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HomeMy WebLinkAbout25G - AGMT - PARKING CITATION SRVSREQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: FEBRUARY 7, 2017 TITLE: AGREEMENT WITH DATA TICKET INC. FOR PARKING CITATION PROCESSING SERVICES (STRATEGIC PLAN GOAL NO. 1, 5) i CITA4ANAGER RECOMMENDED ACTION CLERK OF COUNCIL USE ONLY: ❑ As Recommended ❑ As Amended ❑ Ordinance on I" Reading ❑ Ordinance on 2n' Reading ❑ Implementing Resolution ❑ Set Public Hearing For CONTINUED TO FILE NUMBER Authorize the City Manager and the Clerk of the Council to execute a three -year agreement with Data Ticket Inc. for automated parking citation processing services, for the period of February 7, 2017 through February 6, 2020, with the option to extend the agreement for two additional one - year extensions, in the amount of $805,431, plus an additional 10% contingency of $80,544, in the amount of $885,975 subject to non - substantive changes approved by the City Manager and City Attorney. DISCUSSION On September 22, 2016, the Police Department issued a Request For Proposals (RFP #16 -116) for automated parking citation processing services. On October 4, 2016, a pre - proposal meeting was conducted and on October 27, 2016 the City received proposals from five vendors. Data Ticket Inc., Phoenix Group, Duncan Solutions, T2 Systems, and Turbo Data each submitted proposals for consideration. An evaluation committee consisting of representatives from Police Department Traffic Division and the Police Department Information Services Section reviewed and rated the five proposals. The proposals were evaluated based on the evaluation criteria listed in the RFP, including Responsiveness to RFP (30 %), Experience of Firm and Personnel (30 %), and Cost of Proposal (40 %). The proposals from Duncan Solutions and T2 Systems did not score a minimum of 70% on the initial evaluation and were not invited to an interview. The results of the RFP evaluation process are as follows: Vendor Score Data Ticket 554 Phoenix Group 542 Turbo Data 531 600 point max 25G -1 Agreement with Data Ticket for Parking Citation Processing Services February 7, 2017 Page 2 The Police Department proposes to enter into a three -year agreement with Data Ticket Inc. with the option to extend the agreement for two additional one -year extensions. Data Ticket Inc. is a local Orange County business based in Costa Mesa. The Police Department will continue to issue parking citations through hand -held automated units in order to maintain the current level of efficiency and reduced cost associated with this technology. In addition, staff will work with Data Ticket to establish the same online and afterhours services, including the ability to pay citations online and at the City Hall customer kiosk. STRATEGIC PLAN ALIGNMENT Approval of this item supports the City's efforts to meet Goal # 1 - Community Safety, Objective #5, (provide high quality Police and Fire /Emergency Medical Services response within the City of Santa Ana) FISCAL IMPACT Funds are available in the Police Department, Traffic Division Fund (account no. 01114405 62300) and Parking Meter Fund (account no. 02710131 62300) for the following fiscal years as follows: 02710131 01114405 62300 62300 FY 2016 -17 $131,482.35 $17,500.00 FY 2017 -18 $260,984.70 $35,000.00 FY 2018 -19 $259,004.70 $35,000.00 FY 2019 -20 $129,502.35 $17,500.90 Carlos Rows Chief of Police Santa Ana Police Department Jac l iulla Chi Technology Innovations Officer Information Technology Department Exhibit: 1. Data Ticket Agreement $780,974.10 $105,000.90 $885,975.00 APPROVED AS TO FUNDS AND ACCOUNTS: Francisco Gutierrez Executive Director Finance & Mgt. Services Agency 25G -2 Exhibit 1 AGREEMENT' FOR AUTOM:AT'Eli PARKING CITATION PROCESSING TI3IS AGREEMENT, made and entered into this 7th day of February, 2017 by and between the Data Ticket, Inc., a California corporation (hereinafter "Contractor "), and the City of Santa Arta, a charter city and municipal corporation organized and existing tinder the Constitution and laws of the State of California (hereinafter "City "). RECITAM The City desires to retain a Contractor having special skill and knowledge in the field of processing of automated parking citations and collecting on delinquent accounts, The City issued a Request for Proposal for Parking Citation Prrocessing Services ( "RFP" 16 -116) in September 2016. Contractor was one of the five vendors that submitted proposals for RFP 16.116 and was awarded the Agreement because after evaluation of all of the proposals, Contractor was the lowest responsive proposal. 2. Contractor represents that Contractor is licensed by the State of California to provide Automated Parking Citation and Processing Services and that it is willing to provide such services and devices as outlined in its proposal in response to RFP 16 -116, 3. In undertaking the performance of this Agreement, Contractor represents that it is lmowledgeablo in its field and that arty services performed by Contractor under this Agreement will be performed in compliance with suds standards as may reasonably be expected from a professional Automated Parldng Citation and Processing Service firm, NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: TERMS AND CONDITIONS 1. TERIVI The term, of this contract shall be for three (3) years. It shall commence the date of City Council award and approval of all insurance and bonds, and terminate on February 6, 2020, unless earlier terminated as set forth in Section 8' of this Agreement, City is bereb,y granted an option to renew 'for up to two one -year extensions on the terms and conditions set forth herein. Said options shall be exercised in writing at least thirty (30) days prior to the end of the Initial term or any exclusion thereof. 2. SCOPE OF SERVICES Consultant shall perform automated parking citation processing services as set forth in the City's Request for Proposal for Automated Parking Citation and Processing System rand Comultant's Proposal dated October 27, 2016, attached hereto as Exhibit A and the Addendurn 1 and 2 to Exbibit A and incorporated to this Agreement by this reference. 25G -3 3. COMPENSATION City agrees to pay and contractor agrees to accept as total payment for its services for the total three year period a sum not to exceed $885,975,00. The rates and charges are set forth in contractor's proposal, attached hereto as Exhibit "B" and incorporated by reference. The breakdown of the Agreement cost for each year of the Agreement is set forth below, "Estimates Based upon the citations processed in 2016 Year 1 Year 2 Year 3 Processing $29,500 $29,500 $29,500 Issuance of Notices $61,600 $61,600 $61,600 Additional Notices No Charge No Charge No Charge Additional Letters $4,900 $4,900 $4,900 Parking Appeal Letters $3,744 $3,744 $3,744 Scanning $2,565 $2,565 $2,565 Out of State Collections $12,800 $12,800 $12,800 FTB Collections $26,250 $26,250 $26,250 Hearing Officer $1,000 $1000 $1000 Equipment $3,000 $3,000 $3,000 Software $ 8,640 $ 5,040 $ 5,040 Contingency 10% 10% 10% Voided Cites No Charge No Charge No Charge Dismissed Cases No Charge No Charge No Charge Delinquent Collections Pr $116,878.00 $116,878.00 $116,878.00 Base Cost $270,877.00 $267,277.00 $267,277.00 Total( W /Contingency)---- Contingenc $297,965.00 $294,005.00 $294,005.00 3. INVOICES The contractor shall submit a monthly invoice by the fifteenth of the month to the City for the services rendered in the prior month. All invoices for work performed under this contract shall be submitted in a format approved by the City. Invoices shall include fine following information at a minimtun: A. Contractor's invoice number; B. Beginning and ending dates for services; C. City project nurnber and/or name (if applicable); D, Work site address /location (if applicable); and E. Unit cost, subtotals and total for invoice Payment by City shall be made within sixty (60) days following receipt of proper invoice, subieet to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance of a professional parking control enforcement services, 25G -4 No new work of any kind shall be considered an extra unless a separate estimate is given for said work and the estimate is approved by the City in writing before the work is commenced. The contractor will be required to provide detailed information of such extra work. Documentation of contract compliance may be required on some occasions. Work performed prior to obtaining written approval of the City shall not be included within the Scope of Work and will not be paid. 4. INDEPENDENT CONTRACTOR Contractor shall during the entire term of this contract, be construed to be an independent contractor and not an employee of the City. This contract is not intended nor shall it be construed to create an employer - employee relationship, ajoint venture relationship, or to allow the City to exercise discretion or control over the manner in which contractor performs the services required by this contract. However, the services to be provided by contractor shall be provided in a manner consistent with all applicable standards acid regulations governing such services. Contractor shall pay all salaries and wages, employer's Social Security taxes, unemployment insurance, and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. INSURANCE Prior to undertaking performance of work under this contract, contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: A. Commercial General Liability Insurance. Contractor shall maintain commercial general liability insurance which shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting there from and damage to property, resulting from any act or occurrence arising out of contractor's operations in the performance of this agreement, including, without limitation, acts involving vehicles. The amorous of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of One Million Dollars ($1,000,000) per occurrence, Two Million Dollars ($2,000,000) in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, volunteers, and representatives as additional insured(s) in a form approved by the City Attorney's Office; (b) be primary and not contributory with respect to insurance or self - insurance progrruns maintained by the City; and (e) contain standard separation of insureds provisions. B. Business Automobile Liability Insurance. Contractor shall maintain business automobile liability insurance or a similar form, with a combined single limit of not less than One Million Dollars ($1,000,000) per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation insurance. In accordance with the provisions of Section 3300 of the Labor Code, contractor is required to be insured against liability for Workers' Compensation or to undertake self- insurance. Prior to commencing the performance of the work under this contract, contractor agrees to obtain and maintain any employer's liability insurance 25G -5 with limits not less than One Million Dollars ($1,000,000) per accident. D. If contractor is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than One Million Dollars ($1,000,000) per claim. E, The following requirements apply to the insurance to be provided by contractor pursuant to This section: 1. Contractor shall maintain all insurance required above in full force and effect for the entire period covered by this agreement. 2. Certificates of insurance shall be furnished to the City upon execution of this contract and shall be approved in form by the City Attorney. 3. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. 4. If contractor fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this contract. Such termination shall not affect contractor's right to be paid for its time and materials expended prior to notification of termination. Contractor waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 6. HOLD HARMLESS/ INDEMNIFICATION To the fullest extent permitted by law, contractor shall indemnify, defend and hold harmless City, its officers, agents and employees (collectively, the "indemnified parties ") from and against any and all claims (including, without limitation, claims for bodily injury, death or damage to property), demands, obligations, damages, actions, causes of action, suits, losses, Judgments, fines, penalties, liabilities, costs and expenses (including, without limitation, attorney's fees, disbursements and court costs) of every kind and nature whatsoever (individually, a claim; collectively, "claims "), which may arise from or in any manner related (directly or indirectly) to any work performed or services provided wider this contract (including, without limitation, defects in workmanship and/or materials) or contractor's presence or activities conducted performing the work (including the negligent and/or willful acts, errors and /or omissions of contractor, its principals, officers, agents, employees, vendors, suppliers, contractors, subcontractors, anyone employed directly or indirectly by any of them or for whose acts they may be liable for any or all of them). Notwithstanding the foregoing, nothing herein shall be construed to require contractor to indemnify the indemnified parties from any claim arising from the sole negligence or willful misconduct of the indemnified parties. Nothing in this indemnity shall be construed as authorizing any award of attorney's fees in any action on or to enforce the terms of this contract. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by the contractor. 25G -6 7. NOTICE Any notice, tender, demand, delivery or other communication pursuant to this agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, sent by facsimile communication, or via e -mail to the following persons: To City: Clerk of the Council City of Santa Ana 20 Civic Center Plaza (M -30) Santa Ana, CA 92701 Fax 714 - 647.6956 With courtesy copies to: Chief of Police City of Santa Ana 60 Civic Center Plaza (M -97) P.O. Box 1988 Santa Ana, California 92702 Fax(714)245 -8007 Attn: Chief of Police And City Attorney City of Santa Ana 20 Civic Center Plaza (M -29) P.O. Box 1988 Santa Ana, California 92702 Fax (714) 647 -6515 To Contractor: Data Ticket, Inc. 4600 Campus Drive Newport Beach, California 92660 Fax (949) 752 -6033 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty -four (24) hours after the time set forth on the transmission report issued by the transmitting fax machine, addressed as set forth above, For purposes of calculating these time frames, weekends, federal, slate, county, Ro city holidays shall be excluded. 25G -7 S. TERMINATION The City reserves the right to terminate the contract as follows: A. In the event contractor fails or refuses to timely perform any of the provisions of this agreement in the manner required, or if contractor violates any provision of this agreement, contractor shall be deemed in default. City shall provide written notice of such default to contractor. Contractor shall cure said default within a period of two (2) working days. If such cure is not completed in a timely manner, City may assess liquidated damages and /or terminate the agreement forthwith by giving written notice as set forth in this agreement to contractor's project manager. City may, in addition to the other remedies provided in this agreement or authorized by law, terminate this agreement by giving written notice of termination. Contractor shall be responsible for all costs incurred by City, including replacement costs of equipment and labor required to provide service during contractor's default. In the event of such termination for cause, City shall pay contractor that portion of compensation specified in the agreement that is earned and unpaid prior to the effective date of termination. Contractor shall not be entitled to any compensation for lost profits it terminated for cause. B. This agreement may be terminated with cause by City upon thirty (30) days written notice delivered to the contractor either personally or by mail. Upon termination, City shall pay to contractor that portion of compensation specified in the agreement that is earned and unpaid prior to the effective date of termination. C. In addition to, or in lieu of, remedies provided in this agreement or pursuant to law, City shall have the right to withhold all or a. portion of contractor's compensation for contract services if, in the judgment of the projects manager or designee, the level of service falls below appropriate standards and /or contractor fails to satisfactorily perform contract services. City shall have the right to retain funds withheld until the projects manager or designee determines that contract services are performed as well and as frequently as required by this agreement. D. The City shall have the right to terminate this Agreement without cause upon sixty (60) days written notice to the contractor. 9, CONFIDENTIALITY AND FILE SECURITY Reasonable security provisions will be provided by Consultant to ensure that access to the City computer records and tiles will be available to the City and any public access mutually agreed upon by Contractor and the City. Consultant cannot guarantee against loss or alteration of computer records but will take reasonable precautions to prevent such occurrences. Consultant will hold all City data in strict confidence pursuant to the terms of this Agreement. If either party receives from the other party information which due to the nature of such information is reasonably understood to be confidential and/or propriety, the receiving party agrees that it shall not use or disclosure such information except in the performance of this Agreement and agrees to exercise the same degree of care it uses to protect its own information 25G -8 of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosure to either party by any subsidiary and /or agent of the party is covered by this information that (a) has been disclosed in publically available sources; (b) is, through, no fault of the receiving party disclosed in a puiblically available source; (c) is in the rightful possession of the receiving party without obligation of confidentiality; (d) is required to be disclosed by operation of law', or (e) is independently developed by the receiving party without reference to information disclosed by the other party, 10. LIQUIDATED DAMAGES If the City determines that the contractor failed to cure its default as set forth in section G of this agreement, the parties to the agreement agree that it would be impracticable and extremely difficult to determine the damage to City arising from such breach. Therefore, in the event of contractor's breach, contractor shall pay to City the sum of $500 a day for such breach, in addition to any cost, fines, etc. levied against the City. 1.1. COMPLIANCE WITH APPLICABLE LAWS, REGULATIONS AND PROFESSIONAL LICENSES Contractor shall perform all requirements under this contract in strict observance of and in compliance with all applicable environmental, traffic, safety and any other laws, regulations, ordinances, codes and any other legislative or statutory requirements. Contractor shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and as required by the law and regulations of the United States, State of California, County of Orange, and City of Santa Ana, and any other government agencies. Contractor shall notify City immediately and in writing of its inability to obtain and maintain such permits, licenses, waivers and exemptions. Such inability shall be cause for termination of the Agreement. 