
Shipping and Handling Estimate (Actual Invoiced) Upon $1,282.60 1 $1,282.60
Shipment
Core 3 Participant Guide Upon $40.50 74 $2,997.00
Shipment
Curriculum Companion Level 7: Student Edition Upon $6.75 360 $2,430.00
Shipment
Curriculum Companion Level 8: Student Edition Upon $6.75 360 $2,430.00
Shipment
Shipping and Handling Estimate (Actual Invoiced) Upon $1,298.50 1 $1,298.50
Shipment
Total Investment $193,006.01
*Participant materials, whether pre-packaged or downloaded electronically, are required for each work session participant.
Client may contact FranklinCovey via email or purchase order to purchase additional products and/or services, which shall be subject to the terms
and conditions of this Agreement. If Client issues a purchase order and there is a conflict between the purchase order terms and this Agreement,
this Agreement shall control. If this Agreement is executed by Client after the Invoice Dates above, FranklinCovey may adjust the Invoice Dates
based on the Effective Date. Such change shall not affect the Total Investment.
IN WITNESS HEREOF, all Parties have executed the foregoing Agreement by their duly authorized representatives.
Idaho Falls School District
Franklin Covey Client Sales, Inc.
Signature: \\s2\\ Signature: \\s1\\
Printed Name: Printed Name: \\n1\\
Title: Title: \\t1\\
Effective Date: \\d1\\
TERMS AND CONDITIONS
General: District shall provide each School a copy of this Agreement. District shall convey to each School that each School is considered an entity of
the District and shall be bound by all terms and conditions described herein. Certain teachers and/or staff of S
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ine.org and receive
a limited license to use certain FranklinCovey intellectual property as defined in this Agreement.
Grant of Rights To Portal: FranklinCovey hereby grants a limited, non-exclusive, non-transferable, revocable license for Users, for whom an annual
license fee has been paid, to access the Portal. Access to the Portal shall be available only to Users, who will receive a unique registration code from
an authorized representative of School (e.g., Superintendent, Principal) prior to logging into the site. Users agree not to make the Portal available in
any manner to individuals who are not a party to this Agreement, including the general public and, specifically, students. The Portal is provided for
the benefit of Users only who have paid a license fee to access the Portal.
Intellectual Property License: FranklinCovey hereby grants the School, a limited, non-
within the School only in connection with the delivery or promotion of FranklinCovey's The Leader in Me® solution within the School. For clarity, the
FC IP may be used with, but is not limited to, lesson plans, bulletin boards, posters, tee shirts, pins, songs, and other similar uses, excluding
planners/agendas, unless such planners/agendas are purchased through SDI Innovations. Further, School shall not use a FranklinCovey trademark,
such as The Leader in Me®, in or as a domain name. The License to the FC IP shall not be sublicensed, assigned, or transferred by School. All works
created by School using the FC IP shall be deemed derivative works ("Derivative Works"), and are owned by FranklinCovey and may be used only
pursuant to the license granted herein. The "FC IP" shall mean The Leader in Me trademarks and copyrighted materials provided to the School by
FranklinCovey, including intellectual property associated with The 7 Habits®. School shall effectively communicate to its staff, employees, teachers,
and anyone else who may have access to or receive the FC IP that such FC IP is copyright-protected and the proprietary property of FranklinCovey,
and that neither School nor its employees shall modify, reproduce, file share, email, distribute to a third party, or publicly post (Slide Share, YouTube,
etc.) the FC IP and any Derivative Works created by School or its employees except as expressly provided for herein. The FC IP is for the benefit of
School for use within its School only.
Measurable Results Assessment: The Leader in Me process includes a survey whereby staff, parents, and students of Schools are asked questions
related to leadership, culture, and academics. An authorized person from the School will be provided a URL link of the survey questions to share with
the event information is
categorized as PII, then FranklinCovey will not permit disclosure outside its own organization and it will take all commercially practicable measures to
destroy PII when it is no longer needed for the purpose of the survey. Survey results will be compiled in an aggregate form and shared with third
parties such as donors and sponsors. Survey results may also be used for research. To emphasize, no PII will be collected, and the survey is not
mandatory.
