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LODGINGRevs1 Delivering proven rental compliance since 2011. City of La Quinta Vacation LQ 78-495 Calle Tampico La Quinta, CA 92253 August 13th 2019 LODGINGRevs C/O Tyler Fischer 900 Main Ave STE 10 Durango, CO 81301 RE: Professional Services for Short-Term Vacation Rental Program Dear Ms. Sanchez: Thank you for the opportunity to propose LODGINGRevs, our Short-Term Vacation Rental Compliance, 24/7 Hotline, and Licensing & Tax Collection Systems. The needs of the City of La Quinta align directly with the features of our product and expertise of out team. Our company, MUNIRevs, was founded in 2011 and we serve clients all over the country, including Texas, Hawaii, Colorado Oregon, Montana, and soon California. Regarding California, we are the selected vendor for the City of La Quinta through a competitive bidding process. Having started from the perspective of pioneering short-term vacation rental compliance solutions almost a decade ago, we know compliance and short-term vacation rental data inside and out. Our clients enjoy an over 90% compliance rate. Because of this excellent compliance rate and the support we provide City staff and property owners, LODGINGRevs has a 100% client renewal rate. We have also been delivering industry leading business licensing and tax collection services to jurisdictions since 2011. Currently over 50,000 property and business users utilize our online licensing and tax system to easily manage their compliance. Our expert team and the best practices that we employ in delivering solutions to our clients, would undoubtable empower The City of La Quinta’s Vacation LQ team. We encourage you to visit our website (www.lodgingrevs.com) where you can read more, and watch our demo videos. The LODGINGRevs team is excited with the prospect of collaborating with The City of La Quinta to achieve the desired community outcome and to implement the best solution to achieve community safety and increase City revenues. Again, thank you for the opportunity to propose our solution which we are confident can best meet the City’s needs. Sincerely, Tyler Fischer Community Partnership Manager at LODGINGRevs Phone: 970-769-4121 Email: tyler@lodgingrevs.com 2 Table of Contents Statement of Qualifications 3 LODGINGRevs Project Team 4 Vendor Experience 5 References 5 Understanding and Approach of Services Service Deliverables 7 Vendor Approach of Services 8 Scope of Work Task 1 9 Task 2 10 Task 3 13 Task 4 19 Task 5 20 Task 6 21 Task 7 21 Task 8 25 Project Schedule 30 Appendices Appendix 1. LODGINGRevs Project Team Resumes Appendix 2. Non-Collusion Affidavit Form 36 Appendix 3. LODGINGRevs Monitored Ad Platforms CONFIDENTIAL – DO NOT DISSEMINATE. This proposal contains confidential, trade-secret information and is shared only with the understanding that it will be viewed only by City employees. City employees will not share its contents or ideas with third parties without the express written consent of LODGINGRevs and MUNIRevs Inc. In addition, this proposal, in its entirety is considered proprietary under statutory open records acts. 38 32 3 Statement of Qualifications Since 2011, MUNIRevs has been assisting cities and counties with STVR compliance. MUNIRevs is now in its eight year delivering STVR compliance and automated licensing & tax remittance to communities. You can trust that LODGINGRevs, a division of MUNIRevs, is a strong company with the experience to deliver on our promises beyond the sales cycle. We have proven our commitment to our clients time and time again. Using our best practices, our jurisdictions have maintained 98.5% or better compliance levels, from the very first census. Our proven best practices, and expert staff review, result in less than 2% of properties requiring additional research after our initial census. Our team has been delivering STVR compliance longer than any other provider, and we work with numerous communities that have similar short-term vacation rental markets. With LODGINGRevs, you benefit from expertise every step of the way. As you learn more about our team and our services, you will see why clients like the Dallas, TX; New Braunfels, TX; Maui, HI; Telluride, CO; and Oceanside, CA chose LODGINGRevs. Quite frankly, we are a top compliance firm because the backbone of our corporate culture is ensuring customer success and striving to exceed expectations, which we’ve been doing for almost a decade. We achieve raving client reviews because our team is a tremendous resource, and our software delivers. We are very personable and enjoy long-term relationships with our clients, and our proprietary and automated software leverages our knowledge of compliance. Our clients get unlimited access to the same system our staff uses, with an intuitive user interface and powerful reporting tools. The expertise of our staff and our capability to deliver are reflected in our system. Our experience and success are leveraged by the power of our intuitive system; which provides property owners/managers clear steps and tasks to become compliance and City staff gain access to real-time data & reporting, simple batch notifications, and interdepartmental workflow collaboration. The City of La Quinta staff have full access to our compliance, licensing, and automated tax collection support systems. MUNIRevs, Inc DBA LODGINGRevs Corporate Information Headquarters and Business Address 900 Main Ave STE 10 Durango, CO 81301 Tyler Fischer’s Contact Phone Number 970-769-4121 Tyler Fischer’s Contact Email tyler@lodgingrevs.com General Information Phone Number 888-315-2844 User/Staff Support Phone Number 888-751-1911 Company Website https://www.lodgingrevs.com/ Organization Formation Information Organized in Dolores, CO, on June 5th 2011 MUNIRevs, Inc is the sole contractor in this proposal and all systems are proprietary. 4 The City of La Quinta Project Management Team Our team leads customer experiences with thorough understanding, insight, and delivery. Tyler, Haleigh, Kyra, and Brayden will be your primary contacts and will be working with you, your staff and the unique needs of your community from day one. Resumes are provided in Appendix 1. Tyler Fischer – Community Partnership Manager – Tyler leads the partnership team as they foster ongoing relationships with our current and prospective customers. Through his experience in customer success management he elevates community relations through critical listening, process analysis, and result driven solutions. Haleigh Lyon, CPA – Conversion and Project Manager – Haleigh utilizes her accounting background and CPA designation achievements to leverage her critical attention to detail and effective process management. She understands the compliance process from A to Z. Her project management skill set and clear communication produce results. She leads our expert team and implements solutions in the most efficient, accurate vacation rental compliance product for our clients. Kyra Rosenkrance – Support and Training Manager – Kyra has been handling business owner needs on our support team for over five years. She leads the support team by instilling the highest quality of customer service, responsiveness, and efficient operations. Under Kyra’s leadership the support team continuously receives accolades from business owners and jurisdiction staff. Brayden Reese – Account Manager – Brayden is an accounting graduate who specializes in property review and jurisdiction staff support. He has been on the LODGINGRevs team delivering excellence for over a year. His attention to detail ensures the ongoing monitoring, notification and compliance of properties. He works closely with city or City staff in review and training. 