12, DISCRIMINATION Contractor shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry or disability, as defined and prohibited by applicable law, it the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 25G -9 13. ASSIGNMENT Inasmuch as this contract is intended to secure the specialized services of contractor, contractor may not assign, transfer, delegate or subcontract any interest herein without the prior written consent of City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. 14. JURISDICTION -- VENUE This contract has been executed and delivered in the State of California and the validity, interpretation, performance and enforcement of any of the clauses of this contract shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this contract. 15. FINES The contractor shall be liable for all violation fines levied against the City by federal, state, or local agencies with regulatory authority related to contractor provided services, 16. MISCELLANEOUS PROVISIONS A. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. B. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: MARIA D. H JIZAR Clerk of the Council APPROVED AS TO FORM: SONIA CARVALHO City Attorney CITY OF SANTA ANA GERARDO MOUET Acting City Manager 25G -10 By: �'•� Tamara E3ogosian Assistant City Attorney RECOMMENDED FOR APPROVAL: CARLOSROJAS Police Chief Santa Ana Police Department CONTRACTOR Broom Westcott Chief Operating Officer Tax ID#f 93- 1010811 25G -11 Exhibit "A" 25G -12 EXHIBIT A CITY OF SANTA ANA REQUEST FOR PROPOSAi,S FOR AUTOMATED PARKING CITATION AND PROCESSING SERVICES SCOPE OF SERVICES DESCRIPTION AND SCOPE OF WORK The City of Santa Ana is issuing this Request for Proposals (RFP) for Automated Parking Citation and Processing Services, The City desires an integrated software and hardware service solution to parking citation and payment processing, The preferred solution will include hand -held computers for ticket issuance and data download with real -time, online access for public safety officers, the City's Parking Citation Coordinator and Finance Staff to citation Information and citatlon status on a user - friendly reporting structure. A complete package of citation issuance, processing, collection, reporting, hardware and software maintenance Is required. The program and service must also accept and support hand - written citation farms, The Vendor shall coordinate its efforts with the City of Santa Ana Police Department, City of Santa Ana Finance Department, Orange County Court System and other agencies affected by the project, The Vendor will be expected to work closely with the Police Department's Traffic Division and Finance Department to ensu* compatibiiity and uniformity, A. Software Specifications 1), Vendors must provide a software solution for electronic Issuance of citations, Software must be installed on and compatible with the HP /Compaq IPAQ handhold bomputer and Incorporate the following features: a). Citation must be capable of printing on a 2 " -45' thermal printer (brand name tc be determined later). Vendor must recommend a printer compatible with their software product. 2). Data Entry from Handwritten Citations. a). Receive and date stamp weekly batches of all handwritten citations sent by City; b). Enter citatlon information Into the database; c). Batch, record, and verify receipt of all manual citations within two (2) business days; d), Edit capability to correct dates, duplicate citations, violation codes and fine amounts; e). System for filing /storing citations in easily retrievable format for a minimum of two (2) years and then dispose in accordance with City direction. 3). Automated Transfer and Upload of citations Issued by the handheld computer. a), Loading of batch files immediately upon transfer; b). Edit capability to correct dates, duplicate citations, violation codes, and fine amounts; c). System to promptly notify City regarding citations unable to be entered for any reason (no violation code, unreadable license, etc.) 4), Registered Owner Name Retrieval. a). Retrieve data online from the State of California Department of Motor Vehicles (DMV); b). Provide daily access to registered owner Information; c). Validate DMV makes upon return of registered owner Information from DMV to ensure proper make of vehicle Issued citation; d). Review DMV "No Hit" list to ensure that license plate and state have been entered correctly; e). Daily registered owner name retrieval for all citations without a name on the system, City of Santa Ana -- A.itornated Parldng Citation and Processing Services (RFP 16 -116) 2 SGA 3 5). Out-of-State Registered Owner Retrieval from State DMV. a), Maintain regularly scheduled communications with DMV offices in the 60 states; b). Maintain regularly scheduled communications with the Transportation Ministries In Canada and Mexico that permit registration and name acquisition; c), Mail ooilec(lon letters; d), Communicate with individuals outside of the United States who were Issued a parking citation by the City. 6), DMV Registration Holds /Releases. a). Process DMV holds or releases daily; b). Access DMV records online; c). Capability to release registration holds upon City's request; d), Report monthly holds and payments made at DMV; a), Immediate update of database with monthly payment Information from DMV, 7), Automated processing of Administrative Review Requests, a). Vendor shall provide tracking and correspondence for all administrative review; b). Vendor shall enter and maintain database of all administrative review, showing current status of each request. System must be integrated with parking citation issuance and processing system. Ensure a result is received for each correspondence; c). Administrative review requests must be entered into the system within two (2) business days from date of receipt; d). Provide inquiry capabilities for citations In the administrative review process; e). Print and mail (by first class mail) all administrative review result letters; f). Notify the City of citations that have been successfully dismissed through the review process and have had payments processed, (or are cancelled) so the City can issue a refund; g). File and store all source documents for ease of retrieval; h). Provide staff to respond to telephone Inquiries regarding how to contest a violation, determine outstanding penalty amounts or delinquent fees, identify time frames, and any other pertinent information in order to contest a citation by mail or in- person; I). Link the hearing freaking system to the citation database in real time to obtain citation Information such as citation Issue date, delinquent date, amount owed, and other citations open with the same license plate numbers; j), Ensure that the computer system is capable of recording data and comments for historical background, suspending action while appeals are under investigation, sort citations by type of violation and /or defense, record case decisions, generate letters and use customized liability reason codes; k), Provide monthly report of review results by citation number. 8). Administrative Hearings. a). Provide tracking and correspondence for all administrative hearing requests; b). Vendor shall enter and maintain a database of all administrative hearing requests, showing current status of each request. System must be Integrated with parking citation Issuance and processing system, Ensure a result is recelved for each correspondence; c). Schedule Administrative hearings and forward schedule to the City; d). Print and mail (by first class mail) customized hearing notification letters for the City; e), Respond to inquiries for the City and the public regarding date of hearing, malling date, location of hearing and directions to hearing location; f). Re -send letters should room or dale changes be necessary; g). The Hearing Officer will forward results of Administrative Hearing to the City and to the Vendor; h). Letters regarding the results of Administrative Hearings will be malled by the Vendor; City of Santa Ana — Automated Parking Cltatlon and Processing Services -P 16 -116) IM-14 1), When a refund is appropriate, the Vendor shall provide Information to the City, The City will issue the refund; I). Provide monthly report of review results by oltation number, 9), Payment Processing. a). Provide a separate Post office Box for the City where payments, administrative review correspondence, and other documents are to be malted; b). Provide mall pick -up from post office at least once per day; 0), Sort and batch all incoming mail by postmark date for payment posting; d), Enter and process payments received within one (1) business day, including opening all mall received, verifying payment amounts, updating computer system, and making dally bank deposits in the City's designated bank account; e). Conduct daily reconciliation of all payments entered with bank deposits; f), Provide dally reporting of bank deposits made for the City; g), File and store all source documents in an easily retrievable system; h). Track rebilling on partial payments, checks returned for Insufficient funds upon notification from the City, vehicle change of ownership, and leased vehicle Information; 1). Provide for payment by credit card (Visa and MasterCard) and be capable of securing authorization from the banking institution. Payments made by credit card are to be Immediately updated in the database In real time. Payments will be made by automated telephone system; j). The Vendor will have the ability to accept payments via the Internet. 10). City's Online payments. a). The vendor must also accept data from the City's cashiering system Data would be provided electronically on a dally basis. Information on the system Is provided below. These specifications are not all inclusive, but are Intended for the purpose of giving the Vendor a general idea of the City's system. Specific details will be provided after an agreement has been entered. B. User Interface 1), The user interface includes payment information as well as parking citation specific Information, it will include the fields listed below, including the validations for each field. Ticket Information: Citation number - all City tickets begin with "PC" and have a unique 6 digit Identifier that follows, Date - the date the citation was Issued • Amount - the amount of the parking ticket. Vehicle; • Vehicle License number • State (state of vehicle's license plate) - in two letter format. Contact Information; • Name • Address • Phone - should include an input mask or validation that does not allow users to enter an invalid number. ._ mauncmmw. �+rnwv ....m�.samvamereamxw City of uanta Anea nutomated Parlting Citation and Processinp Services (RFP 16 -110) 2'5G-15 Payment Informatlon., Credit Card Type , Choices are VISA or MasterCard, Credit Card number + Expiration Date + Name on Card C. Web Server Configuration 1,)The City secured server has the following specifications: Compaq ProLlant DL380 GS 2 Intel Xeon 6X00 Dual Core Processors 4GB RAM Windows 200R2 Server Standard IIS 6 MS SOL 2008 server SSL 128 —bit enabled V. Credit Card Authorization 1). The City uses a credit card authorization solution from Cyber Cash. The product Is called 1.0, Verify. C. Correspondence Processing 1), All correspondence shall be processed within two (2) business days from date of receipt; 2), Obtain approval from the City on all standard forms, notices of delinquent violation, and correspondence, The Vendor must ensure that all forms conform to applicable State and Federal laws, 3.). Submit copies of standard forms, notices of delinquent violation, and other types of standard correspondence with bid proposal. P. Reporting 1). The Vendor shall be responsible for providing regular daily, weekly and monthly reports on demand to the issuing agency within three working days of the report being requested. 2), Although other reports may be required, the vendor shall be capable, at a minimum, of producing reports relating to scofflaws, open citations, bank deposits and citation dispositions, The vendor must be capable of delivering these reports to the Police Department on an agreed schedule. 3). The Vendor shall provide duplicate or replacement reports at no additional cost to the city. 4), Copies of dilation abstracts shall be provided to violators at no cost upon request. 6), The following Vendor reports are required monthly; Repeal offender list (5 or more), citation analysis by officer, citation analysis by violation, citation status report, out of state status, out of state revenue, hot sheet, distribution revenue summary, violation statistics, violation analysis by officer, detail citation report by officer, monthly citation statistics, yearly statistics of Issuance, citation summary report, ball payment summary report, DMV citation cleared with bail (collected), DMV citations cleared without ball (not collected), DMV registration hold listing, Refunds report. Provide an online report generation capability; 6). Provide weekly license plate number to citation number cross reference reports sorted by license and dilation, Provide additional reports monthly as may be needed by management or a Lid ltd rs; 7). Submit a sample of the standard reports used with bid proposal. G, Toll-Free Telephone Service 1), Provide a toll -free telephone number for Inquiries and credit card payments; 2), Operate the toll -free telephone service 24 hours a day, seven days a week, 365 days per Me Ana — Automated Parking Clteition 255-16 year, for the 50 states, Canada, and Mexico; 3), Ensure that customer service representatives are available to provide instructions and Information on general parking policies, procedures and administrative adjudication procedures for the City. At least one customer servlce representative shall be available for Spanish translation during regular business hours Monday through Friday. H. Automated Voice Response System 1). Provide a customized recorded voice response system in English and Spanish to convey Information on: a). How to pay and contest violations; b).Registratlon violation information; o),Mail address Information; d). Ensure that the automated telephone system Is capable of receiving a minimum of 500 Incoming calls per month. Planned downtime must be between midnight and 4 a. m.; Custom Notices and Letters 1). The Vendor shall provide at no extra cost: The necessary postage, correspondence and stock forms to meet all applicable State and local laws and regulations for citation processing and adjudication, 2). Vendor will provide samples of mailing and return envelopes with proposal; 3). Ensure that Delinquent Notices are generated at least one business day prior to becoming delinquent. Delinquent Notices generated will be mailed at least once a week by first class mall to registered owners; 4). Ensure that returned check notices are mailed by first class mail to individuals immediately upon notlfioation from the City that a check has been returned for non - payment, The notices will state the amount of original penalty, delinquent amount, and the appropriate returned check fee; 5). Ensure that Drive Away Notices are mailed by first class mall to registered owners of vehicles that drive away from the officer at citation Issuance time as required by the California Vehicle Code. Notices must be mailed no later than 15 days from the data of the original citation to the registered owner; 6). Ensure that partial Payment Notices are sent by first class mall to those who do not pay the full penalty amount. The notice should indicate the amount that was paid and the balance that Is due; 7). Communicate with violators in a timely manner by mall In response to correspondence such as incomplete registration, citation, or payment information. J. Online Inquiry Access 1). Design and Implement an online Inquiry system to allow access to the citation database by designated City employees; 2).The on -line inquiry system must provide real time access to all citation Information including registered owner Information, payment information, and administrative adjudication history, K. Support 1). Provide staff for all aspects of processing parking citations, Including any changes related to new Federal, State, or local legislation, Days and hours of operation shall be consistent with normal office hours Monday — Friday unless otherwise approved. 