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Proposal - Data Ticket, Inc.City of La Quinta PARKING AND ADMINISTRATIVE CITATION PROCESSING DUE MARCH 27, 2026 4:OOPM RFP RESPONSE ELECTRONICALLY RESPONSE SUBMITTED BY DATA TICKET, INC. Brook Westcott, Chief Operating Officer 2603 Main Street, Suite 300 Irvine, CA 92614 Phone: (949) 752-6937; Direct: (949) 428-7240 DATA ■Irema—m--. Certified ►: TrUStwave WBETICKET4 oRCH,NG. c aNce_, -omen's Business Enterprise Califomla Small IQ Business Certified Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and A, >tra (0) 949-752-6937; (0) 949-428-7240 Citation Processing CONFIDENTIAL INFORMATION DISCLAIMER This proposal contains certain confidential and valuable information in the form of ideas, know- how, concepts, processes, plans and trade secrets that belong to Data Ticket, Inc. In accordance with the California Public Records Act, this confidential information shall not be disclosed outside the City and shall not be duplicated, used, or disclosed in whole or in part for any purpose except in the procurement process. Confidential information contained in this document is noted on each applicable page or image. Serious and irreparable competitive disadvantages in future procurements could result from the release of any confidential information contained in this proposal. Please notify us immediately, in writing if there is a request for disclosure of any confidential information so that Data Ticket will have an opportunity to participate in any disclosure discussions. The following data, furnished in connection with this solicitation, shall not be disclosed except to those who are directly involved with the evaluation within the City and shall not be duplicated, used or disclosed in whole or in part for any purpose other than to evaluate the proposal provided. If a contract is awarded to this offer or in connection with the submission of this data, the City shall have the right to duplicate, use or disclose the data to the extent provided in the contract. This restriction does not limit the City's right to use information contained in the data, unless it is obtained under proper authorization from another source without restriction. Note to the City of La Quinta: Data Ticket has responded to the City of La Quinta in full for every requirement identified. We respectfully request the city provide Data Ticket with the option to remove the following areas of our RFP Response in the event the city releases this response to the public: o Screen Samples / Screen Shots of our Proprietary Solution o Report Samples of our Proprietary Solution 2 1 P a g e Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 TABLE OF CONTENTS City of La Quinta Parking and Administrative Citation Processing DESCRIPTION COVER LETTER BACKGROUND, QUALIFICATIONS, AND EXPERIENCE REFERENCES OF CALIFORNIA GOVERNMENT AGENCIES COMPLETE PRICE LIST COMPLEMENTARY SERVICES WITH CORRESPONDING PRICES STAFFING AND PROJECT ORGANIZATION SUBCONTRACTING SERVICES DISCLOSURES ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS NON -COLLUSION AFFIDAVIT ACKNOWLEDGEMENT OF ADDENDA DETAILED SCOPE OF SERVICES OFFERED SECTION 1 2 3 4 5 6 7 8 9 10 11 31 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 SECTION 1: COVER LETTER City of La Quinta Parking and A, >tra Citation Processing 4 1 Page March 24, 2027 City of La Quinta DATA ATTN: Lisa Chastain, Public Safety Management Analyst If 1C. 78495 Calle Tampico TICKET La Quinta, California 92253 Dear Ms. Chastain: Data Ticket, Inc. appreciates the opportunity to respond to the Request for Proposal for Parking and Administrative Citation Processing for the City of La Quinta and responds positively to all requirements therein. Data Ticket is the City's current citation processing and collections provider and has been since we were awarded the contract in a competitive bid in 2006. Since that time, the City has issued over 13,600 parking citations and collected over $744,000.00 in fines and penalties and the City has issued over 6,500 administrative citations and collected over $1,943,000 in fines and penalties. The city's current collection rate for parking citations is 79%, while the city's collection rate for administrative citations is 65%. Finally, the city's cost of doing business with Data Ticket is 2.91 % of parking citation revenue 4.63% of administrative citation revenue. Data Ticket, Inc. is a California Corporation, a California certified Small Business and a California certified Women Owned business. Our full-time staff, located in Irvine, California, includes comprehensive IT, operations, adjudication, data entry mail and customer services departments. The individual authorized to negotiate and bind the firm contractually to all statements in this proposal is Brook Westcott, Chief Operating Officer. Questions regarding this proposal should be directed to Brook at Data Ticket's corporate headquarters, where all work will be performed. Data Ticket, Inc. 2603 Main Street, Suite 300 1 Irvine, CA 92614 Office: 949-428-7240 1 Fax: 949-281-3195 BWestcott(d)-DataTicket.com; ClientServices(a�DataTicket.com We believe after reviewing the enclosed proposal, you will agree that Data Ticket, Inc., is the most qualified partner to continue to provide the professional, focused service necessary for superior parking and administrative citation processing This proposal shall remain valid for 90 days from the RFP closing date. Data Ticket certifies that any individual who performs work for the City is free of any conflict of interest. T►iank you for the opportunity to provide a response to the City's RFP. Brook Westcott, Chief Operating Officer Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 Data Ticket Background, Qualifications, and Experience (a) Number of years in business: Data Ticket was founded September 15, 1989 (b) Taxpayer Identification number: 93-1010811 City of La Quinta Parking and Administrative Citation Processing (c) Number of Years in parking and administrative citation processing: 36 years in parking citation processing and 31 years in administrative citation processing. (d) Resumes of Project Manager and key personnel: Name: Heather Nowlan Position: Director of Client Services Education: Undergraduate Degree in Business School & Year of Completion: Texas Christian University, Fort Worth, Texas; 1993 Summary of Experience: Heather joined Data Ticket 17 years ago and is responsible for managing our clients' needs via email, phone, and personal visits. She is responsible for assisting in the implementation of new clients, as well as for the retention of existing clients by ensuring Data Ticket staff understand our clients' business rules and processing needs. Heather and her Department are responsible for testing all enhancements prior to release to our Production Environment. The Client Service Department works closely with our clients to identify enhancements to our Solution and, in turn, works closely with our Development Team to define the functional specifications for each enhancement so they accurately meet our clients' needs. Heather is a graduate of Texas Christian University, and her experience includes more than 17 years of customer service in a fast paced, high energy, client -facing business. She brings a solid foundation to Data Ticket by utilizing effective communication skills with a detail -oriented service mentality. She has worked on numerous CRM (customer relationship management) programs in her prior experience and has been able to apply this knowledge directly to Data Ticket. Heather's goal is to enhance the experience that our clients receive through personalized attention. Name: Brook Westcott Position: Chief Operating Officer Education: Undergraduate Degree in Business School & Year of Completion: Baylor University, Waco, Texas; 1994 Summary of Experience: Brook Westcott, Chief Operating Officer 61 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Brook has more than 21 years of parking citation experience in addition to 19 years of administration citation processing experience. Brook has been a key member of the Data Ticket team for the past 21 years, actively managing each client's citation processing to ensure each implementation is successful. Brook's expertise in Project Management includes planning, designing, testing and executing client conversion, IT enhancements, new IT development, data management and process re - engineering. Brook's focus since joining Data Ticket has been to develop new processes to streamline the flow of data through the system in order to provide more detailed data to our clients via real-time, online reporting. Brook also focuses her time on consulting with our clients on new legislation, current trends in the parking industry and new technology that will enhance our client's current operations. Finally, Brook spends a significant amount of time reviewing our client's processing business rules, looking for areas of efficiency. Brook is a graduate of Baylor University with a Bachelor of Business Administration in Business Management. Prior to joining Data Ticket, Brook was a Senior Manager at Accenture for 11 years. During her time there, she served as project manager for high -profile projects in Spain, France, Italy, Chicago, New York, San Francisco, Minneapolis, Memphis and Orange County. Brook is responsible for overseeing the Information Technology, Accounting, Data Entry, Adjudication, and Operations Departments at Data Ticket. Name: Wanda Stone Position: Senior Programmer Education: Henley Certificate in Supervisory Management School & Year of Completion: Graduate Institute of Management and Technology, South Africa, 1995 Summary of Experience: Wanda is a Microsoft Certified Applications Developer with a Henley Certificate in Supervisory Management 1995 from the Graduate Institute of Management and Technology, South Africa. She has been with Data Ticket for 15 years and serves as a Senior Programmer within our IT Department. Wanda is responsible for managing the IT staff that focus their time on