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16South Miami To: The Honorable Mayor & Members of the City Commission Via: Hector Mirabile, PhD, City Manager From: Alfredo Riverol, CPA, Cr.FA, Chief Financial Officer Date: February 23, 2011 Agenda Item No.: A Resolution of the Mayor and City Commission of the City of South Miami, Florida, authorizing the City Manager to an agreement with NRA Group, LLC d /b /a National Recovery Agency (NRA) a collection firm providing debt collection services for a Subject: percentage of the principal amount owed to the City and collecting said fee as a percentage of the outstanding principal. This agreement shall have an initial three (3) year period with two (2) one (1) year option to renew periods for a possible total term of five years (5), and providing an effective date. The City currently holds Accounts Receivable (AR) Balances of $67,415.15 for Storm Water and $66,037.00 for Excess Trash for a total AR Balance of $133,452.15. The City desires to make current these outstanding delinquent accounts, but does not have an agreement for debt collection services, nor do its past records reflect one. The City desires to make current its outstanding delinquent accounts and requires use of a debt collection service. In accordance with competitive bidding procedures, three (3) collection agencies have provided quotes, NRA Group, LLC d /b /a National Recovery Agency (NRA), Gila, LLC d /b /a/ Municipal Services Bureau (MSB), and RPS Companies, Inc d /b /a RIPS Worldwide. Background: The National Recovery Agency (NRA) shall charge a commission on payment amounts at the rate of fourteen percent (14 %) on all accounts not previously serviced by a third party agency or law firm, in addition, this agreement shall have an initial three (3) year period with two (2) one (1) year option to renew periods for a possible total term of five years (5) and may be terminated by either party upon not less than thirty (30) days prior written notice to other Party. It is noteworthy that in previous years the City has used what is a "passive' collections approach for unpaid balances, only requesting payment for the same during lien searches. In turn, the proposed approach herein would provide the City a more "active" collections process and would allow it a more effective address of this outstanding debt. Attachments: • Proposals from collection agencies. • NRA Certificate of Liability Insurance. 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 RESOLUTION NO. A Resolution of the Mayor and City Commission of the City of South Miami, Florida, authorizing the City Manager to an agreement with NRA Group, LLC d /b /a National Recovery Agency (NRA) a collection firm providing debt collection services for a percentage of the principal amount owed to the City and collecting said fee as a percentage of the outstanding principal. This agreement shall have an initial three (3) year period with two (2) one (1) year option to renew periods for a possible total term of five years (5), and providing an effective date. WHEREAS, the City desires to make current its outstanding delinquent accounts and requires use of a debt collection service; and WHEREAS, in accordance with competitive bidding procedures, three (3) collection agencies have provided quotes, NRA Group, LLC d /b /a National Recovery Agency (NRA), Gila, LLC d /b /a/ Municipal Services Bureau (MSB), and RPS Companies, Inc d /b /a RPS Worldwide; and WHEREAS, the National Recovery Agency (NRA) shall charge a commission on payment amounts at the rate of fourteen percent (14 %) on all accounts not previously serviced by a third party agency or law firm; and NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA; Section 1. That the City Commission hereby authorizes the City Manager to execute an agreement with the firm of NRA Group, LLC d /b /a/ National Recovery Agency (NRA) shall charge a commission on payment amounts at the rate of fourteen percent (14 %) on all accounts not previously serviced by a third party agency or law firm. This agreement shall have an initial three (3) year period with two (2) one (1) year option to renew periods for a possible total term of five years (5) and may be terminated by either party upon not less than thirty (30) days prior written notice to other Party. Section 2. This resolution shall take effect immediately upon adoption. PASSED AND ADOPTED this _ day of , 2011. ATTEST: CITY CLERK READ AND APPROVED AS TO FORM AND SUFFICIENCY: CITY ATTORNEY APPROVED: ulT1i3H COMMISSION VOTE: Mayor Stoddard: Vice Mayor Newman: Commissioner Palmer: Commissioner Beasley: Commissioner Harris: COLLECTION SERVICES AGREEMENT This COLLECTION SERVICES AGREEMENT (the "Agreement"), dated as of February 1S, 2011, is made and entered into by and between NRA GROUP, LLC d/b /a NATIONAL RECOVERY AGENCY ( "NRA "), a Pennsylvania limited liability company located at 2491 Paxton Street, Harrisburg, Pennsylvania 17111 and City of South Miami ( "CLIENT "), a Florida [government enti located at 6130 Sunset Drive South Miami FL 33143 . Each of NRA and CLIENT is at times referred to in this Agreement individually as a "Party" and collectively as the "Parties." WITNESSETH: WHEREAS, NRA is engaged in the business of collecting delinquent accounts, locating skip accounts and providing additional servicing functions for accounts referred to NRA; WHEREAS, CLIENT owns certain delinquent accounts (collectively, the "Accounts ") and desires to retain NRA to collect certain Accounts on the terms and subject to the conditions of this Agreement; and WHEREAS, NRA desires to accept the retention and to collect the Accounts. NOW THEREFORE, in consideration of the above premises and the mutual agreements hereinafter set forth, and for other good and valuable consideration, the receipt, adequacy and sufficiency of which are hereby acknowledged, and intending to be legally bound, the Parties hereby agree as follows: 1. DEFINITIONS Collection Agency: The independent collector, attorney, accountant, collection agency, law firm, or accounting firm shall be qualified pursuant to Florida Statutes and is certified by the State of Florida. Contracting Agency: The contract agency is the City of South Miami, and is hereinafter referred to as "City ". 2. SERVICES a. CLIENT shall from time to time refer delinquent Accounts (collectively, the "Referred Accounts ") to NRA. b. NRA will accept and attempt to collect Referred Accounts and shall use its best efforts to obtain all amounts due to CLIENT with respect to such Referred Accounts (collectively, the "Services "). 3. DESCRIPTION OF ENTITY AND RECEIVABLES TO BE COLLECTED • Nature of Services Requested The services to be provided will be a complete review of outstanding receivables referred to the Agency by the City. The agency will engage in the appropriate activities required to collect the outstanding receivable. • Description of Entity The City of South Miami, approximately 3 miles south of the City of Miami, encompasses 2.5- square miles within Miami -Dade County. South Miami, incorporated in 1927, is one of the County's oldest municipalities with a permanent residential, tri- ethnic population of approximately 11,862. The City of South Miami has a Commission - Manager form of government. The City Commission consists of the Mayor and four Commissioners. • Description of Outstanding Receivables a. Accounts which have outstanding balances greater than 60 days, upon review of the County and referred to the Agency, are to be collected. Accounts will include, but not be limited to the following types of receivables. The City may choose to refer any other receivable it deems necessary. i. Excess Trash Fees ii. False Alarms iii. Storm water b. The Agency will handle all paper work involved with collection procedures and will maintain records and current status on all accounts. This information will be available for view via internet access. c. The Agency's collection rates shall be in compliance with Florida Statute and other applicable sections of Florida Home Rule. d. The Agency will perform a skip trace on all accounts to determine if debtor is still located in the area. e. The Agency will provide the City of South Miami, monthly statements detailing the collections received and copy each individual department /division involved, i.e. False Alarms, Excess Trash Fees, Storm Water. This information must be received within ten (10) days after the end of each month. The information may be mailed to: Notices To City Manager: Copy of Notices To City Attorney: f. The City will authorize the Agency to take any legal means necessary to recoup monies owed to the city. Procedures for notifying the City of accounts requiring legal action prior to pursing same will be developed by the City. g. The Agency agrees to maintain and make available its working papers to any Federal, State, and /or local governmental agency upon appropriate request, and in accordance with Federal, State, and local provisions. 4. COMPLIANCE WITH LAWS a. In performing the Services, NRA shall not intentionally or negligently fail to comply with all applicable federal and state laws, regulations and guidelines, and will not, under any circumstances, engage in any threats, intimidation, or harassment of a consumer in the collection of Referred Accounts. b. NRA will observe individual rights within the constraints of the Fair Debt Collection Practices Act ( "FDCPA "), Fair Credit Reporting Act ( "FCRA "), Health Insurance Portability and Accountability Act of 1996 ( "HIPAA ") and any other applicable federal and state laws pertaining to collection practices and procedures. c. NRA will provide the required notice that it records all inbound and outbound calls for quality control purposes, including communications with consumers and clients. 5. REMITTANCES /COMMISSION a. Payments will be remitted to the Agency only when collections are made. b. NRA shall remit to City all monies, less collection fee, on accounts during the preceding month. NRA will not be entitled to any compensation other than is expressly provided for in this contract. c. NRA shall charge a commission (the "Commission ") on payment amounts received in connection with the Referred Accounts ( "Payments ") at the rate of fourteen percent ( 14 %) on all accounts not previously serviced by a third party agency or law firm. With respect to any Referred Account authorized for litigation, other than court - awarded attorney's fees and costs, NRA shall neither add any charges or interest to the amount of the delinquent account nor collect more than the amount due to the City from any delinquent account. The City shall authorize any account that is recommended for litigation prior to the account being referred to an outside attorney. d. For the purposes of this Agreement, the term "Date of Placement' shall mean (i) the date on which CLIENT places a Referred Account on the secured file website or (ii) in the case of a Referred Account that the CLIENT transmits through means other than the secured file website, the date on which NRA receives written notice of the Referred Account. After the Date of Placement, any Payment received by either NRA or CLIENT will be charged the full Commission at the rate herein set forth. e. NRA will remit to CLIENT on a monthly basis, no later than the 15th of the month, Payments received during the preceding month on a net basis. For the purposes of this section, "net basis" shall be Payments received during the preceding month less Commission. I. CLIENT grants and conveys unto NRA the right of endorsement in clearing drafts, checks, and notes in order to facilitate collection of Payments. g. For CLIENT'S protection, NRA will deposit all Payments daily into trust accounts. 