2). Provide on -going support to the City to access and interface with the parking citation database; 3). Vendor shall provide user's manual which includes step -by -step Instructions for accessing computer database information and a list and description of any and all codes used In screens accessed by the issuing agency; 4). Provide technical support and troubleshooting assistance for any and all hardware and software used by the City. Technical support and assistance must be available between City of Sartfa Ana — Automated Parl <ing Clfallon and Processlny Servlees (RFP 16 -116) ZSG-17 the hours of 7;00 a,m, and 6;00 p,m, Monday through Friday, except City recognized holidays. L). Database Backup & Off -site Security 1), Ensure that all systems are backed up daily to ensure safety of data in the event of a power outage or natural disaster; 2). Transfer and store off -site all backups of data for disaster recovery, M), Interagency Intercept Program (Franchise Tax Board) 1). Vendar must be able to Interface with the Interagency Intercept Program (FTE) for collection of delinquent fees. N), Contract Requirements 1), No portion of the contract shall be permitted to be subcontracted to another private or public agency without express written approval from the City, Vendors must disclose the nature of work being subcontracted and the name of the private or public agency; 2). All processing functions performed shall be completed within two business days after receipt from the agency; 3). The Vendor shall comply with all roqulremants of the State of California Vehicle Code (CVC) In regard to processing and ad]udioatlon of citation records sent by the City; 4). The Vendor shall be required to send notices to lessees of cited vehicles when provided with the Information provided on "Certificate of Non - Ownership "; 5). The Vendor shall provide necessary on -site training and support for City staff, to retrieve information stored In the computer system; N). Other 1). Attend City meetings as needed or when requested at Vendor's expense. This Includes but not limited to, transportation, lodging, meals, and staff time; 2). Vendor shall comply with California Vehicle Code Section 40200.3 (b), regarding the Annual Report. The City may audit the report at Its own expense. 3). Work with Traffic Engineering to process and track Issued parking permits. 4), Ensure that no information associated with the notice of parking violation system is disclosed to anyone other than the City for any purpose other than the colleotlon of penalties, fines and fees, The Vendorwill ensure compliance with appropriate State and Federal regulations pertaining to the confidentiality of Information, I!, IMPLEMENTATION City staff shall have the right to modify, reduce, or delete the services as needed by City. Submit a plan to transfer data from the existing Vendor. City of Santa Ana - Automated Parking Citation and Processing Servlces (RFP 16 -116) 2tG 4_�18 Addendum to Exhibit A 3caae of Services j I. DESCRIPTION AND SCOPE OF WORK The City of Santa Ana is issuing this Request for Proposals (RFP) for Automated Parking Citation and Processing Services, The City desires an integrated software and hardware service solution to parking cltatlon and payment processing, The preferred solution will Include hand. held computers for ticket issuance and data download with real -time, online access for public safety officers, the City's Parking Citation Coordinator and Finance Staff to citation information and citation status on a user - friendly reporting structure. A complete package of citation Issuance, processing, collection, reporting, hardware and software maintenance is required. The program and service must also accept and support hand - written citation forms, The Vendor shall coordinate Its efforts with the City of Santa Ana Police Department, City of Santa Ana Finance Department, Orange County Court System and other agencies affected by the project. The Vendor will be expected to work closely with the Police Department's Traffic Division, Information Systems Division, and Finance Department to ensure compatibility and uniformity, A. Software Specifications 1). Vendors must provide a software solution for electronic Issuance of citations. Software must be installed on a handheld computer / mobile device and Incorporate the following features: a). Citation must be capable of printing on a 2"45" thermal printer (brand name to be determined later). Vendor must recommend a printer compatible with their software product. b). Citation software must support touchscreer functionality to enhance the usability of the system. c). Citation software must support taking photographs and recording them along with the citation record. d). The vendor's solution must include an interface capable of exporting citation data to the Police Department's records management system currently being Implemented, InformRMS by TriTech Software Systems. The interface must support exporting any and all fields captured as part of a citation record. The interface will support common data transfer methodologies (e,g, XML, CSV, web servioes, FTP, etc,). 25G -19 (. 2)Addendum to (Exhibit A Scope of Services N. Other 5). A system interface exists between the City of Santa Ana's current parking citation processing vendor and the City's citywide System Innovators, a division of N. Harris Computers' iNovah cashiering system (iNovah Solution) The purpose of this interface is to facilitate the City's ability to accept payments for parking citations at City Hall, or via the L.D. Systems Kiosk Solution, that update both the iNovah Solution and the City's parking citation processing vendor's solution, A new system interface between Data Ticket Inc.'s Data Ticket Solution and the iNovah Solution is required to replace the existing functionality, The desired technology to be used is web services so the iNovah Solution and Data Ticket Solution are updated in real -time to best serve the City and the City's citation recipients. Data Ticket staff will work collaboratively with System Innovators iNovah staff to ensure a new system interface is accomplished in a timely manner. O. Additional Services 1.) Extra Work CITY shall have the right at any time during the term of this Agreement and any extension thereto, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. The term "work" shall include services provided to Data Ticket as prime contractors by any City authorized subcontractor. 2.) Change Order No extra work may be undertaken unless a written "Change Order" is first given by the City to Data Ticket, incorporating therein any material adjustment in the contract and /or the time to perform this Agreement, which said adjustments are subject to the written approval of Data Ticket. The terms and cost of any Change Order between the City and Data Ticket shall be agreed to by mutual consent. 25G -20 Exhibit "B" 25G -21 REQUEST R. PROPOSALS • AMnYklVrA4El x� �,• • AND PROCESSING RFP 16.116 r� DATA TICKET, INC. Brook Westcott, Chief Operating Officer 4600 Campus Drive, Suite 200 Newport Beach, CA 92660 Phone; (949) 752.6937, ext. 337 • Fax: (949) 752.6033 25G -22 Data Ticket, Inc, Newport Beach, CA 0; 949 7552 -6937; F; 949 762 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services CONFIDENTIAL INFORMATION DISCLAIMER This proposal contains certain confidential and valuable Information in the form of Ideas, know -how, concepts, processes, plans and trade secrets that belong to Data Ticket, Inc. In accordance with the California Public Records Act, this confidential Information shall not be disclosed outside the City and shall not be duplicated, used, or disclosed in whole or In part for any purpose except in the procurement process. Confidential Information contained in this document is noted on each applicable page or image, Serious and irreparable competitive disadvantage in future procurements could result from the release of any confidential information contained In this proposal. Please notify us Immediately, in writing If there is a request for disclosure of any confidential information so that Data Ticket will have an opportunity to participate in any disclosure discussions. The following data, furnished in connection with this solicitation, shall not be disclosed except to those who are directly Involved with the evaluation within the City and shall not be duplicated, used or disclosed in whole or in part for any purpose other than to evaluate the proposal provided. If a contract is awarded to this offer or in connection with the submission of this data, the City shall have the right to duplicate, use or disclose the data to the extent provided in the contract, This restriction does not limit the City's right to use information contained in the data, unless it is obtained under proper authorization from another source without restriction, 25G -23 Date Ticket, Inc. Newport Beach, CA 0: 949 752 -6937, F: 049 752 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services TABLE OF CONTENTS DESCRIPTION SECTION STATEMENT OF QUALIFICATIONS A 1, Cover Letter 2, Finn and Personnel Experience 3. Implementation Plan 4. Financial Responsibility (Capacity) 5. Proposal Deposit EXHIBIT C -- PROPOSERS STATEMENT AND PROPOSAL ITEM PRICING B EXHIBIT D — REFERENCES C EXHIBIT E — PROPOSERS STATEMENT D EXHIBIT F — CERTIFICATION OF NONDISCRIMINATION BY CONTRACTOR E EXHIBIT G — RESPONSIBLE PROPOSER — SUPPLEMENTAL F QUESTIONNAIRE EXHIBIT H — NONCOLLUSION AFFIDAVIT G EXHIBIT I — SAMPLE ADDITIONAL INSURED ENDORSEMENT FOR H COMMERCIAL GENERAL LIABILITY POLICY ADDENDA ACKNOWLEDGMENT I 25G -24 City of Santa Ana RFP 16 -116 Attn: Corporal Matt Wharton, Project Coordinator Attm Commander Enrique Esparza Santa Ana Police Department 20 Civic Center Plaza Santa Ana, CA 92702 October 26, 2016 Dear Selection Committee: Data Ticket, Inc, appreciates the opportunity to respond to the Request for Proposal for Automated Parking Citation and Processing Services for the City of Santa Ana. Data Ticket has been processing parking citations for over 27 years and processes for over 250 clients, nationwide. Why is now the right time to select Data Ticket as the City's vendor? We provide our Clients with the highest level of customer service, making ourselves available 24/7 to our Clients Based on figures provided by the City, the G1 is curront collection rate Is This is absurdly low and completely unacceptable We are the most stable vendor in the industry with little to no staff turnover, no change in ownership, no lawsuits, and a strong leadership team that provides over 100 years of parking experience We guarantee we will outperform all other vendors by providing focused citation processing services that are effective and efficient We provide real -time CA registered owner Information, holds and release to our Clients; no other vendor does this; we also provide real -time out of state registered owner Information via N4ETs and via direct connections to out of state DMVs Our costs are fair and transparent; we never charge our Clients for a conversion effort Over the course of the last 10 years, Data Ticket's service offerings have grown tremendously. With each enhancement provided and each new service offering available, we have consistently offered our clients world class service, technology and processing without any increase in cost. The individual authorized to negotiate and bind the firm contractually to all statements in this proposal is Brook Westcott, Chief Operating Officer. Questions regarding this proposal should be directed to Brook Westcott at Data Ticket's corporate headquarters: 4600 Campus Drive i Newport Beach, CA 92660 1 Office: 949- 752.6937, ext. 337 We believe after review of the enclosed proposal, you will agree that Data Ticket, Inc. is the most qualified partner to provide the professional, focused service necessary for superior parking citation processing and collections. This proposal shall remain valid for 180 days from the REP closing date. Best Regards, Brook Westcott Chief Operating Officer 25G -25 11Page i Data Ticket, Inc. City of Santa Ana Newport Beach, CA Request for Proposals for Automated O: 949 752 -6937; F: 949 752 -6083 Parking Citation and Processing Services 2. Firm and Perronnei Experience Data Ticket provides the highest level of services to each of our clients. We have adequately staffed each department to accommodate each and every client's needs. We do not share resources across departments; rather we have hired and maintain each department such that there is no need to share resources among departments; however personnel are cross - trained to ensure our entire staff' Is well versed in the entire citation processing lifecycle. City Personnel will have access to all Managers, as well as individuals within each Department. A Project Manager will be the City's point person for all implementation needs. In addition, Individual and group email$ as well as direct phone lines will be provided to City Personnel to ensure Data Ticket Is always accessible. Finally cell numbers for specific individuals will be provided to Clty Personnel should the need for after -hours assistance ever be required. At a hIah- Ievei. roa non elbiI tV mmnnnSf fha'rnlln MMM Intl it] lei I Id I. h�� k..............:A—A a,..i Inds ldual,; lgritrfenk of Tstts" Heather Nowlan, Senior Client t setup end maintenance Services Manager, Project Manager l and on -going User Training for the City of Santa Ana espondence Review ndance at City Council and Administrator Setup Questions Fen Brook Westcotf, Chief Operating versight Officer & Supplemental Project ncement Prloritization Manager for the City of Santa Ana unting Oversight dance at City Council Meetings hly Performance Review ction Rate Statistics / Financial Analysis nal Oversight of Operational Processes Heather Nowlan, Director of Client Services, will be the individual responsible for working directly with the City on a day to day basis. Specifically, she will be responsible for processing any request the City may have, Including providing each of the City's Personnel with unique usernarnes and passwords that will provide access to the Citation Processing System at the appropriate, requested level. In addition, Heather will be responsible for providing all user training with regard to the Citation Processing System Software. This training will be performed in person, via the Internet and over the phone. Finally, Heather will be responsible for reviewing all noticing and correspondence to be sent on behalf of the City. Brook Westcott, Chief Operating Officer, will be responsible for ensuring the IT, Accounting, FTB, Noticing and DMV Functions work properly for the City. She will also be responsible for all financial analysis required by the City. In addition, Brook will be responsible for contractual oversight. On the following page, we have provided the City with a high level organization chart for Date Ticket, All of the individuals identified on the chart work in the Newport Beach, California office and each of the Individuals Identlfled in the organization chart provided below will be made available to City Personnel throughout the life of the contract. 2j Page 25G -26 Data Ticket, Inc, City of Santa Ana Newport Beach, CA Request for Proposals for Automated O; 949 752.6937; F: 949 752.6033 Parking Citation and Processing Services Data Ticket makes available to our Clients our Data Entry Manager and Data Entry Lead, our Customer Service Manager, cur complete Adjudication Department, our complete Operations Department, our Complete Accounting Department and our complete IT Department. Of course, should the City prefer to work through a single point of oontact and a supplemental contact, we can accommodate that as well, Our goal In working with each Client is to fit their Individual needs, We do not aver axnr±rt n MIAnb a,..-1.a 6- Nana t uebsgs or business moaei. unotiph.' Yearsaf M ar'orke Flemkn Overall contract mane among Ek erlance Brook Westcott ting Contract management, kT oversight, 12 Years 7he Accounting oversight, enhancement managemant, City Council attendance Project Manager Heather Nowlan ces Implementation management, training 7 Years Kay Singh & coordination report generation Dally aporational assistance, including 20 Years Adjudication citation adjustments, DMV access, real -time DMV lookups, etc, Dally adjudication assistance, Hearing Office Scheduling and 15t Level Administrative Review dispositions Joan Conat Data Ent Dal! data ant assistance 23 Years Mariano Hernandez Accounting Dail accountin /ban in assistance 6 Years Wanda Stone Programming Dally assistance with Ehe handheld solution 9 Years chosen Jose Sandoval Customer Daily customer sorvice assistance 6 Years Service Finally, Data Ticket does not intend to use any contractors or sub - contractors to perform any of the responsibilities identified In the City's RFP, 3. Implementation Plan Our approach to citation processing is continually evolving. We have been processing parking citations for 27 years, We use our experience and expertise to continually improve our software and our services so that our partnerships with our Clients continue to evolve and grow, Our Solution is 100% web - based. City Personnel will have access to the Solution via unique usernames and password, Access to the Solution is provided at the webpage level which provides the City with the greatest amount of flexibility regarding individual user access level, In addition, specific City Personnel will have the ability to act as an Administrator of the Solution, Proprietary and Confidential to Data Ticket, Inc. 3 .P a' 'a 25G -27 Data Ticket, Inc, Newport Beach, CA C: 949 752 -6937; F: 949 752 -6038 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services maintaining user access levels for all City Personnel, Of course, if the City prefers for Data Ticket to maintain user access levels, our Clients Services Department will be happy to fulfill that role, During the life of any contract, we believe It is our responsibility to benefit our Clients technically by providing regular enhancements. Our software is living software, It Is provided as a Software as a Service (SaaS) model, Because our Clients do not own the software, it is Data Ticket's responsibility to enhance that software regularly, thereby providing our clients with new, forward - thinking functionality, Citation Management gnoroach Data Ticket's Citation Management Solution is available to our clients via a 100% web -based selutlon. We are a leader in the Industry with regard to our customer service, Industry knowledge and willingness to partner on every level with our Clients. Since we have the benefit of processing for many agencies we have the access and ability to observe and understand "best practices" In the industry and to share those best practices with our Clients, We partner 100% with our Clients to meet and exceed their needs and we expect our Clients to rely on us for our expertise. Data Ticket offers several models to meet the City's Citation Management Processing requirements. These models range from Data Ticket performing all services In -house to the City performing all services In -house to a combination of sharing or dividing tasks and services. Based on the City's RFP and the City's response to the questions asked, we understand the City wishes to provide the highest level of customer service for all types of customers while sharing in the daily responsibilities. Based on this Information, we have provided what we believe to be best practices that will provide the maximum benefit for the City's Customers and Staff, The table below represents our suggestion only of how we believa the daily citation processing and collections responsibilities can be shared to maximize the efficiency of the process, Again, all services can be reviewed individually and the City, Data Ticket or a combination of both can perform each service. The bolded Items indicate who will take the primary responsibility for the Items below: FtaitCtiorrplity, Ccty'PosonneI_ Data Ticket Performs. POrfoVMS Data Entry of Manually Written Citations No Yes Automated Electronic Transmission of Citations Yes NA Real -time automated re istered owner retrieval No Yes Generation rintin and sendin notices No 'yes View photos, videos and voice recordings of citations in Yes Yes the format In which the are sent Automated Ball F'scalatlon No Yes Automated management of the FTB and Delinqueni No Yes Processes Place citations an adjudication holds and scan all Yes Yes supportin documentation Enter 16 Level Dispositions Yes Yes Send all Adjudication Letters No Yes Schedule 2" Level Hearings Yes Yes Enter notes to be viewed b IV the City and Data Ticket _ Yes Yes Handle Customer Service, including IVR and live, bi- No Yes lingual customer service phone lines Proprietary and Confidential to Data Ticket, lnr,. 