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CIVITAS ADVISORS
City of Pleasanton
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CIVITAS ADVISORS
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Last modified
7/18/2024 3:55:21 PM
Creation date
7/18/2024 3:54:47 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
Amendment
NAME
CIVITAS ADVISORS
Contract Record Series
704-05
Munis Contract #
2025016
Contract Expiration
5/15/2024
NOTES
WILL PROVIDE RESEARCH, CONSULTING, AND DISTRICT FORMATION 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 />July 15, 2024 <br />18 May 2024 <br />Lisa Adamos Economic Development Manager City Manager <br />Civitas Advisors <br />Kelly Rankin krankin@civitasadvisors.com (916) 436-5322 <br />:1102 Corporate Way, Ste 140, Sacramento, CA 95831 <br />Scope of project includes a property-based business improvement district feasibility study for downtown. <br />Within 4 months $ 26,500.00 <br />Civitas Advisors have extensive experience having completed over 200 district formation and renewal projects through the world. Civitas is <br />well versed in Pleasanton's current BID and has provided advice and direction over the years. <br />Civitas Advisors is a leader in the field and guided numerous district formations. Due to their knowledge and expertise, Civitas has been <br />commissioned by the U.S. Travel Association to conduct nationwide studies. <br />4 <br />Docusign Envelope ID: F1074464-640B-463B-BDD3-A79830768B2F <br />7/17/2024
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