5 Vendor Experience with Similar Work LODGINGRevs provides short-term vacation rental compliance, registration/permitting, tax collection & tax collection support services to jurisdictions with a top-tier compliance success rate. Specific to the City of La Quinta’s needs, our ad listing and property data matching capability coupled with our targeted compliance status notifications achieve jurisdictional compliance goals. In collaboration with our clients, we achieve desired compliance results right away, and benchmark compliance rates have continuously tracked above 90% in the first year. This is a testament to our best practices and our system processes which identify the correct property and contact information, target compliance statuses with notifications, and create straight forward property owner/manager tasks to gain compliance. Our clients achieve their objectives when LODGINGRevs solutions are implemented, and a vital part of this is the success rate of matching ad listings to property data. LODGINGRevs has proven our capability to deliver on average 98% property matching during the initial census and this rate rises over time. For instance, the initial census for the City of New Braunfels was recently completed, and we reach out to City staff for assistance on only 3% of all listings. For the majority of our clients, our property matching rate is 99%, including Telluride, CO; Avon, CO; and Big Sky, MT. With our ad to property matching accuracy, our clients are ensured that the right letter, for the right compliance status, is sent to the correct property owner/manager every time. In addition, over 50,000 businesses and property owners choose to use our online licensing platform for their compliance needs. We have delivered over $1 Billion to jurisdictions through our 95% paperless solution. Our clients and end users trust our system, and our expert support team to make compliance easy. LODGINGRevs will deliver short term vacation rental compliance and automated licensing & tax remittance via one intuitive proprietary platform for City staff and property owners/managers. A big part of what we offer our clients is the best system training and ongoing support in the industry. Our clients trust our system, and our expert support team to make compliance easy. The LODGINGRevs team provides clear communication every step of the project, and we will achieve your compliance goals, as we have for so many other jurisdictions. We invest in our team and our system to provide the most-timely solution deliveries and quarterly system enhancements. We have a 100% client renewal rate; which validates our process, the hosted system, and our team delivering on expectations. References Town of Telluride, CO Vacation Rental Compliance and Online Registration Systems Since 2011 668 Short-Term Vacation Rentals, 98.02% Compliant Tiffany Kavannaugh, Town Clerk tkavanaugh@telluride-co.gov 970-728-2157 P.O. Box 397 Telluride, Co 81435 Town of Mountain Village, CO Vacation Rental Compliance, Online Registration, and Tax Collection Since 2011 418 Short-Term Vacation Rentals, 94.15% Compliant Kevin Swain, Finance Director KSwain@mtnvillage.org 970-369-6407 455 Mountain Village Blvd. Suite A Mountain Village, CO 81435 6 County of Maui, HI Vacation Rental Compliance Since May, 2018 24,617 Active Listings, 97.77% Compliant Conklin Kai Wright, Zoning Inspector conklin.wright@mauicounty.gov 808-270-8255 2200 Main St. Suite 335, Wailuku, HI 96793 Town of Avon, CO Vacation Rental Compliance, Online Registration, and Tax Collection Since 2013 217 Short-Term Vacation Rentals, 89.22% Compliant Former Host Compliance Client Martha Anderson, Finance Manager manderson@avon.org 970-748-4445 100 Mikaela Way P.O. Box 975 Avon, CO 81620 Big Sky Resort Area District, MT Vacation Rental Compliance Services, Online Registration, and Tax Collection since 2017 477 Short-Term Vacation Rentals, 95.75% Compliant Former STR Helper (now Host Compliance) Client Whitney Brunner, Administrative Officer whitney@resorttax.org 406-995-3234 11 Lone Peak Drive Suite 204 Big Sky, MT 59716 New Braunfels, TX Vacation Rental Compliance Services, Online Registration, and Tax Collection since 2019 540 Short-Term Vacation Rentals, Compliance Process Commenced in May 2019 Former Host Compliance Client Awarded in Competitive Bid Process in January, 2019 Melinda Slusser, Senior Accountant Mslusser@nbtexas.org 830-221-4386 City of Dallas, TX Vacation Rental Compliance Services, Online Registration, and Tax Collection Initial Census Completed of over 6,300 Listings Awarded in Competitive Bid Process in January, 2019 ** System Conversion Currently in Process 7 Understanding and Approach of Services Deliverables • The LODGINGRevs solution provides intuitive online services and user task management for permit applications, payments, renewals and TOT remittance. The administrative access provides City staff with unparalleled capabilities to customized user task workflows, notifications, and reporting. • Our team and our system will pursue compliance for the remaining active unregistered STVRs and any additional properties identified in the future. • We will lead compliance efforts; including identification, monitoring, evidence capture, and initial contact, while working collectively with identified STVRP related contacts. Our solution can provide a 24/7 bilingual hotline service and bilingual online complaint form for residents to report any issues. Monitoring Deliverables • We will identify short-term vacation rental (STVR) properties. We have a 98% initial success rate in identifying STVR properties by matching STVR ad listings to property and owner contact data. For the remaining 2% we will collaborate with the City of La Quinta staff whom might have more specific local knowledge of the ad’s location. • Customer engagement and support is the cornerstone of our company; we are always available to provide educational services and customer support services related to the STVRP. • Our team and solution will provide online registration services of STVR properties in accordance with the City of La Quinta’s Municipal Code. • Our notification module coupled with our task-oriented business license & tax collection modules will create STVR property compliance rates of at least 90-95%. • The checkout and payment process for STVRP registration, business licensing, and TOT collection will invoice all STVRP related fees during the checkout process and provide City staff with reporting. The City has the capability to key in the occasional paper returns and checks through our batch processing. • All registration, reporting, and payment options for STVRPs are online. • The City has the same access to all aspects of the system as our team. If the City selects our preferred e-check and credit card processor TOT transmittal funds will settle in 2-3 days City staff can reconcile the funds within the systems integrated reconciliation module. The submission of TOT transmittal receipts populate for the property owner/manager upon check out and they are also emailed to them . The TOT transmittal receipts are also immediately available in the administrative section of the system under the specific account transactions or in remittance reporting. • Our end user support response time is immediate for phone calls and averages 37 minutes for email tickets. Our effective communication with the City is prompt as you will have a dedicated account manager and our project manager available for any inquiry regarding concerns or issues related to the STVRP or trainings. • The LODGINGRevs system has an integrated TOT Remittance Audit tool and workflow; which our team is availability to assist City staff in the process of conducting compliance audits of STVR properties. Our team currently does not conduct the audit as a 3rd party contractor, but we do provide the integrate tools for audit workflows and we are always available to assist in the workflow process. • With the City’s access to our out of the box 24 reports City staff have immediate access to in depth reports. We will also be able to provide monthly reporting to the City of key analytical information. • You designated account manager is the City’s point of contact to assist with dispute instance documentation. Our end user support staff also assists with dispute resolutions regarding processes. 