FY2025-07 Employee Assistance Program Agreement with ESI Employee Assistance GroupCONTRACT TRANSMITTAL FORM
RETENTION SCHEDULE: CL -09 CONTRACTS
Records related to obligations under contracts, leases, and other agreements between the borough and
outside parties, successful bids, and proposals. Each department maintains the file while the contract is active.
once inactive, retain procurements for another 4 years and retain contracts, leases, or agreements involving
real property for another 11 years.
DEPARTMENT: Manager's Office
CONTRACT NO.: FY2025-07
CONTRACT TITLE:
Employee Assistance Program Agreement
CONTACT PERSON: Meagan
VENDOR OR SERVICE PROVIDER: ESI Employee Assistance Group
Administrative contracts are contracts approved by the manager within the spending authority allowed by
code. Assembly approved contracts are beyond the manager's spending authority and require approval by
the Assembly during a meeting.
APPROVED BY: MANAGERO ASSEMBLY O
TYPE OF CONTRACT: Procurement
EXTENSION OPTIONS: n/a
EXPIRATION DATE: 6/30/25
DATE OF APPROVAL: 6/12/24
PURGE DATE FOR PROCUREMENT (Exp. + 4 yrs): 6/30/2029
OR
PURGE DATE FOR INVOLVING REAL PROPERTY (Exp. +11 yrs):
If there's no expiration date, give the process on how or when this record should be purged or flagged
for review.
FILL OUT BELOW IF THE RECORD AMENDS, EXTENDS, OR IS A CHANGE ORDER TO A CONTRACT
CATEGORY: Select Category
APPROVED BY: MANAGER O ASSEMBLY O DATE OF APPROVAL:
TYPE OF CONTRACT: Procurement
EXTENSION OPTIONS:
EXPIRATION DATE:
PURGE DATE FOR PROCUREMENT (Exp. + 4 yrs):
OR
PURGE DATE FOR INVOLVING REAL PROPERTY (Exp. +11 yrs):
If there's no expiration date, give the process on how or when this record should be purged or
flagged for review.
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