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HomeMy WebLinkAboutPRR25202 Wigfall TurboData Bid #2410-001 - Parking Citation and Permit Management System Electronically Submitted on 11/08/2024 CONFIDENTIAL INFORMATION DISCLAIMER This proposal contains certain confidential and valuable information in the form of ideas, knowledge, concepts, processes, plans, and trade secrets that belong to Turbo Data Systems, Inc. In accordance with the California Public Records Act, this confidential information shall not be disclosed outside the agency. It shall not be duplicated, used, or disclosed in whole or part for any purpose except in the procurement process. Confidential information in this document is noted on each applicable page or image. Severe and irreparable competitive disadvantage in future procurements could result from the release of any confidential information contained in this proposal. Please notify us immediately, in writing, if there is a request for disclosure of any confidential information so that we can participate in any disclosure discussions. Turbo Data Systems, Inc. Premier Parking Citation Processing Solutions 1551 N Tustin Ave Suite 950 Santa Ana, CA 92705-8634 T: 714.573.5757 F: 714.573.0101 210 N. 4th Street Suite 150 San Jose, CA 95112-5569 T: 408.971.1238 F: 408.918.0973 www.turbodata.com November 8, 2024 RE: RFP for PARKING CITATION AND PERMIT MANAGEMENT SYSTEM Turbo Data Systems, Inc., (TDS) is pleased to present our proposal for services to the City of San Luis Obispo. TDS has been a constant in the California Parking Industry for 35 years for two primary reasons, service and results. We provide customized, unified, fully integrated products and solutions that are proven to be very cost effective and user friendly. We consistently collect high revenue percentages for our customers. TDS utilizes NLETS (to retrieve out- of-state registered owner information), Franchise Tax Board collection, and ICS collection notices to do this. We achieve 85-95% revenue collections for clients utilizing all collection options. Our ticketPRO Mobile solution provides real-time access and sharing of citations and photos for the city and the public. The enforcement software was developed with input from California parking officers throughout the State and provides a fast, easy and efficient enforcement experience. ticketPRO Mobile is fully integrated with our getaPERMIT residential permit solution which presents many benefits to the city and the public. TDS is a 100% woman-owned company, and we are a certified State of California small business serving over 150 California municipalities and colleges. Most of our customers have remained with TDS for well over 20 years. I encourage you to consult with our references on our unmatched level of service. A major component for client retention is a direct result of our experienced, responsive customer service staff. The average tenure of our key team is over 20 years. TDS personnel are experts on everything related to parking and the California Vehicle Code. We look forward to this opportunity to work with the City of San Luis Obispo. Sincerely, Roberta J. Rosen President Turbo Data Systems, Inc. City of San Luis Obispo 3 Table of Contents 1. Cover Letter ....................................................................................... 2 Proposer Form .................................................................................... 4 2. Qualifications .................................................................................... 6 3. References .......................................................................................... 8 4. Proposed Team ................................................................................................ 10 5. Work Program .................................................................................. 14 6. Implementation Plan ............................................................................ 14 7. CPMS Administration and Security ........................................................ 18 8. Citation Management System (CMS) .................................................... 21 9. Citation Issuance Hardware and Software .............................................. 29 10. Permit Management System (PMS) ..................................................... 33 11. Customer Portal / Website .................................................................... 39 12. Customer Service Center / Processing .................................................. 41 13. System Testing, Acceptance, and Training ............................................. 44 14. Warranty, Maintenance, and Customer Service ...................................... 45 15. Technical Compliance Matrix ............................................................... 46 16. Cost Proposal Workbook ...................................................................... 46 Turbo Data Systems, Inc. City of San Luis Obispo 4 PROPOSAL SUBMITTAL FORM The undersigned declares that she or he: • Has carefully examined Bid #2410-001 - Notice Requesting Proposals for a Parking Citation and Permit Management System, which is hereby made a part of this proposal. • Is thoroughly familiar with its contents. • Is authorized to represent the proposing firm. • Agrees to perform the work as set forth in this proposal. Certificate of insurance attached; insurance company’s A.M. Best rating: See Attached Certificate. Firm Name and Address TURBO DATA SYSTEMS, INC. 1551 TUSTIN AVENUE SUITE 950 SANTA ANA CA 92705 Contact ROBERTA ROSEN Phone 714-573-5757 Signature of Authorized Representative Date November 8, 2024 Turbo Data Systems, Inc. City of San Luis Obispo 5 Turbo Data Systems, Inc. City of San Luis Obispo 6 Qualifications Turbo Data Systems, Inc. (TDS) proposes to provide the City of San Luis Obispo with a comprehensive and flexible processing and management solution for citation services and permit management. Recognizing the benefits of having a vendor/partner who will handle all your needs efficiently and effectively while increasing collections and improving customer service is essential. Our reputation for excellent customer service and technologically advanced services is a benefit our customers and the public have come to appreciate and expect. List of our diverse products and services: Full line of Services: Cloud Services: • Parking Citation Processing • Admin Citation Processing • Permit Management and Fulfillment • Traffic Citation Processing • Online - Paperless Appeals • Administrative Adjudication Services • Interactive Voice Response System • Internet Credit Card Payments & Info • Notice/Correspondence • Cashiering Systems • Banking Services • Special Delinquent Collections • Franchise Tax Board Collections • CA DMV Interface • NLETS Interface – Out-of-state • Digital Archiving • ticketPRO™ Web Customer Citation Portal • ticketPRO™ Web Services API • ticketPRO™ nFORCER Parking • ticketPRO™ nFORCER Traffic • ticketPRO™ nFORCER Code • ticketPRO™ Reporter • pticket.COM Public Payments & info • eAppealsPRO Web Contesting • reportNet Digital Online Reports • turboINSIGHTS Dashboard • fieldTRACKER Locate and Monitor • notifyLPR ALPR Integration • getaPERMIT Management Portal • Partner Integrations • Court Integrations • RMS Integrations - RIMS The difference between processing agencies will become apparent with our customer service, which is not always easy to quantify: • Is there always someone available to take citizen calls during business hours? • Are citizens treated with respect when contacting the call center? • Is information provided by the system accurate and up to date? • Are client requests completed promptly? • Are phone calls and emails addressed quickly and efficiently? All these items are priorities at TDS. We represent the client and do not take that responsibility lightly. Turbo Data Systems, Inc. City of San Luis Obispo 7 History Turbo Data Systems, Inc. (TDS) has been a leading service provider for citation processing in California since 1985. We are a privately held company with two offices and over thirty employees to serve our California clients effectively. Our Corporate headquarters is in Santa Ana, California. Our northern California office, the Office of Parking Violations (OPV), is in San Jose, within walking distance of San Jose City Hall. TDS is 100% woman-owned and a certified small business in California. It serves over 150 California municipalities and colleges. Our clients have experienced TDS's reliable, flexible, and innovative solutions. TDS parking customers range in size and issue 500 to 250,000 citations annually. Parking citations are processed according to the California Vehicle Code and local municipal code. Turbo Data's History Timeline • 1985 – Turbo Data Systems, Inc. founded. • 1985 – Roberta J. Rosen was CEO/President of TDS and is still today. • 1993 – TDS offers adjudication services with notices integrated into the citation system. • 1996 – TDS adds delinquent collections for parking citations through Innovative Collection Services. • 1998 – TDS opens a second office in San Jose to service Northern California customers. • 2001 – Online credit card payments for the public through pticket.com. • 2003 – Agency Reporting made available online through the TDS Parking Portal. • 2005 – ticketPRO Mobile is introduced. Handhelds are fully serviced and supported by TDS. • 2006 – Franchise Tax Board Collections added as a TDS service. • 2007 – eAppeals Online appeals for the public. Reviews/decisions entered online. • 2008 – TDS adds Administrative Citation Processing Services and Collections. • 2010 – eAppealsPRO: Cloud-based Agency Custom Review of Online and Mailed-in appeals • 2012 – Nlets approves TDS to become a strategic partner. • 2012 – ticketPRO mobile: Smartphone, Always-Connected, real-time citation issuance. • 2015 – getaPERMIT Parking Permit Management. • 2016 – eCitations for moving violations. • 2017 – eCitations for Admin/Code Enforcement violations. • 2018 – Electronic Fare Evasion issuance with ticketPRO Mobile and nFORCER hardware. • 2019 – Turbo Insights Analytics Dashboard. • 2020 – Field Tracker Mapping- Locate and Dispatch. • 2021 – RIPA Racial & Identity Profiling App and services • 2022 – ticketPRO Parking for iOS. • 2023 – getaPERMIT Dashboard Turbo Data Systems, Inc. City of San Luis Obispo 8 References Proprietary and Confidential Do not Distribute City of San Jose Elias Khoury Department of Transportation (408) 975-3707 Elias.khoury@sanjoseca.gov 200 East Santa Clara Street, 7th Floor San Jose, CA 95113 The City of San Jose joined TDS in 1998. They issue over 210,0000 citations and over 10,000 parking permits annually. Citation Processing ticketPRO mobile ticket writers Permit Management + Vigilant ALPR Innovative Collection Services Credit Card Payment Processing Franchise Tax Board Services Adjudication with eAppealsPRO City of San Bruno Jeremy Brandenburg Captain / Police Department (650) 616-7113 jbrandenburg@sanbruno.ca.gov 1177 Huntington