6. REPRESENTATIONS, WARRANTIES AND COVENANTS F— 01A.11 NRA shall maintain proper records on Referred Accounts in such a manner that CLIENT may audit them during normal business hours. NRA may audit the CLIENT books for the purposes of payment verification. NRA shall provide to the CLIENT reports selected by the CLIENT on a monthly, quarterly, or annual basis. Additionally, reports shall be made available to the CLIENT via NRA's internet site program called "Navigate." ii. NRA agrees that any information provided by CLIENT will be used solely for the purpose of skip tracing and /or collecting the Referred Accounts. NRA shall -- retain in strict confidence all CLIENT supplied information and shall use due care to preserve any and all such materials in its possession, including but not limited to, as outlined in the HIPAA guidelines. iii. NRA warrants that it maintains proper insurance coverage for the protection of CLIENT. An accord form shall be provided to the CLIENT upon request. iv. For Health Care Clients only NRA acknowledges that it is a Business Associate of CLIENT and CLIENT acknowledges that it is a Covered Entity under HIPAA. Both Parties hereto agree to be bound by the terms of the Business Associate Agreement attached hereto as Exhibit "A" and incorporated herein. b. CLIENT i. CLIENT warrants that consumers were given prior written notice of any collection costs that have been added to Referred Accounts prior to placement with NRA. ii. Should CLIENT receive any Payment(s) in connection with a Referred Account while such account is referred to NRA for collection, CLIENT agrees to report the Payment(s) to NRA on the day such Payment is received. iii. Should CLIENT receive any bankruptcy notices or any other communications from a consumer or third parties in connection with a Referred Account, CLIENT agrees to report such notice or communication to NRA on the day it is received. iv. In order for NRA to comply with the Telephone Consumer Protection Act ( "TCPA "), CLIENT warrants that upon placement of Referred Accounts, it will indicate which phone numbers provided are cell phone numbers and whether such cell phone numbers were provided to CLIENT by the consumer or were obtained through other means, e.g., by other collection agencies or skiptacing. 7. INDEMNIFICATION a. CLIENT, its agents, owners, and employees, shall not be liable for any claims, loss, damages, penalties, fines, injuries, or casualty of whatsoever kind or by whomsoever caused, arising out of or resulting from NRA's actions or inactions in performing under this Agreement. NRA for itself, its heirs, executors, administrators, successors and assigns hereby agrees to indemnify and hold CLIENT, its agents, owners, and employees, harmless from and against any and all claims, demands, liabilities, fines, penalties, damages, suits or actions (including all reasonable expenses and attorney's fees incurred by or imposed upon CLIENT) arising from, or in any way pertaining to the actions and /or inactions of NRA in performing under this Agreement. b. NRA, its agents, owners, and employees, shall not be liable for any claims, loss, damages, penalties, fines, injuries, or casualty of whatsoever kind or by whomsoever caused, arising out of or resulting from CLIENT'S actions or inactions in performing under this Agreement. CLIENT for itself, its heirs, executors, administrators, successors and assigns hereby agrees to indemnify and hold NRA, its agents, owners, and employees, harmless from and against any and all claims, demands, liabilities, fines, penalties, damages, suits or actions (including all reasonable expenses and attorney's fees incurred by or imposed upon NRA) arising from, or in any way pertaining to the actions and /or inactions of CLIENT in performing under this Agreement. 8. TERMINATION a. Termination for Convenience L This agreement shall have an initial three (3) year period with two (2) one (1) year option to renew periods for a possible total term of five years (5). 5 ii. This Agreement may be terminated for convenience by either Party upon not less than thirty (30) days' prior written notice to the other Party. iii. Upon termination of this Agreement for convenience, NRA will close and return all accounts to the City including all accounts with established payment arrangement, upon such termination. iv. NRA shall deliver to CLIENT a list of CLIENT'S accounts upon returning such accounts. v. NRA will remit the total amount held in trust to CLIENT within thirty (30) days of termination of this Agreement for convenience, and return all Referred Accounts to CLIENT within the time frame specified in section 6(a)(ii). CLIENT will pay all outstanding Commissions due to NRA, if any, within thirty (30) days of the later to occur of (a) the date of termination, or (b) receipt by CLIENT of Referred Accounts. b. Termination for Cause i. In the event of discovery of a material breach or default of the Agreement by NRA or CLIENT, the non - breaching Party shall first make proper notice to the breaching Party and will cooperate with that Party's good faith efforts to resolve the material breach or default within thirty (30) days (the "Cure Period "). If the breaching Party fails to cure during the Cure Period, the non - breaching Party may immediately terminate the Agreement for cause. ii. Upon termination of the Agreement for cause by CLIENT, all Referred Accounts shall be returned to CLIENT immediately. Upon termination of the Agreement for cause by NRA, NRA shall have the option of returning Referred Accounts immediately to CLIENT or within the time frame specified in section 6(a)(ii). 9. CLIENT AUTHORIZATIONS a. NRA will credit bureau report Referred Accounts only if CLIENT authorizes such reporting on the Credit Bureau Reporting Authorization located at Appendix A, attached hereto and incorporated herein. b. NRA will proceed with settlement offers on Referred Accounts only if CLIENT has signed the Settlement Authorization located on Appendix A, attached hereto and incorporated herein, and has indicated the discount and settlement rate permitted. c. NRA will review Referred Accounts to determine if they are appropriate for referral to an attorney for legal action only if CLIENT has signed the Review for Legal Proceedings Authorization located at Appendix A, attached hereto and incorporated herein. Upon determination that a Referred Account is appropriate for legal action, such account shall not be referred without CLIENT'S prior express written permission. 10. GENERAL TERMS a. In the performance of this Agreement, it is mutually understood and agreed that NRA and CLIENT are at all times acting and performing as independent contractors, and not as employees, joint ventures, or lessees, and neither party shall have any claim under this Agreement or otherwise against the other for worker's compensation, unemployment insurance benefits, or any other employee benefits. b. This Agreement is binding upon, inures to the benefit of, and is enforceable by the Parties and their respective legal representatives, assigns and successors in interest. Neither Party will assign its rights under this Agreement, except to subsidiaries and related companies, without the prior express written consent of the other Party. c. This Agreement will be governed by and construed in accordance with the laws of the State of Florida now in effect or hereafter enacted. d. This Agreement may only be modified in writing with the express consent of the Parties hereto. IN WITNESS WHEREOF, the Parties hereto, intending to be legally bound, have hereunto set their hands and seals the day and year above written. NRA GROUP, LLC d/b /a NATIONAL RECOVERY AGENCY Signature Name Date Title City of South Miami Signature OF so Date Title APPENDIX A — CLIENT AUTHORIZATIONS 1. CREDIT BUREAU REPORTING CLIENT [DOES /DOES NOT] authorize NRA to submit Referred Accounts to a credit bureau _ days after placement. Signature 2. REVIEW FOR LEGAL PROCEEDINGS Date CLIENT [DOES /DOES NOTI authorize NRA to review Referred Accounts to determine if they are appropriate for referral to an attorney for legal action. Upon authorization and determination that a Referred Account is appropriate for legal action, such account shall not be referred without CLIENT's prior express written permission. CLIENT agrees to pay all court costs and filing fees in advance. Signature 3. SETTLEMENTS Date CLIENT DOES authorize NRA to offer settlements in accordance with the percentages listed below without any prior or further approval from CLIENT. DISCOUNT: SO % SETTLEMENT RATE: 20 % Signature Date E Exhibit "A' HIPAA Agreement (Healthcare Clients Only) HIPAA AGREEMENT This Agreement is made in accordance with the requirements of the Federal Health Insurance Portability and Accountability Act of 1996 (hereinafter "HIPAA "), as currently enacted and as may be amended from time to time, and corresponding HIPAA regulations related to the confidentiality and security of medical information. This Agreement shall serve, if required, as a Business Associate /Chain of Trust Agreement. Obligations of Business Associate: 1. Business Associate agrees not to use or disclose Protected Health Information other than as permitted or required by the Agreement or as required by Law. 2. Business Associate agrees to use appropriate safeguards to prevent the use or disclosure of the Protected Health information other than as provided for in this Agreement. 3. Business Associate agrees to report to Covered Entity any use or disclosure of the Protected health Information not permitted by this Agreement. 4. Business Associate agrees to ensure that its agents, subcontractors, and employees will agree to the same restrictions and conditions as set forth herein. 5. Business Associates agrees to make available to Covered Entity the information as necessary to comply with individual patients' rights to access, amend and receive an accounting of the disclosures of their Protected health Information. 6. Business Associate agrees to make its practices, records, policies and procedures relating to the use and disclosure of Protected Health Information to the Secretary for the purposes of the Secretary determining Covered Entity's compliance with the Privacy Rule. 7. Business Associate agrees to return to Covered Entity or to destroy Protected Health Information upon termination of this the Agreement. Obligations of Covered Entity: 1. Covered Entity shall notify Business Associate of any limitation(s) in Covered Entity's notice of privacy practices, in accordance with 45 CFR section 164.520, to the extent that such limitation may affect Business Associate's use or disclosure of Protected Health Information. 2. Covered Entity shall notify Business Associate of any changes in, or revocation of, permission by Individual to use or disclose Protected Health Information, to the extent that such changes may affect Business Associate's use or disclosure of such Information. 3. Covered Entity shall notify Business Associate of any restriction to its use or disclosure of Protected Health Information that Covered Entity has agreed to in accordance with 45 CFR section 164.522 to the extent that such restriction may affect Business Associates use of disclosure of such Information. COVERED ENTITY: In Name BUSINESS ASSOCIATE: NRA Group, LLC d/b /a National Recovery Agency Name Title Date Title Date 10 COLLECTION SERVICES AGREEMENT This Agreement is made and entered into this day of 20_, by and between Gila, LLC d /b /a Municipal Services Bureau, a Texas limited liability company (hereinafter, "MSB ") with its principal place of business at 6505 Airport Blvd., Suite 100, Austin, Texas 78752, and the City of South Miami, Florida (hereinafter, the "City "), who agree as follows: I. GENERAL IDENTIFICATION OF SERVICES The following documents are made an integral part of this Agreement 1. Specifications prepared by the City of Palm Bay in its Request for Proposal No. 32-0 - 2010SB, Citywide Debt Collections Services. 