8 As we have successfully established and implemented licensing and tax collection solutions for our clients, we have continually created best practices to ensure the best means to achieve the greatest efficiency for the City and convenience for the property/business owner. A vital aspect of our process is the tracking of property owner/manager tasks and compliance status so that targeted notifications can be created to generate seamless enforcement and raise compliance rates. Our online “self-service” system allows jurisdictions to present customized workflows to their business users or property owners. These Workflows are completely editable, by authorized City users through our Advanced Menu. The system was built in this fashion because we understand that taxes, fees and other requirements for business revenues change over time and cities should not have to pay for more programming to change or create new workflows for their businesses each time a new Ordinance is enacted. Our licensing process utilizes these customizable workflows for all licenses a City may require, knowing that the forms, fees, document uploads, and collaborating departments for approvals will be unique for each license type. In our compliance strategy for the City of La Quinta, LODGINGRevs will leverage our approach and experience with delivering compliance for over 8 years. We have developed a City of La Quinta “road map” per se, to achieve successful compliance implementation. In highlighting some of the strategies and methodologies of the road map, the plan starts with the kickoff meeting (immediately following contract execution) in which we discuss exactly what compliance means to the City. Upon receiving the City’s parcel data. Our automated jobs and our team match ad listings to properties and conduct registration compliance review. The system enables the City staff to monitor every step of the way on the customized dashboard and click into reports and statuses at anytime. We work with our clients to ensure that we are delivering the right solution for their specific needs. This is important as we work with you to achieve the City’s compliance goals, and a key component is sending targeted notifications to the property owners. The custom batch notifications will contain the City’s specific language, populate with “smart field” system data, and will target each compliance status. The results speak for themselves as our clients achieve compliance rates above 90% in the first year of a LODGINGRevs collaboration. In our implementation of a compliance solution for the City, we will identify, monitor and enforce short-term vacation rental compliance in the City of La Quinta. Our compliance service will continually search, aggregate and identify duplicate listings from approximately 31 ad listing platforms (see our list in Appendix 3). The LODGINGRevs system processes data twice a week. During our initial compliance process, the system extracts listing data and builds a cloud-based database of listings and properties for the City. In our listing data analysis, LODGINGRevs uses a combination of automated jobs and manual review to match advertisements to properties. The automated jobs are customized to the City of La Quinta’s compliance rules and regulations. For instance, in the automated process, our system can perform jobs that analyze the short-term vacation rental listing data against the specific sets of parcel records, permits, and property data. All automated processes are implemented immediately following the import of the City supplied data sets. As we are implementing property matching and determining compliance statuses, City staff have access and reporting to monitor every step of the way. Staff can view the customized dashboard and click into reports within the compliance statuses. We work with our clients to ensure that we are delivering the right solution for their specific needs. Our proven ability to match ad listings to properties and determine compliance status enables our clients to send out targeted notifications, and these notices provide direct insight into the property owner/manager’s next steps. So, whether a property does not have a permit, or have another deficiency entirely, our Notifications Module allows you to have a unique notice for each deficiency. This allows us to make certain that property owners understand exactly what actions are required for their specific deficiency, rather than a blanket or universal letter that may confuse the property owner/manager. When it comes to sending notifications, we work with the City to create custom branded notifications that can be sent through our automated batch email notification module or printed as PDFs and mailed by City staff (local postmark). In our ongoing compliance property identification, monitoring, reconciliation, and notification, we work with your team all the way; we respond to your needs as they evolve. LODGINGRevs will deliver short term vacation rental compliance and automated licensing & tax remittance via one intuitive proprietary platform for City staff and property owners/managers. 9 Scope of Work Task 1: Detailed description of the methodology of the vendor’s STVR monitoring services. A description of the tools used to discover new unregistered STVR properties should be included. The entire expert LODGINGRevs team is available as a resource for City staff. We couple our experience with our powerful solution to deliver short-term vacation rental regulation compliance rates above 90%, creating responsive & safer communities. Implementing the LODGINGRevs solution provides City staff with readily available live data dashboards and property status insight. The community gains proactive engagement and adherence to policies & regulations. Our identification, reconciliation, and notifications are leveraged for targeted enforcement. The processes and systems that are deployed to track compliance statuses create the greatest opportunity to increase compliance and result in compliance rates as high as 98.5%. Monitoring Short Term Vacation Rentals Our platform will process listings from 31 different sites, including the elusive Craigslist. While there are another ~25 major sites available on the internet that offer STVR bookings, these sites are international listings exclusively and as our focus is currently on compliance in the United States, we do not currently process these sites. LODGINGRevs processes data twice a week, and all listing compliance statuses are updated each week so that we can issue timely Notifications as often as weekly. Once our system imports all listings, the data is either updated on existing listings, or new records are inserted into our database for each client. The system then performs unique jobs for each client to assist our team in matching listings to unique property records. For example, one job searches the text in the title and description of an advertisement against the list of condominium complexes for that client and pulls out specific unit numbers as well. Please see the next section, which describes our Accurate Parcel Identification process. LODGINGRevs processes advertisement data twice each week from all thirty platforms for our clients. We time this frequency to ensure that data is processed no longer than three days apart. However, we have worked closely with clients to also ensure that we run the listings at the most opportune time to capture new evasive rentals. For example, currently, our listings are processed on Tuesday and Friday mornings. The Saturday morning process helps ensure we capture the rentals who list only on the weekend. Accurately Identifying Parcels for Each Ad Listing Through a blend of automation and expert review, LODGINGRevs has the tools and knowledge to accurately match advertisements to properties. We have successfully completed similar scale identification census for Maui County, who had 18,000 listings when we first started our contract. Maui now has close to 32,000 active listings. Not only have we completed a large scale identification census, but we are experts in the nuances of parcel data and have enhanced the LODGINGRevs system to include features specifically applicable the specific needs of La Quinta. 10 LODGINGRevs staff have experience with the tough to identify properties. In Maui, we frequently see advertisements with just a few photos, and only one of them being of the outside of the house. Our first step in tackling the property matching, and is something that we do on all listings, is to review the reverse geocode address. When the property owner creates their listing, they make a “pinpoint” where they say their property is located. When we bring the listing into our system, we take the longitude and latitude of that pinpoint and come up with an address of where we think the property is located. On the screenshot below, the Advertised Street Address is the reverse geo code address (from the property owner), and the Business Address is the confirmed address (confirmed by our team.) The reverse geocode address and confirmed address are just a few houses off: An important thing to consider is that in addition to identifying the correct property, the ownership records need to be up to date so that the correct owner is notified. LODGINGRevs updates ownership records monthly, and in the case of the County of Maui, does so with no City staff time. The monthly update ensures that no time is wasted by incorrectly notifying the previous owner. The project will be assigned a conversion manager who will work with City staff on the data and compliance requirements. There is no learning curve with our team as we have extensive experience with all aspects of parcel data and property review. Task 2: Detailed description of how the vendor can effectively monitor existing STVRP properties for monthly TOT remittance, expired City Business Licenses and/or City Short Term Rental Permits. Vendor will need to provide a description of the tools or methodology that will be used to attain 90 % to 95% compliance. Monitoring Monthly STVRPs TOT Remittance The system keeps remittance and delinquency top of mind for City staff. We have all transactions stored within the specific business information, and we have multiple reports to identify TOT remitters and delinquent accounts. The assessment reconciliation report sample below displays the filers according to the parameters chosen. Staff can also click directly into the completed TOT remittance form and the receipt. 