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Contract Agreement Rou�ng/Review Checklist Dept_______ <br /> FIN _______ <br /> <br />Routing Sequence <br />o (IT/CAO/Finance) -> Department -> Finance -> City Atorney’s Office -> City Manager’s Office -> City Clerk’s Office <br /> <br /> <br />1. Contractor/Vendor Name: Bonita House__________________ Munis Contract Number: 2023218_____________ <br />If no Munis Contract Entry, briefly explain why ______________________________________________________________ <br />Department Staff Contact: Heather DeQuincy (Supriya Verma 11/9/23-12/1/23 Business License Info: 1020316________ <br /> <br />2. Funding Source <br />a. What is the funding source(s) for this contract? <br />Org: 00122501________ Object: 430101__________ Project: _______________ <br /> <br />3. Contract Agreement/Amendment <br />a. Is the finalized Contract Agreement or Amendment Agreement (Signed by vendor) atached? 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 subscrip�on of so�ware/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. Suppor�ng Documenta�on <br />a. Is a current Cer�ficate of Insurance included in this review packet? Yes If not, why not? <br />_____________________________________________________________________________________________ <br />b. If a contract or purchase order amount is greater than $10,000, is bid quote summary/documenta�on, showing <br />bids from at least three vendors/contractors, included? If not, is <br />i. The completed Sole Source Jus�fica�on form included? No, through RFP process <br />ii. This u�lizing the coopera�ve purchasing program? Y/N If so, include relevant documenta�on(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. Yes, 2207019-17, atached <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 Jus�fica�on form is included) <br />• City Atorney’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 & condi�ons of the current city’s contract agreement template and the overall contract amount is <br />under $10,000, CAO review is op�onal. <br />3 For any contract over $100,000, council approval is required. <br />DocuSign Envelope ID: 8A304B85-FEC2-464C-990D-A290711C1FAFDocuSign Envelope ID: 28FA2C60-8B59-47E4-98BF-D6F9900D6E6A