development, as well as improving and maintaining our proprietary applications including our website and our electronic handheld units. Wanda has been primarily responsible for releasing a wireless handheld unit to our clients in 2009. This unit allows our clients to transmit citations wirelessly to our database so citizens can pay for and/or appeal instantaneously. Wanda is responsible for all handheld software development, integration into existing databases and implementation. This includes all hardware and software research. In addition, our IT Department has released a new look and feel for our website this year to provide a more user-friendly and sleeker image. Our IT Department also excels in developing and maintaining existing software solutions using VB.net, as 71 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing well as in maintaining the Microsoft SQL Server and creating and maintaining databases. (e) Firm ownership and incorporation status: Data Ticket is a California Corporation incorporated in the State of California September 15, 1989. (f) Subsidiary / Parent Company: Data Ticket is neither a subsidiary nor a parent company 81 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking a. Arninistrative Citation Processing SECTION 2: REFERENCES OF CALIFORNIA GOVERNMENT AGENCIES 91 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Below and on the following page, Data Ticket has provided 6 clients with which we currently provide the services required by the City of La Quinta for parking and administrative citation processing. Reference #1: (a) Client Information: City of La Quinta: Administrative Citation Processing Contact: Nathan Lynch, Supervisor, Animal Control/Code Compliance; 760-777-7034; nlynch _laquintaca.gov; Parking Citation Processing Contact - Cole Woods, Senior Code Compliance Officer; 760-777-7048; Cwoods@laquintaca.gov (b) Project Description: Data Ticket provides administrative citation and parking citation processing services to the City of La Quinta, including the sending of all notices, handling of inbound and outbound calls, payment processing, integration and participation in the Franchise Tax Board's Interagency Intercept Program, management of the adjudication process and the provision of independent hearing officers. Data Ticket also provide handheld ticket writers and citation issuance software and performs data entry of manually issued citations. (c) Project Start and End Dates: April 2006 to current (d) Staff Assigned to Project: All Data Ticket staff are assigned to each of our clients. The management of our internal staff in this manner allows for maximum flexibility in our servicing our clients' natural ebb and flow of citation issuance and processing. (e) Summary of final outcome: Our partnership is ongoing with the City until the contract expiration date. Reference #2: (a) Client Information: City of Lake Elsinore: Administrative and Parking Citation Processing Contact: Fred Lopez, Code Enforcement Manager; 951-674-3124, ext. 275; FLopez(cD-Lake-Elsinore.org (b) Project Description: Data Ticket provides administrative citation and parking citation processing services to the City of Lake Elsinore, including the sending of all notices, handling of inbound and outbound calls, payment processing, integration and participation in the Franchise Tax Board's Interagency Intercept Program, management of the adjudication process and the provision of independent hearing officers. In addition, Data Ticket handles all banking via an escrow account, issues refunds on behalf of the City and processes all NSFs and chargebacks. Data Ticket also provides handheld ticket writers and citation issuance software and performs data entry of manually issued citations. (c) Project Start and End Dates: 101 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing April 2008 to current (d) Staff Assigned to Project: All Data Ticket staff are assigned to each of our clients. The management of our internal staff in this manner allows for maximum flexibility in our servicing our clients' natural ebb and flow of citation issuance and processing. (e) Summary of final outcome: Our partnership is ongoing with the City until the contract expiration date. Reference #3: (a) Client Information: City of Palm Desert: Administrative and Parking Citation Processing Contact: Pedro Rodriguez, Code Compliance Supervisor; 760-776-6442; PRodriguez _palmdesert.gov (b) Project Description: Data Ticket provides administrative citation and parking citation processing services to the City of Palm Desert, including the sending of all notices, handling of inbound and outbound calls, payment processing, integration and participation in the Franchise Tax Board's Interagency Intercept Program, management of the adjudication process and the provision of independent hearing officers. Data Ticket also handles the data entry of all manually issued citations. (c) Project Start and End Dates: May 2010 to current (d) Staff Assigned to Project: All Data Ticket staff are assigned to each of our clients. The management of our internal staff in this manner allows for maximum flexibility in our servicing our clients' natural ebb and flow of citation issuance and processing. (e) Summary of final outcome: Our partnership is ongoing with the City until the contract expiration date. Reference #4: (a) Client Information: City of Palm Springs: Administrative and Parking Citation Processing Contact: Patrick Clifford, Assistant Director; 760-322-8372; Patrick.Clifford(@-PalmSpringsCA.gov (b) Project Description: Data Ticket provides administrative citation and parking citation processing services to the City of Palm Desert, including the sending of all notices, handling of inbound and outbound calls, payment processing, integration and participation in the Franchise Tax Board's Interagency Intercept Program, management of the adjudication process and the provision of independent hearing officers. Data Ticket also handles the data entry of all manually issued citations. (c) Project Start and End Dates: 11 1 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing May 2010 to current (d) Staff Assigned to Project: All Data Ticket staff are assigned to each of our clients. The management of our internal staff in this manner allows for maximum flexibility in our servicing our clients' natural ebb and flow of citation issuance and processing. (e) Summary of final outcome: Our partnership is ongoing with the City until the contract expiration date. Reference #5: (a) Client Information: City of Jurupa Valley: Administrative Citation Processing Contact: Ryan Batista, Code Enforcement Supervisor, 951-332.6464 ext:262, RBatista(cD-JurupaValley.org Parking Citation Processing Contact — Michael Schofield, Sgt., 951-374-3516, MSchofieCa)-riversidesheriff.org (b) Project Description: Data Ticket provides administrative citation and parking citation processing services to the City of Jurupa Valley, including the sending of all notices, handling of inbound and outbound calls, payment processing, integration and participation in the Franchise Tax Board's Interagency Intercept Program, management of the adjudication process and the provision of independent hearing officers. In addition, Data Ticket handles all banking via an escrow account, issues refunds on behalf of the City and processes all NSFs and chargebacks. Data Ticket also handles the data entry of all manually issued citations. Finally, the City utilizes Data Ticket's handheld ticket writers and citation issuance software for electronically issued citations. (c) Project Start and End Dates: October 2014 to current (d) Staff Assigned to Project: All Data Ticket staff are assigned to each of our clients. The management of our internal staff in this manner allows for maximum flexibility in our servicing our clients' natural ebb and flow of citation issuance and processing. (e) Summary of final outcome: Our partnership is ongoing with the City until the contract expiration date. Reference #6: (a) Client Information: City of Rancho Mirage: Administrative Citation Processing Contact: Pamela Birky, Code Compliance Manager 760-770-3220, ext. 312; PamelaB(cD-RanchoMirageCA.gov (b) Project Description: Data Ticket provides administrative citation services to the City of Rancho Mirage, including the sending of all notices, handling of inbound and outbound calls, payment 121 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing processing, integration and participation in the Franchise Tax Board's Interagency Intercept Program, management of the adjudication process and the provision of independent hearing officers. In addition, Data Ticket handles all banking via an escrow account, issues refunds on behalf of the City and processes all NSFs and chargebacks. Data Ticket also handles the data entry of all manually issued citations (c) Project Start and End Dates: December 2010 to current (d) Staff Assigned to Project: All Data Ticket staff are assigned to each of our clients. The management of our internal staff in this manner allows for maximum flexibility in our servicing our clients' natural ebb and flow of citation issuance and processing. (e) Summary of final outcome: Our partnership is ongoing with the City until the contract expiration date. 131 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking a. Arninistrative Citation Processing SECTION 3: COMPLETE PRICE LIST 141 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 Administrative Citation Processing Price List: City of La Quinta Parking and Administrative Citation Processing Data Ticket offers two Cost Models for our Administrative Citation Processing Clients that allow our Clients to select the Cost Model that best suits their individual situation. Model 1 represents an all-inclusive option that has a higher upfront citation processing fee than Model 2 and includes full service from Data Ticket's staff. This option is typically selected by Agencies whose citation recipients pay their citations on an inconsistent basis. The City currently utilizes Model 