11 Our Delinquency System (to the right) populates accounts that are delinquent in TOT remittance and/or business license tasks. With this report (right) you can also close a business if they are no longer active or responsive and also send out email notifications right from within the report. Monitoring and Manage City STVRP Permit or Business License Expiration The La Quinta solution includes access to our Site Configuration tools, which are simple and easy to use. Our team sets up the parameters, but know that your staff can customize the process for each license, permit or inspection, or just reach out to our support staff and our team can do it for you. These tools allow our platform to be nimble to change with you as new Ordinances or compliance requirements are necessary. For example, to the right you can see the automation settings regarding business license and STVR permit expiration and renewal settings. These settings automatically create the STVRP tasks for renewals with reminders according to the custom needs of the City. Also, the delinquency report mentioned above can filter to open tasks, providing City staff the capability to filter to delinquent/expired business licensing and registration tasks; which enables direct notifications to be sent form the report. Licensing The licensing module includes the ability to manage as many licenses as required. We have a jurisdiction that manages fourteen different licenses in the system. And again, if you decide to legislate a new license in the system in the future, the tools are available to do so quickly. Permitting In our platform, permitting and inspections are part of the workflow process required for a business approval of a license. They become part of the required steps for your team to review and collaborate on as you are considering the approval process. 12 Compliance Process Insight The City of La Quinta LODGINGRevs solution will utilize proprietary data mining technology to extract all relevant data for short-term vacation rental listings from listing platforms and populate the data as listing records within the LODGINGRevs system. We reverse geocode the address from each listing across all major STVR websites and cross- reference that with our records and City records to ensure the address of the property is accurate as well as the contact information for the owner/manager of that property (new listing sample to the right). Our identification rate for listings with our existing clients is 98%. For that remaining 2% we work with the jurisdiction to use utility records and other means to identify contact information for the owner of the property for each listing. All listings have their own page in our system where you can view audit logs, notes, compliance status, notifications sent and click through to the advertisement associated with that property. Your dashboard will be on a customized URL with all of the data and functions you need to monitor compliance (sample to the right), and send notifications. With a filterable map, you can see properties and/or listings by various compliance types and click through to the page for each listing or property. Reports are all there for you to view and customize. You will have access to the database of all short-term vacation rental ads and the connected property data via a login to the system to use our intuitive click through design to view and pull any reports, including click through capability to read audit logging, notes, photos, maps, links to listings, etc. Outreach to all properties can be done through our customized notification system with The City of La Quinta branded. The Notification Module (detailed on page 28) enables to City to have unlimited notification templates, so that we can clearly communicate to property owners in various states of compliance for you. Our system runs evidence capture on all listings for your community each week. The evidence includes all text on the page (including items under “show more” links), every single page of reviews and every single photo. Evidence is archived on our server, and is easily accessible through our archive menu which is stored on our secure server. All data is backed up twice daily on our server, including one back up copy in an offsite location – providing you with complete redundancy. Your team can even export an entire batch of PDF’s for a single property or date range to provide to your attorney’s office or for other compliance use outside our system. In addition, our Listing Tracker runs every five minutes on non-compliant properties. This automated tool finds those problematic property owners who may list their advertisement on Friday night to capture a booking, and remove it by Monday morning when your staff is in the office. The minute our Listing Tracker sees the listing is active, we capture evidence on the listing and store it in our system as a PDF with a time and date stamp of when we saw the active listing. This evidence, coupled with the Listing Tracker to the minute technology, is a crucial tool in identifying, monitoring, notifying and documenting court evidence to problematic properties that claim they are not renting their home. 13 Task 3A: Detailed description of the vendor’s compliance program Our distinctive process and services create the environment necessary to achieve the highest possible compliance rate. Our refined process and ever enhancing services start with our delivery of a customized and branded LODGINGRevs compliance website. We will implement technology to build, update, and maintain the City of La Quinta’s short-term STVR inventory database. The compliance parameters established during our collaborative kickoff meeting, will be defined and implemented in our compliance process. The City’s authorized users are provided with unlimited access and unlimited user licenses to the dashboard, reporting, and all other aspects of the system. Our system and our expert review team reconcile all discovered ad listings to the TMK parcel numbers, determination of allowed and prohibited land use zones, and property owner/manager contact information. The compliance services provide the necessary tracking and enforcement documentation of all ad listings and all properties. The evidence capture system will capture all ad listing photos, descriptions, reviews, and owner information from advertisements and put it into an archived PDF format with a capture time & date stamp for non-compliant ad listings. This documentation feature is leveraged with our listing tracker solution; where the system tracks, every 10 minutes, advertisements that are removed and re-activated, and then creates the evidence capture to archive and document these properties. These features combine to identify and document specific short-term vacation rental operators that are trying to avoid detection and obtain bookings. Targeted notification solutions are a key to achieving the highest compliance rates possible, and this is achieved through our notifications module that contains “smart fields.” Through our compliance process and multistage status reports our team or City staff can mail or email (if we have the e-mail address from the permit records) property owners/managers to address the specific problem or task that is resulting in non-compliance. These notifications are completely customized to the City’s language and branding Notification Module: Our Notification System allows each destination to have an unlimited number of Notification Templates. The tool provides an easy to use way to write notices, much like any word processing application and allows you to insert our “smart fields” where appropriate. Don’t worry though – our team creates the Notification templates for you, but the tool is easy to use if you ever want to make an adjustment yourself. The combined power of our unique compliance statuses and Notification Templates allows our team to generate notifications, on your desired frequency, with custom language specific to the deficiency for each property. So, if a property is only missing the Business License, they can receive a Notification that provides that deficiency and instructions on how to become licensed. If another property is advertising 1 night minimum stays and are in a zone that requires a minimum of 3 night turnovers, their letter can include those specific issues. Notice Delivery Methods: Notifications can be delivered either via email or via mail upon registration. 