Avenue San Bruno, CA 94066 The City of San Bruno has been with TDS since 1999. The city averages 20,000 issued citations and 5,000 parking permits annually. Citation Processing ticketPRO mobile ticket writers Out-of-state Citation Processing Innovative Collection Services Adjudication with eAppealsPRO Permit Management + Genetec ALPR City of Newport Beach Janine Williamson Fiscal Specialist/Finance Department (949) 644-3142 jwilliamson@newportbeachca.gov 100 Civic Center Dr. Newport Beach, CA 92660 Newport Beach contracted with TDS in 2016. Before joining TDS, the city used four separate processing companies to complete their parking processing. After a thorough review and multiple interviews, TDS was chosen among 12 major processing vendors. The city averages over 64,000 parking citations and 5,000 permits annually. Permit Management + Genetec ALPR ticketPRO mobile ticket writers Citation Processing Adjudication with eAppealsPRO Out-of-state Citation Processing Innovative Collection Services Administrative Citation Processing Franchise Tax Board Services Credit Card Payment Processing Turbo Data Systems, Inc. City of San Luis Obispo 9 Proprietary and Confidential Do not Distribute City of Menlo Park Tracy Weber Communications and Records Manager (650) 330-6313 taweber@menlopark.gov 701 Laurel St. Menlo Park, CA 94025 The City of Menlo Park joined TDS in 2012. Annual citation issuance is just under 10,000 and 5,000 permits issued annually. Citation Processing ticketPRO mobile ticket writers Permit Management Innovative Collection Services Credit Card Payment Processing Franchise Tax Board Services Adjudication with eAppealsPRO Mountain View Mary Flores Department of Transportation (650) 903-6745 Mary.flores@mountainview.gov 1000 Villa St. Mountain View, CA 94041 Mountain View joined TDS in 2012. The city issues an average of 8,000 citations annually. Citation Processing Adjudication with eAppealsPRO Credit Card Payment Processing Innovative Collection Services Los Altos Jennifer Tannous Police Department (650) 947-2698 jtannous@losaltosca.gov Michael Taylor Sergeant/Police Department (650) 947-2721 mtaylor@losaltosca.gov Anthony Carnesecca (650) 947-2620 aCarnesecca@losaltosca.gov 1 N. San Antonio Road Los Altos, CA 94022 Los Altos has been with TDS since 2019. The city issues an average of 2,000 citations and 2,500 parking permits annually. Citation Processing Adjudication with eAppealsPRO Credit Card Payment Processing Innovative Collection Services Permit Management Turbo Data Systems, Inc. City of San Luis Obispo 10 Proposed Team Team Organization Chart Turbo Data Systems, Inc. Corporate Officers and Key Personnel are fully proficient in our services and systems and parking processing requirements in California. Our key staff's average years of experience in the parking industry are over 20 years each. Proprietary and Confidential Do not Distribute Project manager for the City of San Luis Obispo: Elie Sleiman Vice President/Chief Technology Officer Alternative project manager for the City of San Luis Obispo: Doug Amos Client Services Manager **************** Turbo Data Systems, Inc. City of San Luis Obispo 11 Corporate Officers Roberta J. Rosen President and Owner Chief Executive and Liaison Ms. Roberta Rosen is the President and owner of Turbo Data Systems, Inc. She has been the President of Turbo Data Systems, Inc. since its incorporation in 1985. She serves as the chief executive officer for TDS and liaises with clientele management. Under Ms. Rosen's direction, the company has expanded its services and technology offerings. Those services include payment processing services, out-of-state collections, Interactive Voice Response System developments and installations, various computer system platform migrations, and the development and implementation of a web-based parking citation information and payment processing system. In addition to the administrative responsibilities of the corporation, she has been responsible for overseeing parking citation processing projects during system conversions and implementations. Major accounts and management experience include the Tri-Cities/Westside Cities Joint Database Project, the addition of the Administrative Adjudication Process to the Parking Citation Collection System, and the addition of a fully staffed processing center in San Jose with a full-service walk-up payment center. Before her work with Turbo Data Systems, Ms. Rosen was in the Information Technology field, working with an international oil drilling and exploration company on their material requisition systems. Ms. Rosen is a Cal State Long Beach graduate where she completed a bachelor’s degree in business administration. She has over 30 years of experience providing service and innovative solutions to the corporate environment, municipalities, and universities. Elie M. Sleiman Vice President Chief Technology Officer Mr. Elie Sleiman is Turbo Data Systems, Inc.'s Vice President and Chief Technology Officer. He graduated from Coleman University, San Diego, in 1981 with a computer science degree. Mr. Sleiman worked for Turbo Data Systems from 1986 through 1991, developing systems still in place today. In November 2002, he rejoined Turbo Data Systems to assist with its ongoing growth and development and has been involved in every aspect of the company, particularly systems and operations. The development of our most recent technology solutions has been under the direct supervision of Mr. Sleiman. These systems include getaPERMIT Permit Management, ticketPRO Mobile enforcement for Moving violations and Code Enforcement, turboINSIGHTS Dashboard Analytics Reporting. In addition to the above systems, Mr. Sleiman is also responsible for partner integration efforts that bring more solutions and options for our customers. He has an extensive information technology and customer service background spanning over 35 years. Before rejoining Turbo Data Systems in 2002, Mr. Sleiman worked with Prudential Real Estate Affiliates in various technical and management capacities. Tasks and projects include MIS management, security and controls, disaster recovery/business continuity planning, customer service, help- desk management, and supporting in-house and field personnel for over 11 years. Proprietary and Confidential Do not Distribute Turbo Data Systems, Inc. City of San Luis Obispo 12 Key Associates Doug R. Amos Client Services Manager Primary Liaison Doug Amos is the Client Services Manager. He serves as the primary liaison for our existing clients and manages the daily service functions of the Santa Ana office. Mr. Amos’ duties include project management, client acquisition and retention, company marketing and systems research, design, and development. He conducts online and onsite training for our ticketPRO Mobile and ticketPROweb back-office solutions. Client support includes training, customer change requests, Vehicle Code regulations and adherence, Franchise Tax Board services assistance, and new client onboarding. Mr. Amos has significantly contributed to our eAppealsPRO, ticketPRO Mobile, and getaPERMIT applications. He annually attends industry-hosted conventions, including CMPA, CACEO, CSFMO, and CPOA. Mr. Amos stays current through parking industry training sessions on DMV, new Legislative Laws, Hearing examiner training, and new technologies for parking enforcement. Mr. Amos has over 20 years of experience in management, sales, and personnel, including extensive sales and marketing experience. His educational background is in electrical engineering, and he attended Cal State University of Fullerton. Denise Ortega Client Services Acquisition and Retention Denise Ortega is a member of our Client Services team. Her responsibilities are client support, acquisition and retention, company marketing and systems training, and managing Permit Support. She has over 25 years of customer service experience and over 17 years of experience in the parking industry. Ms. Ortega is experienced in onboarding clients and program implementation, ongoing account management, monitoring contract compliance and renewals, writing bids and proposals, and software application training. She assists with new client presentations and training. She received Hearing Examiner Training at CPPA. She is our DMV liaison and manages and helps with all agency DMV PARC codes. She also handles the Franchise Tax Board annual agency sign-ups, FTB resolutions, and weekly updates to the Franchise Tax Board. In addition, Ms. Ortega handles all client set-up and implementation for our getaPERMIT online permit system. Proprietary and Confidential Do not Distribute Turbo Data Systems, Inc. City of San Luis Obispo 13 Ryan Sleiman Customer Service and Operations Manager Ryan Sleiman is Turbo Data’s Customer Service and Operations Manager. He manages the call center and customer service staff and overseeing operational activities. Mr. Sleiman’s duties include hiring, developing, mentoring, and training staff for the customer service and operations team. Mr. Sleiman is directly involved with customers, supporting data reporting and analytics. Mr. Sleiman’s previous experience includes call center management and logistics. He attends industry- related professional training classes and events. He has a bachelor’s degree in finance from Chapman University and has been with TDS since 2015. Bianca Moreno-Cruz OPV Office Manager Bianca is the Office Manager for our San Jose office. In addition to managing operations in northern California, including the Office of Parking Violations, she is the primary liaison for our existing clients in the north. She coordinates the marketing efforts in that region. Her duties include hiring, developing, mentoring, and retaining staff for our San Jose operations. She works closely with upper management to implement efficiency improvement ideas and process improvement initiatives, including implementing and supporting technological solutions. Bianca supervises the day-to-day activities of all operations, including data entry operations, cashiering, customer service center, payment processing and banking, administrative adjudication processes, incoming and outgoing mail, and customer calls. She has been with TDS since 1999. Sharon A. Watroba Project Manager Technical Installation Support Sharon Watroba serves as the project manager for the development group and provides technical and installation support. Since 1990, she has worked out of our corporate office in Orange County and has maintained and developed technical solutions for the company. Ms. Watroba has put extensive analysis and development effort into keeping the citation system current with the new features and enhancements implemented over the years. Ms. Watroba's roles include Program Maintenance and Development, Database Management, Processing Support, Technical Training and Support, In-House Technical Support, and Server Management. Proprietary and Confidential Do not Distribute Turbo Data Systems, Inc. City of San Luis Obispo 14 Work