1. Model 2 is often selected by Clients who have a thorough understanding of their collection rates or collections occur within the first 30 days of a citation being issued. Regardless of the Model selected, you have the option to change Models at any point during a contract period. This provides our Clients with the maximum amount of flexibility so they may experience the maximum return on citations issued. Description of Service Cost Model Cost Model Manual Administrative Citation Processing $14.00 $10.00 Services for the above -mentioned items include: per per • In-house data entry of manually written citations performed citation citation within 48 hours of receipt • Quality assurance verification of manually entered citations • Scanning of all manually written citations onto our network for storage and ease of retrieval • Bi-monthly shredding of manually written citations Electronic Administrative Citation Processing: $9.00 per $5.00 per Services for the above -mentioned items include: citation citation • Automated citation transmission into Data Ticket's Citation Management Solution 24/7 • Automated confirmation email detailing successfully transmitted citations • Automated transmission of all media attached to citations 151 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking and Administrative Citation Processina Description of Service Cost Cost Modell Model Semi -Custom Noticing: Included $0.85 per Services for the above -mentioned items include: notice • A single Courtesy Notice printed on an 8 Y2 x 11" piece of paper and provided in a window envelope will be sent to the responsible party • All notices are attached to the citation online and are viewable via the web • All notices sent via 1st Class Mail • All notices include a return envelope in which the party responsible may submit payment • This cost will increase as the US Postal Service increases the 1 st Class postage rate • Notices will be sent daily, Monday - Friday Additional Correspondence $1.50 per $1.50 per Services for the above -mentioned items include: letter letter • Sending via 1st Class Mail any correspondence outside of the customary 3 notices currently sent by the City, including partial payment letters, overpayment letters, or other. Delinquent Collections Included 30% of Services for the above -mentioned items include: revenue • In addition to the 1st Courtesy Notice, two additional notices will collected be sent to the party responsible, at a time frame to be defined by the Agency • Notices will include a return envelope in which the party responsible may submit payment • Notices will be sent via 1 st Class Mail, for which Data Ticket will be responsible • A citation is considered delinquent at Cite Date plus 31 days • All notices are sent via First Class mail, and all notices are printed on an 8 Y2 x 11" sheet of paper and folded into a window envelope; in addition, a window envelope is provided for the recipient to return payment • All notices are attached to the citation online and are viewable via the web • Notices will be sent via 1 st Class Mail, and Data Ticket will be responsible for the cost incurred • Notices will be sent daily, Monday - Friday • If Data Ticket does not collect on a citation that is delinquent, the Agency does not owe this fee 161 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking and Administrative Citation Processina Description of Service Cost Cost Modl1 Model Adjudication Holds and Scanning Included $0.50 per Services for the above -mentioned item include: hold • Data Ticket will accept Hearing Requests on behalf of the Agency • Dependent on the Agency's choice, Data Ticket will either review and approve the Hearing Request or provide the documentation received to the Agency for its decision • If the Request is accepted, Data Ticket's Adjudication Department will place the citation on an Administrative Hearing Request Hold and scan all received documentation into the Solution, so it is displayed on the web for the Agency's Staff and the Hearing Officer Adjudication Letters Included $1.50 per Services for the above -mentioned item include: letter • For each request received, Data Ticket will send a semi -custom Hearing Approval Letter and a Schedule letter, or it will send a Semi -Custom Denial Letter • Once the Hearing has been held, Data Ticket will send a semi - custom disposition letter to the Appellant detailing the Hearing Officer's findings • All Letters are sent via First Class mail, and all Letters are printed on an 8 Y2 x 11" sheet of paper and folded into a window envelope; in addition, a window envelope is provided for the recipient to return payment • All Letters are attached to the online citation and are viewable via the web • Letters will be sent via 1 st Class Mail, and Data Ticket will be responsible for the cost incurred Certified Letter Fee- Optional $12.00 $12.00 per Subject to postage increases er letter letter 171 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking and Administrative Citation Processina Description of Service Cost Cost Modell Model Administrative Hearings $85.00 $85.00 Services for the above -mentioned item include: per hour per hour • Data Ticket's independent, certified, insured hearing officers will be provided to perform in -person, phone, and written hearings, as required by the Agency • Each hearing request will be reviewed, heard or read, and all required research will be performed • The Hearing Officer will enter a judgment into the Citation Processing System for viewing by the Agency, Appellant and Data Ticket • The City will incur costs associated with mileage • Data Ticket will work with the Agency to arrange for the use of a conference room at a Agency location or the Agency may elect to have citations heard at a centralized location within the Count Franchise Tax Board SSN Look -up $2.75 per $2.75 per Services for the above -mentioned item include: unique unique • This fee will be assessed to look up a social security number SSN SSN associated with a particular registered owner and address • This charge is charged per unique SSN, not per citation FTB Collections 15% of 15% of Services for the above -mentioned item include: revenue revenue • This fee is charged if a citation is paid at the Franchise Tax collected collected Board • This charge is not combined with any other charge; for example, if a citation is rolled to delinquent status and paid at FTB, only the 15% of revenue collected will be charged • Data Ticket will send a custom FTB Notice to the Patron as required by the Interagency Intercept Program; this notice will be sent via 1st Class Mail • All notices are attached to the citation online and are viewable via the web • If Data Ticket does not collect on a citation that is at FTB, the Agency does not owe the collection fee • Data Ticket will send an FTB Notice to the Patron as required by the Interagency Intercept Program; this notice will be sent via 1 st Class Mail 181 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking and Administrative Citation Processina Description of Service Cost Cost Modell Model Advanced Collections Legal Action Not Required - Optional 30% of 30% of Services for the above -mentioned item include: revenue revenue • This fee is charged if a citation is paid at Advanced Reporting collected collected Collections • This charge is not combined with any other charge; for example, if a citation is rolled to delinquent status and paid at Collections, only the 30% of revenue collected will be charged Joint / Escrow Banking Services - Optional $160.00 $160.00 Services for the above -mentioned item include: per month per • Daily deposits of funds to the Agency's escrow account month • Online, real-time reconciliation reports that tie directly to the bank statement • Processing of all credit card chargebacks and Insufficient Funds • Month -end reconciliation of all funds collected • Payment of Data Ticket's invoice • Disbursement of the net remittance to the Agency via ACH • Scanning of all payments directly to joint bank account daily using remote check deposit • The Agency will be responsible for the purchase of banking supplies, including checks and endorsement stamps; these fees typically run $200.00 per year Chargeback Processing Included Included Services for the above -mentioned item include: • Data Ticket will process credit card chargebacks and send a custom letter to the citation recipient or payor NSF and Refund Processing - Optional $4.00 $0.00 Services for the above -mentioned item include: • Data Ticket will process NSFs and Refunds upon notification from the joint escrow banking institution • Cost Model 1: If the City elects to utilize an escrow account, Data Ticket will process all NSFs and Refunds when notified by the banking institution. Data Ticket will also verify, generate, and send via 1st Class Mail, refund checks weekly to individuals who are due a refund • Cost Model 2: If the City does not elect to utilize an escrow account, the City will be responsible for processing NSFs and issuing refunds. Monthly Minimum $250.00 $250.00 • A minimum fee of $250.00 will be charged monthly if services do not reach this level Credit Card Chargeback Processing $33.50 per transaction 191 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking a. Aministrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing • If a chargeback occurs, a fee will be charged to the Patron for the processing of the chargeback No fee will be charged to the Agency Cost Increases: Postal Rate Increase Offset — If postal rates increase during the term of the agreement, fees to DTI shall be raised immediately to offset the effect of the actual postal rate increase. CPI Increases — There will be NO CPI increases for the duration of the agreement. 