14 Email Delivery: Emails are delivered automatically by our integrated email system. The Notifications Archive can be viewed 1) by property, 2) by listing or 3) in aggregate on the Notifications report. All views allow you to see not only when the email was delivered but also when the email user opened the email. Email notices can also be delivered to more than one user per property. Note that with our integrated registration, licensing and tax collection system, every user first enters an email address in order to gain access to the system. This provides us with a valid email for every property user for notification delivery. Paper Delivery: Notices can also be mailed. Simply print the single batch of PDF’s that our system produces. We can also help you utilize a third party mailing house by transmitting the PDF to them for printing & mailing. Support: In addition, our Notifications can include the contact information for our support team as well as your staff. Our team helps over 50,000 users nationally and we can assist with the initial questions from your owner or managers if you’d like. Our average response time for support questions is 37 minutes and 88% of tickets are resolved on the first contact since our experts know how to help them quickly! As your records custodian, we believe it is paramount that you have on demand access to marketing and operational documentation of all ad listing and property data. Our staff user interface and intuitive reporting tools are the best in the industry. We strive to not only provide the best documentation with cutting edge technology and process, but to also achieve ease of use for City staff. Evidence Capture – Available 24/7 The LODGINGRevs evidence capture system will automatically capture screenshots of all active short-term vacation rental listings operating within the City. These ad listing screenshots create a full page PDF that includes all data posted in the ad listing, including the sections where it is necessary to “click for more information.” The PDF that is created and stored in our system includes all posted information without any cut offs. Our system runs evidence capture on all listings for your community each week. The listing “URL” and time and date is stamped on each evidence PDF allows you to determine the dates their advertisement was active. You can also filter to a particular property and export all evidence for that property into a single PDF. The evidence includes all text on the page (including items under “show more” links), every single page of reviews and every single photo. Below, you can see an excerpt of 5 of the photos we captured in the PDF Evidence Capture for a particular property on May 7th, 2019 at 7:22:18 PM. All of the 15 photos are archived in a single PDF for proof of rental if ever needed by your staff. You’ll also see an excerpt for the same property of the reviews that we capture in the PDF of the evidence capture. The PDF contains all 45 reviews in this single PDF, again for proof of rental activity. All evidence is archived on our server, and is easily accessible through our archive menu. You can even export an entire batch of PDF’s for a single property or date range to provide to your attorney’s office or for other compliance use outside our system. See a full PDF example of our evidence capture documentation here. 15 Listing Tracker Our Listing Tracker is a service that leverages the evidence capture. It also runs every 10 minutes on non-compliant properties so we can capture Evidence as soon as one of these properties has an active listing, unless the evidence was already captured within the last 24 hours. As shown below, you can filter to include notifications previously sent – our clients find this really helpful if a property has been sent a “cease & desist” letter to stop renting, but our evidence is showing that they are still advertising. We also track all dates that a listing was active and allow you to report on this for disputes about rental activity. For example, to the right, you can see that this property has 4 active listings and you can see all the dates that we found those listings in the month of April. We provide this data in an easy to export format for court reporting documentation, and can show more than 6 months of capture dates as well. Task 3B: Two Formal Notices, initial contact and follow-up The notification module is a defining example of our best practice efficiencies as we target specific compliance statuses and direct the STVRP to an already established account with outlined tasks. The following two pages have the initial contact and follow-up notification samples. Note that the City of La Quinta letters would be specific to your language and action items. Name Address City, State Zip Dear Owner, We have found a vacation rental advertisement that we believe is your property, as listed below: Uncertain License Status https://www.flipkey.com/properties/9678542/ Before conducting any retail business, engaging in any business activity or advertising for short term rentals within the Town of Snowmass Village, a business license is required. You can obtain your license online at https://snowmassvillage.munirevs.com. After registering your email and selecting a password, you will be prompted to utilize the following information to link to your property: Account Number: 041486 Activation Code: U5KRAJ When you login to MUNIRevs you will see a business license workflow and a sales tax and accommodations tax workflow for the first three quarters of 2018. If you only rent with AirBnB and AirBnb is handling 100% of your tax obligations, please email support@lodgingrevs.com and we will remove the tax workflows. You are still required to obtain a business license. If you are renting on any additional sites other than AirBnB, please declare the rental revenue from those sites as they are not remitting your taxes for you. Additionally, if only renting on AirBnB, please verify the zipcode on your account is 81615 and that the tax rate being collected is the correct amount. If you have any questions, feel free to reach out to our team at support@lodgingrevs.com. If you have received this notice in error for a rental that is not your property, we can easily update the advertisement record. Please email us at support@lodgingrevs.com so that we can correct this error. Initial Contact Notice Sample 16 Name Avon, CO 81620-4055 Dear Name, The Town of Avon has become aware that you are renting your property on a short-term basis in violation of the Town of Avon Municipal Code. Your original notification was sent on August 1st 2019 and per municipal code you had 30 days to comply; you now have two weeks remaining to comply by August 30th 2019. A review of the various listing websites was made and this property was found listed under: Outreach -Uncertain License Status https://www.airbnb.com/rooms/2743962 Town of Avon Municipal Code Section 5.04.050 requires every property providing any room or rooms used for accommodation for a total continuous duration of fewer than 30 days to have a business license for short-term accommodations and to include the business license number on any advertisement. Please comply with the Town’s licensing requirements or discontinue the short-term rental and advertising of your property within 30 days of the date of this letter. The process to become licensed and comply with the Town’s regulations are located at http://www.avon.org/str. If you are not compliant within 30 days, this matter will be referred to the Avon Municipal Court for prosecution under Avon Municipal Code 5.04.130. Successful prosecutions can result in fines of up to $2,650 plus costs, damages, and expenses pursuant to Avon Municipal Code 1.09.030 We appreciate your prompt attention to this matter. You can obtain your license online at https:// avon.munirevs.com. After registering your email and selecting a password, you will be prompted to utilize the following information to link to your property: Account Number: 000000 Activation Code: XXXXXX Once you obtain an active license, you are required to include the license number on all advertisements per Town Ordinance. If you have any questions, feel free to reach out to our team at support@lodgingrevs.com. If you have received this notice in error for a rental that is not your property, we can easily