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City of Pleasanton
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CITY CLERK
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AGENDA PACKETS
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2022
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071922
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7/14/2022 1:04:44 PM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
7/19/2022
DESTRUCT DATE
15Y
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12 SUPPLEMENTAL
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EXHIBIT A <br /> Scope of Consultant's Services <br /> The Management,Sales and Burial Coordination Contract provider will serve as the first point of <br /> contact for clients. The contract includes the everyday operation of the Cemetery; office responsibilities <br /> including but not limited to: sale of plots, keeping track of and scheduling burials, internments and niche <br /> space allocations, handling financial responsibilities such as receiving payments, as well as day-to-day <br /> oversight of cemetery operations, including coordinating the other aspects of cemetery work and <br /> working with City officials in connection with all of these responsibilities. <br /> Management & Sales <br /> 1. Sales of Plots and Vaults <br /> a. Organization shall be responsible for showing cemetery property and spaces available for <br /> sale to interested parties and complete all administrative tasks and financial transactions <br /> associated with space sales and burial services <br /> b. Organization will rely upon the prices approved by the City on a form approved by the City <br /> for all sales and burial services <br /> c. Standard customer sales and information packets shall include, at a minimum:, Cemetery <br /> Rules& Regulations signed by customer, signed purchase agreement, installment sales <br /> contract(if required), and current Pleasanton Pioneer Cemetery Fee Schedule <br /> d. Organization will receive and record all sales using a city issued credit card terminal and <br /> check reader and be processed through the City's Tyler Munis Point of Sale system. <br /> 2. Record Management <br /> a. Responsible for all accounting and record-keeping related to purchases, distributions, all <br /> accounts, collections, and fulfillments over time <br /> b. Provide an income and cash distribution report, and a report on the accounts on a monthly <br /> basis <br /> c. Organization shall enter all cemetery business information including all burial and space <br /> ownership records into City's Cemetery Management Software <br /> 3. Equipment <br /> a. Sales: The City will provide Point of Sale Software, Check Reader and Credit Card Terminal <br /> b. Record Keeping: The City will provide the following forms: Cemetery Rules and <br /> Regulations, Purchase Agreement, Installment Sales Contract and Fee Schedule. Promotional <br /> Materials will be created in cooperation with mortuary and printed by the City. Certificates <br /> for Right of Internment will be issued by the City. The Cemetery Management Software will <br /> be provided to mortuary after it is purchased. <br /> 4. Rules & Regulations Monitoring& Enforcement <br /> a. Organization shall distribute copies of the Pleasanton Pioneer Cemetery Rules& Regulations <br /> and enforce cemetery rules and regulations as necessary <br /> Page 2 <br />
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