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RAFTELIS FINANCIAL CONSULTANTS, INC. (2)
City of Pleasanton
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RAFTELIS FINANCIAL CONSULTANTS, INC. (2)
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Last modified
6/18/2024 10:16:33 AM
Creation date
6/18/2024 10:16:20 AM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
RAFTELIS FINANCIAL CONSULTANTS, INC.
Contract Record Series
704-05
Munis Contract #
2024474
Contract Expiration
6/30/2025
NOTES
STRATEGIC PLAN FACILITATION AND DEVELOPMENT
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Page 1 of 5 <br /> <br />PROFESSIONAL SERVICES AGREEMENT <br /> <br />THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is entered into this <br />first day of March 2024, between the CITY OF PLEASANTON, a municipal corporation <br />(“City”), and Raftelis Financial Consultants, Inc. a North Carolina Corporation, whose address is <br />445 S. Figueroa St. Suite 1925, Los Angeles, CA 90071, and telephone number is 949-202-8870, <br /> (“Consultant”). <br /> <br />RECITALS <br /> <br />A. Consultant is qualified to and experienced in providing Strategic Plan facilitation and <br />development for the purposes specified in this Agreement. <br />B. City finds it necessary and advisable to use the services of the Consultant for the <br />purposes provided in this Agreement. <br /> <br />NOW THEREFORE, in consideration of the mutual covenants and conditions in this <br />Agreement, City and Consultant agree as follows: <br />1. Cons u ltan t’s S ervices . Subject to the terms and conditions set forth in this <br />Agreement, Consultant shall provide to City the services described in Exhibit A. Consultant <br />shall provide said services at that time, place and in the manner specified in Exhibit A. <br />2. City Assistance, Facilities, Equipment and Clerical Support. Except as set forth in Exhibit <br />A, Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be <br />required for furnishing services pursuant to this Agreement. City shall furnish to Consultant <br />only the facilities and equipment listed in Exhibit A according to the terms and conditions set <br />forth in Exhibit A. <br />3. Term. This contract shall commence on the date written above and shall expire on June 30, <br />2025. <br />4. Compensation. City shall pay Consultant for services rendered pursuant to this Agreement as <br />described more particularly in Exhibit A. The payments shall be made on a monthly basis upon <br />receipt and approval of Consultant’s invoice. Total compensation for services and <br />reimbursement for costs shall not exceed $28,800. <br />a. Invoices submitted to City must contain a brief description of work performed, time used <br />and City reference number. Payment shall be made within thirty (30) days of receipt of <br />Consultant’s invoice and approved by City. <br />b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days <br />in which to submit final invoicing for payment. An extension may be granted by City upon <br />receiving a written request thirty (30) days in advance of said time limitation. The City shall <br />DocuSign Envelope ID: 444F2A54-0EC8-4DFE-B6F4-684E5C05679A
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