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Contract Agreement Routing/Review Checklist Dept_______ <br />FIN _______ <br />Routing Sequence <br />o (IT/CAO/Finance) -> Department -> Finance -> City Attorney’s Office -> City Manager’s Office -> City Clerk’s Office <br />1.Contractor/Vendor Name: ______________________________ Munis Contract Number:_______________________ <br />If no Munis Contract Entry, briefly explain why ______________________________________________________________ <br />Department Staff Contact: _______________________________ Business License Info:_________________________ <br />2.Funding Source <br />a.What is the funding source(s) for this contract? <br />Org: ______________ Object: ________________ Project: _______________ <br />3.Contract Agreement/Amendment <br />a.Is the finalized Contract Agreement or Amendment Agreement (Signed by vendor) attached? <br />b.Has the CAO been consulted to review and finalize the contract?1 Y__ N__ If not, why not?2 <br />_____________________________________________________________________________________________ <br />c.If a contract involves a purchase or subscription of software/hardware, has IT reviewed? Y__ N__ N/A__ If not, <br />why not? <br />_____________________________________________________________________________________________ <br />d.Has it been signed by a vendor/contractor already? Y__ N__ If not, why not? <br />_____________________________________________________________________________________________ <br />4.Supporting Documentation <br />a.Is a current Certificate of Insurance included in this review packet? Y__ N__ If not, why not? <br />_____________________________________________________________________________________________ <br />b.If a contract or purchase order amount is greater than $10,000, is bid quote summary/documentation, showing <br />bids from at least three vendors/contractors, included? If not, is <br />i.The completed Sole Source Justification form included? Y__ N__ <br />ii.This utilizing the cooperative purchasing program? Y__ N__ If so, include relevant documentation(s). <br />c.Has the council already approved this contract or purchase?3 If so, include a copy of the final city council agenda <br />report in the packet. <br />d.Is Surety/Performance Bond(s) required? Y__ N__ If yes, include document(s). <br />E-mail Information <br />•Finance:FINContracts@cityofpleasantonca.gov <br />Shsieh@cityofpleasantonca.gov (if Sole Source Justification form is included) <br />•City Attorney’s Office:Contracts@cityofpleasantonca.gov <br />•City Manager’s Office:CMContracts@cityofpleasantonca.gov <br />•City Clerk’s Office:ClerkContracts@cityofpleasantonca.gov <br />1 If using contractor’s or vendor’s contract agreement form, CAO must review first before finalizing. <br />2 If there are no changes to terms & conditions of the current city’s contract agreement template and the overall contract amou nt is <br />under $10,000, CAO review is optional. <br />3 For any contract over $100,000, council approval is required. <br />DocuSign Envelope ID: 72FF407D-D65D-4212-A7EC-36846189E95A <br /> <br /> X <br />X <br />Daniel V <br />X <br /> <br />43442201 & 44141801 <br /> <br />X <br />101965 <br />Presidio Systems, Inc - 1st Amendment <br />430107 <br /> <br />X <br />2022383 <br /> <br /> <br /> <br />