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LTAS Technologies, Inc. COVER LETTER City of La Quinta Attention: Tommi Sanchez Hub Manager Design and Development City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 Ph. 760.777.7077 Dear Tommi, LTAS Technologies Inc. is pleased to respond to the Short Term Rental Enforcement and Compliance service inquiry presented the City of La Quinta, California. I am the CEO at LTAS Technologies Inc., which was founded in 2011. We provide Harmari Short Term Rental (STR) Compliance service. Short Term Rentals give visitors an opportunity to enjoy attractions offered by the City at reasonable accommodation rates. I was also astounded at the beauty of the landscape and luxurious developments when I visited. Short term rentals are becoming an increasingly important factor in tourism and economic development of the City’s boundaries. However, they must also follow the City’s permitting and TOT requirements. Harmari STR has made tremendous improvements in our full-service offering such as: • User friendly web portal to search and browse by map, keywords, IDs, names and more • On-demand reporting with 9 different reports and 7 different filters, with scheduled delivery by email • A 33-point checklist verified by senior analysts for each non-compliant listing before mailout • Hiring 35 Junior Analysts to assist with STR identification • Phone and mail-based outreach • Mobile-ready registration and TOT payment portal Furthermore, we have recently found 300 non-registered STRs for City of Fort Lauderdale within 2 months of starting our project. We have 35 current STR customers. Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta ii Regarding sub-vendors, we have partnered with • Dwolla for ACH and bank-payment processing • Paypal for Credit Card payment processing • Central Communications Inc. for 24/7 complaints hotline • 35 Junior Analysts as independent contractors for identification and data entry Our team is well qualified and experienced to work with the City. The names of the team members are Allen Atamer, Tom Lee, Ron Chan, and Jennifer Guan. Their resumes are available in the Appendix. We look forward to discussing the project in further detail with you. Sincerely, Allen Atamer CEO, Founder and Principal Engineer Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta iii TABLE OF CONTENTS STATEMENT OF QUALIFICATIONS ........................................................................................................................................ 1 1.2 REFERENCES...................................................................................................................................................... 2 SCOPE OF WORK .......................................................................................................... ERROR! BOOKMARK NOT DEFINED. 1.1 STR INVENTORY ................................................................................................................................................ 3 1.2 PROPERTY ANALYTICS ....................................................................................................................................... 4 1.3 DE-DUPLICATION................................................................................................................................................. 5 1.4 MONITOR AND IDENTIFY OWNER CONTACT AND DETAILED LISTS ....................................................................... 5 1.5 STR NON-COMPLIANCE ..................................................................................................................................... 7 1.7 VIOLATIONS REPORT .......................................................................................................................................... 9 1.8 COMPLIANCE AND OUTREACH ............................................................................................................................. 9 1.9 SHORT-TERM RENTAL ONLINE REGISTRATION ................................................................................................. 13 1.10 TOT TAX COLLECTION ................................................................................................................................... 14 1.11 PAYMENT PORTAL .......................................................................................................................................... 14 1.12 PAYMENT ADMINISTRATION ............................................................................................................................ 15 1.13 24/7 TIP / HOTLINE ......................................................................................................................................... 16 4 SCOPE OF WORK .................................................................................................................................................... 18 5 PROJECT SCHEDULE .............................................................................................................................................. 