Program TDS has an extensive experience with data conversions. We have been extremely successful with bringing in data from your current for multiple projects. We take all measures necessary to allow for a smooth and simple transition for the city. Managing the scope of a project like this is based on our Implementation Plan, which is outlined below. We have managed many projects like this, including conversions from your current vendor. Our team is very experienced with these projects. CMS Transition The current contractor will provide test data files with a dictionary/definition at least two weeks before the new launch date. We can provide a Dropbox or an SFTP login to upload the files. Master tables and miscellaneous information for: • Fine/bail schedule, including penalties • Officer roster • The number of notices mailed per citation • The data will be analyzed and imported into a development environment. • Data issues will be identified and reported with the new CMS. • The live conversion will occur the day before the new launch date. Implementation Plan: TURBO DATA SYSTEMS, INC. IMPLEMENTATION PLAN System Service Calendar Days to Completion CITATION MANAGEMENT SYSTEM (CMS) 45-60 Days to go Live HANDHELD CITATION ISSUANCE SYSTEM (HCIS) Within 45 Days Timeline based on product availability due to current supply constraints PERMIT MANAGEMENT SYSTEM (PMS) 45-60 Days to go live CITATION MANAGEMENT SYSTEM (CMS) IMPLEMENTATION Required Participants Item Projected Start Date Estimated Duration Days Projected Completion Date TDS SAN LUIS OBISPO Sign Contract and determine Go Live Date Prior to 1/2/2025 0 Prior to 1/2/2025 TDS SAN LUIS OBISPO Schedule Kick-off Meeting Prior to 1/2/2025 1 Prior to 1/2/2025 CMS Implementation Start Date: TDS SAN LUIS OBISPO Kick-off Meeting  Introductions, Key Contacts, Project Managers  CMS Implementation Review  Overview of existing ticketPRO services/software  Review Citation notice, penalty, and collection timeline  Confirm Banking process and access  Set milestones and completions timelines  Confirm all hardware deliverables and criteria for completion 1/7/2025 1 1/7/2025 Turbo Data Systems, Inc. City of San Luis Obispo 15 SAN LUIS OBISPO TDS Review/Modify/Order manual citations  City to order; TDS will assist with proof changes 1/2/2025 40 2/15/2025 SAN LUIS OBISPO DMV TDS Vendor transition item  City to complete online DMV PARC Code forms  TDS and DMV will assist with PARC transition 1/3/2025 30 2/2/2025 SAN LUIS OBISPO PRIOR VENDOR TDS Vendor transition item  City to obtain Test Citation Data from prior vendor  TDS to provide FTP drop site for citation data files 1/3/2025 5 1/8/2025 SAN LUIS OBISPO PRIOR VENDOR TDS Vendor transition items  Confirm processing cutoff dates with prior vendor  Determine cutoff for sending manual/electronic citations to prior vendor  Establish new P.O. Box address for mailed processing 1/3/2025 1 1/3/2025 SAN LUIS OBISPO Provide violation/ fine schedule to TDS  Include penalties, NSF fees, other fees 1/3/2025 5 1/8/2025 SAN LUIS OBISPO Provide list of back office and front desk/cashier users to TDS  TDS will set security role options (enter payments; dismiss/reduce, etc.) 1/3/2025 7 1/10/2025 TDS Import/test citation data from prior vendor  Create test conversion data & develop conversion program 1/8/2025 15 1/23/2025 TDS  Enter fine schedule, officers, and user roles into ticketPRO  Setup notice scheduling and standard reports  Assign agency call center phone number and payment PO box 1/9/2025 5 1/14/2025 TDS SAN LUIS OBISPO Review and approve custom notice text 1/13/2025 3 1/16/2025 TDS SAN LUIS OBISPO Conference Call to review implementation milestones  Discuss coordination of administrative hearings 1/15/2025 1 1/15/2025 TDS Setup online website for payment and information (pticket.com)  Test Public online payments (pticket.com) and Phone (IVR) payments 1/16/2025 4 1/20/2025 TDS ticketPRO Parking Database ready 1/21/2025 1 1/21/2025 TDS TDS setup phone/IVR and online payment merchant 1/22/2025 7 1/29/2025 TDS SAN LUIS OBISPO Meeting/Call on Implementation Milestones  Confirm Status: Remote Bank Deposit access  Schedule Date for web training of Agency office/cashier staff  Confirm new Citation stock delivery status 1/24/2025 1 1/24/2025 TDS  Setup Adjudication controls, processing parameters and users  Setup scheduled jobs for Agency Citation Database 1/27/2025 2 1/28/2025 TDS Pticket.com and Phone (IVR) ready for processing 1/29/2025 2 1/30/2025 TDS SAN LUIS OBISPO Training Date for CMS  Online training is available by department and/or individual  Additional training as needed 2/4/2025 1 2/4/2025 SAN LUIS OBISPO PRIOR VENDOR Prior Vendor Processing Cutoff  Final complete data files from prior vendor delivered to TDS  Forward all unprocessed vendor items to TDS PO BOX 2/10/2025 or TBD 1 2/10/2025 or TBD TDS Load Converted Data with final complete data file 2/15/2025 3 2/18/2025 TDS ticketPRO CMS ready for parking processing . 2/15/2025 1 2/15/2025 TDS Pticket.com and Phone/IVR activated for public 2/15/2025 1 2/15/2025 Turbo Data Systems, Inc. City of San Luis Obispo 16 HANDHELD CITATION ISSUANCE IMPLEMENTATION (HCI)-ticketPRO Mobile Required Participants Item Projected Start Date Estimated Duration Days Projected Completion Dates TDS SAN LUIS OBISPO Sign Contract and determine Go Live Date Prior to 1/1/2025 0 Prior to 1/1/2025 TDS SAN LUIS OBISPO Schedule Kick-off Meeting 1/1/2025 0 1/1/2025 HCI Implementation Start Date: January 1, 2025 TDS SAN LUIS OBISPO Kick-off Meeting  Introductions, Key Contacts, Project Managers  HCI Implementation Review  Overview of ticketPRO Mobile  ALPR interface (if applicable)  Approve new smartphone and printer models  Determine new hardware 1. Quantities for new printers 2. Smartphones quantities from TDS; from SAN LUIS OBISPO  Approve TPM accessories  Set milestones and completions timelines 1/3/2025 1 1/3/2025 TDS Order new TPM hardware (eta based on availability)  Smartphones  Bluetooth Printers  Battery Charging bays/Charging Docks  Additional agency approved accessories 1/7/2025 21 to 28 1/28/2025 to 2/4/2025 TDS Order new TPM supplies  Citation rolls and envelopes  Generic citation rolls available immediately 1/7/2025 21 to 30 1/28/2025 to 2/10/2025 SAN LUIS OBISPO Provide Issuance Lists to TDS (excel)  City Streets and Locations  Violation codes descriptions, fines  Time marked/chalked zones; names and durations  Comments used most often  Repeat offender/Escalating fines if applicable 1/8/2025 7 1/15/2025 SAN LUIS OBISPO Provide issuing officer/3rd party list to TDS  Full Name, Badge/ID, Department, Phone/email 1/7/2025 6 1/13/2025 TDS Install TPM software onto new hardware 1/28/2025 5 2/3/2025 TDS Deliver citations and envelopes 2/12/2025 1 2/12/2025 TDS SAN LUIS OBISPO Deliver new HCI hardware to agency 2/12/2025 1 2/12/2025 TDS SAN LUIS OBISPO Training with PCOs  New ticketPRO Mobile feature training 2/12/2025 1 2/12/2025 Complete HCI implementation complete 2/13/2025 0 2/13/2025 Turbo Data Systems, Inc. City of San Luis Obispo 17 PERMIT MANAGEMENT SYSTEMIMPLEMENTATION (PMS) - getaPERMIT.net Required Participants Item Projected Start Date Estimated Duration Days Projected Completion Dates TDS SAN LUIS OBISPO Sign Contract and determine Go Live Date Prior to 1/1/2025 0 Prior to 1/1/2025 TDS SAN LUIS OBISPO Schedule Kick-off Meeting Prior to 1/1/2025 0 Prior to 1/1/2025 PMS Implementation Start Date: Jan 7, 2025 TDS SAN LUIS OBISPO Kickoff Meeting Introduce Project Manager and TDS support contacts for PMS Identify key City contacts to supply permit data and parameters Brief demo of getaPERMIT system access for public and City Confirm required GO LIVE access for Public High level review of Residential and other City permits 1/7/2025 1 1/7/2025 TDS SAN LUIS OBISPO Permit Meeting with TDS and City contacts review data/parameters needed from City Residential Addresses with zone/district information List of City users for PMS Detail review and samples of permit types Permit parameters (price, duration, quantity limits, required documents) Permit prorating and/or discounts Replacement/Change fees Existing permit data (accounts, name/addresses, vehicles, permit numbers) 1/8/2025 1 1/8/2025 SAN LUIS OBISPO Order Permit Supplies for Physical Hangtags/Decals 1/8/2025 45 2/21/2025 TDS Configuration of PMS Create permit types with parameters Import Address/Zone data Determine City and TDS permit stock inventory Permit inventory stock provided by City to TDS Obtain FAQ permit information from City Setup custom PMS page text for agency 1/9/2025 21 1/30/2025 TDS PMS testing and final setup (Residential Permits) Confirm issuance by type, zone, permit sequence Create and confirm permit fulfillment letter design with City Assign payment merchant to agency in PMS 2/3/2025 10 2/13/2025 TDS SAN LUIS OBISPO PMS training for agency users 2/17/2025 1 2/17/2025 SAN LUIS OBISPO Staging/Sandbox PMS available to City Staff 2/18/2025 10 2/28//2025 SAN LUIS OBISPO Activate Public Access to PMS on City website 3/1/2025 1 3/1/2025 PERMITS Complete PMS Residential permits ready for public 3/1/2025 0 3/1/2025 Turbo Data Systems, Inc. City of San Luis Obispo 18 CPMS Administration and Security Hardware & Software Turbo Data Systems servers are hosted in a secure data center. Access to all applications is browser- based. All components needed to support applications, APIs for mobile apps, and vendor integration are hosted in a private cloud. There are no requirements for an on-premises server or hardware. Hardware to support mobile enforcement will depend on the agency’s selection of proposed options. Turbo Data provides the best available hardware for smartphones and printers. Samsung and Zebra rugged hardware will be provided for the two-piece option. A Samsung smartphone will be used for an all-in-one nFORCER device currently used by the traffic team. Verizon, ATT, and 1stNet options are available based on the best coverage. Third-Party Integration Turbo’s ticketPRO platform supports many industry leaders. We offer customers the integration of various pay-by-plate, pay-by-space, and other parking transaction lookups and validations. These integrations provide the enforcement team with a seamless way to validate a plate or space in real time. Officers also have the option to review a list of plates or spaces with a color-coded view showing vehicles/spaces that have expired or are about to expire. Furthermore, our integration with top ALPR vendors provides an efficient way to bridge the data collected by the ALPR system with ticketPRO mobile, making it possible to issue a ticket in a matter of seconds from an ALPR-confirmed hit. The integration tracks transaction activities that can be used during activation and troubleshooting. Below is a list of current partners. Should the city require other vendors not listed below, we would be happy to establish a new partnership and facilitate a new integration. Partners List Turbo Data Systems, Inc. City of San Luis Obispo 19 Existing City Integration Turbo Data has