2. Proposal Submitted for City of Palm Bay prepared by MSB dated May 10, 2010. II. DUTIES AND RESPONSIBILITIES. A. Debtor Contact. MSB will mail notices, telephone and /or otherwise contact those individuals or entities (as referred to herein, the "Debtor ") who the City has identified to MSB as having outstanding and unpaid fees, obligations, fines or similar items payable to the City. MSB's contacts with Debtors will be to attempt to notify Debtors of their obligation(s) to the City. The purpose of the contact is to offer Debtors the opportunity to resolve their obligation(s) voluntarily before the City contemplates further action, if any. With respect to each account referred to MSB by the City, the City will provide to MSB the name and last known address of the Debtor, all infornation regarding the date(s) of the obligation(s), and the amount of any such obligation(s) for which the City is owed monies by the Debtor. The City, to the extent available, will also supply MSB with any other information about each Debtor such as driver's license number, social security number and /or telephone number. When appropriate and at its sole discretion, MSB may attempt to locate Debtors when the last known address or other information provided by the City is invalid. The information supplied to MSB by the City must be in a format acceptable to MSB. B. Correct Information. MSB will rely completely on the City to provide correct information about each Debtor's existing case(s) and, specifically, about any dollar amount in question. The City will immediately update and correct any information it has provided to MSB. In particular, the City will immediately notify MSB of any payment or other satisfaction of indebtedness made directly to the City or any other action affecting the amount or timing of monies owed by any Debtor to the City, including the receipt or notification of any Debtor's retention of counsel or the filing or suggestion of bankruptcy by any Debtor. C. Accounts Returned. The City will allow MSB a minimum of 365 days to contact a Debtor about his/her /its account. This time period will begin with the first day of the following month in which the account was referred to MSB. During this 365 day period, the City agrees not to contact Debtors or otherwise attempt to collect monies for those Debtors whose accounts COLLECTION SERVICES AGREEMENT PAGE I have been referred to MSB, though nothing contained herein shall limit or otherwise restrict the City's ability to accept monies forwarded or otherwise directly paid by any Debtor to the City. Upon written request by the City, MSB will cease contacting a Debtor whose account remains outstanding at the time of the written request. Upon written request by the City, MSB will return any Debtor's account to the City. D. Debtors Referred to the City. In the event MSB receives a request from a Debtor to resolve their obligation in a method other than by payment (i.e., a notification of bankruptcy or other extenuating circumstances), MSB will refer those Debtors who wish to resolve their obligation with the City other than by payment to the person designated by the City to respond to the Debtor's request. E. Valid Debts. The City agrees that Debtor accounts placed with MSB for collection will be valid and legally enforceable debts and not disputed or subject to any bankruptcy proceeding unless otherwise disclosed in writing to MSB by the City. P. Legal Action/Credit Bureaus. The City authorizes MSB to report delinquent accounts to the major credit bureaus unless an account is excluded from reporting by the City. MSB shall not report accounts to the credit bureaus until the account has been worked for 60 days. In no event shall MSB be required to bring any suit for the collection of any uncollected amounts. Should the City and MSB mutually agree that prosecution of a lawsuit is the proper course of action against a Debtor to effect collection, MSB shall request written authorization from the City before proceeding and the parties shall agree in writing as to how the prosecution of the lawsuit will be effectuated. III. COMMISSIONS ON MONIES COLLECTED. A. Basic Commission Rate. As specifically authorized by the City, MSB will charge a collection fee equal to twenty -two percent (22 %) for primary collection services and thirty percent (30 %) for secondary collection services. On all amounts of monies collected and /or received for accounts after the date the account is referred to MSB by the City, regardless of whether payment is accepted directly by the City or accepted by MSB on the City's behalf, MSB shall be entitled to retain said collection fee. B. By way of a primary collection example, after a Debtor's account is referred to MSB, if $100.00 is the amount due the City on that account, after deduction of MSB's $22 fee, the amount due to the City will be $78.00. Partial payments will be pro -rated for fee payments to MSB. C. Notification of Collections. MSB will notify the City, in a mutually agreed -to format, weekly of any monies it receives from Debtors towards payments of obligations due and owing to the City. By the fifteenth of each month, MSB will provide detailed reporting to the City to identify all accounts known to be resolved during the prior month. All payments received by MSB on behalf of the City, less MSB'S fees, are to be remitted to the City on a weekly basis, via an electronic deposit to the City's account. MSB makes no warranties or representations, expressed or implied, about the amount of funds that will be collected and MSB shall have no liability for any amounts uncollected. The only liability of MSB will be to forward COLLECTION SERVICES AGREEMENT PAGE 2 funds collected to the City. The City authorizes MSB to endorse negotiable instruments made payable to the City and provided to MSB for payment of monies collected. D. For funds collected directly by the City on Debtor accounts referred to MSB, the City will notify MSB as soon as possible, but not less than weekly, and MSB will invoice the City for the commission due to MSB. The City agrees to review the invoice and forward payment to MSB within 30 days of receipt of the invoice. Should a payment of commission due under this Agreement not be made to MSB within 45 days after the City's receipt of MSB's invoice and the City fails to provide a written dispute as to any one particular account or the amount due and owing under the invoice, MSB shall be entitled to immediately offset any amount due and then owing to MSB from monies due to be forwarded to the City to satisfy any outstanding amount then due and owing to MSB. IV. TERM AND TERMINATION. This Agreement is for a one (1) year term to begin upon approval and execution by the City and MSB. The Agreement may be extended for up to four (4) one year renewal periods upon mutual agreement of the parties, up to a cumulative total of five (5) years. This Agreement will commence on its Effective Date and will remain in full force and effect until terminated by either party to other, with sixty (60) days prior written notice; at the address set forth herein. In the event this Agreement is terminated, any case information then held by MSB will be returned to the City within thirty (30) days of the termination date. Payment for services or goods received prior to termination date shall be made by the City provided these goods or services were provided in a manner acceptable to the City. Payment for those goods and services shall not be unreasonably withheld. V. OTHER PROVISIONS. A. Indemnification. (1) Indemnification by MSB. To the extent permitted by applicable law, MSB will indemnify and hold harmless the City from and against any and all losses, injury, damages, liability, claims, suits, actions, proceedings, and expenses (including attorneys' fees) resulting from actions performed by MSB or its agents on MSB's behalf in connection with this Agreement. This indemnity will survive the expiration or termination of this Agreement. B. Limitation of Liability: The City desires to enter into this Agreement only if in so doing the City can place a limit on the City's liability for any cause of action arising out of this Agreement, so that the City's liability for any breach never exceeds the sum of $100.00 For other and additional good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, MSB expresses its willingness to enter into this Agreement with the knowledge that the MSB's recovery from the City to any action or claim arising from the Agreement is limited to a maximum amount of $100.00 less the amount of all funds actually paid by the City to MSB pursuant to this Agreement. Accordingly, and notwithstanding any COLLECTION SERVICES other term or condition of this Agreement that may suggest otherwise, MSB agrees that the City shall not be liable to MSB for damages in an amount in excess of $100.00 which amount shall be reduced by the amount actually paid by the City to MSB pursuant to this Agreement, for any action or claim arising out of this Agreement. Nothing contained in this paragraph or elsewhere in this Agreement is in any manner intended either to be a waiver of the limitation placed upon the City's liability as set forth in Section 768.28, Florida Statutes, or to extend the City's liability beyond the limits established in said Section; and no claim or award against the City shall include attorney fees, investigative costs, expert fees, suit costs or pre judgment interest. C. Applicable Law. This Agreement will be construed in accordance with the laws of the State of Florida. Venue shall be in Miami Dade County, Florida. The parties hereby waive a trial by jury. D. Force Majeure. No party shall be liable for any failure to perform its obligations in connection with any action described in this Agreement, if such failure results from any act of God, riot, war, civil unrest, flood, earthquake, or other cause beyond such party's reasonable control (including any mechanical, electronic, or communications failure, but excluding failure caused by a party's financial condition or negligence). E. Notices required or otherwise arising from this Agreement shall be sent the following: Notices to MSB: Municipal Services Bureau 6505 Airport Blvd., Suite 100 Austin, Texas 78752 Attention: Bruce Cummings Notices to the City: City of South Miami South Miami, FL Attention: F. Audit Rights: The City reserves the right to audit the records of the MSB related to this Agreement at any reasonable time during the prosecution of the work included herein and for a period of three years after final payment is made. The MSB agrees to provide copies of any records necessary to substantiate payment requests to the City as may be requested by the City, solely at the cost of reproduction. G. Non- Exclusive Agreement: The parties acknowledge that this agreement is not an exclusive agreement and the City may employ other consultants, professional or technical personnel to furnish services for the City, as the City, in its sole discretion, finds is in the public interest. COLLECTION SERVICES AGREEMENT PAGE 4 H. Independent Consultant: MSB and its employees, agents, contractors and subcontractors shall be deemed to be independent contractors and not City agents or employees. MSB, its employees or agents, contractors and subcontractors shall not attain any rights or benefits under City's Personnel Rules and Regulations or Pension Systems nor any rights generally afforded City's classified or unclassified employees. MSB, its agents, employees, contractors or subcontractors shall not be deemed entitled to the Florida Workers' Compensation benefits as a