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MUNICIPAL RESOURCE GROUP, LLC ("MRG")
City of Pleasanton
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MUNICIPAL RESOURCE GROUP, LLC ("MRG")
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Last modified
8/7/2024 4:32:22 PM
Creation date
1/16/2024 10:04:02 AM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
MUNICIPAL RESOURCE GROUP, LLC ("MRG")
Contract Record Series
704-05
Munis Contract #
2024440
Contract Expiration
12/31/2024
NOTES
FINANCIAL PLANNING AND SUPPORT SERVICES
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Requester Name :Title:Dept: <br />Contact Name:Email:Phone: <br />Estimated Cost: <br />Complete the following checklist: This is a sole source vendor because: <br />Sole provider of a licensed or patented good or service. <br />Sole provider of items that are repair parts of or updates to existing equipment, systems. <br />Sole provider of factory-authorized warranty service. <br />What steps were taken to verify that these features are not available elsewhere? <br />Date: <br />Date: <br />Date: <br />Sole provider of unique equipment, products and/or services not offered by others. Please provide brief explanation. <br />Address: <br />Description of Product or Service: <br />Director of Finance Approval: <br />Sole source purchases are goods and services available from only one supplier/vendor or meets the listed criteria. Purchases for items that cannot be <br />procured through the competitive bidding process must be documented as to why the item(s) is considered sole source. <br />City of Pleasanton <br />Sole Source Justification <br />What specific feature makes this item and/or company unique and why is this needed for your project? <br />Other vendors were contacted (List specific company names, phone numbers and contact names, and explain why these were not suitable). <br />Other brands/manufacturers/companies were examined (List specific company names, phone number and contact names, and explain why <br />these were not suitable). <br />There is no reasonable expectation that a meaningful cost or other improvement could be realized over the incumbent contractor's <br />performance (e.g., the changes of another firm winning a competition are clearly remote. Please provide a brief explanation. <br />There is a substantial technical risk in contracting with any other contractor, (e.g., only one contractor has been successful to date in <br />implementing a difficult manufacturing process). In a brief explanation, provide supporting evidence that explains why other contractors are <br />considered to be unable to overcome the substantial technical risk. <br />Only company available to provide service and/or supplies to meet project schedule. In a brief explanation, provide supporting evidence of <br />why other contractors are considered to be unable to meet the project schedule. <br />Requestors Signature: <br />Department Head Signature: <br />Requested Sole Source Company: <br />Project Schedule (when do you need the product or service by?): <br />Susan Hsieh Director of Finance Finance <br />Municipal Resource Group, LLC ("MRG") <br />Mary Egan egan@solutions-mrg.org 916-261-7547 <br />PO Box 561, Wilton, CA 95693 <br />Financial planning and support services. <br />January 2, 2024 $ 54,000.00 <br />MRG is a reputable firm that offers a wide range of services to municipalities. The consultant that they provide is a seasoned professional <br />that is hard to find in a tight and specialized labor market. <br />The consultant that will be providing support to the City has extensive finance experience in the government sector and has the experience <br />and skills that the City is looking for. <br />4 <br />DocuSign Envelope ID: 582F0FAD-A4BA-4D87-A8FA-E49DE9B78E48 <br />1/11/2024 <br />1/11/2024
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