201 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Parking Citation Processing Price List: Unlike Administrative Citation Processing, Data Ticket offers a single cost model for our Parking Citation Processing Clients. Below we have provided that cost model for the City of La Quinta. Manual Parking Citation Processing: $0.80 Services for the above -mentioned items include: • Data entry of manually written citations performed within 48 hours of receipt • Scanning of all manually written citations onto our network for storage and ease of retrieval Electronic Parking Citation Processing: $0.60 Services for the above -mentioned items include: • Automated citation transmission into Data Ticket's Citation Management Solution 24/7 • Automated confirmation email detailing successfully transmitted citations • Automated transmission of all media attached to citations Courtesy Notice: (First Notice) $0.85 Services for the above -mentioned item include: • Semi -custom Courtesy Notice that is printed on an 8 Y2 x 11" piece of paper and provided in a window envelope sent to the registered owner of a vehicle • All notices are attached to the citation online and are viewable via the web • All notices are sent via 1 st Class Mail, and all notices include a return envelope in which the party responsible may submit payment • This cost will increase as the US Postal Service increases the 1 st Class postage rate • This charge is only incurred if the individual does not pay off the windshield and a notice is sent to the individual. Out -of -State Collections: 28% of revenue collected • This fee will cover all expenses associated with obtaining out-of-state registered owner information and will be due only when a citation is paid • Data Ticket is a recognized Strategic Partner with NLETs; should the Agency have an assigned ORI, Data Ticket will request usage of the ORI for reference/audit purposes only. Data Ticket utilizes its own ORI for transactional purposes • This fee is not combined with any other contingency fee. For example, if a citation is rolled to a delinquent status, only 28% of revenue collected will be charged • If Data Ticket does not collect on a citation that is issued to an out-of-state plate, the Agency does not owe this fee. Delinquent Collections: 30% of revenue collected This fee will be assessed when a citation is ninety (90) days past the citation issue date, or when a second (2nd) notice is sent sooner than ninety (90) days, assuming a first notice has been sent to the registered owner, and the citation is not on hold for any reason 211 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing • In addition to the Courtesy Notice, three Delinquent Notices will be sent to the registered owner • All notices are sent via First Class mail, and all notices are printed on an 8 Y2 x 11" sheet of paper and folded into a window envelope; in addition, a window envelope is provided for the recipient to return payment • All notices are attached to the citation online and are viewable via the web • If Data Ticket does not collect on a citation that is delinquent, the Agency does not owe this fee • Notices will be sent via 1 st Class Mail, and Data Ticket will be responsible for the cost incurred Franchise Tax Board Processing SSN Look -up $2.75 per SSN • This fee will be assessed to look up a social security number associated with a particular registered owner and address • This charge is charged per unique SSN, not per citation FTB Collections 15% of revenue collected • This fee is charged if a citation is paid at the Franchise Tax Board • This charge is not combined with any other charge; for example, if a citation is rolled to delinquent status and paid at FTB, only the 15% of revenue collected will be charged • Data Ticket will send an FTB Notice to the Patron as required by the Interagency Intercept Program; this notice will be sent via 1 st Class Mail • If Data Ticket does not collect on a citation that is at FTB, the Agency does not owe the collection fee Adjudication Placement of Adjudication Holds $0.50 per appeal • Placement of a 1st Level Review Hold, a 2nd Level Hearing Hold or a 3rd Level Court Hold such that no further processing takes place Scan and Upload Supporting Documentation $0.50 per upload • Data Ticket will scan, upload and attach all supporting documentation received by citation recipients Adjudication Letters $1.50 per letter • Data Ticket will send a custom disposition and hearing schedule letters to the Appellant via 1st Class Mail • All letters are attached electronically to the applicable citation online and are viewable via the web 2nd Level Hearing Disposition - Optional $85.00 per hour • Data Ticket works with independent, certified, insured hearing officers to perform in - person, virtual, phone and written hearings • Each hearing request will be reviewed, heard or read, and all required research will be performed 221 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing • The Hearing Officer will enter a judgment into the Citation Processing System for viewing by the Agency, Appellant and Data Ticket • The Agency will incur costs associated with mileage as defined by Federal guidelines • Data Ticket will work with the Agency to arrange for the use of a conference room at a Agency location or the Agency may elect to have citations heard at a centralized location within the County Payment Plan Processing Acceptance and Scanning of Indigent Payment Plan Requests (Approval/Denial by Data Ticket) $5.00 per request OR Accepting and Scanning of Indigent Payment Plan Requests (Approval/Denial by City) $2.00 per request Payment Plan, Approval and Denial Letters $1.50 per letter Additional Correspondence $1.50 per letter • Additional correspondence includes any correspondence the city may wish to send, including Fled Letters, Refund Letters, Overpayment Letters, or other. • Each letter will be electronically attached to the citation for viewing on the web • Each letter will be sent via 1 St Class mail in a windowed #10 envelope with a return #9 envelope Joint / Escrow Banking Services (Optional) Services for the above -mentioned item include: $160.00 per month • Daily deposits of funds to the Agency's escrow account • Online, real-time reconciliation reports that tie directly to the bank statement • Processing of all credit card chargebacks and Insufficient Funds • Month -end reconciliation of all funds collected • Disbursement of County / State Surcharges at month -end • Payment of Data Ticket's invoice • Disbursement of the net remittance to the Agency via ACH • Scanning of all payments directly to joint bank account daily using remote check deposit • The Agency will be responsible for the purchase of banking supplies, including checks and endorsement stamps; these fees typically cost $250.00 per year Chargebacks Processing $4.00 per issued instance • Data Ticket will process credit card chargebacks and NSFs when notified of each occurrence • Once processed, Data Ticket will send a custom letter to the individual detailing the returned item and the amount due on the citation 231 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking a. Aministrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing NSF Processing and Refunds - Optional $4.00 per issued instance • If the City elects to utilize an escrow account, Data Ticket will process all NSFs when notified by the banking institution. If the City elects to utilize an escrow account, Data Ticket will verify, generate, and send via 1 st Class Mail, refund checks weekly to individuals who are due a refund • If the City does not elect to utilize an escrow account, the City will be responsible for processing NSFs and issuing refunds. Monthly Minimum $250.00 A minimum fee of $250.00 will be charged monthly if services do not reach this level (not inclusive of the Joint/Escrow Banking Services fee) Payment Plan Processing $15.00 per transaction • An administrative fee will be assessed to Patrons who wish to participate in a payment plan • This fee will cover the cost of the payment plan initiation, and the cost of a confirmation letter that is sent to the Patron confirming the details of the payment plan • The Agency will have the ability to determine whether Payment Plans are accepted and, if so, what the parameters for payment will be Credit Card Chargeback Processing • If a chargeback occurs, a fee will be charged to the chargeback No fee will be charged to the Agency Cost Increases: $33.50 per transaction Patron for the processing of the Postal Rate Increase Offset — If postal rates increase during the term of the agreement, fees to DTI shall be raised immediately to offset the effect of the actual postal rate increase. CPI Increases — There will be NO CPI increases for the duration of the agreement. 241 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Services included for both Parking and Administrative Citation Processing Online Access for the Agency's Patrons: Included The Agency's Patrons will have the ability to perform the following functions online: • View real-time citation(s) data • Pay for a single or many citations • Request 1st Level Administrative Review and attach up to three documents supporting their position • Request 2nd Level Administrative Hearing Request and attach up to three documents supporting their position • Print a receipt • View pictures of the citation taken by the issuing officer (if the Agency allows) Online Access for the Agency's Staff: Included Access to the Agency's data is based on unique usernames and passwords assigned to everyone who requires access to the system. Data Ticket does not limit the number of individuals who have access to the system and the number and types of access can change at any point with a simple email request to Data Ticket. Our Solution maintains a complete audit trail for each transaction in the system so that the username is displayed next to every transaction in the system, indicating who performed the transaction and when. Depending on the access rights provided to each Agency Staff member, the following capabilities are available: • View real-time citation(s) data, including pictures taken by the Issuing Officer • Accept payment via VISA, MasterCard, Discover and American Express credit/debit cards • Accept payment via Cash, Check or Money Order • Process NSFs and Refunds • Reduce or increase violation amounts, dismiss citations, void citations and place a citation on hold • Change citation data, including violations, date, time, plate, location, comments, make, model, color, registration expiration date and others • Perform Administrative Reviews online by entering the disposition directly online • Perform Administrative Hearings online by entering the disposition directly online • Schedule Administrative Hearings online or view scheduled hearings • Generate a time expired or letter of non -responsibility for a citation in the adjudication process • View the complete reason for the Review Request and supporting documentation provided by the Appellant directly online • Edit Appellant information • Upload disposition documents sent to the Agency via US Mail • Add a note to a citation and see all comments added to the citation 251 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking a. Aministrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing • View the reason for the 2nd Level Administrative Hearing Request online and view the supporting documentation provided by the Appellant, directly online • Print a receipt with or without responsible party information Reporting: Included • Data Ticket offers many reports online as well as a Customized reporting application for our clients to generate, print and re -print 24/7. We provide real-time reports that can be generated for any timeframe required and we provide pre-processed/month-end reports that reflect the month -end view of data. • All reports are available online and because we do not purge data unless specifically requested to do so by a client, the data is available as long as the Agency is a client. • All reports are generated in HTML so our clients can copy and paste the data into Excel for data manipulation purposes. • If the Agency were to request a report that was not already available, Data Ticket would work with the Agency to design the report and provide it to the Agency at no cost. Manual Payment Processing: Included • Manually received payments (checks, cash, money orders and credit card payments sent via US Mail) are received at our PO Box in Newport Beach where a bonded and insured courier picks up the mail daily and delivers it to our Newport Beach office • Our Mail Department opens, sorts and batches the payments before providing them to our on -site Data Entry Department • After double-blind entry of each payment, the citations are updated by our Quality Assurance team • Payments are then provided to our Accounting Department where daily deposit slips are completed and provided to a bonded, insured courier who takes them to the bank Registered Owner Information: Included • Registered owner information for all citations issued on California license plates • Turnaround time for acquisition of California registered owner information is same day • Registered owner information for all citations issued on out of state license plates • Data Ticket is a recognized Strategic Partner with NLETs and has access to registered owner information nationwide through the NLETs service • Access to this system requires the use of the City's ORI for tracking purposes only; Data Ticket will utilize its own ORI for acquiring the out of state data • Turnaround time for acquisition of out-of-state registered owner information using NLETs is same day CA DMV Holds and Releases: Included • California DMV Holds and Release performed daily via an online connection • Holds and releases can also be performed real-time, upon request • Citation amounts placed on hold are updated daily in the event a partial payment is made 26 1 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Customer Service: Included • Data Ticket provides a live, bi-lingual, on -site Customer Service Department that is fully trained to answer questions related to citation issuance, payment, adjudication, fix -it tickets, signoffs, FTB, advanced credit reporting collections and more • All calls are recorded to quality assurance and recordings can be sent to the Agency at any time for review. • Data Ticket's IVR is bilingual and accessible via several toll -free numbers; the IVR provides real-time information to the caller regarding status, including the amount due • The IVR accepts VISA, MasterCard, Discover, and American Express Web Presence: Included • Data Ticket's Solution is 100% web -based and Section 508 Compliant and is provided at: www.CitationProcessingCenter.com; this is a generic website in the sense that it is not Agency branded. This website allows for the Agency and the Agency's Patrons to access citations online • If the Agency prefers to have an Agency branded website, one in which the look and feel mimics that of the Agency's website, Data Ticket can and will provide this feature to the Agency. 271 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking a. Arninistrative Citation Processing SECTION 4: COMPLEMENTARY SERVICES WITH CORRESPONDING PRICES 281 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Data Ticket has provided all services and costs associated with our services in the section prior. Though the City has never utilized handheld ticket writers and printers, Data Ticket is always happy to provide options should the City wish to consider that in the future. 291 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking a. Arninistrative Citation Processing SECTION 5: STAFFING AND PROJECT ORGANIZATION 301 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking and Administrative Citation Processing Data Ticket, Inc. is a California Corporation that provides administrative citation and parking citation processing software and management, as well as permit management and collection services for Cities, Counties, Universities, Districts, and other public entities nationwide. Data Ticket employs 47 full time Staff. Data Ticket was incorporated in California in 1989. We provide expertise to ensure that citations get processed and collected in a timely manner for over 450 Agencies nationwide. Data Ticket is in Irvine, California. Our office is always open to our clients, and we encourage in -person communication on a regular basis. Data Ticket, Inc. is a California certified Small Business Enterprise and a California certified Woman -Owned Business Enterprise. Staffing of the City's contract is critical to the success of the partnership. We will continue to provide City Personnel with a fully dedicated Project Manager to facilitate all operations. In addition to the Project Manager, we will provide a supplemental Project Manager. These two individuals will be available during normal business hours, Monday — Friday 7am — 5:00pm Pacific and City Management will have their cell numbers for after hour assistance. Individual Assignment of Tasks Heather Nowlan, Director of Client IT Oversight Services & Project Manager for the Enhancement Prioritization City of La Quinta Accounting Oversight Attendance at City Council Meetings Monthly Performance Review Collection Rate Statistics / Financial Analysis Internal Oversight of Operational Processes Brook Westcott, Chief Operating Client setup and maintenance Officer, Project Manager for the City Initial and on -going User Training of La Quinta Correspondence Review Attendance at City Council User and Administrator Setup Daily Questions Bradley Miller, Mobile Support Handheld Training Manager for the City of La Quinta Handheld Customization Handheld Assistance / Follow-up Heather Nowlan, Director of Client Services, will continue to be responsible for working closely with the city to attend all meetings and assist in providing each of the City's Personnel with unique usernames and passwords that will provide access to the Citation Processing System at the appropriate, requested level. In addition, Heather will continue to be responsible for providing all user training in the Citation Processing System Software. This training will be performed in person, via the Internet and over the phone. Finally, Heather will be responsible for reviewing all notices and correspondence to be sent on behalf of the city. 31 1 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Brook Westcott will continue to be responsible for ensuring the IT, Accounting, FTB, Noticing and DMV Functions work properly for the city. She will also be responsible for all financial analysis required by the City as well as contractual oversight. Brook will attend all City meetings, both on -site and off -site. Bradley Miller, Mobile Support Manager, will continue to be responsible for providing training to all city personnel at the City's preferred location(s). Bradley will also be responsible for providing regular enhancements to our Mobile Software and he will be responsible for working directly with City Personnel to ensure the handhelds are being utilized accurately to provide the most benefit to the Officers and to the city. Data Ticket Staff Access In addition to the individuals dedicated to the city on the prior pages, Data Ticket provides the highest level of services to each of our clients by providing access via phone, email and in person to all our Department Managers. We have adequately staffed each Department to accommodate every client's needs. We do not share resources across Department; rather we have hired and maintained each Department such that there is no need to share resources; however, personnel are cross trained to ensure our entire staff is well versed in the entire citation processing lifecycle. Below, we have provided the city with a high-level organization chart for Data Ticket. All the individuals identified on the chart work in the Irvine, California office and each of the individuals identified in the organization chart provided below will be made available to City Personnel throughout the life of the contract. Sr a.Aw-c- oireRmr of ai¢or Reauoru HR Manag¢r dRM50NN¢s dKMSMviCes Cf services 1- 1 noA[LWN11H6 MANAGER [USEOMERSFRIRQCEAD Kara FNerRaz EAkV'RR4 Wly [. Maria More Aff e o %fflok Karp EuenE Midwe134�1i1B.. TiWiN H.I daH 6inRua 61C 32 1 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking and Administrative Citation Processing SECTION 6: SUBCONTRACTING SERVICES 331 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Data Ticket has not ever, nor do we have plans now or in the future to utilize subcontractors in the execution of the City's contract. 