converted and migrated many agencies into Turbo customers. This experience will improve the speed and accuracy with which we can successfully convert San Luis Obispo’s parking data. Turbo will work with the San Luis Obispo team to determine the requirements for permit data conversion. Turbo Data fully integrates with Genetec Security Server/AutoVu. We provide access to a Genetec- specific API to handle ALPR hits and permit data exchange to refresh permit data for enforcement. We will provide the endpoint and necessary security keys and tokens for an easy and quick setup. We can also provide a staging environment for testing and validation. IPS integration is also available. Turbo’s ticketPRO Mobile enforcement app makes it easy to check transactions for a specific plate or space upon entry automatically. This ensures that each plate is validated before a citation is issued. The integration also provides a feature to list plates by specific zones/location as configured in the IPS platform. One important feature we offer is the ability to support multiple active integrations that can be used in a desired order. For example, a plate number can be checked against multiple sources, further empowering the officer by giving them accurate data. Administration Process TDS has a strict internal policy regarding the security of information. Access to information is strictly confined to a select few individuals on a need-to-know basis. Our technology department staff is given access to systems as needed to service the hardware and software and support our ongoing operations. Agency staff access to our systems requires a unique username and password combination. This access is governed by rules associated with each user’s access level within the applications. Role- based access control (RBAC) assigns various roles/permissions. Agency-designated personnel submit requests for new access. All requests are logged and tracked internally. On-demand reports are available to show users' access, roles, and applications. IT and security personnel prioritize all efforts to maintain security, protect data, and maintain compliance. This includes hardening endpoints and following best practices using reputable hardware and software solutions. Security updates and patches are deployed regularly. Data Backup Turbo Data Systems, Inc. City of San Luis Obispo 20 System backups occur daily and hourly, depending on the critical nature of the data. Additionally, real-time site-to-site replication is scheduled, offering more assurance of protecting critical data. Replication can be set up at three different locations between SOCAL and NOCAL. Backups are scheduled to run automatically, with failed backup alerts sent to IT operations for review and corrections. Payment PCI /Security| Multiple merchants | Daily recon Turbo Data hosts and manages the public payment portal. Each agency is assigned a merchant number for accurate reporting, isolation, and daily reconciliation. Our e-commerce websites undergo monthly intrusion detection and prevention (IDS/IPS) tests to ensure that our firewall and web servers adhere to the Payment Card Industry Data Security Standard (PCI DSS). We also conduct penetration (PEN) testing to validate further and remedy any reported items. We do not capture or process credit card information on our sites. The process redirects the visitor to a hosted payment page managed by the credit card merchant. Upon completion of the payment, the hosted page redirects back to the payment site, where we log the activity and update the record status. Network Infrastructure TDS’ network and security infrastructure provides secure access to all systems, including Agency access to the TDS-hosted applications, public access, and web services to support mobile and integrations. A high-speed redundant Internet and power ensure availability and accessibility at all times. Redundant firewalls and network switches provide automatic failover in case of hardware failure and Internet link failover in case of circuit failure. Primary access is provided via a Data Center that offers dependable and highly secure Managed Internet service. Critical servers are hosted in a which provides the following benefits: • SD-WAN, Fiber, Ethernet & Wireless • Cutting Edge Infrastructure • Fully Redundant, Data Grade Power • Physical and Network Security • PCI Compliant & SSAE18 Our Santa Ana corporate office also hosts a redundant server and network to enhance business operation and availability. TDS takes every measure and precaution to ensure the data is managed and appropriately protected. We incorporate high-industry-standard security with data encryption for all our web servers and online systems. Our managed firewalls employ Intrusion Detection Services (IDS) and intrusion prevention Services (IPS), which are updated hourly with new signatures and threats. TDS staff and remote customers must connect via an SSL-Virtual Private Network (VPN) with two- factor (2FA) authentication for remote access control and support. TDS has a fully virtualized infrastructure. We have eliminated our physical server footprint and implemented the latest optimized virtual environment. We have also invested in multi-site SAN technology that provides scalable storage, high performance, and site-to-site replication to protect our critical servers, data, and backups. Systems and Network Services Our core network services are in an SSAE18 Colo-Data center. This is a highly secure off-site facility designed to withstand major disasters. Our equipment is housed in a controlled environment, which provides complete physical access lockdown. Furthermore, the redundant power generators, HVAC, and Internet backup guarantee continuous system operation, data safety, and integrity. Facility access requires a physical checkpoint and a bio-scan to enter the server/equipment space. TDS’s Turbo Data Systems, Inc. City of San Luis Obispo 21 systems are locked in an unshared space, making external access impossible. Video surveillance cameras are available throughout the facility. Office Security (Santa Ana & San Jose) Access cards secure TDS’s offices at the building level, allowing entrance only to specific individuals outside of regular business hours. Access cards also secure our suites, allowing entrance only at permissible hours. An intercom system grants access to vendors and visitors after identification by company staff. Access cards secure our data center, allowing access only to specific individuals. All entries are logged and reviewed regularly. Our suite is also secured by a monitoring service that detects entry and motion during off-hours. Surveillance cameras are throughout the facility, with 24- hour recording and monitoring capability. Citation Management System (CMS) Automated Transfer and Upload of Citations ticketPRO mobile customers enjoy immediately uploading citations as they are written. Errors detected from automated citation entries (discrepancies in violation amounts, violation codes, lack of required information, etc.) are reviewed and corrected. Duplicate citation numbers are not entered into the system. They are reported for investigation. TDS works directly with the city to coordinate and implement any changes. TDS also accepts electronic transfers for administrative citations. Transfer files can be scheduled to be received or picked up from the city. Data is reviewed for any discrepancies, and the city department is contacted for clarification. Data Entry from Manual Citations Manual Administrative and Parking citations are forwarded to TDS via mail or scan. All manual citations are entered into the database within two business days of receipt. All citation transactions are entered online with tight controls to prevent errors. Each batch of citations is entered into a log for tracking through the process. The date of receipt and who received it, the data entry operators’ ID, and the date it was keyed, the count of citations in the batch, the filing person’s ID, and the date it was filed are all tracked on the log. This citation batch log is updated as the batch goes through the process. The log is a tool for supervisors to verify that all work is completed promptly. Editing capability allows corrections for all citation information fields. Manual citations not processed due to incorrect or missing information are returned to the city for clarification. Entry of disposition and other non-citation information is also a critical step in the processing cycle. Citations dismissed by city staff are updated to reflect the reduction or cancellation action that has been taken. Also, suspensions and extensions are recorded in writing when the city requests them. Dismissals, suspensions, and extensions are processes that can be performed either by city staff or by TDS. TDS scans all manual citations and is easily accessible by the city using our ticketPROWeb and Online Appeals systems. TDS files all hard-copy citations and can provide these documents upon request by the Agency. Correspondence Processing A courier picks up mail weekly from a Post Office Box provided by TDS. The mail is brought to the San Jose office, where the payments are immediately processed. All information entered is updated in real time. All mail received at TDS is sorted by category (payments, correspondence, etc.). Correspondence related to citations is opened and forwarded immediately to the appropriate department for further investigation by staff experienced in identifying and separating contesting information from complaints. Turbo Data Systems, Inc. City of San Luis Obispo 22 All correspondence is processed within two (2) business days of receipt. Envelopes for all correspondence are stamped with the date received and kept with the source documents to validate the posting dates used for processing. Upon receiving unidentifiable payments or incomplete information from a citizen, TDS staff request additional information or documentation when necessary. All correspondence mailed to citizens on behalf of the Agency is automatically laser-printed by the system and documented in the system for future reference. Vehicle Change of Ownership/Rented Vehicles Daily updates are performed on citations when a change of ownership or notification of a rental with bona fide proof is received. All prior name information is kept on the system for historical reference. Once these updates are made, another notice is mailed to the new responsible party. Payment Processing Payments are sorted by postmark date and processed each day. Audit controls are in place to ensure accountability of all transactions and monies for payment processing, from initial receipt through final resolution and filing. TDS staff do all payment processing in-house. Payment batches are balanced and reconciled at three separate steps of our process. Payments are processed into the system within two (2) business days of receipt. To reduce the number of refunds required to be processed by the Agency’s finance department. TDS does