City employee. IN WITNESS WHEREOF, the parties to this Agreement have signed and delivered this Agreement on the day and year first above written. GILA, LLC D/B /A MUNICIPAL SERVICES BUREAU: By: Name: Bruce Cummings Title: Chief Executive Officer CITY OF SOUTH MIAMI, FLORIDA: Title: COLLECTION SERVICES AGREEMENT PAGE 5 � y I ® 7 � I r December 15, 2010 www Giles Via Email BRUCE CUMMINGS CEO 6505 AIRPORT BLVD. John Webster SUITE 100 Procurement Specialist TEX AUSTIN,AS 78752 City of South Miami, Florida 800.568.7004 x. 3030 6130 Sunset Drive Fax 512.371.9994 South Miami, Florida 33143 Yvonne McDonald Finance Director City of palm Bay, Florida 120 Malabar Road SE Palm Bay, Florida 32907 3009 Dear Mr. Webster and Ms. McDonald: Florida and Pursuant to the agreement LLC d/ by Mubetween pal Services Bureau herby accepts and City of Palm Bay, Florida, Gila, back on to the Collection approves the City of South Miami, Florida's request between Gila, LLC and the City of Services Agreement dated September 10, 2010 by and Palm Bay, Florida and to provide services to the City of South Miami, Florida under the terms and conditions of that certain Agreement. Very truly yours, Bruce Cummings APPROVED AS TO FORM AND SUBSTANCE: By: City of Palm Bay, By: City of South Miarni, Florida About Us - MSB R 1 M r > about its Page 1 of 1 HOME ABOUT US SERVICES NEWS FAQ CAREERS CONTACT US Founded in 1991, Municipal Services Bureau (MSB) offers outsourced collections, payment processing and call center services to governmental entities nationwide. MSB is highly automated ABOUT US and able to offer our clients flexible, innovative solutions to their collections needs. The following resources make MSB the leading government collections provider: - Industry - specific software, customized for government collections - Electronic transfer of accounts through a secured interface - Online, real -time access to your accounts - Highly trained, bilingual collection staff - Extensive, national skip - tracing resources - State- of- the-art VOIP technology - Sophisticated payment processing capabilities - Wide variety of payment options - Extended business hours, tailored to client requirements home I about us I services I news I faq I careers I contact us I privacy notice 6505 Airport 8outevord, Suite 100, Austin, Texas 78752, Tot, 1 800 568 7004 Copyright 2007. All rights reserved. Collector's Pledge - MSB Page 1 of 1 about us > collector's pledge HOME ABOUT US SERVICES NEWS FAQ CAREERS CONTACT US OUR PROFESSIONAL I believe that every person has worth as an individual and is entitled to be treated with dignity and respect. COLLECTOR'S PLEDGE I understand that the collection Industry is an integral part of our economy and that it is my personal responsibility to help consumers find ways to fully satisfy their outstanding obligations with my clients. I will always treat every individual with dignity and respect. As I demonstrate this behavior each day, I will encourage my co- workers to do likewise. I believe in the Core Values of MSB... EMPOWERMENT INTEGRITY COMMITMENT EXCELLENCE TEAMWORK I will honor this pledge daily, knowing that my professional behavior will enhance the reputation of my profession in the minds of consumers, government regulators, fellow employees, my family and my clients. home I about us I services I news I fan I careers I contact us I privacy notice 6505 Airport Boulevard Suite 100, Austin, Texas 78752, Tek 1 800 568 7004 Copyright 2007. All rights,eseed. d Methods rid and Campaigns rting Tools,; �.v M❑ V E R N M E N T CUSTOMER FOCUS • Complete call escalation procedure to resolve all customer issues within 24 hours • Record l00% of inbound and outbound calls, and store them for a minimum of z years • Calls are reviewed daily for quality assurance and training • Background checks for all employees TECHNOLOGY • Advanced predictive dialer with automated messaging campaigns results in more contact with debtors in significantly less time • Fully redundant information technology infrastructure • Disaster recovery plan for go live within 48 hours of any disaster WEB BASED COLLECTION SYSTEM • Online access to your accounts, unlimited user access, infinite reporting capabilities Monitor payments, review collectors' notations from all phone conversations with debtors p i ✓ G p V E R N M E N T S E R V I C E S COLLECTION PROCEDURES Bureau (msB) is Gila LLC d /b /aa municipal services solution modified t! meet your requirements. Our Miami (City) with our extensive experience solution marries sophisticated, advanced technology exclusively to governmental entities. in providing collection programs MSB has developed and implemented hundreds of collection projects, giving us he cit the necessary ability tools to provide the t essay best-in-class collection to prov de a ccompliiant s. MSB has th e collection program that maxim izes recovery including: tion that will allow MSB to collect on behalf of the o An existing, turnkey solu city by providing our: o Call center and trained staff; o Skip tracing procedures; o Interface procedures; o Letter notification tool; and o Software components; • Open communication in order to coordinate collection services; • A sophisticated computer hardware and software system that accepts and city's accounts; accommodates the necessary data on the ees encompassing all areas of ® Initial and follow -up training to all employ governing such collection activities, as well as all laws and regulations activities; eratin within the laws and regulations ® Providing assurances that MSB is op g governing collector activity; and requesting payment or providing ® Contacting the City's debtors and req options in a professional and appropriate instructions to their remaining p business -like manner. By implementing the collection services offered by MSB, you can achieve the following goals: Increased Revenue MSB generates revenue by collecting delinquent fines, fees erwise go uncollected. MSB has the ability to address and costs that would oth each and every account evenly and consistently — virtually regardless of the location of the debtor. S� @r Svc: i y Y d m S G p S VER N M E N 7 E R V I C E S Decreased Liability - MSB indemnifies all clients against our actions and maintains substantial errors and omissions liiabilin incur s services. onds. We reduce the City's liability and exposure by Virtual Staff MSB's resources and personnel are utilized without allocating additional City funds. It's like having additional staff working along with the City's staff. Premier Technoloev -The City can leverage technology by benefiting from MSB's highly automated, advanced solution. MSB has the assets in place to reliable software immediately offer the City as well as sophisticated, led personnel necessary ttomeet he and hardware desired goal. Collection Work Plan tempts to locate and collect placed with our are with us. MSB MSB will I! possible addition we will work the accounts as long as they office by t he City. will use all available resources including but not limited to: Call Center Resources • Skip tracing for new contact information • Collection letter series • Predictive dialer which enhances productivity ctive, background dialer for additional phone calls and • Agent free, intera maximum coverage • Outbound and inbound collection calls • Toll free telephone number • Extended evening and weekend hours totaling 84 hours: 0 7 AM to 10 PM CST Monday through Thursday o 7AM to 9 PM CST Friday 0 7 AM to 5 PM CST Saturday o Use of collectors specifically trained to collect debt accounts e Multilingual assistance (over 60% of employees) Phase I: Initial 60 Days it will be loaded onto our CRS ® once the account is placed with MSB, collection system. During this phase of the collection process, we attempt contact on accounts, at a minimums An initial collection letter, app roved by the City, will be sent on all files ® outlining all fines and monies owed. r � G❑ V E R N M E N T S E R v 1 G E S V, ne number, detailed • The collection letter will provide a toll free telep o description of the obligation and how to pay. d into our • All accounts with potential contact numbers will be load dealer and called on a Interaction Intelligence Inc. v2.3 (ININ) Attempts to contact the regular basis until contact is made for payment. debtor will occur every three days at a minimum. i account o dialer S call cr factors (i.e. south M ami demographis,eg onal collection statistics and specific account types and balance ranges) to allow for best potential contacts. o MSB will provide general account information to the City's debtors, note any contact information changes and determine debtor indigence. ® Any account that does not have a potential contact number, found to have a bad phone number, or marked with mail return will run through our batch skip process. o Batch skipping is done using 1000's of national data bases to help locate new contact information for the debtor. o New addresses, home, work, and cell phone numbers may be returned to our collection system and special call campaigns will run in an attempt to contact the debtor. CRS system and ct ® All tact attempts via mall'andrphone calls will continuer The City will have con real time, on -line access to their accounts through the Navigate System o review collector comments, collection activities and updated contact information. phase II: Days 61— 240 rove collections, MSB will perform smart scoring ® if deemed necessary to imp specific information on the account on the City's accounts. This will st p obability of collection. and allow us to assess the highest p will receive two more ® All of the City's accounts that remain outstTh�slga progressive letter series in collection notices during this time period which each letter will carry stronger language, s Collection efforts on our predictive dialer, interactive dialer, and manual calls will continue on all accounts that have good contact numbers. ® Skip trace efforts on accounts la information f place as needed in attempt empt tof d n'ew ® Manual skip efforts will take on any account that does not have a telephone contact contact information or has a mail return flag. Is wnm ... a�-; r R G p V E R N M E N T S E R V I C E S ® referee n s will use all attemipt to locate the debtor, t Internet and cross Phase III: Day 241— End of contract • Periodic additional collection notices will be mailed as needed. o Special mailing campaigns will be created to increase payments. • Continued collection calls will be made on all accounts with good contact numbers. ® nce new contact information is found, calls will Skip tracing continues. O begin again. Please reference a detailed collection flow chart on the following page: ; MOM s e uxlll, 0 V E R N M E N T S r R V I V � ® I G O V F R N M E N T S E 'IV' C E 5 Locating Debtors low for a detailed description of our address management andskip Please read be tracing procedures. Address Management Services Our integrated systems provide us the ability to pre -scrub debtor name and address data, enhance address information via Zip +4 appends, USPS FASTforward System Changes Address one on ealookups, h account submitted as National n l Change of Address (NCOA) lookup MSB's Address Management process is part of our family of products, all of which share comprehensive operational reports and statistics. These include costing reports tailored to debtor requirements and extremely fast processing turnaround times. Key benefits of the Address Management process are: ® Automatically replaces address on file with the forwarding address, prior to mailing, resulting in: o Faster delivery and fewer mail returns, accelerating recoveries o Updated address upon which to base automated skip tracing look -ups ® Name and address standardization reduces mail returns