update the advertisement record. Please email us at support@lodgingrevs.com so that we can correct this error. Follow-up Contact Notice Sample 17 18 Task 3B: Non-Compliant Process and how the vendor will work with City Staff, including the Code Compliance Division, to bring all non-compliant properties into compliance with STVRP requirements and City Ordinances. Effective documentation and enforcement of non-compliance offences contribute to high compliance rates, and our solution will help the City of La Quinta manage these offences. In line with your outlined three strike violation policy and corresponding penalties, our system will provide the proactive tools to identify, monitor, and document these offences. Our listing tracker feature tracks the removal and re-activation of all non-compliant listings every five minutes, and we document each non-compliant ad listing instance with our evidence capture. By clicking a compliance status in the dashboard or our advertisement filer, our team or City staff can send notifications directly to the property owner/manager regarding this specific compliance status to bring them into compliance. On these notifications, all relevant ad listings are aggregated onto one property notification. You account manager and our team are always here as a resource for the Code Compliance Division to assist with system resources and best practices. The Compliance Status Report (below) and the Non-Complaint Property Report are two of the powerful systems to assist the Code Compliance Division. Compliance Status Reporting 19 Non-Compliant Property Report The non-compliant property report is a Code-Enforcement command center. This report aggregates non-compliant properties according to non-compliance status. The report contains the STVR property information, violations, complaints (clickable), outreach notifications (clickable), and action notes. Task 4: Describe how the vendor will coordinate with City Staff to follow up on Code Compliance related cases and provide additional data that may be needed to support Code Compliance cases. The key to coordinating on code compliance related cases is to have the proper resources and training. As the system of record, the enforcement documentation that our system creates through the notification tools, evidence capture, listing tracker, and reporting provide ample resources to pursue non-compliant properties. Out staff will assist the Code Compliance team in creating respective compliance reports, documented notifications, and other key resources to ensure that the department has the necessary resources to successfully ensure case records. The listing tracker enables our team and City staff to identify the reactivation of non-compliant properties and monitor these Code Compliance related cases while providing documentation and notifications with instances of the violations. The system is continuously capturing the necessary data to support Code Compliance cases and data reporting is easily accessed in the non-compliant property report. 20 Task 5: Detailed description of what tools would be made available to residents to report STVRP rela ted issues. Short-Term Vacation Rental Directory The City can deploy a directory, similar to our “business directory” used by the Town of Mountain Village (link here) to provide public access to property information. Upon contract execution, we would include this item in our Kickoff Meeting agenda to discuss the desired fields the City would like to include in this public facing site. A “24 Hour Emergency Contact” can be included in the online directory so that the public can have visibility in the STVRs in their neighborhood with responsible agent contact info. Complaints Module Our complaints module aggregates all complaints received on a property from any source. Whether the complaint is logged via our complaint form (that can be embedded on the City’s site), through our support ticketing system during business hours, or through the 24x7 bilingual phone hotline, all complaints are logged on each property within the system. With the implementation of the hotline, and a documented 24/7 responsible party, the hotline agent can take the action step of performing an outbound call to the responsible party to report the complaint/violation. Our system’s automation allows us to automate the routing of complaints with the following options: •City Staff •Notification when 5 Complaints Have Been Logged in 30 days (quantity and frequency can be customized by destination) •Update to Compliance Status when the above quantity and frequency of Complaints occurs •Option to send a Notification automatically to the property owner when the above quantity and frequency occurs. Incidents or complaints can be reported by the public through a simple online form or through our 24/7 complaint hotline. Both the form and hotline update our database immediately so that reporting and outreach can happen in real- time. In addition to the incident complaints, we provide phone support to both your staff and the public on how to use the LODGINGRevs platform and become / remain compliant. 21 Task 6: Discuss customer service views and include a summary of how the vendor has previously handled The cornerstone of our company, since 2011, has been to provide efficient solutions with unparalleled support •Client Support and Interaction: Our entire process, from the kickoff meeting through your compliance review years down the road is managed by your dedicated Account Manager, ensuring that our communication and deliverables are effectuated as efficiently as possible. •Conversion Efficiency: We have a tried & true implementation process that ensures that the amount of time your staff spends on the conversion is minimal. We’ll walk you through every step of the conversion, assisting you with the items that are required by your team, making t he best use of your time with clear instructions, deliverables and deadlines. •Enhancement Releases: We are passionate about continuing to innovate for our clients to improve efficiency, compliance and revenues. New features are released several times each year, and are built based on feedback from our clients, and their property owner s and managers. •Ticketing System: Our support team utilizes a ticketing system to ensure that we respond to any complaints, property owner or manager inquiries and staff inquiries as quickly and efficiently as possible. Our current average response time for e-mailed tickets is 37 minutes, which includes tickets that arrive outside business hours. Phone calls are answered immediately, and the rare voicemails received are included in the 37 minute average response time above. Support and Ticket Management System Task 7: Include sample letters with the language that would be used for correspondence or compliance related issues. Date Name/Address Dear Name We found the below vacation rental advertisement in the Town of Telluride that we believe is your property: https://www.flipkey.com/properties/ This is being advertised without the required business and tax licenses required by the Town of Telluride. This is a violation of the Telluride Municipal Code. Please be advised, you must obtain a business license within three weeks from the date of this notice, otherwise the matter will be turned over to the Town of Telluride Legal Department. You can obtain your business and tax licenses through the paperless system at https://telluride.munirevs.com. After registering your email address and selecting a password, you will be prompted to utilize the following information to link to your property: Account Number: 018669 Activation Code: FCNS9Q Pursuant to Telluride Municipal Code Section 6-1-10, you must also include a business license number in any and all advertisements. Once you obtain a business license for the above referenced property, please include the business license number in the description for the property. Thank you for your assistance. If you have any questions, feel free to reach out to our team at support@lodgingrevs.com or by calling the Clerks Department at (970) 728-2159. We are here to assist in any way possible. Sincerely, LODGINGRevs Staff Sample Letter for a Newly Discovered Property 22 Date Name Address Notice of Zoning Violation(s) at Address Dear Name, It has come to our attention you are renting the property located at ADDRESS as a Short-Term Rental, which is in violation of the City of New Braunfels Municipal Code. Due to the zoning of the property or the location of the property in relation to the floodway, any short-term rental use fewer than 30 days is prohibited. 