19 Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 1 1 STATEMENT OF QUALIFICATIONS We believe that our solutions, based on the Harmari STR suite of superior service, is well positioned to help La Quinta achieve its objectives. This is why: ◼ Cost: The City can leverage the accumulated know-how in Harmari STR for a very competitive price. Our solution, which has been used for the last 6 years by government and private entities, provides superior value and state of the art technology at an affordable price. ◼ Guaranteed results: These are not empty promises; we know the capabilities of our tool and are ready to guarantee its results. W e go the extra mile to make sure La Quinta gets the value it deserves and guaranteed performance in the Service Level Agreement. ◼ Real world experience with a world-class application: W e have successfully helped cities, other government entities, and corporations fight fraud in several industries since 2011, by leveraging the most advanced technologies. Our team has supported cities with STR compliance activities in the past and is ready to leverage this experience and know how to support the City through this project. Harmari STR implements cutting-edge Artificial Intelligence and Machine Learning to support cities in their efforts to control and monitor the STRs and transient occupancy tax. Harmari STR is cleverly designed to cover all needs - powerful in the backend and user friendly in the frontend. We currently are contracted to work with 35 different customers, and one real-world example is the City of Santa Fe, NM, which by using Harmari STR increased STR licensees by 22% in less than one year. ◼ A reliable company: Harmari is in a leadership position in the technological advanced STR compliance market; we have bigger competitors, yet no one is up to the technical capabilities of Harmari STR at a dollar-for-dollar comparison. Everyone at Harmari is very excited about the opportunity of working with La Quinta. We believe we are the perfect partner and look forward to showcasing this proposal in more detail with you. Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 2 1.2 REFERENCES Below we have selected five municipal references related to the scope of this project, who can confirm the effectiveness and quality of Harmari Short Term Rental Compliance suite. Table 1, References Customer Service Description Sonoma County, CA Jane Riley, AICP Supervising Planner Comprehensive Planning Division Direct: 707-565-7388 Email: Jane.Riley@sonoma-county.org • LTAS contracted to provide data for Short Term Rentals for 2-year term as of February 2018 • Estimated 5000 STR listings with 1614 permitted and 2245 remitting Lodging Tax • As of August 2018, report, found 800 unlicensed STRS, which resulted in an increase of permits from 1187 to 1614 (36%), and increase of TOT remitters by 3% City of Santa Fe, NM Randy Randall Executive Director, Tourism Tel: (505) 955-6209 Email: rrandall@santafenm.gov • LTAS provided compliance data for Vacation Home Rental program from October 2016- October 2017 • Successfully identified 1102 listings (276 were condos/apartments) • 185 Unregistered STR Operators detected (16%) in initial deliverable Dec. 2016, and only 2 came back return-to-sender. City of Ventura, CA Yesania Anderson Management Analyst Tel: (805) 654-7717 Email: yanderson@cityofventura.ca.gov • Contracted since October 2017 for monitoring, identification, outreach, and 24/7 complaints hotline (ongoing) • Found 70 unlicensed STRs out of 337 detected so far, which has brought 40 listings into compliance. Town of Breckenridge, CO Heather Pezzella Revenue Services Administrator Tel: (970) 547-3195 Email: hpezzella@townofbreckenridge.com • Contracted since August 2017 to identify only illegal STRs for the town • 129 Unregistered STRs (67 of which were condos) compared to only 20 found by competitor. Town was already 97% compliant with 3700 STR permits. Allegheny County (PA) Treasurer's Office Bill Boyle Human Resources Manager Direct: (412) 350-7359 Email: William.Boyle@AlleghenyCounty.us • LTAS contracted to provide data for STRs including 24/7 hotline for 5-year term as of January 2017 (ongoing) • 1200 Unregistered STRs (including 411 condos/apartments) Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 3 2 UNDERSTANDING AND APPROACH OF SERVICES 2.1 STR INVENTORY Using a shapefile of La Quinta’s boundaries, below is an inventory of STRs from 60 different websites in the consolidated Table 1: STR Inventory for La Quinta, and heatmap in Figure 1. Table 1: STR Inventory for La Quinta Website Listings Airbnb 1914 HomeAway/VRBO + Affiliates 1700 FlipKey/TripAdvisor + Affiliates 550 Booking 224 Other/Craigslist/etc. 35 TOTAL 4423 Figure 1: Short Term Rental Heatmap for La Quinta Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 4 2.2 PROPERTY ANALYTICS Below please find sample charts from our dashboard