due to data quality errors ellin corrections, ne" via ® Enhancement of the address "last li for USPS CASS certification USPS City mapping, and Zip +4 appends ® COA lookups on all records via USPS FASTforward's 12 -plus month database the Change NCOA lookups on ® all FASTforward "no- hits," extending of Address lookup to 3+ years Identification of "Known Bad Addresses," with ability to provide automated services on these debtors. Skip Tracing, Electronically and Manually it is anticipated that many accounts submitted will require extensive skip tracing efforts. Skip tracing is an industry term describing the various processes used to attempt to locate a person whose current address or telephone number is unknown. Without a successful skip tracing program, collection results are significantly lower. After all, we cannot collect from someone we cannot contact. e M", g pp V ER N M ENT 5E RVI L'E9 or Once it is determined that Skip tracing is C r ducted onra local,�regional and begin skip tracing procedures. on a monthly, quarterly, and annual basis national basis. The schedule is ongoing Efforts include: as Tong as we have the account. vendors who g) Data Providers: MSB has the ability to utilize the following turn supply NCOA programs as well as our °ovide st is linked t aourenternal information. Online access c these p are skip tracing. intrashare website for collector's convenience when they MSB has access to billions of data sources through the following: ® Accurint (LEXIS NEXIS) • Acxiom • ChoosePoint • DirectoryNet • Dolan • FastData • MasterFiles • RiskWise • Verifacts 2) Additional skip tracing resources may include the following: ® Multiple State and National Directory References ® Address Correction Deposit on file with the Postmaster ® Credit Bureaus e Utility Records Driver's License Database 3) Cross Referencing of City's Accounts Against our Proprietary Database skipped immediately before collectors begin All new accounts submitted u MSB are skrec to on a monthly, working the accounts to ensure the most recent and accurate lly reaskipp a is available l the time contact is attempted. The accounts are continually quarterly, and annual schedule n move or relocate overlthat t me. If a debtor current s contacted on information in case they stem search to make sure they additional debts owed. Each account found is updated with the la one account, the collectors will do an extensive sy test locate any information obtained. Batch Skip Tracing Services at3 1t UMSR G p V E R N M E N T S E R V G E S I millions of accounts at a time. MSB's batch skip tracing process can effectively skip to date The process is developed and engineered to provide the most up of the age of the information for debtor owed, o every'a difficult to to ate. Fd ttorMSBsw without valid contact account or the b process. Batch skipping enables us to information will got the same skip p expedite the time it takes to update contact details. Features include: • Electronic Directory Assistance (EDA) • Phone and SSN Append • Phone Dedupe (If a number is marked as bad, it is not returned as a goo one, nor is it kept in the search.) • Best Address • Best Address Dedup e If an address is bad, it is not returned as good an it is removed from the search.) verification contacts ® rates, higher Credit right p Y levels of rification and fraud detection.) o Full Header ds from over 30 sources to locate correct contact MSB accesses 6.8 billion recor information inciudi {g: • Bankruptcy Filings • Vehicle Registrations • Voter Registrations • Driver's License Numbers • Utility Information • Phone Records MSB employs a waterfall process for batch skip tracing including: multi levels of skip processing to improve overall Right Party ® Applying Contact (RPC) results best Right ® Waterfall effect utilizing up to 3 skip batch vendors ranked by Party Contact percent e Manual skip tracing for remaining submissions with unattainable contact M information via batch processing will be available ® Tracking and reporting to be designed for ongoing analysis A flow chart illustrating our waterfall skip tracing process is provided on the following page: ° S Bu AM -.^.,.ucs V ��i M- ER LA M E N T S E R V I G E g Letter Procedures and C29—a bilities transferred to the The initial notice is mailed within 72 hours of the account being be customized to meet specific circumstances. MSB may intentionally designed to be m collection department. Our written contacts are letter format and may utilize bilingual verbiage in the City's letters to ensure all debtors can make contac to initiate payment. to the first notice, a second notice Each account the City refers to MSB is scheduled a letter series once it is uploaded Bated. If a payment is posted in full or into MSB's system. If there is a failure to respond reason, the letters automatically cease. If a is automatically generated. This process is rep the account is canceled or closed for any is received debtor has multiple accounts and payment in full ro riat only one account, e to the situation is the letter series is modified and a new letter laces the account to r serie hold fs, appropriate any reason, the letter series is scheduled. If the City p held until MSB is informed to continue collection activity. MSB can customize I and have prover, their letter series effectiveness in meet the city's needs. our communicating with debtors to are time tested and h p with all federal and state collection laws. The City is resolve accounts while complying the implementation phase. Each their verbiage during letter contains contact information in both English a toll free telephone able to approve all letters and lih and Spanish, be made. MSB's letter future needs of the number and the web address where on -line payments ma notification tool can alter the language of letters to adjust to any City. All letters will comply with FDCPA regulations. Predictive Dialer Tgchnol� ININ !s a system that automates the dialing process The Interactive Intelligence Inc. ( ) dials ls telephone numbers downloaded within a call center environment. The system stem filters out calls with from MS database and detects an answered calf. The system signals, and disconnected numbers, and passes only answered calls no answer, busy g also leave messages. to the collector. The collector may on dates the database When an individual is reached, the debtor's detailed account information appears hone numbers, place of employment, the monitor at the collector's workstation. The collector then up with verified information s of the employee, the Dialer allows a collector to etc. Depending on the experience to a sevenfold increase in make approximately 200 contacts a day, amounting debtor contacts compared to manual calls. — , � . 6 . MI GpVERNM ENT 5E RV I CErS' When the Dialer reaches valid information foundethe ' account sput back in tohe skip tracing queue. on circulation. A variety of strategies are in place to the with ystem can be programmed toare-dial when the Dialer receives a busy signal, that number every 15 minutes thereafter until the line 60 minutes untilosomteo e t is not answered, the Dialer might continue to call every answers. A dynamic advantage of this collectors is tors on the dialerr system and the enumber of Dialer keeps track of the and outbound calls, incoming calls. The Dialer equally distributes the in leaving no unanswered calls. MSB realizes the importance of immediately working accounts while the information (phone number, address, etc.) is still valid; therefore, we stress quick activity. tands that various prevent one from However, M es, changes in per onal matters paying an obligation immediately. In many enable the individual to pay at a later date. The Dialer generates individual reports pertaining to the performance of each erience). The Dialer generates statistical collector. The Collection Manager evaluates each collector y the speed and thoroughness of their work (based on exp information in the following areas: • Time the collector spent on the Dialer 0 Productivity of time spent on the Dialer • Number of messages left • Messages left with a person • Wrong numbers called by the collector • Accounts updated with new location information • Promises and refusals to Pay • Immediate payment made with initial contact via Credit Cards or Check y Phone • Transferred calls from other collectors • Supervisor reviews because of dispute Please reference a Dialer Campaign Flow on the following page: if' IMSB) T S , R 1 r E S Dialer Campaign Flow Chart IN&-11- 11 -10- =,=� 0-7 eArMs - GOVERNMENT SERVICES Phon_ a S_ vstgm MSB utilizes a state of the art fully integrated VOIP phone system by Interactive Intelligence Inc (ININ). All calls can be shared with the City by e- mailing a wave file of the recorded conversation upon request. All inbound and outbound calls are recorded and stored for a minimum of 2 years. The ININ Customer Interaction Center (CIC) offers the following advantages: ® Innovative Pre -Inte rated A lication Suite -The multimedia Automatic Call Distributor (ACD) gives MSB capability to manage calls, call processing, voicemail, fax and unified messaging to elevate productivity, performance, and customer service. ® ACD with Universal Queuing This is a flexible automatic communications distributor for language, segment or skills based call routing to quickly get each call to the appropriate collector. ® Full Capable Inter active Voice Response System- M56 offers self- service options such as methods of payment to customers waiting in queue or calling after hours. ® Outbound Campaign Management -The Dialer pre - integrates to CIC to blend outbound campaign calls with inbound ACD calls. Once contact is made, the call is transferred to a collector. ® Recordin Scorin and Quality Monitorin - MSB is able to digitally record all collector inbound and outbound calls which involve client contact. Flexible scoring helps maximize collector performance, and simplify recording, file management and retrieval. ® Su ervision and Svstem Monitoring- The supervisory and collector system monitoring capabilities allow MSB to view all stats in one interface. MSB supervisors monitor these on several new 52" flat panel displays easily visible on the collection floor. e Complete Workforce Management CIC's historical ACD data is combined with projections for demand forecasts and scheduling to ensure optimal staffing, collector performance and service. Telephone Techniaues Just as important as achieving contact with the debtor are the telephone techniques used in attempting to collect the account. debtors hav r shales to be the and for multiple agencies contacting them for pay ment who the debtor decides to pay and the promise the debtor honors. MSB emphasizes being polite, courteous and professional to all debtors at all times. The nature of the debtor has changed over the years. Debtors often are better educated and more sophisticated than in the past. They expect to be treated as ' 1 S � f Ir I BPI G p V E R N ME NT S E RV 1 G E 5 appreciate being listened to individuals with unique circumstances and needs. Many and communicated with in an understanding way. MSB develops our collectors to be effective listeners and communicators. This results in two pay. First, it makes the significantly inc easses therlikelihood of promises kept most wants to pay by the debtor. The MSB short -list of what makes a good telephone collector includes: • Treating the debtor like a customer, with a customer service attitude. • Suggesting ways for the debtor to overcome problems for payment so that the collector creates the feeling that they are on the debtor's team. • Being a good listener to evaluate the nd and willingness ng what the debtor y to pay. • Perfecting the negotiating process saying so that a mutually