144-5.17-2. Short term rental means the rental for compensation of one- or two-family dwellings, as defined in the IRC (International Residential Code), for the purpose of overnight lodging for a period of not less than one night and not more than 30 days other than ongoing month-to-month tenancy granted to the same renter for the same unit. This is not applicable to hotels, motels, bed and breakfasts, resort properties as defined in this chapter or resort condominiums. 144-5.17-3. (a)Short term rental within residential districts is prohibited. (b)Short term rental is prohibited in any floodway located within the city limits, regardless of zoning district. 144-5.17-7(g) It is an offense for the property owner, any agent of the property owner, or the occupant(s) to directly occupy or indirectly allow, permit, cause, or fail to prohibit an occupancy in violation of this section 144-5.17. Each day that a unit is occupied in violation of this ordinance shall be considered a separate offense, and, upon conviction, shall be subject to a minimum fine of $500.00 to a maximum fine of $2,000.00 per violation. It is prohibited to rent property within the City of New Braunfels on a short-term basis (fewer than 30 days) without first having obtained a short-term rental permit from the City’s Planning Division. Effective immediately, you must cease any further short-term rental use of this property. This will be your only notification. Any further short-term rental operations will result in charges being filed against you in municipal court. If you have any questions, feel free to reach out to our team at support@lodgingrevs.com or to the City of New Braunfels Planning Division at 830-221-4050, or email at planning@nbtexas.org. Thank you for your prompt attention and cooperation. Thank you, Daniella Valdez Code Enforcement Officer City of New Braunfels codeenforcement@nbtexas.org Sample Letter No STVR Allowed 23 24 Notification Samples: Delinquency Template (w/ smart fields) and Generated Letter 25 Task 8: Description of Registration, Business Licensing, and TOT Remittance software and capabilities. Registration and Licensing System A crucial aspect of any STVR compliance effort includes an easy to use, but effective registration and licensing system. “I just want to compliment the Town of Carbondale for making it extremely easy to do business with you. I love the munirevs.com site. If only it were as easy to do business with the rest of the municipalities! Thank you for leading the way!” - Anonymous property owner in Carbondale, Colorado. We’ll deliver dynamic workflows that allow the customized registration requirements based on business type, and allow for nimble changes in the future. They system manages and stores the necessary short-term vacation rental tasks. ● It is easy to collect a copy of their required document, whether it is liability insurance, parking plan, and or affidavit using our document upload task to present that requirement and store it for City staff access. ● Whether it is an internal inspection form, calculating fee or new form, a document upload or just an informational message, our workflow tools allow the creation and adjustment of workflows as needed. ● And, our automatic reminders will email property owners to remind them of their next task to keep them moving through the process! This ensures that they become compliant as soon as possible AND that your team always has complete applications to review in our approval process. ● Our approval process allows for easy to use inter-departmental collaboration, including inspections, account edits and customized business owner outreach. Sample Business Owner Task 1 Action Center 1 Sample Property Task 1 26 TOT Remittance Audit Tool Our Audit Tool allows your team to compare booked activity from listing data with actual tax remittances. In addition, you can send notifications or utilize our Audit Workflow to track entities that you decide to audit. (Details continue on following page). TOT Audit Workflow You can also insert an audit record and utilize our Audit Workflow for any properties that you wish to audit. The Audit Workflow includes: 1. Audit Period 2. Audit Commencement & Completion Date 3. Data from the Audit Period that triggered the Audit (i.e. Estimated Tax Revenue vs Reported Tax Revenue) 4. Workpaper documentation & Upload within the Audit to store your workpapers for the audit and any correspondence with the property owner. 27 Online TOT Remittance System Our tax remittance system has delivered a billion dollars in taxes and fees to our clients. Our tax system is the first of its kind - a secure, cloud‐based tax collection solution which automates municipalities’ and business owners’ workflow through our unique paperless system and services. Our innovative software will help La Quinta more efficiently collect taxes and process licenses. The automated system, customization, conversion, and support business model are consistently raved about by our customers and the talk of finance director conferences. The system includes: 1) Automatic late charges calculation and collection – properties cannot pay without paying the penalties & interest. 2) Full Administrative functions, including: a. Failure to File Assessment Penalty Processing b. Notifications, including open tax forms, failure to file language, etc . c. Reconciliation Module to reconcile all payment receipts to General Ledger d. Full Reporting Suite e. Accountant Support from our Account Managers and Support team for your staff and your properties Tax Form Example 1 Batch Processing / Cashiering 1 28 Current Available Reports (23) 29 Optional Custom Report Creating Custom Reports: Building custom reports for Cities within our system, in our experience, takes our knowledgeable programing team about 10 hours to create a custom report at a rate of $100/hour. We would have to discuss specifications for the report to provide an exact budgeable quote. 30 Project Schedule PHASE I: BUSINESS RECORD AND TRANSACTION DATA COLLECTION KEY ACTIVITIES RESPONSIBILITY MUNIRevs Muni Timeline Kickoff Meeting Review and discussion of “compliance definitions” for the City. With this information, our staff will develop your customized compliance analysis and workflows. Joint Joint Upon Contract Execution Next, we’ll review the parcel data requirements for the City to provide. This parcel and ownership data is loaded into your permitting system for our compliance jobs to check against and match up advertised listings so that we can generate notices to those owners’ addresses. Joint Joint Upon Contract Execution Jurisdiction staff to provide business records for import to system, in CSV / Excel file. Joint Joint Upon Contract Execution PHASE II: PROGRAMMING & CUSTOMIZATION KEY ACTIVITIES RESPONSIBILITY MUNIRevs Muni Timeline Initial Census - The initial census commences and will take 3-4 weeks to match up all advertised listings with your property parcel data with contact information. Lead N/A Within 4 weeks of receipt of parcel and permit data Import business records and transaction data for historical reporting and business owner reference. MUNIRevs balances all data to jurisdiction reports. Lead NA Within 6 Weeks receipt of business data Business Data Collection Customization Go Live 31 Create customized url (for example “LaQuinta.munirevs.com”) and branding Lead NA Within 6 Weeks receipt of business data PHASE III: GO LIVE KEY ACTIVITIES RESPONSIBILITY MUNIRevs Muni Timeline Customize tax and licenses forms per jurisdiction requirements. Lead NA Within 6 Weeks receipt of business data Begin assisting the City in preparing notification templates Lead Assist Within 6 weeks of receipt of data LODGINGRevs to conduct remote training with the City Staff. Lead Assist Within 6 weeks of receipt of data Assist jurisdiction in preparing mail merge to businesses with MUNIRevs Activation Codes and registration instructions Lead Assist Within 6 Weeks receipt of business data. Jurisdiction stops entering activity into former system. MUNIRevs loads in interim transaction data and open liabilities for businesses into MUNIRevs. Lead Assist Within 1 week of Go Live. Tyler J Fischer 900 Main Ave STE 10 Durango CO 81301 tyler@lodgingrevs.com PROFESSIONAL EXPERIENCE Community Partnership Manager MUNIRevs, INC Feb. 2018 – Present Durango, CO Ø Leading the partnership team as they foster ongoing relationships with our current and prospective customers. Ø Leveraging experience in customer success management to elevate community relations through critical listening, process analysis, and result driven solutions Establishing and maintaining relationships with referral partners, networking groups, and managed IT providers Ø Hiring top talent and building