related to Property Type, Room Type, Bedrooms, Nightly Rate, Occupancy Percentage and Breakdown by Platform Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 5 2.3 DE-DUPLICATION Harmari will deploy its proprietary matching technology to identify duplicate listings in La Quinta. Many duplicates are identified via repeating of Business License number, STR permit numbers, or photos. A sample of a de-duplication internal report is shown in Figure 2. Figure 2: Sample Comparison View Once the above reports are generated, our trained staff verified and categorizes them the following way: 1 Rent out the exact same house/condo 2 Rent out different bedrooms in the same house/condo 3 Rent out different condo/houses De-duplication of listings is important to verify that the correct permit is being used for each advertised rental unit, and also to accurately assess estimated sales and taxes owing by summing reviews on each STR website. 2.4 MONITOR AND IDENTIFY OWNER CONTACT AND DETAILED LISTS Harmari STR executes listing data collection 4 times per week, once in each of the four-time intervals: ◼ Weekday ◼ Weeknight ◼ Weekend-day ◼ Weekend-night This strategy prevents any “fly-by-night” STR listing which only appears outside of weekday work hours. Harmari STR covers 60 different websites shown in Figure 3. Our solution leverages advanced techniques based on Ar tificial Intelligence algorithms to detect duplicates and enhance identification capabilities. Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 6 Figure 3: Sample of 60 websites monitored by Harmari STR When doing compliance mailout outreach campaigns the address must be exact to avoid a Return-To-Sender, or a misunderstanding in mailing a non-compliance notice to the wrong person or entity. Harmari STR will utilize as many technologies and resources as it can to establish the identity and exact address of the host. Our proprietary toolbox includes: • Matching up host information on social media or any other public website • Using public records to search phone number, business name, person name, property address • Use mapping and property data to identify the property put for rent and homeowner Figure 4 shows a house listed on Airbnb that was matched on Google Street View picture. Harmari STR doesn’t stop with just this evidence collection. It also goes into the parcel records to verify that parcel and owner line up with the Street View listing. Until we have validated 2 data points that “triangulate” to each other, we do not report a hit Harmari STR’s unmatched effectiveness is based on two key points: • High data collection frequency: allows for close STR monitoring, accurate calendar and bookings data, and prevents “fly-by-night” STRs • Numerous sources of triangulation: STR operator identity and exact address evidence has to overlap for a proper identification Figure 4: Short Term Rental listing with matching Street View of property Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 7 2.5 STR NON-COMPLIANCE The non-compliance effort generally focusses on owner/operators due to owner/operators not being aware of all the rules and regulations around operating a STR legally and the rigor to follow them, for example: ◼ By using the Owners worksheet of the STR report, staff can easily generate outreach letters for owner/operators. ◼ By using the Properties worksheet of the Harmari STR report, La Quinta staff can easily generate outreach letters for Property Management companies. Figure 5 is a sample Licensing Workflow, which includes a cross-check of all STR data sources, against the business license and STR permit database and produces a report. Active listings won’t be reported to you. They will simply be filtered out to not waste your time. Unlicensed and Inactive Licensees will be sorted by priority score and reviewed by analysts if required. Harmari STR is the only STR compliance vendor that discounts prices based on increased compliant listings. Harmari STR essentially rewards the customer for ensuring compliance. La Quinta is in the Enforce Stage with 56% compliance Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 8 2.6 CASE HISTORY- EVIDENCE In Figure 6 is a Case History report with links for the listing and the operator respectively. The case history contains the following features: • 17 different sections and 67 data points assisting the customer for compliance • Easy to navigate left hand menu that is collapsible • Tooltips to jump to a map, zoom in on the photo gallery, and supporting evidence screenshots • Add Compliance notes when customer phones in to agree/dispute letters • Print to PDF which is fully customizable by section • Link to the archive folder and listing browser simulator • Easy upload of supporting evidence from smartphone or tablet • Track changes feature for important fields changing value STR Sources: •Airbnb •VRBO •FlipKey •Craigslist •Etc. Cross Checking Engine STR Licensees Payment Registration Notice Collections / Legal