acceptable solution is reached. • Being assertive, not aggressive. Our telephone calls are designed to help the debtor voluntarily resolve their for them obligation. We are here to let the debtor know that there is an opportunity to resolve the matter voluntarily. Multi- lingual assistance is provided to all debtors. Litigation If MSB's collection activities have not yielded payment and MSB, through its skip tracing capabilities, is able to identify assets owned by a defendant, MSB will recommend initiating litigation to recover the monies recommend s in in is less owed. if a than $5,000 (depending on the jurisdiction), claims court, as small claims court typically provides an efficient, cost - effective forum for litigating small disputes. Otherwise, MSB will recommend pursuing litigation in the court of competent jurisdiction that provides the most efficient docket system. Where available, MSB is also able to facilitate the filing g garnishments, bank liens and writs of attachment. MSB's General Counsel, A. Lee Rigby, coordinates MSB's Litigation Program and oversees each step in moving cases through the litigation process. Mr. Rigby works with MSB's clients to evaluate and select those cases which might be viable candidates for litigation. MSB will not initiate any court proceeding without specific, written authorization from the client and until a Litigation Plan has been agreed at After a case is selected first be sent to he defendant. in addition, follow up phone calls from A. . � v ��x_am_? i l S , 1 G O v E R N M ENT S E R V I C E S an attorney may be placed before a lawsuit is initiated (as litigation should always be the last resort). Mr. Rigby also manages communications between MSB's clients and local attorneys working on MSB's behalf in the client's jurisdiction. MSB partners with select law firms and attorneys from The National List of Attorneys to provide legal services across the country. The National List of Attorneys provides a $3,500,000 insurance bond to provide security. Mr. Rigby and MSB coordinate all of these activities on the client's behalf. Asset Searches MSB utilizes national databases that are successful in providing asset searches and locating both assets and liabilities. MSB may utilize the following databases to identify assets: • Secretary of State • Tax Appraisal Districts • State comptroller • National Secretary of State • Nationwide Property Tax Information • Nationwide Vital Record Information We have provided a flow chart detailing the litigation process on the following page: Collert'mn Attempts u 'Su ccc sdul MI$L5 SertAs Account to the Attorney Close ACCOUnt and Remit Payment S-IF/I _11M ArA B5," G C3 V EVR N M ENT SERVICES Payment Options MSB offers numerous options for debtors to satisfy their obligation to the City. in our experience, when we accept payments directly for our clients; we achieve a higher collection rate. Debtors may choose from the following methods of payment: • All major Credit Cards • Debit Cards • online Payments, 24X7 • Electronic Check over the Phone (Vcheck) • Money Gram • Cashier's Check • Certified Check • Personal Check mailed via USPS Credit Bureaus Upon request, MSB will submit accounts to a credit bureau. All correspondence with debtors may contain this language. MSB actively reports to the following major credit bureaus: • TransUnion • Experian • Equifax On -line Access to Accounts The City will have the ability to access accounts on -line, in real time, 24X7 through the Navigate System. A login name and password will be issued to allow the City's employees to enter the secure site to review information in real -time. Accounts may be reviewed by using several different fields such as name, account number, address, social security number, etc. You can also view all Action Codes, Result Codes, Status Codes and Memo Codes depending on the criteria you provide. This technology allows the City to quickly find all information regarding a particular account including amount due, amount paid, collectors' notes, updated address information, etc. The Navigate System will also allow the City the ability to generate reports. The reports are created in real time quickly and easily. The City will be able to access the dollar amount submitted, dollar amount collected and recalled, number of accounts paid in full, average age of accounts, our commission amount and numerous other account details for debtors. Bi` _ ,` _ i GOVERNMENT S E V 1 C E Executing Payment Plans with Debtors The initial recommendation to the debtor will always be to resolve their obligation le accounts and indicates that by payment in full. In the event a debtor has multip they cannot pay in full, an effort will be made to have them pay the first account in full, then the second and so on. People who indicate they are indigent have the account referred back to the City. MSB never compromises the amount due without written authorization from you. Our collection software automatically flags individuals als who have broken payment commitments within three working days. These accounts are noted with a special status code, indicating a broken promise to pay by the debtor. From there, they are placed into a special dialer campaign, designed specifically to call and collect on accounts where promises to pay were MSB is able to provide payment updates to the City electronically. Colleon Campaigns m gns MSB knows that the County will rely on our efforts r set budgets and the revenue customized zed collecti v t event of a shortfall MSB collection campaigns. Some oft ecampaignshwe currently run un are : Tax Refunds During "tax season ", January - April, MSB makes additional contacts to all debtors in the system. MSB has found that many debtors have disposable income during this time frame due to tax returns. This campaign will help the City see increased returns. in order to maximize this time of year when debtors may have their only mailings increase h els• a ction letter series. clients see as much a a55 in the r revenue collections. MSB's 2009 Tax Season efforts included: a 248,527 Letters mailed a 1,016,472 Outbound calls a 7,413 Inbound calls received Routinely Re- contacting Debtors Re- contacting debtors as long as the account is outstanding yields results. This assures the Clerk that your accounts are continuously being worked. We never stop working an account because a person's financial situation is very fluid and usually changes for the better as they mature. The collection rate increases dramatically over time as you continue to collect on older cases. Ulf S B, G❑ V E R N M E N T S E R V I C E S The graph above demonstrates our ability to collect on "aged" accounts. The gray bars are the number of accounts paid in that timeframe and the purple bars are the average days to pay. For example, 1,566 accounts that had been with MSB for 25+ months (although their actual age is over four years old) were paid. You can compare this with the 1,100 accounts paid that had been with MSB for 4 -6 months. In summary, the majority of accounts paid (23 %) are in the oldest age category. This is statistical proof that we have success with aged accounts. Call Monitoring The majority of our personnel who will be devoting their time to the City's collection project will be our collection staff. MSB is dedicated to hiring, training and retaining quality employees. One tool we use to ensure we are effectively managing ethical collection practices is through the monitoring of our collection staff by the Quality Assurance Department. Call monitorings are achieved through the following means: Remote ®. Side -by -side ® Recorded U-1,11 M__ i -� ...,._._..__. __ . _. G O V E R N M E N T S E R V I C E S Frequency To maintain a consistent level of quality, a set number of monitorings must be performed for each collector on a weekly basis. The following numbers are to be followed to maintain that level of quality: • QA Monitor is required to complete 2 monitorings per collector • Team Lead is required to perform 1 monitor per collector • Supervisor is required to perform monitors on as needed basis, i.e. client requests and quality purposes Tracking Reports The call monitors are tracked by a daily tracker and reported to the Collection Manager on a weekly basis. Data is uploaded from the Web Service Portal and is analyzed for reporting frequency and quality trends, which may dictate additional monitorings for collectors who are displaying deficiencies in their quality of service. Assessing Collector Performance The ACD Report is used to track Collectors' call statistics. This report is distributed daily to Managers, Supervisors, Team Leads, and Collectors so that they can track expectations and goals. This report contains the following information for Collector calls: • Number of calls presented • Number of calls answered • Number of calls abandoned • Number of calls qualified • Collector call talk times (average daily, weekly and monthly) • Collector CPH (Calls Per Hour) • Wrap up time (time after each call to complete notes, etc.) • Percentage of paid time versus active call time Assessment of collectors' call statistics along with the Zero Tolerance Policy and the Attendance occurrence Policy are all indicators of the performance of the collectors. Daily, weekly and monthly reports are used to measure the overall performance of the Collection Department. These reports provide a measure of how the department as a whole, as opposed to the individual collectors, is performing. These reports allow for the comparison of day -to -day, week -to -week, and month -to -month data for continuing evaluation of the department's performance. I M S A IF r B G O V E R N M E N T S E RV I O E S Follow All Applicable Statutes MSB has a reputation of performing ethical collection services while maintaining stringent compliance with all legal practices and contract provisions. This includes the following practices: • Member of The Association of Credit and Collection Professionals (ACA International) • Adhere to ACA International's Strict Code of Ethics • Full compliance with FDCPA • Collector's Pledge Signed by All Staff • Compliance with All Federal, State and Local Laws • Fully Insured MSB is in compliance with all federal, state and local laws, including the FDCPA, and will ensure that it maintains this status throughout the contract period. Furthermore, MSB shall conduct work done under this contract in strict compliance with all applicable laws related to the collection of government receivables in the State of Florida and is licensed according to industry standards. As with all of our clients, we will remain cognizant of the evolving changes of collection laws and will adjust our practices as necessary to remain compliant throughout the term of the contract. Our training program educates MSB's staff on current legal guidelines, and our management team provides on -going notification of new laws and regulations in order to maintain compliance. More than simply complying with all federal, state, and local laws where we do business, we proactively maintain a compliance program that promotes prevention, detection and resolution of any instances of non - compliance. The collection industry is a sensitive business, in which we deal with financial issues that affect our clients, their debtors, our corporate reputation and ourselves. We take very seriously the fact that our clients depend on us to assist them with the services we have contractually agreed upon in accordance with all laws and the highest standards of ethics. Ethics Hotline MSB is committed to the highest possible standards of ethical, moral and legal business conduct. In line with this commitment and MSB's commitment to open communication, Lighthouse Services, Inc. (LSI) has been contracted to provide MSB Employees with an anonymous ethics hotline and website. LSI provides an avenue for employees to raise concerns and reassurance that they will be protected from reprisals or victimization for reporting ethical violations in good faith. .