Leadership Development: Principals Development Track and Lighthouse Coordinator Development Track for Schools provide opportunities for
FranklinCovey. In the
event participants must travel, travel expenses shall be the responsibility of the District.
Scheduling a Consultant: Contact FranklinCovey via email preferably thirty (30) days in advance to schedule a FranklinCovey consultant. Once
scheduled, the cancellation/rescheduling provisions will apply.
Cancellation/Rescheduling Fees: red to cancel or reschedule the Services. If District provides fewer than
cover costs incurred by
FranklinCovey, as well as any travel costs imposed on FranklinCovey as a result of such cancellation or rescheduling. District will not be assessed a
cancellation/rescheduling fee for any Services canceled or rescheduled by FranklinCovey.
Term, Termination, and Events of Termination: The term of this Agreement shall commence on the Effective Date and terminate on the End Date
identified in the table above. Either party may terminate this Agreement if the other party materially breaches the Agreement, and such material
breach remains uncured after the non-
Agreement for any reason, District shall immediately (i) discontinue all use of the FC IP; and (ii) discontinue all use of Derivative Works.
Payment Terms: Except as provided for in this section, FranklinCovey shall invoice District for all fees as identified in the table(s) above, which fees are
nonrefundable and non-prorateable, including shipping and handling, and sales and use taxes (unless District submits proof of its tax-exempt status
to FranklinCovey). All shipments are FOB Shipping Point. Any fees to be paid by a Sponsor will be applied by FranklinCovey to the amounts owing for
materials, professional development, services, or taxe
above. District shall be responsible for payment of all remaining fees not covered by a Sponsor. Payment terms are net 30 from the invoice date. Fees
are subject to an annual price increase.
Additional Materials: If during the term of this Agreement the initial student/teacher count provided to FranklinCovey increases and District requires
additional materials as a result of such increase, District shall contact FranklinCovey in writing (email is sufficient) providing the updated quantity, and
FranklinCovey will ship the materials and invoice District in accordance with the payment terms in this Agreement.
Copyright: FranklinCovey owns all intellectual property rights, proprietary rights, and copyrights to all training session concepts and materials. Any
unauthorized use, reuse, copying, reproduction, recording, transmittal, modification, or revision of such materials or concepts of the scheduled
training session or any portion thereof is expressly prohibited and shall constitute a breach of this Agreement and/or federal copyright law. The
training session materials provided herein are intended for personal use only by the Users to apply the concepts learned within the School, and are
not for resale or public display. Nothing in this Agreement implies a grant of license for District or the Schools to use the training session concepts
and materials outside of the scope of this Agreement.
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Leader in Me Notifications: FranklinCovey may send to teachers, staff, and employees via email or other means promotional materials, product
updates, upcoming events and other information pertinent to The Leader in Me process. Anyone receiving such information may opt out at any time.
Modification of Agreement: All amendments or modifications to this Agreement must be in writing signed by the parties hereto. The person
executing this Agreement on behalf of the District warrants that he/she has authority to bind District.
Affirmative Action/Equal Opportunity Employer: FranklinCovey complies with the EEO Clause of EO 11246, as amended, and the provisions of 41 CFR
Section 60-300.5(a); 41 CFR Section 60-741.5(a); 41 CFR Section 60-1.4(a) and (c); 41 CFR Section 60-1.7(a); 48 CFR Section 52.222-54(e); and 29 CFR
Part 471, Appendix A to Subpart A, with respect to affirmative action program and posting requirements.
Force Majeure: Neither District nor FranklinCovey shall be required to perform any term, condition, or covenant of this Agreement so long as such
performance is delayed or prevented by acts of God, material or labor restriction by any governmental authority, civil riot, floods, hurricanes, or
other natural disasters, or any other cause not reasonably within the control of District or FranklinCovey.
Entire Agreement: This Agreement represents the entire understanding between the parties and supersedes all prior agreements, whether written or
oral, relating to the subject matter hereof. In the event any terms contained in any subsequent purchase order (or similar document) sent or
received in connection with this Agreement are inconsistent with the terms of this Agreement, the terms of the Agreement shall prevail.
6 11-2020
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