4 1 P a g e 25G -28 Data Ticket, Inc. Newport Beach, CA 0: 949 7526937; F: 949 762 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services doh -Level Plan Data "Picket Is well versed In both the Implementation and conversion efforts associated with parking nttatlons. We believe we ere the only vendor who Is well equipped to handle the processing and collection requirements set forth in the City's RFP. We will convert all of the City's data at no cost to the City. Prior to an Implementation, Data Ticket recommends a series of meetings to define when each notice will be sent, when each penalty will be added, and all other business rules that will be adhered to through the citation processing Iffecycle, Our Solution will use this Information to process the City's citations smoothly and effectively with as little human Intervention as possible. A high level functional Implementation plan has been provided below that outlines the tasks the Cit and Data Ticket's PrOlect mans tiers should revlew riot t o m I I Task amemation. n iTim®-me Data Ticket is selected as the vendor of choice for the City Week t Cit 's citation rocessin and collection services f�i Contract reviews are complete and the contract Is signed & Data Week t and a roved by City Council ket Termination letter is sent to prior vendor outlining a test The City & Data _ Week 1 conversion file and a final conversion file timeline Ticket Perform introductions of the key Individuals at both the The City & Data Was 1 City of Santa Ana and Data Ticket, including: Ticket Accounting - 0 erations - Data Ent -A peals Provide and submit Diviv pare code reassignment The City & Dafa Week 1 paperwork Ticked Provide OR( or obtain S -ORI Paperwork The City Week 2 Discuss and agree on handheld solution options The City & Data Weeks 1- Provide the following to Data Ticket: Ticket The City & Data 2 Week 1 Bail schedule & penalty increments - Officer list Ticket OR City's Location list -Copy of a manually written citation oxistin9 vendor & .Copy of an electronic citation Date Ticket Approve Parking Citation forms The City & Data Weak 2 Review the Invoicing practices set forth by Data Ticket Ticket The City & Data Week 3 Review the City's standards for Customer Servlca Ticket The City & bate Week 3 Ticket Prior vendor to provide Data Ticket with sample Prior Vendor _ Weok 3 conversion file and definitions Review file and seek clarification on outstanding Data Tlcket Waslt 3 uestions; execute test conversion effort Weekly conference calls to discuss progress of account _. The City -& Data Weekly seta Ticket ReMW available reports for month -end and Invoioe The City.& Data 157 Invofce details Ticket Month Receive final conversion file a Ticket Weak 6 Signcff on conversion data �Th.T�Jlt,& Dataeeks 6- lcket 7 Proprietary ., ..._. . and Confidential to Data Ticket, Inc. 25G -29 51Pa,rye Data Ticket, Inc. Newport Beach, CA C: 949 762 -6937; F: 949 762 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services Data Ticket's IT department expertly converts date from other vendors to our 100% web -based system without issue. We will work with the City's current vendor to convert the data into our system in a timely manner. Trainlna Training of City Staff is extremely important In order to gain full acceptance of the Solution. We have provided a high level over -view of the on-site training at the City's location for all users of the Solution, This overview will be customized to meet the City's exact needs. Our Project Manager and the City's designated representative will agree on the logistics required of the training to be performed. Specifically, we will identify the number of individuals who will require training, the types or groups of individuals who will require training and the type of tralning required. For example, Finance may require training on a subset of the reports offered, while the Officers may require training on a different subset of the reports offered. In addition to the types of training offered, we will work with City Staff to determine which type(s) of training are required: (i.e. In-person, Internet, user manual or specialized), Data Ticket will rely on the City's staff to support the training efforts by: ■P Aiding the Data Ticket Project Manager in defining the number of and types of training sessions to be held Mf Aiding the Data Ticket Project Manager in defining the Individuals for whom tralning wlII be performed Providing feedback on each training session Once the initial training plan Is mapped, we will begin to execute the training sessions, V0 6g or66 oafTra ni:n Duraflon Porm�t . Supervisors Ove"'Iew of - 2 hours In Person Website usage forcltaticn processing Payment acceptance Receipt generation Keying of manual citations Payment Plan processes NSF processes Credit card acceptance Reduction of fees Void /Dismissal of citations Partial payment acceptance, If applicable Refund processing Re ort Lenerallon Cashiers / Front Overvlew of,, 2 hours In Person Office Staff Website usage for citation processing Acceptance of payments Noticing /Penalty timeline review Handicap citation review Adjudication system review Report generation Proprietary and Confidential to Data Tlaket, Inc. 25G -30 61Paga Data Ticket, Inc, Newport Beach, CA C, 949 752.6937; F: 949 752 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services Tratntrn 4 �rw �u T a of Tratrrfng 10arratparr Farm t Customer Service Ovorvlew of° 2 hours ' In Person (Adjudicakion Websft0 usage for citation processing Acceptance of payments Noticing /Penalty timeline review Handicap citation review Adjudlcatlon system review Report generation Generation of judgment Generation of disposition letters A aal Schedulin Enforcement Overview of.° - 3 hours In Person Usage of the handheld units Usage of the soofflaw, reports Usage of the permit reports Chalking capabilities Report generation Usage of meter messages Transfer of files Website use a for permit processing In order to provide the City with a detailed work plan including action items, responsibilities, deliverables and dependencies, we have provided a Microsoft Project Implementation Plan that has been collapsed to provide City Personnel with a high level understanding of the timing of all aspects of the Implementation. This work plan will help guide City Personnel and Data Ticket to a successfully implementation in less than 8 weeks. Data Ticket will be responsible for maintaining the work plan and for ensuring the Implementation is kept on track. The work plan has been provided on the following page for the City's review. You will note this work plan has been collapsed so that not all details are provided. The dates provided In this work plan have dependencies bull(in such that if tasks are completed faster than the allotted time, the entire plan will shift to an earner completion date. Data Ticket has converted citations from the City's current vendor and is well versed in the conversion of data as well as the entire implementation process. We will move as quickly as the City allows such that the entlre process could be completed In as little as 3 weeks or could take up to under the 8 weeks identified. Proprietary and Confidential to Date Ticket, Inc. 25G -31 7ipage Q4. .e id N N np am �^ G �O rU arr � a y� t° h 0) h C � � N � �rn C1Z0 25G -32 c� ro CL S l P� SID N.y (cN+.{. [M. gN�m'[�N:�i ryryN N�m^,ry ryrymhLNh. yYM1hh �q+ Y�?hM ,may FF'F'HNOW' S.a� yyp�p''yyjj jjyy���QjQj��yjjy CC��Spp'�••5�� ��y�py�pypy�p'a SS'.7i.° �$5 EEpp 3A :$i°F li��g'. j 6 p yyyg h q .� E °�2 gg 5 $. Cp �E �3 E a 3 R All !:@ a Alai, a� H May Nall u3 25G -32 c� ro CL S Data Ticket, Inc. Newport Beach, CA 0: 949 752. 6937; F: 949 752 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services Scope of Services Data Ticket has read and understands Exhibit A — Scope of Services. We also understand the City has requested we stick with a 20 page maximum In this section. To meet that requirement, we formally accept the City's Scope of Services with no exception. Below and on the following pages we have pointed out enhancements to the City's Scope of Services that we will provide as well as areas of additional services offered. S2rvice Differeatiators Data Ticket offers a unique set of processing capabilities that set us apart from our competitors end provides our Clients with an effective, efficient process for managing parking citations: 0 Access to the Solution - Data Ticket's Citation Management Solution is 100% web based, The entire system is accessible using a username and password. City Personnel with access to the Internet and a web browser may access the system using a unique username and password that will be setup during the implementation phase. In the event new individuals require access to the system or individuals with existing access need their access level modified, Data Ticket will update the access levels the same day the request is made at no cost to the City or the City will have the option of having a Client Administrator who is a member of City Personnel who will have the ability to manage the City's users online. This feature is available through the "Maintenance" menu Item on our website and can be seen on the following page in the screen shot provided. Access to our Citation Management Solution is granted by a citation number, notice number, vehicle license number and state, name, or VIN. Data displayed once a valid search criterion Is used is: X All citation level information that was entered on the citation, including VIN ?t All photographs, videos and voice recordings taken at the time of the citation issuance and transmitted to Date Ticket Current status of the citation, provided in bolded text a8 DMV inquiry date and hold and release information and dates, including registered owner information, with address and registration expiration date X Delinquent notice history, including date sent, date due, address sent to, registered owner, make of the vehicle, and amount due X Adjudication history, including date the citation was placed on a review and hearing hold, date hearing was scheduled for, date hearing schedule letter was sent, judgment, date judgment was entered, date judgment letter was sent, disposition Information, hearing officer name, complete appeal description, images attached as part of the adjudication process and a complete description of the reason for appeal If the appellant appealed online Payment information, including payment type, payment received date, check date, check number, deposit date, payment location, amount paid, and returned check date or credit card charge -back date Penalty history including penalty date, penalty amount Registered owner information as provided by DMV, including registration date and any names listed on the registration, VIN, make and model All phone notes as entered by our customer service representatives and any other personnel who have a username and password X The number of citations for each registered owner and the number of citation issued for each state / plate ,it Vehicle registration history X A complete audit trail of the citation, including a usemame and date for every transaction 9i Page 25G -33 Data Ticket, Inc. City of Santa Ana Newport Beach, CA Request for Proposals for Automated O: 949 752 -6937; P: 949 752.6033 Parking Citation and Processing Services X Citation simulation for reproduction and printing at the City X Scanned images related to Adjudication, payment backup and other matters The Citation Detail webpage screenshot provided on the next page provides the user with real -time information regarding the citation, including all the items mentioned above. In addition to those items, you will see many date fields are underlined. These fields are actually hvoerlinked so that by clicking on them the user will be taken to a pop -up that details more information about the specific data. PROCESSING CENTER ckns a .�Nt ai /gU1lQ PAW U, f.11 G+mlaminfxara7on' .� _ _' um�P°^xt&6�t EY.UroL.m4v . . C -IS WM 5 me tl'M Y .. t«xayuz ueo-mt Yt6U 1..+o�si^Pt .z:,ml[kg,pt a.,zs_ x- o.,:1mc +: nsm P[ANnfr eher€a; rnFggsi�a >. ::asu,ea!rs;r�s:el � g, .. MP+A1,NrAM�i ; e ` brltb5 xw u {is 'p 1 4�9v Po+a9a _ _ n ra. Cexe. c.x.. v _awvie u„n� USG X,p. kk:`p,k _,xtu. {iiNn Oautdn t:ia1C4. I14fiD 64Di %#p9 E[d£ASC sommwc av -tln4 YWU05rnY 4Y eXg3;p,iC, 4 dPxim�+w, liaw'6d:r�/.' Y`AtaYAk f (i (UIk1P. 'S `... {hlMeS,P&K2MPAdN + tk IG�� Da(ia5 � r[zr. I -01 @tlffi NI£I }f'CFPI'Ri U6. Lp pVR9l b16 4 Nenia!„1ry G St P9YRxmX tuMmalmd�; _ - eL c .<ti.N P !4N the X -r b , aJO -m1c s sa.a x arfi+ x �assu h ?V e:I tb (ro¢trYa vXx� F -1131 y.ryxvt!(% Iw ar o.xme atMIMs ,xw.ws.k ttia .. MP NE inIUiN ANA ':... ., Grs {xn,�ors ra,.auem a!+nru rt „ ».0 ' 1a1Y:o1s xo:wm..m:la o•fr xx v:an o-.,en <a x:x,.rtv,arx a+n„ur :xna•`rirs mrv:arm,"�.em ex Y„pn o-{va¢pra xwce mn m. ,�,a,m a:raa o,,.arrom,mr ' opYL31i amM lu Ct flhWEy CmmU'n iC ryn[eMt avbfrxbik FaP*MtTn{f trtime pm.wsq.¢x eqe 91fab.Fitr n: M, 6i0NxOrYrc UV.ment UI {ati$UIO Yi.Flentt:( 6:Igxi 4ilix atnneq fi�VeRPIE vea leaury m,w lqq_ firms M b ¢W N fL9 vrRm CaMM.i H As you can see, the following fields are hyperlinked: .9 This person: $0.00: When clicked, this field displays a pop -up box that lists ail citations issued to this person, the date of the citation, the plate to which the citation was issued (which may be different from the plate on the current citation), and the amount owed on the citation. X This plate: $0.00: When clicked, this field displays a pop -up box that lists all citations issued to this license plate, the date of the citation, the registered owner to which the citation was issued (which may be different from the RO on the current citation), and the amount owed on the citation. X Responsible Parking History: When clicked, this field displays a pop -up box that lists prior registered owners, responsible parties, lessees and renters associated with the citation. X Vehicle History: When clicked, this field displays a pop -up box that lists the vehicle information provided on the citation and the vehicle Information returned from the appropriate DMV. X Payment Plan: When clicked, this feature provides the ability for the user to enter a payment plan for the citation Proprietary and Confidential to Data Ticket, Inc, 10 1 P a g e 25G -34 Data Ticket, Inc. Newport Beach, CA 0: 949 752 - 6937: F: 949 752.6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services X Notice History: When clicked, this field displays anew tab that displays the front and back of the actual notice sent to the registered owner. A copy of each notice sent is associated with each citation so City Personnel never need to request a copy of a letter sent on its behalf In addition to the above - mentioned fields, our Solution also displays all Adjudication Letters via hyporlinks so City Personnel can see the actual disposition letters and hearing schedule letters sent on its behalf. �! Data Entry of Handwritten Citations — Data Ticket electronically scans all hand written citations so they can be easily located should our clients ever request a copy, This exceeds the City's 2 year requirement for storing such citations. rb Automated Transfer I Upload — Our Solution utilizes either a data plan to transmit citations or the City's secure wi•fi. In either case, citations and their corresponding videos, voice recordings and pictures are uploaded automatically without any human intervention on Data Ticket's side and, depending on the method of transmission selected by the City, with or without the Officer's intervention. ♦ Registered Owner Name Retrieval -- Our ability to obtain RO information is performed via a real -time connection with CA DMV. In addition, we make a minimum of 5 attempts to obtain a registered owner from all DMVs. We make multiple attempts because if a registered owner is not obtained, the City is left to hope the registered owner pays off the windshield. Because no notices can be sent without the registered owner Information, this leaves little opportunity for collections. Your current vendor does not offer this service. Out of State Registered Owner Retrieval from State DMV — In 2012, Data Ticket decided to provide an additional level of service to our Clients by obtaining a strategic partner status with NLETs. NLETs provides Data Ticket with out of state registered owner Information for those Clients that have an FBI assigned ORI or S -ORI, your current vendor does not offer this service. DMV Registration Holds I Releases — Our ability to place CA DMV Holds and Releases is performed via real -time connections. in addition, Data Ticket makes a minimum of 5 attempts to place a DMV Hold or Release on a California DMV Registration, which increases collection rates for those individuals who will pay for their citation when registering their vehicles. Your current vendor does not offer this service. 