- .I s � G a v E R N MEN T 5 E R V I C E 9 Complaint Policy and Procedures Complaints will be handled immediately. The complaint will be referred to Chris Dettbarn, Director of Collection Services, and dealt with promptly. MSB will respond in writing to any individual that requests such a response, when a dispute has not been resolved by telephone. If a debtor states that the account was previously paid, etc., we ask the individual to provide the necessary documentation to support their claim. Upon receipt of documentation, the account is placed on "hold" and forwarded to the City or dealt with as per previously agreed -upon instructions. Upon clarification, the debtor is notified that their claim was accepted, of a new balance or the fact that their claim was denied. In order to resolve a dispute as quickly as possible MSB records 100% of all outbound and inbound phone calls. In addition, we store the data for 2 years to ensure that we have adequate access to historical data in the event of a problem. Most agencies do not record calls because of the potential liability let alone store the data for multiple years. MSB so trusts in its people and processes that we are confident in letting the City have open access to all call data. Any complaint resulting from a phone conversation with our collectors can be forwarded to the City for review. The recordings are also used for training and, if necessary, disciplinary purposes. Our Quality Control department regularly monitors all calls to ensure our collectors are maintaining compliance with all state, federal and local laws as well as all client regulations. MSB Standard Complaint Handling Procedures o Payment made to client • Verify in Collections Resource System (CRS) of any payments made • If no payment made, contact client for balance due o Send debtor letter stating balance ® FDCPA Obtain validation of debt or invoice from client Give letter to compliance officer • Attorney Accounts o Give letter to compliance officer o Inform client • Dispute Balances o Search CRS for proper data (account is active, name, SSN, DOB) o Contact client about the dispute o Send letter to debtor to contact client Ul-11i'l,M i. G O V E R N M E N T SERVICES Escalated Complaint Resolution Policy In the rare event that MSB receives written notification of debtor dispute via the Better Business Bureau or a similar consumer advocacy organization, any law office, any state government agency, or the Federal Trade Commission, the following procedure is implemented: The complaint is forwarded to the Compliance Officer for review. Based upon the review, the Compliance Officer forwards the complaint to the pertinent department for a full investigation. In the event the dispute is from the Federal Trade Commission, the complaint is forwarded to the Director of Operations for investigation. There is a thorough investigation conducted, based upon the nature of the complaint. For example, if a debtor claims that they received a call after 9pm and in violation of FDCPA, all call records are retrieved from the dialer for review to ensure that no calls were placed outside of the allowed time frames. If a debtor claims they are being harassed, all recordings of all calls to that debtor are retrieved and reviewed by senior management. All calls are recorded and kept for a period of 2 years. Results of the investigation are forwarded to the Compliance Officer who will then render a determination as to whether MSB is or is not in violation of FDCPA, FCRA, and other laws. Appropriate actions taken are: • If MSB is in compliance with all applicable laws, the organization /agency which forwarded the complaint is notified that MSB has reviewed the account and determined that it acted in accord with regulations. In the account of government agencies, all requested evidentiary support is provided. The account is closed internally. • If MSB is not in compliance with all applicable laws, the organization/ agency which forwarded the complaint is notified as such. In the account of government agencies, all requested evidentiary support is provided. MSB keeps the account open until the forwarding organization or agency closes the account at a later point, regardless of their determination at that time. MSB is aware that complaints may not arise for weeks, months, or up to a year from the date of occurrence. As such, call recordings, dialer records, transaction paperwork, and all records as they relate to collection operations are retained for a period of no less than two years. Financial records are retained for time periods specified by the Sarbanes -Oxley Act and SAS 70 audit requirements. GO V E R N ME NT S E R V I C E S Nationwide Collection Services We will attempt collection on any account regardless of a debtor's location and are licensed or authorized to collect in all 50 states and U.S. territories as evidenced by the table below: ® • , d.. ® , II • �I �® Collection Agency 'd lY" �� ?'r�..'ee�� �„' nA"o.� > ''I..rz�� Ny r/ d �I �5raky ^'..yY '� � ✓.':L,.h �a ..`n`� ® .',%di g .'yam r �vN `?vAS✓�^vi�rF ��5 &'.k"�.CV��:.+:.c�,T.mPii.✓ a�.fPnad,� ^a^�'.K...+'`X£sx � �T.F+� SSr.Y/N.TW% WIN. ¢ r Fr �r �;G x..4 hx'yq� d . d r .,^Y; s.r'- •§ ,v1 r'8S ' �^� 9„ �'"tm'v'�xsry i�rna #&.e.,tti'dda� /'Fk� eu a.. 6 � P K w �� a°.G�S`,`CRY}�k3`(%"'`� ,�' n 7�,_ ® ° ® 9 r.'d e• .) pp. 3"vo. y Y^' F�+ ��� , p '6�xX"1"���iya�+'f. z.%1xS"...m„*.'x .. XXSM�L'3'...A ✓'h ". y. Mix, �-i^ s+_mr.,.8 .v�' .. � ..,.P✓c' a.: ~ix,�'nf%�^* �✓r k "^<'a Y" �"� ��^ ' �"�wCP. ', FaY�xC whY-. 9 '"S . >�k..b.i".evL ?:'✓..5 . ,c- veu,u`.uti .' �= Av G . u . '�sL ej.,w a ' Y Z ` '.�' e-s'? :�, ^ � c w S Y 9�$ tl ®L�� t� .�+. � � •A .e�- ' ! Y',` 'z's.S "-�. ?�°F .v Y.u^`t`•4`.„^ N" se r � � ® ® B � Py°��\�� .� u vLsE:*.�"a`""+Y '�" f,� ��".M�n�F �"*rjn'��„�' '�'� ��./.fia 3.dt'.XG .. Y".`.'C+*�'w. +, w , a'�T'"' o � ?�m�.�".c ' v �" +5' IGNA0. ®.... ME Yx"i r � ��'.T��v3Fe�w..�,.'��a '£cM y D"ON'rII. , �v Fz iY..� ;�4 � v /'?, �a ;z.m B 71�GL' P l i_h �rt'^✓" N k� �.�sdsv..v�iS is u"- .�+s.� .✓a' C.+° !'v 'S ' N � •'+ �^�, INOEM., -.e a S- x`.�`','�.',. ' OE w'v�4si.. �RC'v�iu`^H"i^����'.v'.'�'. iY 3SS`'� f f�....�:.8 syr�¢.,vi' � mm,36-i m is mam Attn: David Kahana (877)285 -9929 x223 Fax: (877)228 -1004 www.rpsworldwide.net 5924 S. Orange Ave. Orlando, FL 32809 i 1 it THIS AGREEMENT IS MADE BETWEEN RPS Companies, Inc. & (Name), agent of (Company) HEREIN REFERRED To AS CLIENT. 1. Upon placement of a claim(s), where a Debtor owes funds to CLIENT, RPS Companies, Inc. will use Its best efforts to expeditiously collect the claim on behalf of CLIENT. RPS Companies, Inc. agrees to charge a commission only on funds actually paid by Debtor to RPS Companies, Inc. or Client and not the actual amount owed, subject to the provisions of paragraphs 4, 5 and 7 below. 2. CLIENT warrants the validity, amount and authenticity of all claims and accounts placed with RPS Companies, Inc. for collection. Upon request by RPS Companies, Inc., CLIENT agrees to forward documentation to RPS Companies, Inc. to prove the amount, and authenticity of the claim when requested. 3. RPS Companies, Inc. shall notify CLIENT of any settlement offers received by RPS Companies, Inc. and no settlement offer shall be accepted by RPS Companies, Inc. without CLIENTS express consent. 4. CLIENT may withdraw a claim placed with RPS Companies, Inc. only where a) there has been no activity on the account in the preceding sixty (60) days and b) the claim is not in litigation or involved in an insolvency proceeding. All withdrawals must be done via fax to 877 - 228 -1004 by CLIENT and any commission then due and payable to RPS Companies, Inc. must be paid before the claim is deemed withdrawn. Any claim canceled by CLIENT while payments are being made by debtor will be billed by RPS Companies, Inc. for the full anticipated commission due RPS Companies, Inc. on the entire amount of the original claim assigned to RPS Companies, Inc. There is a fee of 10% of the principal balance of the account for administrative, initiation and clerical expense on all accounts withdrawn by CLIENT not in accordance with the provisions of paragraph 4a and 4b. 5. CLIENT shall report all direct payments made by Debtor to CLIENT to RPS Companies, Inc. within three (3) business days of receipt of payment by CLIENT via fax to 877 - 228 -1004 , and the commission due RPS Companies, Inc. on the direct payment shall be remitted to RPS Companies, Inc within (21) days. 6. All claims placed with RPS Companies, Inc. by CLIENT, regardless of amount, previous collection efforts or nation of Debtor shall be billed by RPS Companies, Inc. to CLIENT at a rate of 30% of any and all funds collected by RPS Companies, Inc.. All claims placed with RPS Companies, Inc. by CLIENT that are over one (1) year in age shall be billed by RPS Companies, Iri CLIENT at a rate of 40% of any and all funds collected by RPS Companies, Inc. Any claim, under $500.00 in amount owed or claim regardless of age that requires litigation shall be collected at a rate of 50 %. 7. Any merchandise returned to CLIENT by Debtor after initial contact by RPS Companies, Inc. shall entitle RPS Companies, Inc. to a commission equal to 10% of the actual invoiced amount when equipment was purchased. 8. Any claim placed with RPS Companies, Inc. by CLIENT that is discovered to have been previously paid by Debtor or placed by CLIENT error will be billed by RPS Companies, Inc. to Client at a rate of 10% of the claim as an administrative, clerical and initiation fee. 9. RPS Companies, Inc. shall account to CLIENT on a monthly basis all funds collected by RPS Companies, Inc. on CLIENTS behalf and all remittances and /or invoices will be sent at this time. 10. CLIENT grants to RPS Companies, Inc. and any attorney or collection firm that RPS Companies, Inc. may forward clients case to express authority to endorse and negotiate any check, draft or other negotiable instrument made payable to CLIENT for deposit in trust for distribution to CLIENT after deducting the commission and fees due RPS Companies, Inc. under this agreement. 11. CLIENT understands that RPS Companies, Inc. may at their discretion forward a case or a claim to an outside law frm or collection network to assist in the recovery of said account and hereby grants RPS Companies, Inc. permission to do so. It is further understood that CLIENT must give RPS Companies, Inc.approval in the event that such a transfer will result in additional charges. 12. In no event shall RPS Companies, Inc. be liable in any respect for the inability to collect any account placed with RPS Companies, Inc. by CLIENT for collection. It is understood and agreed that RPS Companies, Inc. is not a guarantor of any specific result on accounts placed by CLIENT. 13. RPS Companies, Inc. agrees and shall hold harmless CLIENT from any claim, demand, action, cost or judgment, including a reasonable attorney's fee arising out of any action done or failing to be done by RPS Companies, Inc. in connection with the collection of any claim(s) place with RPS Companies, Inc. by CLIENT for collection. 14. This agreement shall be construed in accordance with the laws of the State of Florida. In the event that any provision hereof is found to be invalid or unenforceable, then that provision shall be deemed to be severed and removed and the remaining provisions shall remain valid and in full effect. Agreed on this date ...._, CLIENT. (Sign your name) Position With Company Attn: David Kahana RPS Worldwide 5924 S. Orange Ave. Orlando, FL 32809 Ph. 877 - 285 -9929 Fax 877 - 228 -1004 Client Account Placement Form Your Information: Company Name: Contact Address: City: Zip Code: Main Phone: Alt. Your Debtor Information: Company Name: Contact Name: Address: City: Zip Code: Main Amount Owed:$ Service Provided: Reason For Not Payii Date Of Delinquency: Phone: Any Signed Contracts ?: Have You Received Any Payments ?: Are there any bad checks ?