Goal Planning & Strategy Contract
Simplifying Procurement, Amplifying Results
1. Parties
This Agreement (“Agreement”) is made between Procurement & Co., LLC (“Company”) and the individual or entity identified in the acceptance form below (“Client”), collectively referred to as “the Parties.”
2. Project Description
The Company will provide professional Goal Planning & Contract Strategy services to support the Client’s short-term and long-term government contracting success.
3. Scope of Work
The Company will perform the following services under the base package:
Strategic Planning Session – Facilitate monthly or quarterly strategy sessions to define contracting goals.
Review of Certifications & Past Performance – Assess the Client’s certifications, performance history, and target markets.
Roadmap Creation – Develop a roadmap for pursuing government contracts aligned with the Client’s capacity.
Recommendations – Provide timelines, milestones, and resource needs.
Excluded from scope: proposal writing, proposal review, or certification submission (available as separate services).
4. Deliverables
The Company will provide the following deliverables under the base service:
Strategic Planning Session (Monthly or Quarterly) – Review or define contracting goals and align them with forecasts.
Action-Based Goal Roadmap – Customized roadmap with monthly action steps, KPIs, and quarterly milestones.
Visual Dashboard & Tracking – Setup or use of a Monday.com board or custom tracker to monitor goals, with quarterly reviews.
Accountability & Adjustment – Monthly status check-ins, adjustments to goals, and documentation of progress for proposals and narratives.
5. Payment Terms
Base Service Fee: $300 per month, billed in advance. (Included at no additional cost in the Executive Plan.)
Optional Add-On Services (billed separately):
Written Strategy Report — $199
Competitor Analysis — $350
Quarterly Strategy Deep-Dive — $499/quarter
Opportunity Matching Starter Pack — $299
Payment Schedule: Full payment for the base monthly service and any add-ons is due upfront, prior to the commencement of each service cycle.
Commencement of Work: No strategic planning sessions, roadmap development, or add-ons will begin until full payment has been received.
6. Client Responsibilities
The Client agrees to:
Provide required documentation and information in a timely manner.
Ensure accuracy of all business, financial, and ownership details submitted.
7. Confidentiality
Both Parties agree to maintain confidentiality of all proprietary, financial, and business information. Information will not be disclosed to third parties without prior written consent, except as required by law.
8. Intellectual Property
All templates, drafts, and proprietary materials remain the property of Procurement & Co.
The Client receives a limited license to use final deliverables only for proposal submission purposes.
Any materials provided by the Client remain the Client’s property.
9. Refunds & Termination
Fees are non-refundable once work has commenced.
If the Client terminates prior to commencement, partial refunds (less admin fees) may be considered at the Company’s discretion.
Work is considered abandoned with no refund if the Client fails to provide required documents or feedback within 14 days. Restarting services requires a new contract and payment.
10. Limitation of Liability
The Company is not responsible for indirect, incidental, or consequential damages. While compliance and quality are ensured, no guarantee of contract award is made.
11. Governing Law & Disputes
This Agreement will be governed by the laws of Illinois.
Disputes will first be resolved by mediation or arbitration in Illinois prior to litigation.
12. Acceptance
By submitting the form below, the Client agrees to the terms of this Agreement.7. Confidentiality