0$ Administrative Hearings — Data Ticket provides to our Client's Hearing Officers to access our Solution to enter their disposition($) directly into the Solution, saving time and costs. 1* Payment Processing -- Data Ticket accepts Visa, MasterCard, Discover and American Express. In addition, we offer the Lowest Single Transaction Cost for Credit Card Use — Data Ticket has always charged the Public a single transaction fee, regardless of the number of citations paid in a single transaction. This is not the case with other vendors who charge exorbitant fees for the public to pay their citations online. We charge the lowest Fee of any vendor in the Industry, Including the City's current vendor. Call Recording — Our Solution utilizes a call recording application records all inbound and outbound customer service calls as digital recordings that can then either be emailed or placed on any form of media to be sent to our Clients. FTB Collections - Data Ticket offers the most comprehensive California Franchise Tax Board interface for the Interagency Intercept Program for advanced collections in the Industry and has done so for the last 16 years. 4 Staff Availability . Data Ticket also makes available to our Clients our data entry manager and data entry lead, our customer service manager, our complete adjudication department, our complete operations department, our complete accounting department and our complete IT department. Of course, should the City prefer to work through a single point of contact with a supplemental point of contact, we can accommodate that as well. Our goal in working with Proprietary and Confidential to Data Ticket, Inc, 11 P a g e 25G -35 Data Ticket, Inc. City of Banta Ana Newport Beach, CA Request for Proposals for Automated 0: 948 752 -6937; F: 949 752 -6033 Parking Citation and Processing Services each Client is to fit their Individual needs. We do not expect a Client to mold to our processes or business model. Online Notices & Adjudication Letters _ Data Ticket moved to a noticing vendor over six years ago because we wanted the ability to provide our Clients the option to print and reprint notices and letters that are sent to customers on behalf of the City, This enables our Clients to confirm the address to which each correspondence was sent and It also provides our Clients with the ability to see an actual copy of correspondence within our website, Our noticing vendor provides each correspondence to Data Ticket via a PDF. This PDF is then stored on a server that's sole purpose Is to provide access to each notice sent. When a Client is viewing a citation record in our system, each notice number is hyperllnked to the actual notice sent, 4 No Increase In Fees Data Ticket does not rely on a CPI charge that Increases our costs annually. We maintain the fees agreed upon our contract unless the services are changed or postage Increases. This is beneficial to the City because it eliminates an increase in annual budgetary costs. of Flexible Adjudication Processing Data Ticket provides the capability for our Clients' citizens and visitors to request reviews and hearings online and provides the option to attach up to three supporting documents. Our system allows customers to complete the necessary forms online and send their supporting documentation real -time, thus expediting the process and ensuring the citation has been placed on hold in a timely manner. ■! Extensive Noticing - Data Ticket sends up to 5 notices including: 1 daily /courtesy notice and 3 delinquent notloes, plus 1 FTB notice for parking citations, Often times other vendors will state they do "special collections "; however, that does not involve sending out 3 -4 notices at no cost to the City nor does. It Involve any customer service. This means the City will often see a "hand- processing" fee or other type of monthly charge. Correspondence Processing — On the following pages we have provided a sample of our Courtesy Notice as well as a sample of our Fled or Drive Away notice, The Courtesy Notice is a notice that is required by CA DMV for citations that are unpaid prior to attaching any penalties. The City currently refers to this notice as a Delinquent Notice. Proprietary and Confidential to Data Ticket, Inc. 25G -36 121Page Data Ticket, Inc. Newport Beach, CA 0: 949 752.6937; F: 949 752.6033 Sample Courtesy Mill � ill 115120074 0979.1 anon rocesstng Center F.O. Box 140.79 NawPon Beach. CA 02858-0478 DITDILai XIJTC mm 111 0.4 .04aJP399a pe.il0:.�9.tWT1 139211 Itfilllfp1111r6d)Hpgalri Jlat 'fill'I'atlillhi'uaallitilii s r W� IF YOU RECEIVED THIS NOTICE IN ERROR - SEE THE REVERSE SIDE notice. City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services k R vehWiII n 'm Plot./VIN, State: Make: JEEP NOTICE DATE: 03119114 AMOUNT DUE: $39.00 ,! I n I. Sendoheckormoneyonte e, NOCASH. USrurdsoniy., 2. Pant ckation numhernnycNrpaymant. 3. vTo4ndmeprmont gt Harr the ketWm PO+tlon a /mis natica nih y0urpaym /nL 4.. Failurato wlpond ari8 raecl$aLthatoss ofyow t�ht {a ayplal. as follows: 1) Pay the parking citation Indicated below online at www.CftationProcescmgCentar.conr OR by malt at the address indicated below OR by telephone at 1800989.2058 2) Fite, an affidavit of non.tlabi[ity lose reverse) 3) Appeal the parking clfolon Your payment or appeal most be received no later than 14 days from the DATE OF THIS NOTICE. To Submit an appeal, provide a written explanation online at vnnv.CitationProcescaliCenter.com or send by mall to: The Issuing Agency, CIO Citation Processing Canter, P.O. Box 11024, Newport Beach, CA 925585016. THE OMV MAY WITHHOLD RENEWAL OF YOUR VEHICLE REGISTRATION IF YOU FAIL TO RESPOND[ Vehicles with 5 or more citations may be impounded Or Immobilized pursuant to California Vehicle Coda Sections 22851($)(1) and 2201,7. For additional information please visit wvrw CBatfonPrdcessingConter.cont or Sag 1,800.9892D58 and revlew the bock of this notice. 0924114 20.81b, 5:45 Pat TOTAL DUE NOw �I�IIIIillll�lllllll�llll DUE AFTERD4102714 DUE AFTER 04P16M4 Aeonvenienceiaemayha applied 4079.1 DO NOT SEND CASH. WRITE CITATION p ON PMT MAKE CHECK OR NIONEY ORDER PAYABLE TO: 13Viea ©MasterCard LJOBcovaY IIAmedcan Hxpross Number Exp._,_,_Tip Code:_„__ Phone 02Yl41t4205=170 39.80 Proprietary and Confidential to Data Ticket, Inc. 25G -37 ° 4d' tnnhfhrvlu4141f ,a•l[h °i'Idr,inpaal'4nnlh' r on .acing Cantor P.O. Box 10470 Nevrpert Beach, CA 02858•D479 $3S:00 131Pag6, Data Ticket, Inc. Newport Beach, CA 0: 949 752 -6937; Ft 949 752 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services Sample Fled / Drive Away Notice In addition, Data Ticket sends "Drive Away" or Fled notices on behalf of our Clients. Below, please see a sample of such notice, OAPORAT� aunea4T -.1 340$$110$1 111 tlJaI1414tgtuPpyrq�lllt�l9nl�utngnprpq ,yaw 6ARAEN 6fidVE CA 82245 MAILING DATE: Io124/2016 ,I Description ,'_:Datali Citation Numnen Milan Date a. Time: 10120/2016220:00 PM ucen06 Plate Of VIM: Location GAVIOTAAVE Amount: $50.00 Thin parking citation Is being mated to you In accordance with C.V,C. secsonA0202(Q, Which reads: 11, during the Issuance of a notice of parking violsdon, without regard to whether the vehlots Wao INVOIN Attended or unattended, the vehicle to sheen away prior to attaching the notice to the vehicla, the issuing officer shall 614 the notice with the pmcessfng agency, The processing Agency $halt mail, tivithin 16 calendar days of Issuance of the noflct of parking violation, a COPY Of the notice or transmit an electronic facsimile of the no0te to the registered owner. Citation most be paid of contested With the City of Long Beach within 21 days of the issuance date. On@Miono may he directed to the Parking Citation Section at The City of Long Basch Vyabeita- Vmall. Mall. Phone - in Parson - Thank you foryour Immediate attemlon. 4 Report Generator -Data Ticket provides our Clients with a custom reporting tool called Report Generator that allows our Clients to create custom reports based on nearly every data field in the database. In addition, our Clients can save these reports and share them with other staff within the City, Your current vendor does not offer this service. Below, we have provided the City with a view of the Reporting Home page that displays citation statistics in a graphical manner for our Clients. As you can see from this screen print, Proprietary and Confidential to Data Ticket, Inc, 14 1 p a g e 25G -38 Data Ticket, Inc, City of Santa Ana Newport Beach, CA Request for Proposals for Automated O; 949 752.6937; F: 949 752 -6033 Parking Citation and Processing Services a drop down box Is provided in the top right corner that allows the user to select the month that he /she wishes to view. In addition, this screen is configurable to display a variety of statistics. W, :aBaris: �. PaYm*"n5 Nefand¢� tWPdisUau �Pmwdnc Pomof! nlan,mano � {Mtan .. �<�,,.. a iNry z¢ € III x ° (fix( tax s p i . Below, we have provided a screen shot of our "Report Generator" capability. This capability provides our Clients with the ability to select a "Standard Report" from the table on the prior pages and set Optional Criteria, as well as drag and drop Report Columns Into and out of the Report. If you choose, you can also start with a "Data Collection" and create a totally custom report. [ZQC#At10N PROMSM MIER 24siv+a5Virtm:ettpgq ga%:nal [rnxn. knw✓5 Y.+Y.rm�x #e.q.:a.. .. 9ev a;ry 1e. a ... ..w.R. S.. smarm n Proprietary and Confidential to Data Ticket, Inc. 15 i P a d e 25G -39 Data Ticket, Inc. Newport Beach, CA 0: 949 752 -6937; F: 949 752 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services Once you have created the report you would like to run on a regular basis, you can delete the report, clone the report or share the reports amongst co- workers or you can simply save the report to your "My Reports list as depicted on the following screen shot: ON PRQCESSING CENTER -r s- -s 0 ,, yy avnii kcyrtP N+>robms9 - vm'p01i .. to *A.W ' rt" Pam :;.tR.rdn?£§m ea; � d� i J Fy, 1<a4nq YR@ /3414 gggq ; yyy @, 14,0]411 E Y•ONy rub, r /]e[ga14 UAM rv,� �hy 0I9vi3 AN h P T(9 Yxti dtlln. PVllul,upua Ntntgns ....... c. tF3B . G9ISIry 2ltatun YflN 11�i3PVN � GiQbt #.fitlRlS YFIattPotl dHvZanll wYaNfna /"jb[3813 Um Vp lltm Nauadbra iA6tatetxatiwasnct 3'2h.VN 9 dayf. th+� UI>iia"t Ni1ed cn fFy �W i arum enro.3liWauon� tbnlhtaNanrye wexroi mdn w NaI+Y[30 dnyu W,i:Ya cnnmx w „ney,�i Po,y rxianwrtPOm xy >m.,,z6« 4naj gt n Earuf C4a,brty wnMaapalJ. 11,11 m Pw N rM furAl m.iiq amowf, (L yi. Pba an CMngeatie µa pa3ya I iwmbu oM¢rpplwylTrt,nOra n.wmmex ro,..Nx mni�.. 4 Issuance Mapping — Our Solution has the ability to track the issuance of citations and display that in map format to understand what types of violations are being issued and where they are being issued. An image of this feature is provided below. As you can see, the map displays violations by color and provides the ability to zoom in and out of a particular area, as well as to click in a citation and have it take the user directly to the citation in question. CM W4” N3 i� } PROCESSING CENTER �,,..,. •� ;�x,. �,c @i �& �V=Y µ g i w $td I li Proprietary and Confidential to Data Ticket, Inc. 25G -40 161Page Data Ticket, Inc. Newport Beach, CA 0; 949 7626937; F; 949 752 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services 4. Financial Responslbflity iCapacltyl Data Ticket Is privately owned and operated; we have nc loans or debt, All of our hardware and software is 1DD% owned, maintained, supported and upgraded by the company, we outsource nothing. In summary, we are fiscally conservative and financially sound, consistently planning for the future and ensuring that our research and system upgrades keep us at the forefront of the industry and provide our clients with fully tested, stable, leading edge technology and services. Below, Date Ticket has provided our most recent audited financial statement, evidencing our financial capability to fully perform the required services, Including provision of equipment and personnel expenses ova a ninety (90) day period. We respectfully request this Information remain confidential. Data Ticket, Inc. Balance Sheet As of December 31, 2016 p4cMw gwr.w,wi:wY.w A5SET5 Current Asaats Chaok)nglSavings Total Checking/Sayings Total Accounts Reasivahle Total clthor Currolit Assots — Total Current Aasots TOTAL ASSETS LIASILIT125 & EgUITY Llohllftlos Tot11 Currant LI1GUItlos T401 1.101111160 — Total Equity TOTAL WASILITIE9 & EQUITY 5, Proposal Deposit On the following page, Data Ticket has provided a Proposal Deposit via cashiers Check in the amount of 5% of the total proposed annual contract amount from the proposal Item pricing, Proprietary and Confidential to Data Ticket, Inc. 25G -41 ........... . 171Page Data Ticket, Inc, City of Santa Ana Newport Beach, CA Request for Proposals for Automated 0: 949 752 -8537; F: 949 752 -8033 Parking Citation and Processing Services SECTION B: EXHIBIT C — PROPOSERS STATEMENT AND PROPOSAL ITEM PRICING Below, we have provided a signed copy of Exhibit C. In addition, as was Instructed in the issued Addenda, we have provided a cost proposal on the following pages. EXHIBIT O CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR AUTOMATED PARKING CITATION AND PROCESSING SERVICES PROPOSERS CERTIFICATION and PROPOSAL ITEM PRICING Certification • I Certify that I have read, understand and agree 10 Ura terms and conditions of this Request for Proposals. I have examined the Scope orServlcee (Exhibll A) and am ramillar VUh ille scope of "rk luestluns. I,, familiar with all the existing Conditions and limitagon that may Impact v nk requests. I understand and agree that f am responsible for re purring any errors, omissions or discrepancies to the City for clodfieallon prior to the submission of my proposal. Proposal lima Price - Pdcing shall be based an an f l?004VCost, time and materiels basis - see narralivo) for sarvfces described In Exhibit A. Fee must be Inclusive Or Ml costs, Including but not limited Ic, duW and indirect costs forlabot. overhead, Incidental supplies, travel, mileage, and fuel. Any special motorists will be purchased by the contractor only after discussed and authorized by the City projects manager or designee In Vatting. (� _ �at�nded.ceBWAdd- !.anew- aedal} 1 I Data Ticket, rac. (tA19) 7SZ-6 oxL 337; (9d9} 753 -6033 LEGAL. NAME OF COMPANY PHONE AND FAX NUMBERS 4400 Campus Drivt. Suitt 206 Newnor1 peed,,. CA 42660 BUSINESS ADDRESS Brook Westeett CfiicCOpCratfna Officer PRINTED NAME OF AUTHORIZED AGENT fiITLE 93- 1010811 NA FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUM6ER (IFAPPLICABLE) City of Santa Ana —Antnmalad Par41n0 Citation and Processing Services (RFP le -118) Proprietary and Confidential to Data Ticket, Inc. 181 p a g e 25G -42 Data Ticket, Inc. Newport Beach, CA 0: 949 752 -6937; F: 949 752.6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services Fee Description — High Level: On the previous page, we have completed the Exhibit C per the City's request, In addition, we have provided a total estimated cost below for each of the 5 years of the contract based on the cost proposal we have provided on the pages that follow. Many of these services have been marked as optional; however, we strongly encourage the City to think about Incorporating some of these features. Given that based on the numbers provided during the City's RFP process the City's current vendor is only realizing a 74% collection rate, we strongly urge the City to look at the manner In which we process parking citations, including the use of delinquent and FTB collections as well as our ability to acquire out of state RO information and the number of attempts we make to obtain RO information compared with the City's current vendor, A 74% collection rate is simply unacceptable for any City, let alone the City of Santa Ana, We do not have a single parking citation processing Client that has a collection rate in the seventy percent range. In fact, we do not have single parking client with a collection rate below 84 %. That is a full 10 percentage points. Simply using the City's numbers provided, if we were able to moot the lowest collection rate we currently provide, we would add more than $500,000 per year in revenue for the City of Santa Ana and that does not include the reduction In expenses provided below: pessrlptbers n Cost .Parking Citation Processing - Handwritten Parking Citation Processing - Electronic 1st Courtesy Notices Ind Notice Optionah Rd Notice Optional: 4th Notice Optiional. 5th FIB Notice Optional: 19 level Adjudication Hold - Scanning and Upload Optional: Tat Level Adjudication Dispositions :1st 14VQI Adjudhelion letters Optional: 2nd level Nearing Hold ^Scanning and tiptoed Options(: 2nd Level Nearing Scheduling 20d level Nearing Letters 'optional: Nearing OHImrnme Payment Processing CrehtCard Convenience fee ESN Acslusition ;Optional: no Collections but of State collections !Opliunall Delinquent Collections Manoallly,ecLen citation scanning Optional: Additional letters 'Indicates Optional S.,he Unit Est. Subtotal A,btotal ;ubCOtal 9ubWtal Subtotal .quantity Year$ yeah Year$ Vesta ye S $ 0.40 Each or - $ $ $ $ $ S 0.25 Each 85,659 $21,414.75 $ 21,424,75 $21,414.75 $21,4105 $2L414,75 $ 0.70 Each SIMI $4.3,201.70 S 43,281.70 $4d,2s1 -70 $43,291.70 $49,281m $ D,n Each 1,12$ $ 1,1211,28 $ 1,124.28 5 L124.28 $ 1,124.28 $ 1,124.28 Included in nellnquent GOilednens Fee Each UNK $ - $ $ $ - $ - IncludedinDellnquentCollodion ,Pee Each UNK $ $ $ $ $ , Included In no Fee Each UNK $ $ - $ $ - $ , $ 0.50 Each SX9 3 2,50450 $ 2,384.50 $ 2,584.50 $ 2,764.50 $ 3,564.50 S 0.95 Each 5,297 $ 5,032.15 $ S,n$225 $ 5,0$115 $ $,032.15 $ S,032.15 $ 0.72 Each 5,247 $ 3,813,84 $ 5,81184 6 8,813.84 5 3.81334 $ 3,81334 $ 0.50 Each UNK $ - $ $ $ $ Included Each LINK $ $ .