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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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Page 1 of 6 <br /> <br />PROFESSIONAL SERVICES AGREEMENT <br /> <br /> <br />THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is entered into this 1 <br />day of November 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 Street Suite 1925, Los Angeles, CA 90071, and telephone number is 949-202- <br />8870, (“Consultant”). <br /> <br />RECITALS <br /> <br />A. Consultant is qualified to and experienced in providing strategic planning and City <br />Council retreat facilitation and strategic planning services for the purposes specified in this <br />Agreement. <br /> <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 /> <br />1. Consultant’s Services. Subject to the terms and conditions set forth in this Agreement, <br />Consultant shall provide to City the services described in Exhibit A. Consultant shall provide <br />said services at that time, place and in the manner specified in Exhibit A. <br /> <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 /> <br />3. Term. This contract shall commence on the date written above and shall expire on June 30, <br />2025. <br /> <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 $18,500. <br /> <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 /> <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 />Docusign Envelope ID: AF9B1F54-F4AA-4684-8053-73FF4456BB2CDocusign Envelope ID: 0AE19FB4-94DC-42D8-9154-6DA4F0413C5E
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