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Contract Agreement RouƟng/Review Checklist Dept_______ <br />FIN _______ <br />RouƟng Sequence <br />o (IT/CAO/Finance) -> Department -> Finance -> City AƩorney’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) aƩached? <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 subscripƟon of soŌware/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. SupporƟng DocumentaƟon <br />a. Is a current CerƟficate 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/documentaƟon, showing <br />bids from at least three vendors/contractors, included? If not, is <br />i. The completed Sole Source JusƟficaƟon form included? Y__ N__ <br />ii. This uƟlizing the cooperaƟve purchasing program? Y__ N__ If so, include relevant documentaƟon(s). <br />c. Has the council already approved this contract or purchase? <br />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 InformaƟon <br />x Finance: <br />x City AƩorney’s Office: <br />x City Manager’s Office: <br />x City Clerk’s Office: <br />FINContracts@cityofpleasantonca.gov <br />Shsieh@cityofpleasantonca.gov (if Sole Source Justification form is included) <br />Contracts@cityofpleasantonca.gov <br />CMContracts@cityofpleasantonca.gov ;hƐĞƚŚĞŶĂŵĞΗ'ĞƌƌLJĞĂƵĚŝŶΗŝŶŽĐƵ^ŝŐŶͿ <br />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 & condiƟons of the current city’s contract agreement template and the overall contract amount is <br />under $10,000, CAO review is opƟonal. <br />3 For any contract over $100,000, council approval is required. <br />Raftelis Financial Consultants 2024474 <br />Zack Reda <br />00150100 430101 <br />✔ <br />✔ <br />✔ <br />✔ <br />DocuSign Envelope ID: 444F2A54-0EC8-4DFE-B6F4-684E5C05679A