not accept duplicate payments or payments attempting to be made toward citations which are already closed. All payment documents are stored in an easily retrievable format. They are kept for two years and then periodically shredded. Unmatched Payments Our system accepts payments for citations that are not yet in the system. Basic information about the citation is entered into the database with the payment. Upon receipt of the original citation, the basic information entered with the payment is compared for accuracy, then merged with the issued citation and all other data fields are updated. Partial Payments and Returned Checks A second notice is mailed for bounced checks (adding a returned check charge to the system established by the Agency) and for the balance due on partial payments or payment plans. If no payment is received on these second notices, the system processes the citation through the penalty phase and additional notifications. Due Date Extensions The system can accept suspensions or due date extensions when requested by the Agency. The city or TDS can enter these upon request. Payment Plans TDS has a payment plan to support AB503 legislation. The plan will take into consideration indigent and non-indigent individuals. Plan requests will be submitted to the Agency for review/approval/denial. TDS will mail correspondence of the Agency decision. Payment Plans will support recurring payments, waive fees for indigent, length of plan and minimum payments due. If a plan defaults prior, the system automatically resumes the citation process (DMV, Collections, etc.). TDS provides required city specific online information or city link for AB503 indigent payment plans on pticket.com. Turbo Data Systems, Inc. City of San Luis Obispo 23 Depositing of Agency Funds TDS scans checks and deposits parking funds into the city’s bank account or an escrow established by TDS for the city. This method is safe, secure, and efficient. If the city chooses to deposit directly into their account, check scanning hardware and software is provided by the city. Credit Card Payments TDS provides a toll-free telephone number for the public to inquire and take credit card payments on citations. Payments by Credit Card are accepted 24/7. This number is unique for your city. Customized city agency information is provided when callers reach this service. Pre-recorded, agency information includes the address for mailing a payment, making a payment over the internet, instructions for contesting a citation and instructions for correcting equipment violations. Options for reaching a customer service representative are also available through this system. The system secures immediate authorization from the processor, with immediate updates to the citation status. All TDS credit card processing platforms (Web & Phone) are PCI compliant. For online payments, an email with the payee's unique confirmation number/payment information is generated on the web. Monies collected are processed into a merchant account established by the city. TDS performs daily reconciliations to validate all credit card transactions. Registered Owner Name Retrieval TDS has a direct online interface with the California Department of Motor Vehicles (DMV) for retrieving registered owners' names and addresses for California vehicles. Requests for registered owners are submitted to the DMV each business day. Multiple citations issued under one plate or VIN may have different registered owners depending on the issue date of the citation. During the name retrieval process, the vehicle make on file with DMV is obtained and compared with the make from the original citation. Discrepancies are reported and investigated to ensure the license has been entered correctly. Upon correction, the citation is again eligible for DMV name retrieval through our automated system. Also, during the name retrieval process, the full vehicle identification number (VIN) and the registration expiration date are retrieved and placed on the system. This allows comparing the last four digits of the VIN on the citation with the VIN from the DMV and the registration expiration date on the citation with the registration expiration date at the DMV. These are important tools to verify that the license plate on the citation was recorded properly and that the correct violator is pursued. When a name and address are not available from the DMV on the first inquiry, multiple attempts are made until we successfully obtain an R/O or at least nine (9) attempts. Corrections are made when necessary, and the DMV name retrieval process continues. This process has been successful in ensuring accuracy and increasing both our DMV Hit Rate and our collection rate. Updates are conducted on citations when a change of ownership or notification of a rental with bonafide proof is received. All prior name information is kept on the system for historical reference. Once these updates are made, another notice is mailed to the responsible party. Out-of-State Registered Owner Name Retrieval A Registered Owner inquiry is generated for citations issued to vehicles registered outside California. TDS currently has agreements to retrieve registered owner information from all DMVs in the United States, Washington DC, and Canadian Provinces that allow retrieval of registered owner information. TDS is a strategic partner/member of Nlets (National Law Enforcement Telecommunications System) like Clets, but on a national basis. Nlets allows electronic access to information on vehicles registered by owners in all 50 states. Non- California registered owner names are retrieved quickly Turbo Data Systems, Inc. City of San Luis Obispo 24 and without delay. All specific out-of-state activities (generation of inquiries, sending inquiries, update of citation records with name and address information), are functions of the out-of-state process and happen automatically. DMV Registration Holds/Releases TDS can inquire/update DMV records and Disabled Placards on demand based on a request by the Agency. This eliminates the need for issuing abstracts on closed citations. The DMV is notified each business day to modify the amount due on citations already on DMV hold that receive a partial payment. DMV Status Reports are published monthly for citations placed/released from DMV hold. A report of payments made at the DMV is provided to the Agency for reconciliation. Custom Notices and Letters Our professionally printed notices are printed in color and were designed for ease of reading and providing important information to the public, as well as containing all information required by the California Vehicle Code. Our notices meet all current requirements for size, proportion and weight as defined by the USPS. All notices, letters, and postage are provided by TDS and mailed using first-class mail. Parking and Administrative violation notices are mailed based on their Agency-determined schedule. DAC and Lugo violation notices are sent to both violators and owners when they are separate individuals. All mailings are imprinted with the post-net barcode and FIM markings as requested by the USPS. Using the Postal Service National Change of Address (NCOA) database allows TDS to ensure the most rapid and accurate delivery of notices. This feature allows the new address of respondents that have moved (and filed a notice with the USPS) to be directly printed on the notice form as it is mailed, to eliminate the time delay normally encountered by the mail piece going to the old address, getting a forwarding sticker, and then going to the new address. Mail returned as undeliverable is tracked and identified as returned mail on the inquiry screen. All notices contain information required by the California Vehicle Code or Agency Municipal Code. A unique feature of our system is the ability to modify the agency-specific text printed on the notice. This allows the Agency the flexibility to change the text should policies or procedures change (e.g., hours of operation, etc.). TDS has contracted with InfoSend, Inc. to print and mail our notices since 2004. We electronically transmit our notice files, and they duplex and color print, fold, stuff and mail our notices out of their facility with their modern and very rapid equipment multiple times each week. InfoSend, Inc. mails out over 35,000 letters and notices for us each week. Their main production facilities are in Anaheim, California, and serve clients, which include municipalities. They provide a backup facility for printing and mailing. Working with InfoSend, Inc. allows us to take advantage of their ability to pre-certify addresses using the USPS NCOA database. Utilizing a vendor that specializes in mailing services increases our compliance with ever- changing postal regulations and ensures our notices get into the mail stream faster and with the most accurate postal bar-coding. Client Online Access - ticketPROWeb Cloud-based access is available to the city using a web-browser and a secure Internet Connection 24/7. Real-time access offers our clients the most current database information. All transactions such as citation records, payments, dismissals, administrative adjudication information, notes, registered owner information and all other citation data are immediately displayed and can be printed if desired. Turbo Data Systems, Inc. City of San Luis Obispo 25 ticketPROWeb allows retrieval of information by citation, license plate, ID, location with wild-card search, name, and VIN. The search results can be sorted or used to select individual citation details, plates, or registered owner names. Results can be filtered by citation status types of All, Open, Delinquent and Closed. Searches can also be done by predefined or custom date periods. Processing of Administrative Review Requests Our Administrative Appeals process was designed to save our clients a significant amount of time, relieving the staff of the day-to-day clerical tasks associated with the process, and to provide an organized, efficient, and professional way to process their appeals. TDS’s administrative Appeals processing tracks relevant dates, automatically interfaces with and updates the citation system, provides adjudication status on our IVR (automated telephone system) and pticket.com (public website), and mails all notifications. We also schedule hearings and mail all required hearing notifications. This service has proven successful because appeal information is easily accessible in the parking citation database. The system tracks all adjudication activities in real-time, and therefore, they are available to the public 24/7 online and by telephone. The system tracks information pertaining to each citation contested through the administrative adjudication process and allows for updates as each citation progresses through the contesting steps. The Administrative Review and Hearing Tracking System is fully integrated with the parking citation database and has complete inquiry capabilities. The process starts with TDS entering