a knowledge base to help my partnership team lead customer experiences with thorough understanding, insight, and delivery Business Account Executive Charter Communications Dec. 2014 – Jan. 2018 Durango, CO Ø Delivering top tier commercial communication sales performance in a competitive outside sales environment Ø Excelling in customer rapport, powerful presentations, listening, closing the sale, and diligent follow-up Ø Establishing and maintaining relationships with referral partners, networking groups, and managed IT providers Ø Recognized for achievements in exceeding quota and ranked in the top 10% nationally for closing cold leads Sales Consultant AT&T April 2012 – Dec. 2014 Durango, CO Ø Drove communication sales by providing a memorable customer experience and well-positioned solutions Ø Personal and business account retention and expansion through integrity and team leadership Ø Recruited into AT&T’s Retail Sales Management Development Program (six months – completed Oct. 2013) Operations Management Natural Grocers by Vitamin Cottage Store Manager October 2011 – Jan. 2012 Wichita, KS Assistant Store Manager August 2010 – Sept. 2011 Durango, CO Ø Established the largest store operation in a new community through prominent team leadership Ø Hired, trained, and proactively managed twenty-two employees to drive customer satisfaction and growth Ø Co-led the Durango store location to dynamic year-over-year revenue growth Proprietary Equity Trader Assent LLC April 2007 – October 2011 Durango, CO Echotrade LLC Oct. 2005 – April 2007 Boca Raton, FL Carlin Financial Group Sept. 2003 – Oct. 2005 Boca Raton, FL Worldco Financial Services January.– Sept. 2003 Boca Raton, FL Annual Return on Firm Account Capital 2008: 26.5% 2007: 19.8% 2006: 19.6% 2005: 18.9% 2004: 10.8% Ø Developed and employed evolving portfolio risk exposure aversion strategies Ø Prospered from the application and execution of technical and fundamental security analysis Ø Implemented personal and team equity trading strategies within intra-day, short, and long term periods Ø Led a team of traders in daily analysis of portfolios and news-driven market fluctuations EDUCATION Ø Bachelor of Arts Degree, Fort Lewis College, Durango, CO Ø Major: B.A. Finance Ø International Semester Abroad – ESCIP at Saint-Omer, France Appendix 1 32 Haleigh Lyon, CPA 900 Main Ave STE 10 Durango, Colorado 81301 haleigh@lodgingrevs.com ACHIEVEMENTS: •Certified Public Accountant 2019 EDUCATION: Fort Lewis College, Durango, CO 2013-2017 •Bachelor of Arts, Accounting •GPA: Overall 3.86, Accounting 4.0, 156 credit hours •Beta Alpha Psi-Vice President for Internal Affairs •Beta Gamma Sigma member WORK EXPERIENCE: MUNIRevs 2018-Present •LODGINGRevs Product and Conversion Manager •Utilizing my accounting background to leverage my critical attention to detail and effective process management. •Project management skill set and clear communication and collaboration with Cities to produce results. •Leading our expert compliance team and implements solutions in the most efficient, accurate vacation rental compliance product for our clients. Anton Collins Mitchell, LLC, Audit Associate, Denver, CO 2018 •Experience in corporate audits and reviews for a wide variety of industries •Utilized APT, Caseware, and Practice Management accounting software •Advanced Excel skills •Work in a team environment at the client location, as well as remotely utilizing Skype screen sharing FredrickZink&Associates, Tax Intern, Durango, CO 2016-2017 •Prepared individual income tax returns and assisted with bookkeeping services •Worked with Lacerte and Adobe TTC tax and accounting software Alpine Bank Teller, Durango, CO 2013-2016 •Provided value to customers through positive experiences and needs based selling •Started as youngest employee of all the Alpine Bank branches •Volunteer Coordinator for Alpine Bank employees •Had over 150 two minute conversations per day •Complied with numerous rules and regulations 33 Kyra Rosenkrance 900 Main Ave STE 10 Durango, CO 81301 kyra@munirevs.com Education •Colorado Mesa University August 2010 - May 2014 Bachelor of Science: Accounting-Public Accounting Graduated Summa Cum Laude, GPA: 4.0 Experience and Skills •MUNIRevs LLC (Oct. 11, 2013-Current) o Support, Conversion, and Training Manager o Handling property and business owner needs on our support team for MUNIRevs for over four years. o Leads the support team by instilling the highest quality of customer service, responsiveness, and efficient operations. o My support team continuously receives accolades from property owners and jurisdiction staff. •Sweetbooks LLC (Oct. 11, 2013-Current) o State sales tax assistance and filling. •Talon Pumping Services LLC (February 2011-May 2012) o Managed Limited Liability Company. Including set up LLC, quarterly tax payments, reconciling accounts, tracking expenses, and paying invoices. •Building Manager (August 2010 – September 2012) Colorado Mesa University Student Center, Grand Junction CO. o Managed information desk, answered phones, sold university passes, and assisted/answered student questions. Managed cash registers and reconciled cash account. o Memberships & Affiliations •President’s List at Colorado Mesa University 2010-2014 •Member of Alpha Chi National College Honor Scholarship Society o Membership is limited to the top 10 percent of an institution’s juniors, seniors, and graduate students. •Colorado Mesa University Accounting Club 2013-2014 Vice President 34 Brayden Reese 900 Main Ave STE 10 Durango, CO 81301 brayden@lodgingrevs.com Objective Leverage my knowledge and experience to continue ensuring LODGINGRevs is maintaining the company’s high standards and customer success. Education BACHELOR’S DEGREE | FORT LEWIS COLLEGE ·Major: Accounting ·Minor: Entrepreneurship & Small Business ·GPA: 3.55 - Dean’s List: Fall Semester 2017, 2018 & Spring Semester 2018 Skills & Abilities ·Management and leadership attributes ·Excellent written and verbal communication ·Systems expert: LODGINGRevs, QuickBooks, and Microsoft Office ·Team contributor and leader through superior communication and task oriented delivery ·Self-motivated to achieve company goals and provide the best customer experience Experience ACCOUNT MANAGER | LODGINGREVS | 7/2/2018 - March ·As a dedicated account manager I collaborate with municipalities to achieve their operational goals. Whether it is conducting staff training, drafting custom procedures, and notifications I am their go-to resource. In leading a compliance review team and support I create the greatest opportunity for success. COMPLIANCE SPECALIST | LODGINGREVS | 7/2/2018 - March ·My goal as a compliance specialist was to ensure that owners are in compliance within a given city or county. This job relies on my ability to operate within jurisdictional requirements and utilize leading technology tools in order to find short-term rental owners within the city or county of the client and determine compliance. LABOROR | FICO CONSTRUCTION | 5/1/2017 - 8/20/2017 ·I worked for an all-purpose construction company throughout southwestern Colorado. The goal was to maintain the high-quality standards of Fico Construction. ASSISTANT PROGRAM COORDINATOR | CITY OF MONTROSE | 4/1/2017 - 7/1/2017 ·The purpose of my job was to oversee and manage a youth baseball program. I had a variety of duties that included managing employees, scheduling events, and handling various disputes with fans and coaches. 35 Appendix 2 36 37 Listing Platform Included in All Destinations Included in Certain Destinations Excluded: Non-USA Listing Platforms 1 Abritel x France 2 Agoda Japan 3 Airbnb x 4 AlugeTemporada Brazil 5 Belvilla Europe 6 Bookabach New Zealand 7 Booking.com x 8 CanadaStays x 9 Casamundo x 10 Cofman United Kingdom 11 Craigslist x 12 CyberRentals x 13 Dobovo Ukraine 14 Dream Exotic Rentals x 15 e-Domizil Europe 16 Evolve x 17 Expedia x 18 Flat4Day Turkey, Europe, Middle East 19 Flipkey 20 GreatRentals x 21 HolidayLettings x 22 HomeAway.co.uk United Kingdom 23 HomeAway.com 24 HomeAway.com.au Australia 25 HomeAway.de Germany 26 HomeAway.es Spain 27 Homelidays.com x 28 HomeLike European 29 HouseTrip x 30 HRS Holidays European 31 Kozaza Korea 32 LuxuryRetreats 33 MountainSkiTrips Ski Destinations 34 Niumba Spain 35 Novasol Denmark, Norway, France, Croatia, Italy and other European countries 36 OneFineStay 37 Orbitz x 38 OwnersDirect x 39 PerfectPlaces x 40 Stayz.com.au Australia 41 Toprural.es Spain 42 Travelmob x 43 TravelStaytion Europe 44 Tripadvisor x 45 Tripping.com x 46 Tripz 47 VacationRentals x 48 Villas.com x 49 VRBO x 50 WeNeedAVacation Martha's Vineyard & Cape Cod LODGINGRevs Short Term Rental Site Inventory Appendix 3 38