Intake Form-PPO

Maintenance & Operation Services (M&O) or Service Agreement (Non-M&O)

This intake form is to enter into contracts for regular/routine maintenance agreements as defined below. Please consult with your Supervisor if you are unsure.


MAINTENANCE

20111(3)(2); 20651(a)(3) 20656

Routine, recurring and usual work for the preservation or protection of any publicly owned, publicly operated facility for its intended purpose.


As of January 1, 2023 bid threshold for Maintenance $114,800.00


Note: The following attachments should be prepared prior to initiating this form. (You may no be able to save mid-form)


  1. Scope of Work in a Word Document. (Template click letter "H")
  2. W-9 Form (Example)
  3. Two (2) Quotes or Rate Sheet required if expense exceeds $10,000.00.
  4. Insurance (Requirements) (Example)


Additionally your Supervisor may need to provide the following items after form submission


  1. Copy of email from Labor Compliance department confirming no prevailing wage needed if applicable (Example)
  2. Copy of email form Labor Relations department confirming this work may be contracted (Example)


Intake Form Deadlines 2025-2026

 

This box should be selected by default and will indicate this form is specifically for non-bid PPO maintenance service agreements.

 

Point of Contact if there are questions related to this intake form. It is important this information is complete and accurate.

 
 

Work email address (sandi.net)

 
Phone
 

If this is an Amendment to an existing Agreement, state the previous Agreement number.

 

This is the site on which the work will occur. If multiple locations, state "District-wide"

 
 

This is the name that describes the budget string. Check with your budget analyst on proper funding before you submit an intake form.


This will help identify funding department if other than PPO Support Services.


 
 
 

This is the District employee that will supervise the services being performed. This could be the PEI or Supervisor.

 
 
 

Please include Address, City, State, and Zip. (Default to PPO)

 
 
Phone
 

Additional Company Information

Please fill out additional company information which will be helpful in developing contract and communicating with company point-of-contact.

 

Person signing the contract

 
 
 

Of the person signing the contract on behalf of the company

 
Phone
 

This is the date the work is to start.

 
mm/dd/yyyy
 

This is the date the work is to end.

 
mm/dd/yyyy
 

This is the total dollar capacity of the contract during the full term

 

Include any important or relevant notes that will help you contract specialist support this intake request.

 
 

1. Scope of Work in a Word Document. 2. W-9 Form 3. Compliance Email (if Prevailing wage is checked "no") 4. Labor Email (if services are required) 5. Quotes or Rate Sheet (2 required over $10,000.00) 6. Insurance

Drop your files here
 

If no CSLB Number, please submit "N/A".

 

If a DIR number is not required, state, N/A.

 

 

PPO Approval Routing

Please complete this section to ensure your request is properly routed for approval.

 

Select the appropriate Manager to route your intake form to for department approval.