all mailed-in Initial Review requests into the system. Citations are stopped at this point from progressing further in the citation process (no notices, etc.). The Agency determines the disposition of each contested citation. A decision code corresponding to a brief description of the reason that will appear on the result letter is selected. The reviewer can edit decision codes or enter custom decisions from scratch. Once saved, the system automatically activates the citation and sends a result letter with information relating to the decision and amount due. The adjudication system's report includes a monthly report on Outstanding Administrative Reviews and the Administrative Adjudication Services report, which provides a summary of the adjudication activities for the month. Benefits of Using TDS' Adjudication Services Automatically tracks each citation through the adjudication process Dispositions (liable, not liable, liable for a reduced amount, etc.) are updated automatically Custom decision codes entered online Automatically post refunds to the citation database on dismissed citations that are already paid, and generates a request for refund Automatically tracks due dates for contesting as described in CVC 40215 by interacting with the citation database and the specific citation data Interacts with other automated systems - IVR and public website - pticket.com Public can appeal online with the ability to upload photos and documents Agency can perform paperless online reviews and decisions through eAppealsPRO Provides specific status on IVR and pticket.com on contested citations for the public Automated hearing scheduling TDS staff works directly with the hearing officer and Agency when scheduling in-person hearings Automated letter mailings which include decisions codes at 1st and 2nd level and hearing notification letter which provides specific date, time, location, and directions Turbo Data Systems, Inc. City of San Luis Obispo 26 Hearing Scheduling Services Payment of the citation fine is required at the time of hearing entry. In the case of indigence, the system allows an override to accept the hearing request without payment of the fine. Hearing information and documentation is prepared in advance of the hearings. In-person and telephone hearing requests receive a hearing date notification letter with detailed instructions for the scheduled hearing. If requested, the appellant is allowed one rescheduling. Once the hearing is rescheduled, a new hearing date notification letter is mailed with the new date and time. Hearing schedules are available online for Agency viewing. Reporting for the Administrative Hearing portion of the system includes a monthly report of Hearing Results by Violation and a report of Outstanding Hearing Requests. Hearing Officer Coordination TDS coordinates with the Agency on hearing location, dates, and times for parking and administrative citation hearings. Hearings are scheduled within the guidelines of California Vehicle Code 40215 and the Agency's municipal code. The hearing examiner receives a packet with all documentation required for each hearing and records the decision for each hearing. The Hearing Officer selects from a hearing disposition code list and enters the results electronically. TDS mails result letters and files any required documentation. Alternatively, the hearing examiner can use our web-based eAppeals to review and make decisions. TDS staff ensures that both the Hearing Officer and a room are available three (3) weeks in advance of scheduling hearings and prior to mailing Hearing Notification Letters to the citizens. Hearing information and documentation is prepared in advance of the hearings. TDS will notify the agency and Hearing Officer of any hearing rescheduling. When a liable decision is appealed further through the court system, TDS will provide the Agency with all related documents for the Agency to appear in court. Information regarding court appeals is also tracked in the system for each citation. Court Appeals Hearing result letters that find the contestant liable will provide the time, court address and phone number where the appellant can file a civil appeal. Upon notification to TDS by the court or agency of an appeal to the court, TDS will provide all required contesting documents to the agency in a timely manner. If the court finds in favor of the contestant, TDS will notify the agency of any undeposited parking penalty plus filing fee for refund. If citation is upheld, TDS will continue to pursue any unpaid penalties on behalf of the agency. Status of court decisions (court requested date; court decision and date) are tracked in the TDS inquiry system for the agency. eAppealsPRO - Online and Scanned Appeals Through the pticket.com website, we provide an integrated, online appeals process that is completely paperless. The system is dynamic in that it will prevent late appeals from being submitted, saving Newport Beach time, money, and resources. Once they have submitted their electronic appeal, and uploaded any desired documents, confirmation of each submitted appeal is emailed to the citizen. The citation process is suspended pending review of the appeal, saving considerable processing effort and time. All processed appeals and decisions can be reviewed at any time by Agency personnel. All results and key dates for initial reviews and hearings are viewable on pticket.com, including the written reasons if the citation is upheld. Result and notification letters are automatically mailed as per requirement of CVC 40215. Through our online review system, the Agency can review the submitted online appeals, including uploaded files and photos. Mailed appeals are scanned and added for a fully paperless appeal review process. List of prior citations, original citation image (paper ticket), appellant documents, phone notes, agency notes for all citations issued for the same license can also be viewed. For clients using ticketPRO Mobile handheld ticket writers, citation photos are accessible to each online Turbo Data Systems, Inc. City of San Luis Obispo 27 appeal. Notices are automatically stopped at appeal submission and activated when the online decision is made. All appeal and decision documents are stored electronically on eAppealsPRO for immediate access and viewing by the Agency. Results can be filtered by violation, decision reason, etc. Additional documents may be added for appeals continuing to the hearing level. Reporting TDS provides its customers with a dedicated website accessible to authorized personnel. This site offers access to parking related information and resources available 24/7. TDS will provide the Agency with a wide variety of electronic reports. Over 40 standard reports are generated. Custom reports can be created upon request at no additional cost to the Agency. The frequency of reports generated can be on a one-time-only basis, monthly, weekly, or as the Agency desires. Using the Internet, authorized Agency staff are provided with a unique login and password. These reports are provided in PDF format and can be viewed and printed. Reports can be viewed 24/7 and remain online for at least five (5) years. TDS has created a turboINSIGHTS Dashboard to provide analytics and immediate information on statistics and performance measures for officers and the overall department. There are various areas of focus, and more are being added. This is a must-see and have BI tool, and we look forward to demonstrating it. Citation Collections Services Special Collections and Delinquent Follow-Up TDS provides two special collection programs to help maximize collection efforts. Our delinquent collections processes have been designed to deliver maximum revenue for our Agencies with minimum costs. Parking citation collections do not proceed until after citations have been through the DMV hold process or are unable to be held at California DMV. This allows the DMV process to collect a maximum before moving to collections. DMV holds last up to 18 months. While other vendors are offering low percentage collection pricing, they are often collecting much earlier in the citation timeline or providing little more than another mailed notice, or both. TDS uses the highest quality of collection service to get consistent high results. More important, we successfully collect more citation revenue before entering special delinquent collections. Innovative Collection Services Innovative Collection Services (ICS) has provided supplemental collection services since 1996. The ICS system is fully integrated with our citation system allowing for easy retrieval of parking citation and collection agency data. Incoming new accounts, as well as payment and “stop” information transmitted from the citation system, are monitored and validated to ensure accuracy. ICS collects citations considered otherwise non-collectible. Violators become responsive when a collection agency becomes involved, resulting in payments that usually would remain uncollected. Proprietary and Confidential Do not Distribute Turbo Data Systems, Inc. City of San Luis Obispo 28 Franchise Tax Board TDS also provides collections through the Franchise Tax Board Interagency Offset Program. We comply with all requirements set forth by the FTB for the Interagency Offset Program and we provide all the resources necessary so that you do not have to. For all FTB-qualified citations, TDS: •Combines all Admin and Parking citations by responsible party into single accounts. •Retrieves Social Security numbers. •Mails the pre-intercept notice to each registered owner. No multiple notices required. •Process the mailed payments and enter FTB intercept payments. •Handle all calls from the public. •The public may also make credit card payments online at pticket.com. We have provided this service to our customers since 2007 and it has been proven to maximize citation collection rates for all participating agencies. Every agency that has participated in this program has continued to use it every year after that. All FTB-qualified accounts that remain unpaid are sent to the FTB to be ready for the submission of State tax returns. The FTB will send all intercepted funds directly to the City. TDS will receive the offset funds electronically and update the system to show the accounts/citations as closed, and to perform an ongoing reconciliation for the City. TDS notifies the FTB of any interim payments received on our end or at the city and reports to the FTB so they will close the account on their system. DMV & Out-of-state Turbo Data has been a CA DMV service provider since 1985. We have direct access to the DMV network and resources to obtain RO information and place holds and releases. We retrieve registration information via plate, temporary plate (TLP), or VIN. A similar process is used for placing holds and releases. The process is automated to ensure timely retrieval and information updates. For out-of-state, we obtain RO information using the NLETS network. TDS has been an NLETS strategic