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Contract Agreement Routing/Review Checklist Dept_______ <br /> FIN _______ <br /> <br />Routing Sequence <br />o (IT/CAO/Finance) -> Department -> Finance -> City Attorney’s Office -> City Manager’s Office -> City Clerk’s Office <br /> <br /> <br />1. Contractor/Vendor Name: ___PUSD__________________________ Munis Contract Number: __n/a___________ <br />If no Munis Contract Entry, briefly explain why There is no transfer of funds associated with this agreement__________ <br />Department Staff Contact: Heather DeQuincy ___________________ Business License Info: n/a________ <br /> <br />2. Funding Source <br />a. What is the funding source(s) for this contract? n/a <br />Org: ________ Object: __________ Project: _______________ <br /> <br />3. Contract Agreement/Amendment <br />a. Is the finalized Contract Agreement or Amendment Agreement (Signed by vendor) attached? Yes <br />b. Has the CAO been consulted to review and finalize the contract?1 Yes If not, why not?2 <br />_____________________________________________________________________________________________ <br />c. If a contract involves a purchase or subscription of software/hardware, has IT reviewed? NA If not, why not? <br />_____________________________________________________________________________________________ <br />d. Has it been signed by a vendor/contractor already? Yes If not, why not? <br />_____________________________________________________________________________________________ <br /> <br /> <br />4. Supporting Documentation <br />a. Is a current Certificate of Insurance included in this review packet? No 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? No <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. n/a <br />d. Is Surety/Performance Bond(s) required? No If yes, include document(s). <br /> <br /> <br /> <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 /> <br /> <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 amount 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: DD726EC6-911D-47DB-86A2-92768E9E4577