PUBLIC AGENCY TAX ADVISORS LLC (PATA)

Requester Name :Title:Dept: Contact Name: Ruby Ng Email: RubyNg@publicagencytax.com Phone: Estimated Cost: Complete the following checklist: This is a sole source vendor because: Sole provider of a licensed or patented good or service. Sole provider of items that are repair parts of or updates to existing equipment, systems. Sole provider of factory-authorized warranty service. What steps were taken to verify that these features are not available elsewhere? Date: Date: Date: Sole provider of unique equipment, products and/or services not offered by others. Please provide brief explanation. Address: 6850 Buckingham Blvd., Berkeley, CA 94705 Description of Product or Service: Director of Finance Approval: Sole source purchases are goods and services available from only one supplier/vendor or meets the listed criteria. Purchases for items that cannot be procured through the competitive bidding process must be documented as to why the item(s) is considered sole source. City of Pleasanton Sole Source Justification What specific feature makes this item and/or company unique and why is this needed for your project? Other vendors were contacted (List specific company names, phone numbers and contact names, and explain why these were not suitable). Other brands/manufacturers/companies were examined (List specific company names, phone number and contact names, and explain why these were not suitable). There is no reasonable expectation that a meaningful cost or other improvement could be realized over the incumbent contractor's performance (e.g., the changes of another firm winning a competition are clearly remote. Please provide a brief explanation. There is a substantial technical risk in contracting with any other contractor, (e.g., only one contractor has been successful to date in implementing a difficult manufacturing process). In a brief explanation, provide supporting evidence that explains why other contractors are considered to be unable to overcome the substantial technical risk. Only company available to provide service and/or supplies to meet project schedule. In a brief explanation, provide supporting evidence of why other contractors are considered to be unable to meet the project schedule. Requestors Signature: Department Head Signature: Requested Sole Source Company: Project Schedule (when do you need the product or service by?): Susan Hsieh Director of Finance Finance Public Agency Tax Advisors LLC (PATA) Recovery of federal refunds of the City's eligible COVID leave payments 3/14/25 $ 12,750.00 This is a specialized service offered by Public Agency Tax Advisors LLC (PATA). Fees will not be charged if it is determined that the City is not eligible for the reimbursement. ✔ Docusign Envelope ID: 408895A5-B882-4B84-8AA4-E757062412A6 3/28/2025 3/28/2025 3/28/2025