341 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking a. Arninistrative Citation Processing SECTION 6: DISCLOSURES 351 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Data Ticket has not expereinced any alleged significant prior or ongoing agreement failure, any criminal litigation or investigation pending, which involved Data Ticket or in which Data Ticket has been judged guilty or liable within the last five (5) years. 361 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking a. Arninistrative Citation Processing SECTION 8: ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS 371 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking a. Aministrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Please see below Attachment 2: Insurance Requirements Acknowledgement. 4 Qawa - l'AI.11(M NI4 - ATTACHMENT 2 INSURANCE REQUIREMENTS ACKNOWLEDGEMENT A4ust be executed by proposer and submitted with the proposal Brook Westcott (name) hereby acknowledge and confirm that Data Ticket, Inc. (name of company) has reviewed the City's indemnification and minimum insurance requirements as listed in Exhibits E and F of the City's Agreement for Contract Services (Attachment 1); and declare that insurance certificates and endorsements verifying compliance will be provided if an agreement is awarded. I am Chief Operating Officer of Data Ticket, Inc. (Title) (Company) X Commercial General Liability (at least as broad as ISO CG 0001) $1.000,000 (per occurrence); $2.000,000 (general aggregate) Must include the following endorsements: X General Liability Additional Insured X General Liability Primary and Noncontributory Commercial Auto Liability (at least as broad as ISO CA 0001) $1,000,000 (per accident) Personal Auto Declaration Page if applicable Errors and Omissions Liability $1,000,000 (per claim and aggregate) X Worker's Compensation (per statutory requirements) Must include the following endorsements: X Worker's Compensation Waiver of Subrogation Worker's Compensation Declaration of Sole Proprietor if applicable Page 37 of 39 381 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking a. Arninistrative Citation Processing SECTION 9: NON -COLLUSION AFFIDAVIT 391 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Please see attached, signed Attachment 3 Non -Collusion Affidavit Form. ATTACHMENT NON -COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal I, Brook Westcott (name) hereby declare as follows: I am Chief Operating Officer Of Data Ticket, Inc. (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 all 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: Brook Westcott Chief Operating Officer Data Ticket, Inc. 2603 Main Street Ste. 300, Irvine CA 92614 Page 38 of 39 401 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking a. Arninistrative Citation Processing SECTION 10: ACKNOWLEDGEMENT OF ADDENDA 411 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking a. Aministrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Please see Attachment 4: Acknowledgement of Receipt of Addenda. Za Qa�fra ATTACHMENT 4 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA Must be executed by proposer and submitted with the proposal, If no addenda has been issued, mark "N/A" under Addendum No_ indicating Not Applicable and sign ADDENDUM NO. I SIGNATURE INDICATING RECEIPT G�-roo,� GIJa,�o�t Page 39 of 39 421 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking and Administrative Citation Processing SECTION 11: DETAILED SCOPE OF SERVICES OFFERED 431 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing We have added this section of our response to the City's RFP to provide additional details regarding the scope of services we intend to continue to provide to the City of La Quinta. We realize this is supplemental information that may or may not be considered in the City's review. Data Ticket's Solution is 100% web based. Our Solution is offered as a Software as a Service (SaaS) whereby Data Ticket Personnel are responsible for the development, maintenance and enhancement of all software provided to City Personnel. Data Ticket's Solution processes parking and administrative citations pursuant to California State law and City ordinance. Our Solution will provide a complete audit trail for every transaction made for each citation in the system. 1. Data Entry for Handwritten Citations • Manually issued citations will be electronically uploaded into our Data Entry queue for immediate keying into our Solution utilizing our proprietary workflow solution. • All manually issued citations will be electronically scanned and attached to the electronic citation record such that City Personnel can view a copy of the manually issued citation at any time. • Our Solution provides City Personnel and Data Ticket Personnel with the ability to easily correct data errors, and our Solution automatically generates a letter of correction which is mailed via 1 st Class Mail to the citation recipient. This letter, as with all letters issued by our Solution, is electronically attached to the citation record so City Personnel can view it at any time. 2. Registered Owner Name Retrieval • Data Ticket is online with California DMV and obtains registered owner information within 1-2 minutes of a citation entering our Solution. • Data Ticket Personnel perform manual lookups to view the full history of a California license plate as well as the full history of a handicap placard. • City Personnel will be provided with a "CLET's-like" replacement that provides the ability to generate a real-time registered owner and/or handicap placard owner look- up and receive that information back from California DMV immediately. No other vendor offers this capability. • Data Ticket's processing provides our clients and our internal resources with the ability to update quickly and efficiently make mismatches returned from DMV. 3. Out -of -State Registered Owner Retrieval from State DMV • Data Ticket is online with NLETs and obtains registered owner information within 1-2 minutes of a citation entering our Solution. We do not wait for a citation to become delinquent to obtain an out of state owner. • In addition to NLETs, Data Ticket is online with many state DMVs and BMVs for the acquisition of registered owner information. • Data Ticket mails all collection letters via 1 st Class Mail, regardless of the state to which the citation was issued. Additionally, all correspondence sent on behalf of the city is electronically attached to the citation in our solution for City Personnel to easily view. 4. DMV Registration Holds / Releases • Data Ticket places CA DMV Registration Holds and Releases real-time with CA 441 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking and Administrative Citation Processing DMV. This is beneficial to the city and to the City's Customers as it means we do not wait until month -end to attempt to place a Hold or a Release. In addition to the real- time interface, our Solution accommodates the process of manual holds and releases for those times when a hold or release must take place outside the normal processing rules. • City Personnel will be provided with a "CLET's-like" replacement that provides the ability to generate a real-time registered owner and/or handicap placard owner look- up and receive that information back from California DMV immediately. No other vendor offers this capability. 5. Automated processing of Administrative Review Requests • Data Ticket maintains a complete audit trail for all transactions related to the adjudication process. This includes maintaining all PDF copies of disposition letters, schedule letters, and all correspondence received from appellants. • All reviews received via US Mail will be date stamped, and all envelopes and documentation received will be scanned and attached to the citation record online so City Personnel can view it at any time. • Data Ticket's Adjudication Department monitors 1st Level Review Requests and 2nd Level Hearing Requests to ensure a disposition is entered within a reasonable and legally acceptable timeframe for each request. • All adjudication requests received via US Mail will be scanned and attached to the applicable citation within 2 days of receipt. Again, all supporting documentation will be scanned and attached to the applicable citation online for City Personnel to view, print and re -print. • All adjudication letters, including hearing schedule letters, disposition letters, no bail letters, and time expired letters are generated and mailed via 1 st Class Mail within 1 day of generation. Any correspondence returned as a bad address, either by the USPS or by an individual, is notated in the system. • City Personnel will have the ability to view all adjudication letters, including disposition letters, hearing schedule letters, and others online for as long as the city is a client. • All adjudication documents are scanned and attached to the applicable citation. As with all other documentation received, we do not ever purge data received unless directed by the city. • Data Ticket offers a fully staffed Adjudication Department with its own toll -free line on which individuals in the adjudication process may call to acquire additional information and understand where their citation(s) is in the adjudication process. • Our Solution is 100% real-time. All adjudication activities are performed real-time, and the Solution is updated as such. City Personnel will be able to view all data as it relates to a Responsible Party, License Plate and Appellant. • Our Solution will provide City Personnel with the ability to enter unlimited notes, view citation, plate, and responsible party historical information, place a citation on an adjudication hold while suspending all other activity, enter custom or pre-set adjudication comments, adjudicate at the violation level, rather than the citation level, and generate custom adjudication letters locally or via our mailing house. 