- $ $ $ $ 0.72 Each UNK $ - $ .. $ $ S , See Description Each UNK $ $ $ - $ - $ Included Each UNK $ - $ - $ - $ g - Chaagedtotheduzen Each $ . 4 $ $ $ - included Each UNK $ $ $ g $ , 15% Total Paid UNK -$ $ $ - $ $ _ 20% Total Paid UNK $ $ $ $ $ _ 20% Total Paid UNK $ $ $ $ $ - Included Each UNK $ - $ $ $ $ - 8 GM Each LINK $ - $ . $ _ $ S $77,231.22 $ 77,293.22 57$2 .23.22 $77,331.22 171,231.12 In an effort to provide further information and complete transparency into the services Data Ticket offers and the costs associated with those services, we have provided a detailed description on the following pages of each service proposed. Proprietary and Confidential to Data Ticket, Inc, 19 ( P a q 25G -43 Data Ticket, Inc, City of Santa Ana Newport Beach, CA Request for Proposals for Automated O: 949 752 -6937; F; 949 752.6033 Parking Citation and Processing Services FOG Description — Detallm Below and on the following pages we have provided a detailed description of the services offered by Data Ticket, Some of these services are marked as "Optional" as the City may choose to use them or not. Manual Parking Citation Processing: $0,40 Services for the above- mentloned (toms include. • On -site data entry of manually written citations performed within 48 hours of receipt • On -elte quality assurance verification of manually entered citations • Scanning of all manually written of lens onto our network for storage and ease of retrieval • 131-monthly shredding of manually written citations Electronic Parking Citation Processing: $0,25 Services for the above- mentioned items include. • Automated citation transmission into Data Ticket's Citation Management Solution 24/7 • Automated confirmation email detailing successfully transmitted citations • Automated transmission of photos attached to citations Courtesy Notice: $0,70 Services for the above - mentioned item Include., • Semi - custom Courtesy Notice that is printed on an 8 ^/x x 11" place of paper with a perforated tear -of payment stub provided in a window envelope sent to the registered owner of a vehicle • All notices are attached to the citation online and are viewable via the web • All notices sent via 1 "r Class Mail • All notices include a return envelope in which the responsible party may submit payment • This charge is only incurred if the Individual does not pay off the windshield and a notice Is sent to the Individual as a result Out -of -State Collections; 23% of revenue collected • This fee will cover all expenses associated with obtaining out -of -state registered owner Information and will only be due when a citation is paid Data Ticket Is a recognized Strategic Partner with NLETs and we are currently utilizing the City's and our ORI • This fee is not combined with any other contingency fee. For example if a citation Is railed to a delinquent status, only 23% of revenue collected will be charged • If Data Ticket does not collect on a citation that Is issued to an out of state plate, the City does not owe this fee. Delinquent Collections (Optional): 20% of revenue collected • This flee will be assessed when a citation is ninety (90) days past the citation issue date, assuming a first notice has been sent to the registered owner and the citation is not on hold for any reason • Three Delinquent Notices will be sent to the registered owner at no cost to the City • All notices are sent via First Class mail and all notices are printed on an 8 % x 11" sheet of paper and folded Into a window envelope; in addition, a window envelope is provided for the recipient to return payment • All notices are attached to the citation online and are viewable via the web Proprietary p ry and Confidential to Data Ticket, Inc, 20 1 P a g e 25G -44 Data Ticket, Inc, City of Santa Ana Newport Beach, CA Request for Proposals for Automated C: 949 752 -6937; F: 949 752.6033 Parking Citation and Processing Services If Data Ticket does not collect on a citation that Is delinquent, the Agency does not owe this fee Notices will be sent via 1 st Class Mall, and Data Ticket will be responsible for the cost Incurred and all customer service and payment entry If the City prefers to continue with Its current processing timelins and not use Delinquent Collections, we have provided a cost of $0,72 per notice for each 2nd notice sent. Franchise Tax Board processing SSN Lookup: $0,00 per SSN W This fee will be assessed to lookup a social security number associated with a particular registered owner and address • This charge is charged per unique SSN, not per citation FTB Collections: 16% of revenue collected o This fee Is charged if a citation is paid at the Franchise Tax Board S This charge Is not combined with any other charge; for example if a citation is rolled to delinquent status and paid at FTB, only the 15% of revenue collected will be charged a Data Ticket will send an FTB Notice to the Customer as required by the Interagency Intercept Program; this notice will be sent via lid Class Mall and will be sent at no cost to the City • All notices are attached to the citation online and are viewable via the web b Data Ticket will pay for the Agency's cost to participate In the FTB program; annually, FTB will send an invoice to the Agency for the number of debts placed at FTB; the Agency will simply provide this invoice to Data Ticket and Data Ticket will pay It in full i If Data Ticket does not collect on a citation that is at FTB, the Agency does not owe the collection foe Adjudication: 1st Level Review Hold & Scanning of Review Request (Optional) $0.50 per citation * Data Ticket will review all documentation received by the Appellant and determine whether the request received within the required timeframe If the request was received within the required timeframe, Data Ticket's Adjudication Department will place the citation on an Administrative Review Request Hold and scan all received documentation Into the Citation Management Solution where it is displayed on the web for the Agency's Staff 6 If the request is received outside the required timeframe, the Agency will have the option to proceed as though the request was received within the timeframe or it may elect to have Data Ticket send a "time expired letter" rejecting the appeal 18° Level Review Disposition (Optional) $0.75 per citation • Data Ticket will review all documentation received by the Appellant and render a disposition; Currently the City performs this function but Data Ticket's Adjudication Department is happy to take on this rosponsibility in the future o 'rho disposition will be available online for the Agency's Staff to review This fee Is only charged If Data Ticket actually performs the Vt Level Reviews and the City does not Proprietary and Confidential to Data Ticket, Inc. 25G -45 211Pag.o . Data Ticket, Inc. Newport Beach, CA 0: 949 752 -6937; F: 949 752.6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services 1•` Level Review Disposition Letters $0.72 per letter « Data Ticket will send a custom disposition letter to the Appellant via 1" Class Mail • All letters are attached to the citation online and are viewable via the web 2 "4 Level Hearing Hold, Scanning and Scheduling of Hearing $0.50 per citation (Optional) Data Ticket will review all documontatlon received by the Appellant and determine whether the request received within the required timeframe • If the request was received within the required timeframs, Data Ticket's Adjudication Department will place the citation on an Administrative Hearing Request Hold and scan all received documentation Into the Solution where It is displayed on the web for the Agency's Staff and the Hearing Officer • If the request is received outside the required timeframe, the Agency will have the option to proceed as though the request was received within the timeframe or it may elect to have Data Ticket send a "time expired letter" rejecting the appeal • Data Ticket will work with the designated Hearing Officer to schedule the Hearing based on either a pre - determined schedule or an ad hoc basis, depending on the Agency's schedule 2 "tl Level Hearing Disposition (Optional) $75.00 per hour • Data Ticket's Independent, certified, insured hearing officers will be provided to the to perform in- person, phone and written hearings • Each hearing request will be reviewed, heard or read and all required research will be performed • The Hearing Officer will enter a judgment into the Citation Processing System for viewing by the Agency, Appellant and Data Ticket « Hearings will be scheduled • The Agency will Incur costs associated with mileage as defined by Federal guidelines • Data Ticket will work with the Agency to arrange for the use of a conference room at an Agency location or the Agency may elect to have citations heard at a centralized location within the County 2 "d Level Hearing Schedule & Disposition Letters $0.72 per letter • Data Ticket will send a custom disposition letter to the Appellant via 1•r Class Mail • All letters are attached to the citation online and are viewable via the web • Disposition letters will be sent Monday — Friday Joint I Escrow Banking Services (Optlonal) $100,00 per month Services for the above - mentioned item Include: • Daily deposits of funds to the Agency's escrow account • Online, real -time reconciliation reports that tie directly to the bank statement • Processing of all credit card charge -backs and Insuffloient Funds • Month -end reconciliation of ell funds collected • Disbursement of County / State Surcharges at month -end • Payment of Data Tickets invoice • Disbursement of the net remittance to the Agency • Scanning of all payments directly to joint bank account dally using remote check deposit • The Agency will be responsible for the purchase of banking supplies, Including checks and endorsement stamps; these fees typically run $200.00 per year Proprietary and Confldentlal to Data Ticket, Inc. 22 1 P age 25G -46 Data Ticket, Inc. Newport Beach, CA 0: 949 752.6937; F: 949 752.6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services Charge -backs and NSF's (Optional) $9.25 per Issued instance • Data Ticket will process credit card charge -backs and NSFs when notified of each occurrence • Once processed, Data Ticket will send a oustom letter to the Individual detailing the returned item and the amount due on the oltatlon Refunds (Optional) $3.50 per issued instance • Data Ticket will process refunds when notified by the Agency • In the event the Agency utilizes Joint Banking, Data Tioket will verify, generate and send each refund due when notified by the bank • Refunds will be Issued weekly • Refunds will be sent via 7a' Class Mail 4arvices included in the Above Costs. Online Access for the Agency's Customers: Included The Agency's Customers will have the ability to perform the following fundlons online: • View real -time oitation(s) data • Pay for a single or many citatlon(s) • Request a 9•' level Administrative Review and attach up to three docr,iments supporting their position • Request a 2nd Level Administrative Hearing Request and attach Lip to three documents supporting their position • Print a receipt • View pictures of the citation taken by the issuing officer (if the Agency allows) Online Access for the Agency's Staff: Included Access to the Agency's data is based on unique usernames and passwords assigned to each individual who requires access to the system. Data Ticket does not limit the number of individuals who have access to the system and the number and types of access can change at any point with a simple small request to Data Ticket, Our Solution is setup to mainlaln a complete audit trail for each and every transaction in the system, therefore, the username is displayed next to every transaction in the system, indicating who performed the transaction and when, Dependent on the access rights provided to each Agency Staff member, the following capabilities are available: • View real -time citation(s) data, including pictures taken by the Issuing Officer • Accept payment via VISA, MasterCard, Discover and American Express credit /debit cards • Accept payment via Cash, Check or Money Order • Process NSFs, Chargebacks and Refunds • Reduce or inorease violation amounts, dismiss citations, void citations and place citations on hold Change citation data, including violations, date, time, plate, location, comments, make, model, color, registration expiration date and others • Perform Administrative Reviews online by entering the disposition directly online • Generate a time expired or letter of non responsibility for a citation in the adjudication process Proprietary and Confidential to Date Ticket, Inc. 231 P a g e 25G -47 Data Ticket, Inc. City of Santa Ana Newport Beach, CA Request for Proposals for Automated O; 949 752 -6937; F: 949 762.6033 Parking Citation and Processing Services • View the complete reason for the Review Request and supporting documentation provided by the Appellant directly online • Edit Appellant Information • Upload disposition documents sent to the Agency via US Mall • Add a note to a citation and see all comments added to the citation • View the reason for the 2" d Level Administrative Hearing Request online and view the supporting documentation provided by the Appellant, directly online • Print a receipt with or without registered owner Information Reporting: Inoluded • Data Ticket offers 24 reports online for our Clients to generate, print and re -print 24/7. We provide real -time reports that can be generated for any timeframe required and we provide pre - processed /month -end reports that reflect the month -end view of date. • All reports are available online and because we do not purge data unless specifically requested to do so by a Client, the date is available as long as the Agency Is a Client. • All reports are generated In HTML so our Clients can copy and paste the data Into Excel for data manipulation purposes. • If the Agency were to request a report that was not already available using the standard reports or report generator, Data Ticket would work with the Agency to design the report and provide It to the Agency at no cost. Manual Payment Processing: Included • Manually received payments (checks, cash, money orders and credit card payments sent via US Mall) are rocelved at our PO Box in Newport Beach where a bonded and Insured courier picks up the mail dally and delivers it to our Newport Beach office i On -site Mail Department opens, sorts and batches the payments before providing them to our on -site Data Entry Department • After double -blind entry of each payment, the citations are updated by our Quality Assurance team • Payments are then provided to our Accounting Department where dally deposit slips are completed and provided to a bonded, insured courier who takes them to the bank Registered Owner Information: Included • Registered owner information for ali citations issued on California license plates • Turnaround time for acquisition of California registered owner information is some day • Registered owner Information for all citations issued on out of state license plates • Data Ticket is a recognized Strategic Partner with NLETs and has access to registered owner Information nationwide real-time through NLETs servlce • Access to this system requlres the use of the City's ORI for tracking purposes only; Data Ticket will utilize its own ORI for actually acquiring the out of state RO data CA DMV Holds and Releases. Included • California DMV Holds and Release performed dally via an online connection • Holds and releases can also be performed reahtirns, upon request • Citation amounts placed on hold are updated daily in the event a partial payment is made Proprietary and Confidential to Data Ticket, Inc. 25G -48 24IPage Data Ticket, Inc. City of Santa Ana Newport Beach, CA Request for Proposals for Automated 0: 949 752 -6937; F: 949 752.6033 Parking Citation and Processing Services Customer Service: Included + Data Ticket provides a live, bilingual, on -site Customer Service department that is fully trained to answer questions related to citation issuance; payment, adjudication, fix -it tickets, sign -offs, FTS, advanced credit reporting collections and more + All calls are recorded to quality assurance and recordings can be sent to the Agency at any time for review Data Ticket's IVR is bi- lingual and accessible via several toll -free numbers; the IVR provides real -time Information to the caller regarding current status, Including the amount due 0 The IVR accepts VISA, MasterCard, Discover, and American Express Web Presence: Included Data Ticket's Solution is 100% web -based and Section 608 Compliant and Is provided at: www.CitationPro gggj0oGenter.com; this is a generic website in the sense that It is not Agency branded. This website allows for the Agency and the Agency's Customers to access citations online If the Agency prefers to have an Agency branded website, one In which the look and feel mimics that of the Agency's website, Data Ticket can and will provide this feature to the Agency. Cost Increases: Postal Rate Increase Offset — If postal rates Increase during the term of the agreement, fees to DTI shall be raised immediately to offset the effect of the actual postal rate Increase. CPI Increases — There will be NO CPI increases for the duration of the agreement. Proprietary and Confidential to Data Ticket, Inc. 25G -49 251Page Data Ticket, Inc. Newport Beach, CA 0: 949 762 -6937; F: 949 752.6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services Detailed Android Pricing (Optional) We understand the City has existing handheld units that are in good working Condition and but that are no longer supported. The City may continue to use those handhelds and printers or the City may opt to use new handholds. Below