Manual Review Listing License Check Match Score Nice Beach House UNLICENSED 95% 4 BR Bungalow INACTIVE 85% Oceanview Condo ACTIVE 100% Figure 6: Case History Report Example Figure 5: STR Compliance Review Workflow Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 9 2.7 VIOLATIONS REPORT Harmari can generate a Violations Report which contains any STRs that have the following: • Advertised a maximum guest occupancy that exceeds the number allowed based on permit • Any upcoming or past stays on the rental’s calendar that are fewer than the minimum nights required to be exempt from STR registration (e.g. a less than 30-night stay) • Any hotline complaints that resulted in an escalation to Code or Police. Harmari can be put on an auto-email notification list for updates from the City’s hotline service • Any escalated complaints from outreach that have bene exhausted by the vendor (e.g. hanging up on call, 2 letters / 2 mailouts without response, disputed evidence) • Other data (customizable to your needs) A screenshot is provided in Figure 7. The report is currently sorted by the greatest number of violations descending, but can be customized based on violation type, severity, and frequency. Should the City require additional violations to be detected, columns can simply be appended to the right of this report. 2.8 COMPLIANCE AND OUTREACH As presented in the above sections, Harmari STR capabilities will allow us to identify STR operators and exact addresses. With this data, we will contact and communicate with the unregistered short-term rentals to elicit registration and compliance with City codes. Harmari’s collective experience regarding STR operator outreach is that tax discovery is best served on plan black/white letter, with personalization directed on the letterhead within a #10 envelope, and only the STR address is listed in the inquiry. Once the STR operator engages in a dialogue with the agency disputing the letter, then that is the point where supporting evidence can be cited. All can be found readily available on the web portal. The phone outreach can coincide with the letters or can be in sequence with a delay between round #1 and round #2 of 30 days to allow citizens to become compliant, and for City staff to complete their paperwork. Figure 7: Violations Report blending compliance and nuisance complaints Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 10 Harmari/Customer will be responsible for mailouts and STR operator outreach regarding unregistered STRs. The STR operator will likely respond in the following manner: 1 Skepticism that our company truly represents the City and not to disclose any information 2 They are only renting out long term either listed 31+ minimum nights in the ad, or denial saying they have a long-term tenant or relative occupying the property 3 Denial of operating an STR or alternatively “I am just the cleaning lady, I’m not the boss” 4 Having personal guests over or personal use of the property that didn’t pay to stay at the STR 5 Was not aware they were doing anything wrong Some examples of the evidence that can be leveraged for compliance include: ◼ In situations (1 and 5) it is very easy to refer to existing City ordinances and laws related to STRs. ◼ In situation (2), the columns “Shortest Stay Duration” and “Shortest Stay Dates” can be presented to the STR operator as possible proof of a stay that is below the exemption threshold of 31 nights. For example, Shortest Stay Duration=2 and Dates 2018-12-14 to 2018-12-16 (Friday to Sunday) may indicate that the STR operator rented the unit for a weekend ◼ In situation (3), the name was obtained from reliable sources mentioned earlier through data triangulation between public record, the STR listing itself, and social media. ◼ In situation (4), the indication of reviews left by different travelers (of different countries and ethnicities) will prove that the guests are not friends or family but in fact stayed and paid for it through the STR platform. below presents an auto-generated mail merged letter, and activities questionnaire with pre- populated listing ID #s to assist with addressing the compliance gap. Listings with Identification status “Owner/Address Match” will go to owner/operators, and Identification status “Operator/Address Match” will go to property management agencies and the language of the letter can be adjusted for each. In all of these situations, our trained outreach staff will have the Harmari STR reports with all supporting evidence at their fingertips. Technical and Cost Proposal Date: August 15, 2019 LTAS Technologies Inc. proposal for the City of La Quinta Page 11 Figure 7 – Auto-generated mail merged letter LTAS Technologies Inc. proposal for the City of La Quinta Page 12 Harmari STR will accept monthly uploads of STR operators that are filing Lodging Tax and/or permit and/or business license data, to measure which STR operators are now in compliance and who has not. Figure 8: STR Compliance