6. Administrative Hearings 451 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing • Data Ticket maintains a complete audit trail for all transactions related to the adjudication process. This includes maintaining all PDF copies of disposition letters, schedule letters, and all correspondence received from appellants. • Data Ticket's Adjudication Solution is 100% integrated with our Parking Citation Solution. All administrative hearing requests will be maintained in our Solution with a full audit trail tracking all activity. In addition, because our Solution is real-time, status displayed will be real-time. • City Personnel will have the ability to schedule hearings, view hearing schedules or have Data Ticket schedule hearings. The decision is that of the City's. • All adjudication letters, including hearing schedule letters, disposition letters, no bail letters, and time expired letters are generated and mailed via 1 St Class Mail within 1 day of generation. • Data Ticket offers a fully staffed Adjudication Department with its own toll -free line on which individuals in the adjudication process may call to acquire additional information and understand where their citation(s) is in the adjudication process. In addition, City Personnel will have the ability to utilize direct dial phone numbers, direct email addresses and group email address to Data Ticket's Adjudication Department for any need. All correspondence will be generated and mailed via 1 st Class Mail, daily. Our Solution provides a real-time Refund Request Report that will provide City Personnel with the ability to view citations for which a refund is due. Additionally, this report will provide the reason for the refund. This report can be accessed by City Personnel via our real-time interface, or it can be emailed as required to City Personnel. • Our Solution provides real-time reporting that provides our clients with the ability to view previous hearing schedules, future hearing schedules, 1st level review dispositions, 2nd level hearing dispositions, issuing officer and the individual reviewer. All reporting is exportable to excel and will not require any additional formatting. 7. Payment Plan Administration • Our Adjudication Department Personnel will enter and maintain all Indigent Status requests in compliance with AB503 and AB3277. In addition, should the city allow, individuals may request an Indigent Payment Plan online and attach supporting documentation, as well as an Indigent Payment Plan Application. • Our Adjudication Department will handle all requests for Indigent Status and provide approval or denial for these requests on the City's behalf. The city can also handle the approval/denial process if it wishes to do so. 8. Payment Processing • Data Ticket will continue to provide a PO Box, located in Newport Beach, California, where payments may be sent. Additionally, Data Ticket will provide a PO Box located in Newport Beach where all adjudication correspondence may be sent. The differentiation in PO Boxes helps us quickly understand the types of correspondence received and how best to process them. • All mail received at all PO Boxes is retrieved by a bonded, licensed courier who delivers the mail to our Irvine office Monday — Friday. In addition, mail is retrieved from the PO Boxes on Saturdays when the following Monday is a holiday. We 461 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing provide this additional service to our clients to ensure that processing remains efficient and effective, even on Holidays. • All incoming mail will be sorted and batched by postmark date. In addition, penalties that may have applied after the postmark date, but prior to keying of the payment will be automatically backed out upon keying of the postmark date. • All payments will be received, batched by postmark date, and keyed within 1 business day of receipt. In addition, all payment exceptions (orphan payments, over payments and partial payments) will be provided on a real-time report for City Personnel to view at any time. • Citizens will be able to pay using Visa, MasterCard, Discover, and American Express 24/7 via our website and IVR Solution. • Credit card funds processed will be reconciled with bank deposits to ensure the City receives a deposit of all credit card funds accepted and processed. • Online, via our real-time Solution, City Personnel will have access to generate reports providing a summary, by date, of deposits made, as well as a report providing each individual citation paid on any given date. Both reports will reconcile perfectly to the bank statement. These reports, in addition to being made available online, can also be emailed on a regularly scheduled timeframe to specific individuals or groups of individuals. • All source documents are scanned and electronically filed on our network or are scanned and electronically attached to the applicable citation where they reside if the city is a client. If the City prefers for source documents to be purged after 6 months or electronically provided to the Police Department, we are happy to accommodate that request. • Data Ticket tracks all re -billing of citations for partial payments, NSFs, releases of liability and leased vehicles. This process is automated based on the City's individual processing requirements. In addition, all letters, such as partial payment letters, NSF letters, and re -billing letters will be converted to PDF format and automatically attached to the citation to which it pertains. This provides City Personnel with the ability to view, print and re -print these letters at any time. • Our Solution is PCI Compliant and is SOC 2 Type 2 compliant. We accept Visa, MasterCard, Discover, and American Express via a real-time authorization and a batch settlement. Credit cards are disbursed to the city one month in arrears after full reconciliation has taken place and all credit card chargebacks are accounted for. CORRESPONDENCE PROCESSING All correspondence will be processed within two (2) business days of receipt and will be electronically scanned and attached to the applicable citation. Data Ticket has always and will continue to obtain city approval on all standard forms, notices of delinquent violation and correspondence. REPORTING Data Ticket offers the most extensive reporting capabilities in the industry. Our reports are provided to our clients via a web -based real-time Solution that provides us with the ability to generate Financial, Management and Operational Reports for any timeframe required. 471 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking a. Aministrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing Our reporting structure is set as follows for parking citations. Each Category contains a minimum of 5 reports each with a maximum of 10 reports in any single category, for a total of 87 reports: Adjudication Reports Citation Reports Financial Reports Officer Reports Payment Plan Reports Scofflaw Reports Report Generator Aging Reports DMV Reports Franchise Tax Board Reports Operational Reports Refund Reports Customer Service Handheld Reports In addition to those categories identified above, we also have a complete category for Permits, Month -end Invoicing Reports, and My Saved Reports. Finally, we have a complete Report Generator tool that provides our clients with the ability to generate, save and share custom reports. Below, we have provided the city with a view of the Reporting Home page that displays citation statistics in a graphical manner for our clients. As you can see from this screen print, a drop -down box is provided in the top right corner that allows the user to select the month that he/she wishes to view. In addition, this screen is configurable to display a variety of statistics. PROCESSING CENTER - -- 0 Finally, we offer City Personnel a Report Generator feature. This provides our clients with the most advanced reporting capabilities available. This feature provides City Personnel with the ability to select a "Standard Report" or to select a "Data Grouping" and create custom, real-time reports. These reports can be saved, shared amongst co-workers, or just run and viewed. Below we have provided a screen shot of our "Report Generator" capability. This capability provides our City Personnel with the ability to select a "Standard Report" from the table on the prior pages and set Optional Criteria, as well as drag and drop Report Columns into and out of the Report. If you choose, you can also start with a "Data Collection" and create a fully custom report. 481 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking and Administrative Citation Processing Once you have created the report you would like to run on a regular basis, City Personnel has the option to simply save the report to your "My Reports" list. You can then choose to delete the report, clone the report, or share the reports amongst co-workers. The clone feature provides users with the ability to generate a report with a slightly different or altogether different set of criteria. All the reports available to our clients are available on our website. This provides City Personnel with the ability to generate reports on their timeframe while reducing their dependency on a vendor. We find the more control we provide to our clients; the better able they are to do their jobs, on their timeframe. If there are specific reports City Personnel require on a specific timeframe to be provided by Data Ticket, we will provide those at no cost to the city. TOLL -FREE TELEPHONE SERVICE Callers will continue to have the ability to call one of several toll -free, bi-lingual customer service lines. All calls made into our customer service lines are recorded and can be provided to City Personnel upon request. In addition, Data Ticket offers Appellants several unique toll -free numbers that are specific to those individuals in the adjudication. All toll -free telephone lines are available 24/7. Data Ticket is the only vendor in the industry that provides our clients with real-time Customer Service Report that provide a call reason, call rating duration of call and outcome of each call. Data Ticket is the only vendor in the industry that provides callers with a callback feature whereby our Customer Service Representatives will call an individual back upon request. AUTOMATED VOICE RESPONSE SYSTEM Data Ticket will continue to provide the city with an automated voice response system that is available 24/7 for callers to obtain general information, specific citation information, and make an online, real-time payment. This line is available 24/7 in English and Spanish and will be customized to offer the exact prompts the city requires. This line can be modified at any time to meet the city's changing requirements. 