we have provided the City with a few options for how to proceed with either now handheld units or the existing handheld units: 0 tlo : Continue using the existing handhold ticket writers and printers, as well as the existing citation issuance software. This option will cost the City nothing, Data Ticket will write a download program to import the citations into our Solution at no cost to the City. D tong: Continue using the existing handheld ticket writers and printers; however, discontinue the use of the City's existing vendor's handheld Issuance software and switch to Data Ticket's handheld citation issuance software. This option will cost the City the annual license fee of $300.00 per unit for the V year and a fee of $150.00 per unit for the 2 "d and each subsequent year. Additionally, the City will be charged $5.00 par unit per month for software upgrades, enhancements and support. Option 3: Purchase or lease new handheld devices and printers and use Data Ticket's citation issuance software on the devices. Item Samsung Galaxy or Similar Device & TSC 3" Printer 14 5 Print 1 Piece Android Based Solution 3 Year tease Price $50.00 / per month $60.00 / per month Purchase Price $1,300,00 $2,700.00 Additionally, the annual license fee of $300.00 per unit for the 1' year and a fee of $150.00 per unit for the 2 "0 and each subsequent year will he charged. Finally, software and hardware maintenance fear, of $25.00 per unit per month will be charged. Training Included Onslte training at the City's preferred location will be provided free of charge for both the handheld ticket writer training and the system training. Training typically takes place over the course of a few hours and will be customized to meet the City's requirements. Wireless Services Actual Cost If the City elects to utilize a wireless roll plan by which to transmit citations, Data Ticket will pass the cost of the cell plan directly from the wireless vendor. p.. riots ry .. Pro and Confidential to Data Ticket, Inc. 25G -50 26 Paga Data Ticket, Inc. City of Santa Ana Newport Beach, CA Request for Proposals for Automated O: 949 752.6937; F: 949 752 -6033 Parking Citation and Processing Services SECTION C: EXHIBIT ID — REFERENCES EXHIBIT O CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR AUTOMATED PARKING CITATION AND PROCESSING SERVICES REFERENCES List and describe fully the contracts performed by your firm which deniananste your ability to provide the supplies, equipment or services Intruded In the scope of the proposal specmcations. Anach additlon ll paces if required. The City roservea the rightto contact each of the references listed for additional information regarding your hut`s qualifications. Reference Customer Name:CitVOfLOA9BaaCb Contact Individual: Joln Gross MandM,ofFinancialMgmt Address: 333 West Ocean Blvd Phone Number. 562 - 570.6427 Lan &Beath CA90S02 Facsimile Number. NotAvagible Contract Amount &MU00,00 Arbitially Year: 1993 to Current Description of quppltes, equipment, or services provided: cautonter service, fib processing, delinquent collections, paymentprocessing, bank rig services. Reference CucfomerNara:_CityofWhittier Contactindivrdiial: Gar Bakar,NflnagementAnalyst Address: 7915 S. Painter Avenue Phone Number: $62- 567 -9213 CS7titder. CA 90602 Facsimile Number. Contract Amount $75,000.00:Ariguail Year 2004toCtrrent Description of supplies, equipment, or cervices provided: a' c u n t o s o d' lag Referonce Cuotomer Name: City of La Puente Contact inaividuae Milan Mrakich, Coda Enforcement Manager Address: 15900EastMainstreet Phone Number: 62 -855-1510 La Puente, CA 91799 Facsimile Number. 626. 355.0516 ConvattAmount: Est. 535,000rAnaually veer: Akvardadiiico tuyetitivebidoveTPhoenia.T2, Description of supplies, equipment, or cervices provided: Turbo Data Systents and others Parking citationprecessing, collections, delinquent collections, FTB collectiow, adjudication processhig and hanetheld ticket writer; were aiva sled to Data Ticket. In addition. Data Ticket provides the Citrus r-nr1P City of Santa Ana — Automated Parking Citation and Processing Service- (RFP 18 -118) Page 25 Proprietary and Confidential to Data Ticket, Inc. 25G -51 271Pcagc Data Ticket, Inc. City of Santa Ana Newport Beach, CA Request for Proposals for Automated O: 949 752.6937; 1 944 752 -6033 Parking Citation and Processing Services SECTION I): EXHIBIT E- PROPOSERS STATEMENT EXHIBIT B CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR AUTOMATED PARKING CITATION AND PROCESSING SERVICES PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (of any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only oRer it has been accepted by the City Council, endorsed by the Clerk or the Council with her signature and official seal noting hereon the action of approval of the Council; signed . by the Executive Director or his duty authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of It has been either delivered to proposer or deposited with the United States Postal Service property addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability Insurance within tan (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposm's bond substituted In IfeU thereof accompanying this proposal shall become the property of the CI(yand shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because It Is distinctly agreed that the proof of damages actually suffered by City Isdif tcult to ascertain; otherwise sold funds, check drafts, or proposers bond substituted In lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quanfifies set forth in the RFP schedule are solely rot the purpose of comparing proposals, end that 111101 compensation under the contract will be based upon the actual quantities of work satisfactorily completed.. All terms contained In the specifications, the oertificotlon of nondiscrimination by contractors, and the required Insurance certificates are to be Incorporated by reference Into this agreement and are rnade specifically as part of this RFP. Finn Data Ticket, Inc. Signed and Printed Nsme:s uz�r'.%�� Rmok wc,sf t Tate ChtcfOperatiaA pfficcr Date October24.2gtb City of Santa Ana — Automated Parking Citation end Proea95ing Sarvlces (RFP M-115) Proprietary and Confidential to Data Ticket, Inc. 25G -52 281Page Data Ticket, Inc. Newport Beach, CA 0: 949 752.6937; F: 949 752 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services SECTION E: EXHIBIT F — CERTIFICATION OF NON- DISCRIMINATION BY CONTRACTOR EXHIBITF CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR AUTOMATED PARKING CITATION AND PROCESSING SERVICES CERTIFICATION OF NONDISCRIMINATION BY CONTRACTOR The undersigned contractor or corporate officer, during the performance of this contract, certitles, follrnas: I. The contractor shall rot discriminate against any employee or applicant for employment because of rice, color, religion, sex, or national origin. Thecontractorshalltakeaffiml edive, actiontoensurethatapplicants are employed, and Ihat employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgradiu�g demalion, ortronsfer, recruitment or recruitment advertising; layoff or termination; rates of pay or otherfodns of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous Places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2 Thecontractorshall,. inall solicitations oradvertfsementsforemployees placed byoron behalf oftho contractor; state lint III Rallied applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The contractor shall send to each labor union or representative of workers with which he bargainingadreement nr other txxrfnct or undi?rsfanrrm arvsrc +„na n.,,.�,+a.r .,.a<acr. of s and caw,xy,w the nMnce incur, spicuousptacesavailabletoemldoyeesandapplioantsforemployment- 4. The contractor shall comply with all provisions of Executive Wert 1246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor, b. The contractor shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to Mather looks, records, and accounts by the admmistedng agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the contractor's noncompliance with the nondiscrimination clauses of this contract "with any of the sold rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the contractor may be declared ineligible for further government . contracts or federally assisted tonstrudiahrservices contracts in accordance with procedures authorized in Executive Order 11246 of September 24,1965,and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulatio as otherwise providedby law. ns, or order of the Secretary of Labor, or 7. The contractor shall include the ocrtion of the s nr<nre ir„ r„>, +„+aw,,.fl.b.u,,.,.,....,_,.,k i_-, a_ means iorr by a subcontractor or vendor as a result of such direction by the may request that the United States enter into such litigation to prote Cityotudnta Ana — Automated Parking Citaticn and PraCaOaing Servieee( fP 16-1 16) Page 27 Proprietary and Confidential to Data Ticket, Inc. 25G -53 as the 291Pa9e Data Ticket, Inc. Newport Beach, CA 0: 949 752.6937; F 949 752.6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services A. Pursuant to California Labor Code Section MS. as added by Chapter 643 Stala 1039, and as amended, no discrimination shall be made In the employment of persons because of race, religious creed, oulor nailonal adgin, ancestry, physical handicaps, mental condition, marital status, ursex of such parsons, except as provided In Section 1426, and any contractor violating this section Is subject to all the penalties Imposed fora violation of the chapter, City nr Santa Ana —. Autamalad Hark,np Citsllun and Pracacsira Sovtcas (RFP 164 16) Proprietary and Confidential to Data Ticket, Inc. 25G -54 301Prage Data Ticket, Inc. City of Santa Ana Newport Beach, CA Request for Proposals for Automated 0: 949 752.6937; F; 949 752.6033 Parking Citation and Processing Services SECTION F: EXHIBIT G — RESPONSIBLE PROPOSER — SUBMITTAL QUESTIONNAIRE EXHIBIT G CITYOFANTAANA REQUEST FOR PROPOSALS FOR AUTOMATED PARKING CITATION AND PROCESSING SERVICES RESPONSIBLE PROPOSER— SUPPLEMENTAL QUESTIONNAIRE 1. How many years has your organization been in business in Caltomia as a contractor under your present business name and Iicenso number? _7 Xears If you performed same business under a different business name with same ownership and operation management and changed name clue to, but not limited to, bankruptcy, loss, or license, please complete an additional and separate questionnaire. 2. What is your firms average gross revenue for the last three years? 5 8M 3. Is your I mh currently the debtor in a bankruptcy case? ❑ Yes [2 No If "yes," indicate the case number, bankruptcy court, and the date on which the petition was filed. ase Num Ter an ptcy Court ate u 4. Was your fin in bankruptcy any time during the last five years? (This question refers onl to a bankruptcy action that was not described in answer to Question 2, a w ve.) Yes M No If"yes,° indicate the case number, bankruptcy court, and the date on which the petition was filed. ass inn er an ruptcy urt ate t ed 5. Has any California State License Board license held by your firm or its responsible managing employee or responsible managing officer beet) suspended within the last five years? Q Yes No 6. At any time in the last five years, has your firm been assessed and paid liquidated damages after completion of a project, under a services contract with either a public or private owner? (] Yes Q No 7. Has your firm ever defaulted oil a contract? ❑ Yes 12 No If 'yes,' explain on a separate page. S. In the last five years has your firm, or any firm with which any of your company's owners, officers or partners was associated, been debarred, disqualified, removed, or otherwise prevented from bidding on, or completing, any government agency project for anyrsason? ❑ Yes [3 No if `yes, explain on a separate page. State the name of the organization debarred, the year of the event, the owner of the project, and the basis for the action. 9. In the past five years, has any claim against your fimh concerning your firm's work on a project, been filed in court or arbitration? © Yes IT No if yes,° on a separate page identify the claim(s) by providing the project name, date of the claim, name of the claimant, the name of Ole entity the claim was filed against, a brief description of the nature of the claim, the court and case number, and a brief description of the status of the claim (pending or, if City of Santa Ann - AutgmateG Parking Ctmtian and Praseaatng 9arvicea (f2FP ir�.t te) Page 7e Proprietary and Confidential to Data Ticket, Inc. 311 P a 9 e 25G -55 Data Ticket, Inc. City of Santa Ane Newport Beach, CA Request for Proposals for Automated 0:949 752.6937; F: 949 752 -6033 Parking Citation and Processing Services resolved, a brief description of the resolution.) 10. In the past five years, has your firm made any claim against a project owner concerning work on a project or payment for a contract, and filed that claim in court or arbitration? 0 Yes t� No If "yes," on a separate page ident fy the cla m(s) by providing the project name, date of the claim, mme of the claimant the name of the entry the claim was filed against, a brief description of the nature of the claim, the court and case number, and a Grief description of the status of the claim (pending or, if resolved, a brief description of the resolution.) 11. At any time during the past five years, has any surety company made any payments on your firm's behalf as a result of a default, to satisfy any claims made against a performance or payment bond issued on your firm's behalf in connection with a project, either public or private? ❑ Yes M No 12. In the last five years, has any insurance carver, for any form of insurance, refused to renew the insuranos policy foryourfirm? ❑ Yes 6a No 11 Has your 5mi or any of its owners, officers, or partners ever been noble in a civil suit, or found guilty in a criminal action, for making any false claim or material misrepresentation to any public agency or entity? ❑ Yes Iffl No 14. Has your firm or any of its owners, officers orpartners ever been convicted of a federal or state crime of fraud, theft, or any other not of dishonesty? ❑ Yes ® No If 'yes," identify on a separate page, the person or persons convicted, the court case and number, the crimes and the year convicted. 15. If your firm was required to pay a premium of more than one percent fora performance and payment bond on any project(s) on which your firm worked at any time during the last three years, state the percentage that your firm was required to pay. You may provide an explanation fora percentage rate higher than one percent, if you wish to do so. x IA % 16. During the last five years, has your firm ever been denied bond credit by a surety company, or has there over been a period of time Wien your fim1 had no surety bond in place during a project when one was required? ❑ Yes [2 No 17, Has Cal -OSHA cited and assessed penalties against the contractor or its associates for any "serious," "willful" or "repeat" violations of its safety or health regulations in the pestfive years? 171 Yes jd No (Note: K you have filed an appeal of a citation, and the Occupational Safety and Health Appeals Board has not yet ruled on your appeal, you need not include information about if.) If "yes," on a separate page describe the citations, the party against whom the citation was made, date of citation, nature of the violation, project on which the citation was issued, owner of the project, and the amount of penalty paid, if any. State the case number and the date of any OSHAB decision. 18. Has the Federal Occupational Safety and Health Administration cited and assessed penalties against the contractor or its associates in the past five years? ❑ Yes [R No (Note; If an appeal of the citation has been filed and the Appeals Board has not yet ruled, or there is a court appeal pending, you need not include information about the citation.) If "yes," oil a separate page describe the citation, the patty against whom the citation was made, date of City of Santa Ana — Automated Parking Citation and Processing Services (RFP 16416) Page 30 Proprietary and Confidential to Data Ticket, Inc. 32 ( P a g e 25G -56 Data Ticket, Inc. City of Santa Ana Newport Beach, CA Request for Proposals for Automated O: 949 752 -6937; F: 949 752 -6033 Parking Citation and Processing Services citation, nature of the violation, project On which the citaticrr was issued, owner of project, and the amount of penalty paid, if any. Slats the case number and date of any decision. '19. During the last five years, has there, been more than Otis occasion in which the General contractor or Its as$061110 have bean panelized or required to pay back wages for failure to comply with the federal Davis -Bacen prevailing wigs raquiremems? 17 Yes M No If'yes" On a separate pages, describe the violator, nature of each violation, name of the project, date of Its completion, the pubtle agency for which it was constructed, the number of employees who were initially underpaid and the anaountof back wages and penalties that were assessed. City of Santo Gann — Automated Parking Citation and Preomsing 80Nlagrs JR7'P 1F -110} Page 31 Proprietary and Confidential to Data Ticket, Inc. 33 1 P a g e 25G -57 Data Ticket, Inc. City of Santa Ana Newport Beach, CA request for Proposals for Automated D: 949 762 -6937; F: 949 762 -6033 Parking Citation and Processing Services SECTION G: EXHIBIT M — NONCOLLUSION AFFIDAVIT EXHIBIT N CITY OF SANTA ANA REM ST FOR PROPOSALS FOR AUTCIMATfD PARKING 017ATION ANO PROMSING SERVICES NONGOLL'USION AF'F1L1'AVIT t!,(,LML tJ A L1QA— V4 tilde 23 United ;'states Carla Seciton 112 and faOW01 Contract Code Sootion 7't cS} To the CITY OF SANTA ANA In aceordanoe vuith Title 4 United States Cade 6eotlon 4 fit declass that tics proposal is not made in the InAemal of, at h company, amoodatlan, organfaatlon, or aorperatlon; that the p the propotmr Gras not dfroody or Indirectly Induced or solicited proposal, end has not directly or Indirectly 0cifudad, conspire artyona also to put in s. sham proposal, What anyone shall s any manner, directly or Indirectly, sought by agreement, cam pmposal price or the proposer or any proposer, or Infix any o infer, Of Sri that Of ally other proposer, or to secure any advan e:0ntract of anyone Interested in the proposed cardroot; that a and, further, that the proposer has not, directly orindiraritly, sr braekdown thereof, or Ilya contents thereof, or divuluod Inform pay, any fee to any corppctt member or agent thereof to rand Public Cranvact Code 7100 the proposal n geftrtif of, any Undtscl'ctad perslsn, pair atshdls, YOPOS41 is gennf+te and Mai 0ollutiva or sham; MA any other proposes to put In a false or sham d, connived or agreed with any proposer or strain front bldding; that the prnpns'or Erna not in munioo0on, or confercence Oth anyone to fix the MOO. nrolit or Cott element of Elie mmnoesal proposal, ante con efflea in Ina proposal are true: hie or her proposal price or any data ralnalye thareto. or gold, and not larrWill ln, bid depoailory, or to any Note: 7'ha aCrpve s 0noctfutlan afrrclavit Ce part rf rile propesaf, Signing this proposal onfha 019nature porilon theeof oftall 4140 constitute sipnatum of this noncollusion atndavit, Prapossom fate onutloned that making a false certification may subJeet the cerfiflarto ertamfruxl presmolo(on. Signed State of Callforntn, County Subscribed and swhun to (or sfitrmad) before me art Ctdtt 2.5 „fir �„ day oi_gA kMLm.