partner for many years. This partnership grants us access to all 50 states in the US including privacy states such as AZ. The process is similar to the CA DMV. We have direct access to the NLETS network via a site-to-site VPN. NLETs require stringent security controls that we must comply with and annual and multi-annual audits. Manual Citation Entry Manual citations will be batched and scanned by the Agency, then sent to TDS for entry. Agency may choose email and/or an FTP drop option to send citations. TDS then enters the citation information and links the scanned images to each citation record for quick viewing access. TDS encourages agencies to send manual citations daily, if possible, to facilitate easy payment/appeal access for the public. Citation entry will occur within two business days of receipt. Turbo Data Systems, Inc. City of San Luis Obispo 29 Citation Issuance Hardware and Software Smartphone •Samsung XCover6 Pro •(L-6.65 x W-3.15 x 0.39 in) Weight-8.29 oz •Display 6.6 inches •Android 12 + with One UI 6 •Storage 128GB •Battery Li-Po 4050 mAh, removable •GPS, Wi-Fi, Bluetooth •4/5G •Push-to-talk (PTT) button Printer •(5.9 in. L x 4.7 in. W x 2.4 in. H) •Weight 1.39lbs/0.63 kgs •Android, Apple iOS •3250 mAh Battery •IP54 rated •MIL-STD 810G certified •Tolerance of multiple drops from 6.6 ft./2 m to concrete •Simple easy-to-read LCD •Print speed Up to 5 in per second Handhelds in offline mode The ticketPRO Mobile app is designed to work in real-time but also supports offline mode in cases of weak reception or communication. In offline mode, the app will create and print tickets, including images. Communication with the server will be delayed until communication has been re-established. This automatic process runs in the background and involves no user intervention. Depending on the signal level features such as GPS lookup, LPR, and plate search may be disabled with a visual indicator. There is a validation and a hand-shake process between the device and the server to ensure that pending tickets have been processed. Technical Support Response We understand that the enforcement team needs support and quick response while in the field. To accomplish this, all ticketPRO Mobile devices are equipped with Mobile Device Management (MDM) software, which gives the support team immediate access to the device. Many activities can be performed remotely, including device connectivity with the printer, software installation and upgrade, device reset, training, collection of diagnostics information, file transfer, etc. Furthermore, our app has a built-in support tool that allows the user to send a support email for a specific citation or to report any issues. This email supports sending correction requests by the officer as an alternative to voiding a citation. Customer service monitors such requests and performs the needed correction to the citation, which triggers an automatic Notice of Correction to be sent. Turbo Data Systems, Inc. City of San Luis Obispo 30 Hardware Warranty The Zebra ZQ511 printer comes with a standard two-year warranty that covers defects in materials and workmanship. The warranty begins on the date of shipment. However, the warranty does not cover batteries or printheads, which are considered consumables. Zebra batteries are covered by a one-year warranty, and printheads are covered by a six-month warranty Smartphone Warranty: Samsung XCover 6 PRO 24 months - Our warranty covers manufacturer defects, including diminished battery life, motherboard failures, DOA (dead on arrival), software malfunctions, etc.; it does not cover user-inflicted errors, including liquid, impact, sun exposure, etc. TDS will pay for return shipping. We will inspect the device to determine the nature of the issue and replace it if it qualifies. If not, we will issue a salvage value payment for user-inflicted errors and submit an invoice for the replacement. ticketPRO Mobile ticketPRO Mobile was designed and developed by TDS to provide our customers with the best possible enforcement experience. It focuses on efficiency and error-free processes to ensure a fast and dependable environment. It empowers the enforcement team by giving them real-time current and historical plate and citation information while connecting to integrated cloud-based resources to validate parking payment transactions. There are various hardware choices to meet the city’s needs. A two-piece option with a smartphone and printer or an all-in-one model. ticketPRO Mobile has capabilities never offered before in citation issuance products. The concept is revolutionary and incomparable to other solutions in the parking industry. It is based on an intelligent smart app design that uses native smartphone technologies and features for both Android and iOS devices. ticketPRO Mobile has helped many customers improve their parking operation. Field enforcement staff appreciate all the features that it offers. Over the years, we have observed an increase of 20% in issuance volume for many customers. Below is a brief list of the many features: notifyLPR -ALPR Integration (Genetec, Vigilant, Tannery Creek, and Quest Solutions) With one button push, our exclusive notify feature allows the ALPR vehicle to transfer vehicle hit info, violations, and photos onto a ticketPRO Mobile unit to print the citation. The ALPR vehicles also receive active permit status from our getaPERMIT application for real-time virtual and standard parking permit enforcement. Advanced On-Board LPR - AI There is no need to type in Plate, State, Make, or Color. Enforcement users snap a photo of the vehicle; an AI analyzes the image and auto-populates the information to start the citation. The app handles seven steps with a single picture snap, saving the officer precious time. We have reduced the time to issue a ticket to 15-20 seconds, depending on the type of violation. Permit Lookups and History With TDS’ Permit Management, Physical and Virtual parking permits are automatically searched and reported to each ticketPRO Mobile device and the mobile ALPR solution. Turbo Data Systems, Inc. City of San Luis Obispo 31 Live Always Connected Device Citation data and photos are transferred to and from all handheld units into our server in real time. The agency and the public will have immediate access to information and payment. No workstation computer is needed, and no batch process will be required. Furthermore, the public can pay or appeal their citation immediately after issuance. This improves customer service and eliminates the frustration of waiting a few days before someone can pay for their ticket. Pay-by-plate/space Integration. Integrates with pay-by-plate and pay-by-space systems, which provide real-time reporting to the officer so they know if the vehicle paid or added additional time to their parking session. Real-time Scofflaw and VIP Alerts Scofflaw and VIP alerts notify the issuing officer of five or more previous violations or other vital information, even if updated on the same day. City staff can easily add plates with specific instructions, and the officer will be alerted immediately when the same plate is used. Real-time Meter and Permit Lookup Meter and permit information from the agency can be integrated and used during issuance for lookups and validation. Meter Mapping By entering or scanning a meter number only, violation and location are automatically filled in, saving issuance time. Real-time Data Sharing to All Units All units can share citation data information, even if issued within minutes by another handheld. Sticky Fields The user can easily set the Location, Violation, and Comment to remain for the following issued citation. This is ideal for Street Sweeping enforcement. Ticket History, Retention, and Lookup The system allows for automatic notification if a ticket is about to be issued to a plate previously cited or warned. The information from the previous ticket is used to populate the current ticket information. Marking/Chalking The software tracks vehicles by time, zone, location, or photo. Chalk alerts and Maps show expired vehicles and locations. Shared Chalks Enforcement staff can retrieve chalk records from other units on the same day to allow for continual chalking enforcement, even after shift changes. Live Software Support to Each Device Our infrastructure allows us to interact remotely with each device. This is used for training and troubleshooting, even while in the field. Our support staff also performs software upgrades remotely. Issuing tickets and Warnings Officers can issue warnings and tickets for different violations simultaneously, saving time and providing a public service for citizens. Turbo Data Systems, Inc. City of San Luis Obispo 32 GPS/GIS Citations are automatically geo-tagged and mapped on ticketPRO Viewer and turboINSIGHTS for Agency access. Scofflaw Report A scofflaw file and a scofflaw report are generated each day. The file contains the most current habitual offenders and is used by ticketPRO Mobile and ALPR vehicles. The reports are updated daily for manual use. Taking advantage of multi-agency contracts, TDS can provide a combined scofflaw list. TDS also provides a detailed scofflaw report containing vehicle location information, which includes all license plates with five or more delinquent parking violations. Tow Agency Notifications Email notifications with maps, photos, issued citations, and amounts due can be sent directly to a designated tow company or police department contact. Visual Reporting/ Mapping fieldTRACKER is a workforce activity tool showing live devices and issuance activities with options to filter by officer and devices. Historical information is available for a specific date, along with login/logout, count of tickets, and locations. A playback feature is also available to show and analyze office routes. Turbo Data Systems, Inc. City of San Luis Obispo 33 Support Features Our support offering includes constantly monitoring device vital information such as storage, battery, memory, and other resources. Our support team can instantly connect to any device in the field to provide training, troubleshoot, or perform software updates. Our solution offers an always-connected device independent of the City’s network. Call or email directly from the device: •Remote Control/ In-field Support •Unattended Software Development & Upgrades •Quick & Easy Recovery •Hot Swap Program to Ensure Continuous Operation •Phone/ Email Support •Proactive Notifications from Device to Support Team Email support is also available during regular hours and monitored by key personnel before, after, and on weekends. TDS provides special customer service and technical support emails, which primary staff and operations view to ensure requests are responded to quickly, usually in minutes. Permit Management System TDS offers a comprehensive residential permit solution that is comprised of a self-service web application accessible to the public and city staff. This is a very customizable solution that supports