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Docusign Envelope ID:4C8AAAA7-A908-4E09-B843-17295C8229E4 <br />Contract AgreementRouting/ReviewChecklist <br />FIN <br />Routing Sequence <br />o (IT/CAO/Finance)->Department —>Finance ->City Attorney's Of?ce ->City Manager's Of?ce ->City Clerk's Of?ce <br />Contractor/Vendor Name:|nf03end.|nC-Munis Contract Number:2023542 <br />If no Munis Contract Entry,brie?y explain why <br />Department Staff Contact:Daniel V Business License Info:104803 <br />Funding Source <br />a.What is the funding source(s)for this contract? <br />Org:42040603 Object:430107 Project: <br />Contract Agreement/Amendment <br />a.Is the ?nalized Contract Agreement or Amendment Agreement (Signed b vendor)attached? <br />b.Has the CA0 been consulted to review and ?nalize the contract?‘N If not,why not?2 <br />We are utlizing the Master Agreement with Infosend so they have prepared the Amendment on their behalf. <br />c.If a contract involves a purchase or subscription of software/hardware,has IT reviewed?YUIDW If not, <br />why not? <br />d.Has it been signed by a vendor/contractor already?YEIN If not,why not? <br />Since we are the customer we will sign their Master Agreement first then send to the vendor for execution. <br />4.Supporting Documentation <br />a.Is a current Certi?cate of Insurance included in this review packet?ND If not,why not? <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?NE] <br />ii.This utilizing the cooperative purchasing program?YDN 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 ?nal city council agenda <br />report in the packet. <br />d.Is Surety/Performance Bond(s)required?YEIN If yes,include document(s). <br />E-mail Information <br />0 Finance:FlNContracts@citvofp|easantoncagov <br />Shsieh@cityofQ|easantonca.gov (if Sole Source Justi?cation form is included) <br />0 City Attorney's Of?ce:Contracts@cityofp|easantoncagov <br />0 City Manager's Of?ce:CMContracts@cityofpleasantoncagov <br />0 City Cierlds Of?ce:C|erkContracts@citvofpleasantoncagov <br />1 If using contractor's or vendor's contract agreement form,CAO must review ?rst before ?nalizing. <br />2 If there are no changes to terms &conditions of the current city's contract agreement template and the overall contract amount is <br />under $10,000,CAO review is optional. <br />3 For any contract over $100,000,council approval is required.