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City of Pleasanton <br />Sole Source Justification <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 />!Requester Name :Sha.1'on Petrehn <br />Requested Sole Source Company: Raftelis <br />Contact Name: <br />ITitle:Mana_g-ement A11alvst <br />!Email: <br />Address: 445 S. FiK11eroa Street, Suite 1925, Los Anftele.s_. CA 9007 J <br />Description of Product or Service: <br />Strategic Planning and Retreat Facilitation <br />Project Schedule (when do you need the product or service by?): <br />Comolete the followina 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 />!Dept:Ci!J Manaf(er <br />I Phone: 949-202-8870 <br />I Estimated Cost:$ 18,500.00 <br />I Sole provider of factory-authorized warranty service. -Sole provider of unique equipment, products and/or services not offered by others. Please provide brief explanation. <br />l{j 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 />Consulting team was able to meet our tight project schedule for a City Council Retreat on governing best practices and strategic planning on short notice. <br />LThere 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 />X 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 />What steps were taken to verify that these features are not available elsewhere? <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 />Other vendors were contacted (List specific company names, phone numbers and contact names, and explain why these were not suitable). <br />Shawn Spanno -Phone (408) 531-5017, cspano@pacbell.net Not selected because did not present well during phone call with staff <br />Jennifer Cavenaugh -(415) 215-6933 cavenaugh3@gmail.com Did not select because has less strategic planning consulting experience. <br />What specific feature makes this item and/or company unique and why is this needed for your project? <br />Requesters Signature: c 6 L� .,--Date: 2 / Z-7 /Zocs i <br />Department Head Signature, �)f? V-6;r Date: J-/ J ?{ ::>oc) o <br />Director of Finance Approval: Date: <br />Raftelis is a unique company that has multiple meeting facilitators in a wide array of expertise areas; such as strategic planning, city <br />management, finance and good governance - all areas that are needed for this project. <br />Other vendors were contacted - see details below. <br />By using another vendor we would have no reasonable expectation for meaningful cost recovery because of the multiple areas of <br />expertise Raftelis is able to cover in one combined training with two facilitators (one is former City Manager in CA) . <br />Docusign Envelope ID: 0AE19FB4-94DC-42D8-9154-6DA4F0413C5E <br />5/7/2025