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RAFTELIS FINANCIAL CONSULTANTS, INC. (#2025490)
City of Pleasanton
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RAFTELIS FINANCIAL CONSULTANTS, INC. (#2025490)
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Last modified
7/7/2025 4:51:12 PM
Creation date
7/7/2025 4:48:59 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
RAFTELIS FINANCIAL CONSULTANTS, INC.
Contract Record Series
704-05
Munis Contract #
2025490
Contract Expiration
6/30/2025
NOTES
STRATEGIC PLANNING AND CITY COUNCIL RETREAT FACILITATIONS AND STRATEGIC PLANNING SERVICES.
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RAFTELIS 3 <br />Fee <br />The total fixed fee to complete the scope of work outlined in Activities 1 and 2 of this proposal is $18,500 which <br />includes all professional fees and expenses. <br />Our fee for Activity 3, Executive Coaching, is charged at an hourly rate of $260. We suggest that 15 hours be <br />sessions. <br />To hold the date, a non-refundable deposit of $5,000 (paid to Raftelis Financial Consultants) will be invoiced upon <br />signing of the agreement. The balance would be invoiced upon completion of the workshop. <br />We look forward to the opportunity to serve the City of Pleasanton. If you have any questions, please do not <br />hesitate to contact Nancy Hetrick using the following contact information: <br />Nancy Hetrick, Vice President <br />Phone: 408.674.3369 / Email: nhetrick@raftelis.com <br />Sincerely, <br />Julia Novak <br />Executive Vice President <br />The City of Pleasanton accepts the terms of this engagement letter and proposal for the items checked below. <br />Activities 1 and 2: Council Retreat for $18,500 <br />Activity 3: Executive Coaching invoiced hourly at a rate of $260 <br />Approved: _______________________________ Date: _______________________________ <br />Name of Signatory: ________________________ Title: _______________________________ <br />Docusign Envelope ID: AF9B1F54-F4AA-4684-8053-73FF4456BB2CDocusign Envelope ID: 0AE19FB4-94DC-42D8-9154-6DA4F0413C5E
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