Activity Reports Figure 8 presents example results for Harmari’s phone and letter-based outreach and the positive outcomes obtained by bringing new and unregistered STR operators into compliance. As mentioned above, LTAS has the capacity to make the initial contact to educate the STR operator of their obligations. LTAS has several compliance officers on staff who have experience with the above workflow, with educating customers, and gaining compliance numbers as shown above. Harmari will assist the City with various tasks, including: ◼ Lookups on STR ads on specific addresses that don’t show up in our reports ◼ Investigate disputes to obtain the supporting evidence required by the City ◼ Attend a Webinar meeting to provide Council an overview of the project ◼ Update case history records when STR operators provide completed forms and licenses to the City to avoid future letters ◼ Correct returned mail that City staff receives, in the rare occasion of an error Once the STR operator is in the Harmari STR system, automated reminders are sent out each month encouraging a timely remittance of TOT. Furthermore, customer service phone numbers are provided for STR operators to first contact Harmari before contacting the City for support, which saves you dozens of hours of time on the phone assisting citizens. Reminder emails are also sent regarding renewal of their permits. Evaluation of occupancy and tax revenue is performed as part of the analysis system which includes an audit selection component which finds outliers that may be under-reporting taxable income. Harmari’s web portal also has add-on offerings to enhance the compliance effort. ◼ Timestamp PDFs which are web-browser rendered (WYSIWIG) format snapshots of what the STR listings looked like (see Figure 9). This is very useful for fly-by-night listings that only pop up for short periods of time, accept a booking and then shut down. LTAS Technologies Inc. proposal for the City of La Quinta Page 13 ◼ Track Changes records, which enumerates how all information changes, when it changes (date/time, field, old value, new value). This is useful for code compliance cases when the number of rooms listed exceeds the maximum. ◼ Quickly and easily add compliance notes for people who call in and agree, dispute, or have questions on the letters they receive, as shown in Figure 10. Figure 9: Browser-rendered Timestamped Evidence Figure 10: Quickly add compliance notes to listings 2.9 SHORT-TERM RENTAL ONLINE REGISTRATION Harmari’s permit registration system can accommodate registering. The screenshots below are grouped in a “wizard” format that helps the user know how many steps are left during their application. All steps are saved along the way for the applicant to revisit when they get back to the page. See for example the screenshots in Figure 11 ◼ Page 1 – STR address and details ◼ Page 2 – Owner / Operator name ◼ Page 3 – Emergency contact ◼ Page 4 – Type of Ownership / HOA / Septic and Water supply ◼ Page 5 – Tax reporting agency LTAS Technologies Inc. proposal for the City of La Quinta Page 14 ◼ Page 6 – Safety Standards checklist incl. Occupancy Limits ◼ Page 7 – Site Plan checklist ◼ Page 8 – Signature page ◼ Page 9 – Upload documentation page Figure 11: User-friendly STR registration portal We also have a mass-upload page for property managers to register many properties at one time. 2.10 TOT TAX COLLECTION Harmari STR has a TOT reporting form shown in Figure 13. Basic contact information of STR, name, address, permit number ◼ Calendar picker for filing period, and reporting period ◼ Auto-calculation of interest and penalty based on filing period and days late ◼ Electronic signature ◼ Error-checking and validation of forms ◼ Upload exemption documents ◼ Mass-upload CSV file for multiple TOT filings by property managers ◼ Manual payment processing portal for City staff to enter cash and check payments 2.11 PAYMENT PORTAL You can accept multiple payment Harmari STR is fully integrated with multiple payment methods • We partnered with Dwolla last year to handle ACH / e-check payments • We partnered with Paypal the past 8 years to handle credit card payments Figure 12: Transient Occupancy Tax Remittance Form LTAS Technologies Inc. proposal for the City of La Quinta Page 15 • We have a manual payment form for City clerks to record cash and check payments a payment portal using PayPal, with each line item mapped separately for easy tracking of TOT, penalties, interest and fees. See Figure 13 below. Figure 13: Integrated Credit Card Payment Portal 1.12 PAYMENT ADMINISTRATION Harmari STR, provided as an off-the-shelf solution for City finance staff to administer registration and TOT payment ◼ Harmari STR has a user-friendly list for CCO to approve/reject all newly registered and/or changed properties. It features all the requirements of the checklist including reminders and escalation for 7 and 14 days passed respectively for City administration staff. Figure 14: Registration Approval by City Staff Below please find example payment reports for TOT payments (timely and delinquent) by month. LTAS Technologies Inc. proposal for the City of La Quinta Page 16 Figure 15: STRs which made and missed TOT payments 1.13 24/7 TIP / HOTLINE The 24/7 Tipline offered by Harmari, where a live human operator can take down the type of complaint (noise, garbage, parked vehicles, violence, drugs), the address of the incident. Then the 24-hour property manager for the STR will be called back by a live human regarding this incident and to immediately resolve the issue. If that incident is not resolved within 45 minutes, then the dispatcher escalates the call to code enforcement, or to police after hours. Figure 22 is a flowchart of an actual customized workflow for the 24/7/365 Tipline that Harmari has delivered, which is in full compliance with the City ordinance. Figure 17: STR Complaint Tipline Flowchart Outbound Live Human Call to STR Manager Dispatch Checks Directory STR Licensees Party House Noise Complaint 24/7 Hotline Resolved Escalated to Code / Police Figure 16: Easy mobile form for STR complaint tips LTAS Technologies Inc. proposal for the City of La Quinta Page 17 A web form allows the Tipline operator / recorder to submit all information, including auto- completion of the address, and upload evidence of non-compliance directly from mobile device any photo, video or audio (Android or iOS) as shown in the figure below. Harmari’s hotline tip submission page features ◼ Auto-completion of the address ◼ Upload evidence of non-compliance directly from mobile device any photo, video or audio (Android or iOS) ◼ Private view for inspection (with all information), and public view (with names removed) Figure 18: Features of easy to use mobile tipline Below please find an example tipline complaint public view (with name/contact redacted) and the private view for City staff. Figure 19: Tipline Status - Public View Figure 20: Tipline status - City staff view LTAS Technologies Inc. proposal for the City of La Quinta Page 18 3 SCOPE OF WORK Deliverables: • Import latest TRAKiT list of business licensing data from City • Match licensees to STR listings • Collect and archive STR listings data including images 4 times per week • Identify all non-licensed STR listings and operators with supporting evidence screenshots within 60 days of project start • Direct mail two rounds to STR owners or STR property managers regarding non- compliance • Phone call two rounds to STR owners or STR property managers regarding non- compliance • Web portal with 24-hour access to on-demand reports, interactive map, compliance activity, dashboard, archive and search for up to 10 read/write user accounts, and 10 read only accounts • Customer service number for STR operators to ask questions about the registration or the TOT payment process • 24/7 complaints hotline with inbound and outbound live human operator • Anonymous online tip web form for nuisance complaints or STR non-compliance • Monthly conference call to discuss project and concerns with City • Performance guarantee to provide 95% accuracy on single-family homes, and 75% accuracy on condos • Phone and email-based support to Code Compliance, and other City staff inquiries LTAS Technologies Inc. proposal for the City of La Quinta Page 19 4 PROJECT SCHEDULE Figure 21 - Project Plan Table 2 – Project Plan Date Milestone City Inputs & Harmari Deliverables Signing Date (SD) Contract Signature – Implementation Phase Starts • LQ provides Harmari with Business License and TOT account numbers (TRAKiT) • Harmari begins weekly monitoring, dashboard reports • Harmari assigns Junior Analysts (JAs) to begin identification SD+15 days 20% of unregistered listings identified • QA department begins to verify information and evidence • Go live on STR registration page and TOT remittance and invoicing page • Training for City staff on new user interfaces SD+30 days 50% of unregistered listings identified (F50 – the first 50%) • JAs complete identifications, QA department verifies information and evidence • Round 1 of letters is sent to the F50 • Phone calls timed for 1 day after the F50 receive mail SD+60 days 100% of unregistered listings identified (L50 – the last 50%) • JAs complete identifications, QA department verifies information and evidence • Round 2 of letters is sent to the F50, Round 1 of letters is sent to the L50 • Phone calls timed for 1 day after all receive mail Implementation Phase Maintenance Phase LTAS Technologies Inc. proposal for the City of La Quinta Page 20 Date Milestone City Inputs & Harmari Deliverables SD+90 days Follow Ups • Round 2 of letters is sent to the L50 • Phone calls timed for 1 day after all receive mail SD+120 days Escalation • List of STRs that remain non-compliant are presented to Code Compliance for Citations Monthly from SD+4 to SD+12 months (end of first term) Monthly Reports • Updated Harmari report with identifications • Incident reports