�..,, at „�, try it . tjt> tea r fi proved to cne on the basis Of satts?tmctortr evIdsnam to ]as Ilia carom j who appeorad before ana. faotary tc Sf�ntu o �' d Y7R MA y C,QMK 02124872 I. PWHIa•W111wnt� npq� tqr Notary Pwb @c $eal Proprietary and Confidential to Data Ticket, Inc. 25G -58 341Pa9a Data Ticket, Ina Newport Reach, CA 0: 949 752.6937; F: 949 752 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services SECTION F9: EXHIBIT I — SAMPLE ADDITIONAL INSUED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILTY POLICY SCI t12IT I. OrrY OP SANTA ANA REQUEST FOR PROPOSAIX FOR AUr0fdA'MI) PAS"KIKO CITA110N.,AND PROOVOWNta SIERVIOUs SAM'PLC ADDITIONAL INSURED PNOORSEMNNT FOR COMWERCIAL QVINSKAL LIABILITY POLICY Insurance Carnpatay,� Amara Inference Com enV .......� _.. ____ w_,-.._. ..,.,.._._._........u. „,,..,.,. THa arndamemeni modilloe sash Insaaranoa ea Is orfurdotl by the provialons of Molloytd ACWOP30274'2.780 rafatintl to tha,foilovvirrg: 1, i'ha City of Santa Ana, 20 Civic Cantor Miami, Santa Ana, California 92709: its ofsaera, emploveaa, adonta, vgdiunte.ra and fo rownwivea are named as addtticnel €naursdS ( "M01601)al IIISM ) with regard to Iletrllliyold dosrema ofaulta orlsing from ft operations and vaeaperformed by or an bahsli of the named InstoNsd . d, with raspeot to *ffms aerlsins7 out of the oparadanm and 0068 parforntOd by or on behalf of thw named lnr+urod, aiARh Insummas eu fe, artardod by brio pnlicy to prbnary and fa not additbnal to or rnntrlbutintg volt} any other 6ruumnoe oon•lod by orlor the bontAflt or the edridlonot ineuredw, 3. Thla Inatuvrvr applies eeparatoly to eraoh Insured against whom otaim is naeda or Suit Is brought except v+lil9 smspeai to t @�b eornpany "o 7lmita at Ilakdl lty. Tiro hole alon orally parson or ors+entzatian ae an Insured khatl notxaffeet ally itpf4 vdtiod) such poroolr ar olganization would have es A clelmont in not en IerSudcus9. 4. with respeot tithe additlonal nisurads, thla insurances shod) not ba wrloWled, or metorlalty rodueed In aavera90 of limfeexcepi After Ihhhr 00) sdrr,Srswrltlen nra0ca Ices twpn rylvtm to the City of Salto Ana, 20 Olvtc Confer Plaza, Santa Ana, California MO. (Comtaletlon of the follmving, 4tctuding tXtuntoralgnettrra, Is required to mmiss We andortlemont pffealve,j X'fd47Wdva ....- 1'tf4YJ.e16 ..., ...,..,.T .,.,,�,....„.....,„, thin andurnornonlform as a part of Polley # „..,,, lesuatiio D ate' ticket, Ina, DRAi Revenue hxoedo countersi C ly et Eania Me - Autor m6d Pnrklerg CUMinn and proeasslna grvYrs�q f ?rt�'1T 1 Ip) Mnpn 33 Proprleta ry and Confidential to Data Ticket, Inc. 35.Page 25G -59 Data Ticket, Inc. Newport Beach, CA 0: 949 752.6937; F: 949 752 -6033 City of Santa Ana Request for Proposals for Automated Parking Citation and Processing Services SECTION 1: ADDENDA ACKNOWLEDGMENT Brook Wesfico QUESTION tt +7, RO„Ut& RECfkVLp 4N 30 03 1S (n� 33a�0,- „ISOUrs mvt�iGinasic3xw pros Below are questions regarding the City's RFP 16 -116 Automated Parking Citation and Processing services. Exhibit A Software Specifications 1. Can new handheld units be Proposed? Yes 2. Canthe department please provided specs on the HP /Compaq IPACi? Addendum to follow -most mobile platforms vrithtouch screen capability. S. Are the current units under warranty? No 4. Can scanned sample of your citations can be provided? Attached Line item 5 - Out of State Registered owner Retrieval from State DMv 1. How many notices were mailed in 2014. and 2015 ?2014- 2015 -1,401 2. How many notices were mailed to violators in Mexico and Canada? None S. How many citations were issued to "Out Of country' vehicle owners Infonotavailable 4. How many citations were issued to vehicles that were rentals?: L3 Line items 6 -DMV Registration hold/Releases I. How does. the City/ Department currently access the pMV CLET$ Line Item 7- Automated processing of Administrative Review Requests 1. What is your current process for Administrative Review Requests and processing? Citizen contests ticket, tike is suspended pending revievt, . letter issued with disposition 1 How many Administrative Review's did the Department have in 2014 and 2015 ?2014 -8,771 2015-5,129 3. How manyAdministrative Reviews were printed and mailed in 2014 and 2035? 2014-4,212 2015 -5,297 Exhibit B User interface Una item I 1. Please provide citation sample front and back Attached Additional questions 1. Numberof parking citations issued In 2014and 2015? 2014 - 74,1812015 - 85,659 2. Range offices ?590 -$376 S. Range Of penalties? NA 4. Revenue for parking citations In 2014 and 2015 2014.54,501,529.00 .2015- $5,553,508.00 5. Total number of unpaid citations in 2014 and 2015 ?2014. 201541,241 6.. Approximate value of unpaid citations of 2014 and 2015 ? Amount - $4,727,150.10 7. Does the Department issue waming citations? No R. Number of persons assigned exclusively to isuing parking citations? 11 city staff arid l2 contracted staff 9. Number of locations where persons Who Issue parking citations report? 2 Proprietary and Confidential to Data Ticket, Inc. 25G -60 361 Page °-N4 " �N DATE(MWOONYY _.-- TIFI AT CAF LIABILITY INSURANCE 12/6/2016 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUINO INSURER($), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. 11 ii: IMPORTANT: II the cert(f Tie fe holder is an ADDITIONAL II i I i T: ,the 1: 1! cy(fos, muehbe endorsed. If SUBROGATION IS WA1 11: sub)eut to the terms and Conditions of the Polley, certain Policies may require an entlotsement. A statement on fhfs cartfficme does not ce Certificate holder W lion of such endorsement($). nter rlgHts to the PELLETT INSURANCE SERVICES INC 2985 Theatre Drive, Ste 5 Paso Robles, CA 93446 OR2721820 DBA. Revenue Experts 4600 Campus Dr., Ste, 200 Newport Beach, CA 92660 I. I r NSTANDING ANY REQUIREMENT, TERM OR CONDIRON OFF BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED E ONOITIONS OF SUCH POLICIES_. LIMITS SHOWN MAY HAVE SEEN i'h TYPE OF INSURANCE eC COMMEACIAL OENMAL�U�ARMY _..I CLAWS-MADE O OCCUR A C�EN'L AGGREGATE OMIT APPLIES PER; POLICY 0 J'ER T � LOC OTHER: AUTIX40BILE UASILDY ANYAUTO ALL OWNED SCHEDULED A AUTOS AUTOS X{ HIRED gUT05 �( NONAWNF,D AUTOS X UMBRELLA I_IAB OCCUR A EXCESS LOB X1 y JACPBP03027427618 ACPCAA3027427618 6 7 TO WHICH THIS ALL THE TERMS, $ IT IS AGREED THAT THE CERTIFICATE HOLDER LISTEDs!BELOW I IS IINCLUDEDgNAS )ADDITIONAL INSURED INCLUDING A WAIVER OF SUBROGATION, AS REQUIRED BY WRITTEN CONTRACT, BUT SOLELY AS THEIR INTERESTS MAY APPEAR IN ACCORDANCE WITH THE PROVISIONS OF THE POLICY FORM. THIS INSURANCE IS PRIMARY & NON— CONTRIBUTORY. If / /!Rope/) Pie A6hFth�vr 's City of Santa Ana, its officers, Employees, agents, volunteers, and representatives, Police Department 60 Civic Center Plaza P.O. Box 1981 Santa Ana, CA 92702 ............ SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL HE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. RUTHJ Ig II) REPRESENTATIVuF� .rv.1 '®"^"" °• ACORD25(2014101) The ACORD name sad logo are registered marlc� Of ACOHD 25G -6 Client #: 12154 DATTI ACORU, CERTIFICATE OF LIABILITY INSURANCE 1 POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR L7R 1 0/1 412 01 6Y PRODUCER ._......._ _ - THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Ashbrook•Clevldence,.Inc. 3000 W. MacArthur Blvd., #320 ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. License #0188788 Santa Ana, CA 92704 INSURERS AFFORDING COVERAGE NAIC # INSURED µ INSURER A: CA State Comp. Ins. Fund Data Ticket, Inc. dba: Revenue Experts 4600 Campus Drive #200 INSURER B: Continental Casualty Ins, Co. GENERAL LIABILITY INSURER C: Scottsdale Insurance. Co. Newport Beach, CA 92660 INSURER D: S INSURER E' COMMERCIAL GENERAL LIABILITY CLAIMSMAOE F_] OCCUR COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR L7R NSA TYPE OF INSURANCE POUCYNUMBER ' LTCG EFFECTIVE DDIYY L PO C .EXPIRATION DATE M D Y LIMITS_ GENERAL LIABILITY EACHOOCURRENCE S COMMERCIAL GENERAL LIABILITY CLAIMSMAOE F_] OCCUR OPR TO RENTED I�F„$„(�y;�curcenCel $ MED EXP(Any one person) $ PERSONAL ADV INJURY S. GENERAL AGGREGATE S GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP /OPAOG S4 POLICY JCOT LOG AUTOMOBILE LIABILITY ANY AUTO _ COMBINED SINGLE LIMIT Ea accident) $ BODILY INJURY .,. (Perpersen) S ALL OWNED AUTOS SCHEDULEDAUTOS BODILY INJURY (Perecedenl) T $ HIREDAUTOS NON.OWNEDAUTOS PROPERTY DAMAGE (PeraccidenU $ GARAGE LIABILITY AUTOONLY -EA ACCIDENT $ EAACC $ ANY AUTO $ AUTOOHAN AUTO ONLY. AGG_ EXCESSIUMBRELLA LIABILITY EACH OCCURRENCE S _4 AGGREGATE $ OCCUR CLAIMS MADE S $ DEDUCTIBLE $ RETENTION S A WORKERS COMPENSATION AND 90657312016 07112116 07112117 STAN- OTH- X EMPLOYERS LIABILITY ANY PROPRIETOR /PARTNERIEXECUTIVE EACH ACCIDE E.L. NT S1,000,000 E. L. DISEASE -EA EMPLOYEE 51 DDD DDD OFFICERNCMBER EXCLUDED? YES n Yyes, descrlbe undor SPECIALPROVISIONS below E.L. DISEASE- POLICY LIMIT 1514000,000 B OTHER Errors & Omm 287188360 11/01116 11/01/17 $2,000;000 C Perrsonal & Add EKS3202384 11/01116 11/01117 $2,000,000 C C ber Liability EKS3202384 11/0/116 11/01117 $2,000,000 DESCRIPTION OF OPERATIONS/ LOCATIONS I VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT) SPECIAL. PROVISIONS Certificate evidences current policies of Workers Compensation with Blanket Waiver of Subrogation attached and Professional Liability (Errors & Omissions)Including Personal & Advertising injury Liability and Cyber Liability !p''ROV "� Data Ticket, Inc DBA: Revenue Experts 4600 Campus Drive Suite # 200 Newport Beach, CA 92660 ACORD 25 (2001/08) 1 Of 2 9$29783/M29782 ANY OF THE ABOVE dF AMED POLICIES BE CANOELLED BEFORE THE EXPIRATION IEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL _30 DAYS WRITTEN TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR 25G -62 1988 IMPORTANT If the certlflcate holder Is an ADDITIONAL INSURED, the polloy(les) must be endorsed. A statement on this certificate does not confer rights to the certificate holder In Ileu of such endorsement(s), If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s), DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORID 25 -8 (2007108) 2 of 2 #S29783IM29782 25G -63 ENDORSEMENT AGREEMENT WAIVER OF SUBROGATION BLANKET BASIS HOME OFFICE SAN FRANCISCO EFFECTIVE JULY 12, 2016 AT 12.01 A.M. ALL EFFECTIVE DATES ARE AND EXPIRING JULY 12, 2017 AT 12.01 A.M. AT 12:01 AM PACIFIC STANDARD TIME OR THE TIME INDICATED AT PACIFIC STANDARD TIME DATA TICKET INC 4600 CAMPUS DR STE 200 NEWPORT BEACH, CA 92660 WE HAVE THE RIGHT TO RECOVER OUR PAYMENTS FROM ANYONE LIABLE FOR AN INJURY COVERED BY THIS POLICY. WE WILL NOT ENFORCE OUR RIGHT AGAINST THE PERSON OR ORGANIZATION NAMED IN THE SCHEDULE. THIS AGREEMENT APPLIES ONLY TO THE EXTENT THAT YOU PERFORM WORK UNDER A WRITTEN CONTRACT THAT REQUIRES YOU TO OBTAIN THIS AGREEMENT FROM US. THE ADDITIONAL PREMIUM FOR THIS ENDORSEMENT SHALL BE 2.00% OF THE TOTAL POLICY PREMIUM. SCHEDULE PERSON OR ORGANIZATION ANY PERSON OR ORGANIZATION �i FOR WHOM THE NAMED INSURED HAS AGREED BY WRIT'T'EN CONTRACT TO FURNISH THIS WAIVER SOB DESCRIPTION BLANKET WAIVER OF SUBROGATION 9068731 -16 RENEWAL NA 2- 71 -67 -20 PAGE 1 OF 1 NOTHING IN THIS ENDORSEMENT CONTAINED SHALL BE HELD TO VARY, ALTER, WAIVE OR EXTEND ANY OF THE TERMS, CONDITIONS, AGREEMENTS, OR LIMITATIONS OR THIS POLICY OTHER THAN AS STATED. NOTHING ELSEWHERE IN THIS POLICY SHALL BE MELD TO VARY, ALTER, WAIVE OR LIMIT THE TERMS, CONDITIONS, AGREEMENTS OR LIMITATIONS OF THIS ENDORSEMENT, COUNTERSIGNED AND ISSUED AT SAN FRANCISCO: AUTHORIZED REPRESENT IVE e rye en unn ,na,v loco von iel JUNE 1, 2016 25G -64 PRESIDENT AND CEO. 2572 BUSINESSOWNERS PIS 04 48 1114 THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies Insurance provided under the following: PREMIER BUSINESSOWNERS LIABILITY COVERAGE FORM A. The following is added to Section II. WHO IS AN INSURED: Any person or organization shown In the Schedule of this endorsement is also an Insured but only with respect to liability for "bodily Injury ", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf In the performance of your ongoing operations or In connection with your premises owned by or rented to you, However: 1, The Insurance afforded to such additional Insured only applies to the extent permitted by law; and 2. If Coverage, provided to the additional insured is required by a contract or agreement, the Insurance afforded to such additional Insured will not be broaderthan that which you are required by the contract or agreement to provide for such additional insured, B, With respect to the insurance afforded to these additional Insureds, the following is added to Section III. LIMITS OF INSURANCE AND DEDUCTIBLE: If coverage provided to the additional Insured is required by a contract or agreement, the most we will pay on behalf of the additional Insured Is the amountof insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits Of Insurance shown in the Declarations; whichever Is less. This endorsement shall not Increase the applicable Limits Of Insurance shown In the Declarations. C. This Insurance, Including any duty we have to defend "suits ", does not apply to: 1. "Bodily injury" or "property damage" that arises out of, in whole or In part, or is a result of, In whole or in part, the active negligence of the additional Insured shown In the Schedule of this endorsement. 2. "Personal and advertising Injury" that arises out of any independent "personal and advertising injury" offense committed by the additional insured shown In the Schedule of this endorsement. . All terms and conditions of this policy apply unless modified by this endorsement. SCHEDULE Name Of Person Or Organization: WHEN REQUIRED BY A WRITTEN CONTRACT N/A PB 04 48 1114 ACP 13PO 3027427010 Includes copyrighted mnterlai of Insurance Servlces OfFlce, Inc., with its permission. AGENT COPY 25G -65 Page 1 of 1 47 36415 BUSINESSOWNERS PB 04 97 07 07 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE REACT IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This sndorsernent modifies Insurance provided under the followhig: PREMIER BUSINESSOWNERS COMMON POLICY CONDITIONS SCHEDULE Name Of Person Or Organization: WHEN REQUIRED BY A WRITTEN CONTRACT In condition K. TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US, under paragraph 2, Applicable to Businessowners Liability Coverage, the following paragraph is added: We waive any right of recovery we may have against the person or organizatlon shown In the Schedule above because of payments we make for Injury or damage arising out of your ongoing operatlons or "your work" done under a contract with that parson or organization and Included in the "products•completed operations hazard ". This waiver applies only to the person or organization shown In the Schedule above. All terms and conditions of this policy apply unless modified by this endorsement. Includes copyrighted material of Insurance Services Office, ]no,. with Its permission. 91St Properties, [no,, 2004 PB 04 97 07 07 ACP aPO 302742761a AGENT COPY 25G -66 Page 1 of 1 47 88424 BUSINESSOWNERS PR 00 72 07 11 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE REAL) IT CAREFULLY, This endorsement modifies Insurance provided under the following; PREMIER BUSINESSOWNERS COMMON POLICY CONDITIONS Only with respect to any additional insured, In the COMMON POLICY CONDITIONS, form PS 00 09, under condition H. OTHER INSURANCE, paragraph 2,a. is replaced by the following: H. OTHER INSURANCE 2, Under any Ilabllfty coverage provided by this policy, a. If for Injury or loss we cover, there is Other valid and collectible insurance avallabIs to any additional insured under another policy, our obligations are llmlted as follows: (1) Issued by another Insurer, or if there Is Self insurance or similar risk retention that applies to a loss covered by this policy, then this inauranoe provided by us shall be axoess over such other Insurance, unless you have agreed In a written contract or written agreement signed prior to the loss that this Insurance shall be primary: (a) Then this insurance is primary. If other insurance is also primary, we will share with all that other insurance as described in d, below; and (b) The coverage afforded by this insurance is non - contributory with the additional insured's own insurance, Paragraphs (a) and (b) do not apply to other insurance to which the additional Insured has been added as an additional Insured to any other person or organization's policy,; or (2) Issued by us or any of our affiliate companies, that applies to a loss covered by this policy, then only the highest applicable Limit of Insurance shall apply to such lose, This condition does not apply to any policy Issued by us that is designed to provide Excess or Umbrella liability insurance. All terms and conditions of this policy apply unless modified by this endorsement. PB 00 72 07 11 Includes copynghted material of Insurance SG Vlces Offi Inc., with its permiosion, Page oft 25G -67 25G -68