(please circle one): YES NO State: If YES Amount:$ Date: Amount:$ Date: Is this a Judgment ?(please circle): YES NO If YES Date when Judgment was obtained: Any additional information that would further help collection, please provide below: WORLDWIDE David Kahana Senior Account Executive Ph. 877- 285 -9929 ext 223 Fax 877 - 228 -1004 5924 S. Orange Ave. Orlando, FL 32809 www.rpsworldwide.net How it works! NO RECOVERY NO FEE If we don't recover your money, you owe absolutely nothing! Phase One Within 24 hours of placing an account, the following will happen: • The first of four letters is sent to the debtor via US Mail. • Your case will be placed into the workload of one of our staff collectors. Our collector will attempt to contact the debtor and produce a resolution to the matter. Expect our collector to place daily phone calls the first 14 to 21 days in an attempt to contact the debtor. If all attempts to reach a conclusion to the account fail; we go to Phase Two, where we immediately forward the case to one of our affiliated attorneys located within the debtor's jurisdiction. Phase Two Upon our office sending your case to a local attorney within our network, you can expect the following. O The receiving attorney will immediately draft the first of several letters to the debtor, on his law firm letterhead, demanding payment of the debt owed to you. • The receiving attorney or one of his staff members will immediately start attempting to contact the debtor via telephone, in addition to the series of letters. If all attempts to reach a conclusion to the account continue to fail, we will send you a letter explaining the issues surrounding the case and what we recommend for the next and final step. Phase Three Our recommendation will be one of two things. • If after a thorough investigation of the facts surrounding the case and of the debtor's assets, we determine the possibility of recovery is not likely, we will recommend closure of the case. You will owe nothing to our firm or our affiliated attorney for these results. • If our recommendation is litigation, you will have a decision to make. If you decide not to proceed with legal action, we will drop the case and you will owe our firm or our affiliated attorney nothing. If you decide to proceed with legal action, you will be required to pay the upfront legal costs such as court costs, filing fees, etc. These fees typically range from $600.00 to $700.00, depending on the debtor's jurisdiction. Upon payment of these funds, our affiliated attorney will file a lawsuit on your behalf for all monies owed; including, but not limited to, the cost to file this action. If our attempts to collect via litigation fail, the case will be closed. You will owe nothing to our firm or our affiliated attorney, -1 GD A ° CERTIFICATE OF LIABILITY INSURANCE DATE (MM IDDIYYYY) 2/18/2011 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Gunn Mowery, LLC P O Box 900 Camp Hill PA 17001 -0900 NNMEQCT Marian Rohm PHONE (717)761 -4600 FAX (]1])]61 -6159 9 Extt Alc No: WUNCQss: csr24 @gunnmowery.com PRODUCER 00034116 CUSTOMER )D INSURERS AFFORDING COVERAGE NAICa INSURED NRA Group, LLC, DBA: National Recovery Agency 2491 Paxton Street Harrisburg PA 17111 INSURERA:Dh10 Casualt 24074 INSURER B :Travelers 25674 INSURER C:CNA Surety Co. 018313 INSURER D: DAN RENTED PREMISES Ea Qcc.Mence INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER'10 -11 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE AD-D—L IN SR SUBR MID POLICY NUMBER POLICY EFF MWDD/YYYY POLICY EXP fMM/DD/YYYY) LIMITS_ 6130 Sunset Drive GENERAL LIABILITY South Miami, FL 33143 Q Rohm /MROHM EACH OCCURRENCE $ 1,000,000 DAN RENTED PREMISES Ea Qcc.Mence 100 000 $ + X COMMERCIAL GENERAL LIABILITY MED EXP (Any one erson $ 15,000 A CLAIMS-MADE ❑ OCCUR BP1894511 10/23/201010/23 /2051 PERSONAL &ADV INJURY $ Excluded _ GENERAL AGGREGATE $ 2,000,000 GENT AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP /OP AGG $ 2,000,000 $ X POLICY PROT LOC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) $ 1 , 000,000 BODILY INJURY (par person) $ A ANY AUTO ALL OWNED AUTOS 1894509 10/23/10 10/23/11 BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ SCHEOULEDAUTOS HIRED AUTOS X X $ NON-OVdNED AUTOS X $ ComP4100 Coll -$500 X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 2,000,000 AGGREGATE $ 2,000,000 EXCESS LIAB CLAIMS -MADE DEDUCTIBLE RETENTION $ 10,000 $ A V8721691 10/23/2010 10/23/2011 X $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR /PARTNER /EXECUTIVE 0 WC STLAA TS x OTH- E.L, EACH ACCIDENT $ 500 000 E.L. DISEASE -EA EMPLOYE $ 500 000 OFFICER /MEMBER EXCLUDED? (Mandatory in NH) N / A C1894508 10/23/ 2010 10 /23/2011 El DISEASE - POLICY LIMIT $ 500,000 If yes. describe under DESCRIPTION OF OPERATIONS below B Crime 105508389 10/23/2010 0/23/2011 Employee Theft &ERSA $1,000,000 C Error & Omission 287495348 02/01/201004/01 /2011 professional Liability $2,000,000 DESCRIPTION OF OPERATIONS /LOCATIONS /VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is mashed) City of South Miami is added as additional insured for general liability CANICPI 1 ATInN ACORD 25 (2009109) V 19ti9 -ZUU9 AGOR0 GORP w i Ivry. Aii rlgncs reserved. INS025 (200909) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of South Miami 6130 Sunset Drive AUTHORIZED REPRESENTATIVE South Miami, FL 33143 Q Rohm /MROHM Marian ACORD 25 (2009109) V 19ti9 -ZUU9 AGOR0 GORP w i Ivry. Aii rlgncs reserved. INS025 (200909) The ACORD name and logo are registered marks of ACORD g 5 \\ gcn gm m POSE I SUNDAY, FEBRUARY 20, 2011 SE MiamiHerald com I THE NIANI tIEP.ALC Res presented by C Staring gated 4J5 with 4,601 of living space, 3 zmziez, grand,tec z e, marble floors, O zone AC, 1.000 open terrace, pool, gbtage, do& $2,495,000 lot Coronado Avenue BeexdvIy,ealed4J30nf9422 93o Agaero Avenue C ,Irwyvpdated2Jz,,h' sf bt. reaBte /mood Ooms. huge a ,wood &gmrs, Loh,, becl —d flaeo,eal caokl Wild— 41c ViOng appliance. 2<ar spadws,opro. Frend, doorstMougbootpooli<a gaage, garage. walled &gotadon1ree1inedmeetf559,000 gam,wocaodmora. 0,259,000 1118C4p65treet Updamdtwosto,uvn,, o8Un D09, 4206 Monserrate Street Soplesno,m]3 /i5 with stvooing 3f)S. 6lghcelpnys,imi 9omg¢womloeppb.f149,000 —ad &rebl,beha4 g8iage p9o1. connyad 1939,000. COCONUT GROVE - RITZ CARLTON RESIDENCES Enloyano or loeoryi.. u stunning 2125 vo, d:mct hav vte, den. huge hammy S9agow CORAL GABLES CONDO, 55 Merrick Way, #514 Beaodful t /05 on 5,1, Ooor, 1.r., eondo m,h oversized balcony and 2 parking spacer 8349,000 Cecilia Samaja Estate Agent MOBILE 1 305.343.8443 EMAIL I csamaja@onesothebysrealtycom - - TO' .rases CITY OF SOUTV0 MIAMI COURTESY NOTICE NOTICE IB HEREBY given that the City Commission of the City of South Miami, Florida will conduct Public Hearings at its regular City Commission meeting scheduled for TTre'_dgy;_March 7. 2017, beginning at 7:30 p.m. , in the City Commission Chambers, 6130 Sunset Drive, to consider the following Monts): An Ordinance amending the Land Development Code in order to set forth that the Planning and Zoning Director is the responsible City Administrator to make final Interpretations of regulations contained in the Land Development Code and establishing an appeal procedure, by amending Section 20 -1.9 entitled "Interpretation ". An Ordinance amending the Land Development Code to place in one article all current regulations pedalong to historic preservation by amending Section 20 -6.1 (D)(i)(a) entitled "Historic Preservation Board Establishment and Membership" in order to require that one member be a licensed attorney; and by creating new Article XI, "Historic Preservation Regulations" including Section 20 -11.1 to be entitled "Historic Preservation Standards "; Section 20 -11.2 to be entitled "Designation of Historic Sites "; Section 20 -11.3 to be entitled "Historic Designation Reports'; Section 20 -11.4 to be entitled "Demolition of designated sites; demolition by neglect and certificates of appropriateness "; Section 20- 11.510 be entitled "Special Provisions, Applicable to Designated Historic Sites" and making revisions to update current wording and to modify certain provisions related to the demolition delay period; and deleting from the Land Development Code regulations pertaining to historic Preservation including Sections 20 -4.9, 20 -4.11, 20 -5.17, 20 -5.18, 20 -5.19. An Ordinance amending the Land Development Code Section 20- 8.9(B)(1) entitled "Special exceptions" in order to reduce the time limit for commencing and completing a development project which has been granted a special exception In a Transit Oriented Development District (TODD). An Ordinance authorizing the City Manager to finance up to six (6) new police vehicles for an amount not to exceed $165,000 and accepting the Interest rate of 2.44% through SunTrusl Bank, charging Debt Service - Principal Account No. 001.1910.521.7110 and Debt Service- Interest Account No. 001.1910.521.7210. A Resolution authorizing the City Manager to execute an agreement with the company Croquettes, Inc., also known as Ocaquatics,Swim School ii, the top ranked respondent for the Murray Park Community Pool Operator Accusal for Proposals (RFP) No. SM -FN 2010 -15, to provide consulting services as part of the City's Murray Park Community Pool Design /Build Team and to provide operations management thereafter the facility's construction, inclusive of all costs and requiring no annual fee from the City, for the contract's initial three (3) year term and its two (21 one (1) year options to renew for a total term of five (5) years. FA Resolution of the Mayor and City, Commission of the City of South Miami, Florida, authorizing the City Manager to an agreement with the collection firm providing debt collection services tar a percentage of the principal amount owed to the City and collecting said fee as a percentage of the outstanding principal. This agreement shall be for the duration of an Initial thee (3) year period with two (2) one (1) year option to renew periods L for a possible total term of five (5) years, and providing an effective date. -J A Resolution of the Mayor and City Commission of the City of South Miami; Florida sentencing the City Manager to enter into a contract with LaRue Planning and Management Services, Inc. for the purposes of providing consultant services to the Planning and Zoning Department to assist in the preparation of the 2012 Comprehensive Plan Evaluation and Appraisal Report (EAR) in the amount of $30,000 total for FY 2010 -2011 and FY 2011- 2012; the selection of troth to Is a result of a competitively sealed Request for Proposal process; funding for the contract shall come from the Planning and Zoning Department Account No. 001 - 1620 -524 -3450 (Contractual Services); and providing an effective date. For further information, please contact the City Clerk's Office at (305) 663 -6340. ALL interested parties are Invited to attend and will be heard. Maria M. Menendez, CMC City Clerk Pursuant to Florida Statutes 286.0105, the City hereby advises the public that if a person decides to appeal any decision made by this Board, Agency or Commission with respect to any matter considered at its meeting or bearing, he or she will need a record of the proceedings, and that for such purpose, affected person may need to ensure that a verbatim record of the proceedings is made which record includes the testimony and evidence upon whleh the appeal is to be based.