to Code Compliance Renewal Audit of TOT and Code Violations • Periodic review of new / updated STR listings by JAs and identifications; QA department verifies evidence and information • Harmari recommends audit / assessment candidates to City • Updated Harmari report with identifications • Report on non-responsive STR operators provided to Code Compliance team LTAS Technologies Inc. proposal for the City of La Quinta Page 21 5 APPENDIX Resumes of team members ◼ Allen Atamer, Founder, CEO and Principal Engineer Allen did his Bachelor of Science in Aerospace Engineering at the University of Toronto and graduated from MIT with a Master’s Degree in Aeronautics/Astronautics. Having spent the past 17 years working on software engineering, artificial intelligence, and text mining, he is able to apply his experience in building LTAS Technologies. He has 2 patents involving artificial intelligence and guided aircraft diagnostics. Allen founded LTAS Technologies in 2011 to make an impact on how the Internet is regulated and kept safe for everyone. The Harmari Tools that are developed by LTAS are used by hundreds of customers in state and municipal government, insurance, retail loss prevention, and law enforcement. Evidence procured by investigators from Harmari Search has proven case law in Ohio and Virginia. Allen has testified in Court as a subject matter expert for clients’ multiple times in the US and Canada, with each time the Court admitting into evidence investigative work performed by LTAS. Allen has made presentations at the APA National Planning Conference, California Municipal Revenue Tax Administrators, Federation of Tax Administrators, and dozens of other conferences and insurance, government and law enforcement training events over the past 8 years. Allen will act as the Industry Subject Matter Expert for this project. ◼ Tom Lee, Software Architect Tom completed a PhD in Computer Science from the University of Toronto in 2016, specializing in computer vision and machine learning, preceded by a Bachelor of Mathematics degree with Honors from the University of Waterloo in 2009. Tom joined LTAS in July 2015 to research and develop the Harmari Skycrawler that detects exotic and recreational vehicles where sales tax was evaded using satellite view technology. Tom now works on the Short Term Rentals software codebase. He will be the Internal Technical Director for our team on this project. ◼ Ron Chan, Account Manager Ron graduated from Simon Fraser University with a Bachelor of Arts degree. He also has an Associate of Arts Degree from Douglas College. Over the last 15 years he was worked in several different sectors including E-Commerce, Fraud Investigations, Insurance, and Retail. Ron previously worked at eBay as a Fraud Community Support Representative and at Toys R Us as a Product Safety Coordinator. Ron has gained significant experience with vendor management, procurement, budgeting, and cost controls, which greatly assists the company with bid response, customer relationships, project management, and consultancy. Ron will be the Customer Service Director for our team on this project. ◼ Jennifer Guan, QA Lead Jennifer graduated from the University of Toronto with a Bachelor of Science in Statistical Science. She has worked at the Bank of Montreal front desk and as a Teaching Assistant at A&A Daycare. She has strong organizational skills and has demonstrated exceptional skills with STR identification and investigation. Jennifer will be the QA Lead for our team on this project, reporting to the Subject Matter Expert. LTAS Technologies Inc. proposal for the City of La Quinta Page 22 Everyone at Harmari is very excited about the opportunity of working with the City of La Quinta. We believe we would be a great long-term partner and we very much look forward to showcasing this proposal in more detail and working through this process with you. Allen Atamer NON-COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal I, __________________________________ (name) hereby declare as follows: I am ______________________________ of _________________________, (Title) (Company) the party making the foregoing proposal, that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the agreement of anyone interested in the proposed agreement; that tall statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative hereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof to effectuate a collusive or sham proposal. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Proposer Signature: _______________________________________ _______________________________________ ______________________________________ _______________________________________ Proposer Name: Proposer Title: Company Name: Address:_______________________________________ _____________________________________ ______________________________________ _______________________________________ _______________________________________ _______________________________________