491 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking and Administrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing CUSTOM NOTICES AND LETTERS All correspondence sent on behalf of the city will continue to be electronically attached to the applicable citation. Our Solution automatically sends Fled letters as well as Partial Payment letters. Our Solution can automatically send all Letters of Correction when a required data element is changed on a citation. ONLINE INQUIRY ACCESS Data Ticket will continue to maintain all Citation related information in an electronic database that may be accessed through a web -based interface that is friendly to use for non -technical users. Access to the Solution is provided 24/7 via a unique username and password. City Personnel can manage user access, or our Client Services Department can handle access to the Solution. Data Ticket's Citation Management Solution is 100% web based. The entire system is accessible using a username and password. Upon entry into our Solution, City Personnel will be presented with a homepage that provides calls to action that are specific to each user logged in. One such homepage has been provided below. This individual is responsible for Performing 1 st Level Reviews, reviewing Pending Refunds, reviewing Make Mismatches, approving Payment Plans, and approving Void Requests. This homepage is configurable for each client and for each individual login at the Client so that each person is aware of pending action items. Clicking on each call -to -action button takes the user to a specific webpage that details the area that was selected. IC?CICITATION PROCESSING CENTER Q­kSe h ®. Siqn ooc Welcome Thursday, Nov 7 2019 2:31:57 PM 3a_ Q- _ REVIEWS —MAKE --;PAY PENDING MISMATCHAPPROVALS You will note this homepage also provides the user with the ability to use the Quick Search or to select the Search button in the top menu to search for citations. The Quick Search feature allows the user to search by citation number, license plate, or notice number which the Advanced Search provides the user with the ability to search by citation number, notice number, license plate and state, full or partial VIN, full or partial citizen's name, driver's license number, and location of the violation. In addition, the user may elect to narrow the search results by identifying a citation start and end date or balance owed. 501 Page Data Ticket, Inc. 2603 Main Street, Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 A 'C1Ip.n SMI(.VM •t.Yb bl O.. w. h... .v.m w. c.. a am u... a.. �.at.,..a1 �.� a00.n.1 M► wu Wewl.l City of La Quinta Parking and Administrative Citation Processing IIMY`. dr 1JO Y.� . »arr.. r...a c*w.• . ... , . ., .... . ... Mayn twr ar ••aroo[n a...-wn:: lrrN• ctl. tw. OI.iM..IM.O... Im. �. o.�q r.n xr., u snlsal-orw o jj IYtt:.VM t . IO.p: IJ1Y.wi ti1M y 1 II f3 ILVLtVM 1 n1:It10lwMn. I Ob.Itp10 1 rLWDi tilt• The screen shot above also provides the user with the ability to perform Group Edit Features across multiple citations. The Group Edit features include the ability to add a note, attach a file, edit a vehicle, or edit a responsible party. Once a citation is searched for and successfully found, the following information is displayed to the user: • Status of the citation, bolded in red or green font, indicating the age of the citation, as well a high-level summary for the citation, plate, responsible party • Registered owner information as provided by DMV, including registration date and any names listed on the registration, VIN, make and model • This Person, This Plate information detailing citations issued to the Plate and citations issued to the person F(MCITATION PROCESSING CENTER Q ON VOID 03/23/17: Ke q - Repuea A—plad G.rd InMeliY► t. : �:��y � , r U-_.Sh.l oupslji/C.00 Jim I" •�vnt_ Our website provides a complete audit trail of the registered owner and any changes made due to a release of liability, a change due to a renter or lessee, or any other change. Finally, City Personnel will have the ability to view a complete audit trail for every citation in the system. Date Name Address 1 09/10/2019 CAR 1492 08/08/2019 ST G JTER 1153 07/03/2019 EVEL 1540 Address 2 Address 3 City, State, Zip EUREKA SPRINGS, AR 72631 ONTARIO, CA 91762 DR FONTANA, CA 92336 • All citation level information that was entered on the citation, including VIN • All photographs, videos and voice recordings taken at the time of the citation issuance and transmitted to Data Ticket, as well as all appeal documents, citation documents and payment plan documents received and attached to the citation 511 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking a dministrative (0) 949-752-6937-1(0) 949-428-7240 Citation Processing axe'. aPA.T379 Sole: CA Wx: %W 5250 CA~ images Make: NIA Cd.1 aLk Bah: a DOOR Model: leis Rog. 1.; 11/2010 aeN+dl: Mxx', L.0- NORTNIVEST CORNER OF EAST 5TH STREET WEST OF ORANGE AVENUE Radge11201 CdaOm V"— Canmenls PHOTOS V .Eh (x2t9& &1MW C•trt�rn Ratadingt 0-0-- Violation information and all charges, fees and adjustments at the citation level Penalty history including penalty date, penalty amount :I: I � Si S:a1i�DJi�/ NgnY Sid�1Ss- i:J3C '1i:1:G:: Gl 2i'iDi: Gxe�+�Tka - Notice history, including date sent, date due, address sent to, registered owner, make of the vehicle, and amount due-, a PDF copy of every notice / letter generated through our Solution is automatically attached to the citation record within 24 hours. These copies can then be re -printed and viewed as often as desired. We do not purge these attachments unless specifically requested to do so by a client. Please see below a sample screen of how notices are attached for the city to view, print and re -print. You will note the underlined notice number which is hyperlinked to the actual notice generated: Due Dab naSFaecg. aF,aart jy YJ�Iyr:llY IW:fi701t 1•h.Ksr4N t5tt0 OW7117019 Wolf IIWW ]NW& sm 31R1f0 LU Doll T)Solt 4Mte lY NM4e 11/ IIF" Sall I1N DO La 1t/WN&O -Ar- Mike 40WSeaeSeed •loft 1p� A 1l -- pow QFFICIAL COURTESY NOTICE UNPAID !�Q PARKING CITATION Adjudication history, including date the citation was placed on a review and hearing hold, date hearing was scheduled for, date hearing schedule letter was sent, judgment, date judgment was entered, date judgment letter was sent, disposition information, hearing officer name, complete appeal description, images attached as part of the adjudication process and a complete description of the reason for appeal if the appellant appealed online 0_7L-;D1 T •«N.. SA W A —god if CM UIOIIOON W O01^ M T a Sam AS 160000 N TOOII W7 Debra' e TIYT IOONT Alp 1 W407000 Tf 1000K St S.3"U W" *00" ""M Te11T I Ulim 1T UW M%T OVX I OW OW Me %'M IIT RIX tW CIULD PER "" AND, We %^W -0.0W WI M W KM W 10101E C#A b.M 131"? t CAUAD Tlet 10W "U" 10 Un R TO Wr RitMIMl NA" t0 nm rw 10VT P -0 Wk 9. I7k a Wd" NOW zF twS ILaLLT 1.000 *1EN%ZWA"Wt1 tk01 aiORB "AW 400. fr VIPs TMT O4 a1001". 141001 VW V4010POO W. $M0no% • Payment information, including payment type, payment received date, check date, check number, deposit date, payment location, amount paid, and returned check date or credit card charge -back date 521 Page Data Ticket, Inc. City of La Quinta 2603 Main Street, Suite 300 Irvine, CA 92614 Parking a dministrative (0) 949-752-6937; (0) 949-428-7240 Citation Processing DM 4r_•-.4a sarrcorlc Troa PVasen D"Ovo" Ga,eeaec loacO. Amount ll 'IZ.2011 Crude Ca+d xxxx•,o0oc-)U0{7E1+p2! tno.•at $3 30 0' l,ra: • KXXx-17t7R-70ptX-707! tnurna 637-5! • Vehicle registration history Date State Plate Make Model Body Year Color Reg. Ell. Reg. OW. VIN —AL Source 07/01/2019 CA BBC Kta BLK 12/2019 5250 Oant FBo 07/0212019 CA 880 _ _ K1, ! 1212019 KNAF +0 Third Party Vendor • A complete audit trail of the citation, including a username and date for every transaction • All phone notes as entered by our customer service representatives and any other personnel who have a username and password • DMV inquiry date and hold and release information and dates, including registered owner information, with address and registration expiration date M 0I17W7r{/ crest. No • aaali Meta tiwq wsl rya • Citation simulation for reproduction and printing at the city Below you see our Adjudication Hold Search Page that provides the user with the ability to quickly view all pending 1st Level Reviews, and 2nd Level Hearings and narrow the search results down to those requests made via the web, citations issued by a particular officer or citations issued to a specific meter number. This page provides City Personnel with the ability to click on each citation number, review the citation details and supporting adjudication documentation and render a decision online. Adju k.11nn trotd S —I, ♦—. h... D.o.te.NY Dwtn..n[. }G-WiLItW! tr.M: � 14r4w 11d! ,,i N.em, wW _• ta.t .as' 1N.1.T N.mty. /N4 Y.gy.tlf Sr.l+ Ila.t ii .Ilnn • t 11� t411. �Nr Me.wwM1M r.rtv MepsMN A.enll.nr Owll.p ftwll A.n.ry CEld.tf 531 Page Data Ticket, Inc. 26C. .I S Suite 300 Irvine, CA 92614 (0) 949-752-6937; (0) 949-428-7240 City of La Quinta Parking str�- Citation Processing THANK YOU 541 Page