city- specific content, information, and activities. The public can register for a new portal account, which can be used to view profiles, applications, history, and vehicles, obtain guest permits, and pay online. The system allows permit renewal by letter generation and mailing or electronic notification. TDS can assist the city with creating email campaigns to improve customer service and communication. It is a complete solution with flexibility to help the city address its parking permit needs and provide convenience to the public. getaPERMIT is a cloud-based solution that simplifies managing and maintaining residential permit issuance and enforcement while adhering to city policies and ordinances. Required documents can be collected during the registration and application process and digitally viewed and maintained during the verification process by the city and/or TDS. The permit management system is scalable and is designed to handle multiple permit types: •Multiple physical permits and multiple combinations (bumper sticker, decal, hangtag) •Virtual Permits - use vehicle license plate •Guest permits •Overnight permits •Multiple residential zones/ districts •Annual residential permits •Business parking permits •RV permits •Yard sale permits •Discount permits for qualified applicants. Permit pricing can be tier-structured, prorated or allow for special exceptions and discounts. Our permit program is customized to fit your needs. Our system will enable TDS and designated city staff to issue Turbo Data Systems, Inc. City of San Luis Obispo 34 and administer permits as needed. City users will have the option of waiving permit costs and override permit limits. Tier pricing example: Agency-A allows four residential permits per household. The first two permits are charged $50. Permit 3 is charged at $100 and Permit 4 is charged at $200. Prorate pricing example: Agency-B residential permits are priced at $100 at the beginning of each year. They are reduced by $25 each quarter; for example, the residential permit price is reduced to $50 from July to September. Our system will allow TDS and designated city staff to issue and administer permits as needed. Our permit program services both online and manual permit processing. TDS Permit Services Manual processing of mailed-in (TDS) and over-the-counter (City) applications includes: •Mail retrieval daily by TDS •Opening and sorting of incoming documents •Data entry by TDS •Revenue collection and daily payment reconciliation •Review of account and permit documents •Notifications by email of approval or rejection •Permit validation •Fulfillment mailing for permit decals and hangtags. New Account Process An applicant will visit the URL assigned to the specific city to register for a new account and upload the required documents to establish the account. New Permit Application After registering for a new account, the applicant would order the necessary permit and upload any required documents for the vehicle (usually the vehicle registration). Document Validation Depending on the city's choice, both TDS and the city can verify the required documents. Account holders will be notified when their account and application(s) are approved so they can sign back in to pay for the requested permit(s). Rejected accounts and applications will also result in an email notification notifying the account holder of further actions or corrections needed. Mailed-In Applications Applicants also have the option to mail in their account and permit application along with the required documents. TDS will create the account, order the requested permits, and notify the account holder when to log in and pay for permits when payment is required. All mailed-in, online, and over-the-counter submitted applications and documents will be available for viewing and managing via a single interface. Turbo Data Systems, Inc. City of San Luis Obispo 35 Permit Support (Call Center and Email Assistance) TDS Customer Service Representatives are available Monday through Friday from 8 a.m. to 5 p.m., excluding holidays. We provide in-house training to all our Customer Service staff, allowing them to provide account, application, or permit information. The staff is also trained to handle complaints professionally. TDS can enter “Notes” as calls are taken in instances where specific information will be helpful for future reference. All “Notes” entered can be viewed and printed by the city and TDS staff. Here are just a few of the many getaPERMIT features: Permit Renewal When the account holder sets up the account, any vehicles that received a permit are automatically saved, making the renewal process simple. If the account holder has no vehicle changes to make, they will log in and click on the Renew button for each vehicle needing a new permit. If there are new vehicles to add, the account holder would order the permit. The system will then save the vehicle information for future use. The system allows for permit renewal by letter generation, mailing, or electronic notification. TDS can assist the city with creating email campaigns to improve customer service and communication. It is a complete solution with flexibility to help the city address its parking permit needs and provide convenience to the public. Status Notification Account holders are notified when their account and application have been approved and if they need to sign back in to pay for the permit. Rejected accounts and applications also result in an email notification notifying the applicant of further actions or corrections. getaPERMIT websites offer many features to help first-time and returning visitors easily navigate and access the site. Each page can have a custom contest to better communicate instructions, announcements, and policies to visitors. This part is a focal point during the planning and implementation and can be changed anytime. Website Branding Our permit solution supports image branding features to assure visitors that they have reached the correct website. The URL link would be set as oc.getapermit.net, and customized graphics would be used. Multi-lingual Support The getaPERMIT website supports multi-lingual translations to help non-English speaking citizens or visitors. Public Online "Self-Help" Access The public will access their account profile in the permit portal to add/remove vehicles, order permits, check the status of previous orders, change their account password, delete or resume pending applications, view their account, and pay for their permits. The getaPERMIT website will accept Visa, MasterCard, or Discover payments. Our permit solution does not hold any cardholder data. We do not store, save, or process payments on our servers. Our solution uses a hosted payment system managed by a PCI-compliant merchant/processor. The getaPERMIT website can display descriptions/FAQs related to the permit program, provide forms and instructions for a manual permit application, and provide a link to the city website. Turbo Data Systems, Inc. City of San Luis Obispo 36 City Staff Users City users have much more access than the public does. Depending on their role, city users can void permits, change/update the account name, phone number, and email address, add or remove addresses from the database, make an account active/inactive, replace permits, waive permit costs, over-ride the permit limitation, email the account holder using the portal (the email gets saved in notes), add notes to the account and run/save/print reports, and accept credit card, check and cash payments for the permits. Vehicle Changes/ Permit Replacement getaPERMIT allows permits to be replaced at a cost or to have the fee waived if the permit is lost or stolen. Permits can also be replaced or transferred to a different vehicle. Real-Time Enforcement The TDS permit management system was designed to interface directly with the ticketPRO mobile solution to provide real-time information on parking permits. Officers in the field will be able to check permit status and receive pertinent information regarding annual, monthly, and daily permits, including virtual permits, even on the same day. ticketPRO can search for virtual permits by permit number and plate. getaPERMIT integrates with LPR systems by providing current permit information such as type, status, lost, stolen, temporary, etc. TDS has partnered with an LPR solution provider to provide streamlined enforcement. Turbo Data Systems, Inc. City of San Luis Obispo 37 Unpaid Citation Notification (checkCITATION) getaPERMIT supports the option to interface with the citation database and reports on outstanding citations. This can prevent the purchase/renewal of a permit once the outstanding citations are paid. Visitors will be redirected to the payment website and then returned to the permit page to continue their purchase. This is also available for city staff with options to override if necessary. Any such action will require a note for future audits. Reporting TDS will provide daily reporting showing the dollar amounts collected and deposited daily. Detail and management summary reporting will be provided online. Monthly reporting will show the number of permits applied for, the number of pending permits, and the number of permits issued. Financial and statistical reports will be customized as needed. Management reports will identify account types and permit activities. Using the admin portal, users can easily report on many types of information, such as account types, account status, permit type, and status. Predefined pages will automatically filter additional data and allow manual filtering as well. For example, filters are available for account information such as type, status, and city zone. For permits, type, status, and city zone are available. Other filters or search criteria can be added. TDS permits' turboINSIGHTS Dashboard is available and focused on statistical and analytical information. We also offer GIS-based reporting, including heat, bubble, and other mapping options, to help visually identify city permit information. The dashboard provides filters to support account, permit, and status. One of the many things that sets us apart from other vendors is that TDS does not outsource Permit Management to a third party. Our getaPERMIT system simplifies permit issuance, management, and maintenance while adhering to city policies and ordinances. We have successfully transferred many customers to getaPERMIT. TDS will work with the city to review existing data in the current permit operation and extract relevant data such as addresses and zones. Turbo Data Systems, Inc. City of San Luis Obispo 38 We will handle the import process and ensure all pertinent data is transitioned. Our permit program will be customized to fit the city's needs. Depending on the city's needs, both TDS and the city can verify required documents (proof of residence verification, vehicle license information, etc.), perform data entry, perform maintenance functions, fulfill permits, and send all necessary mailings. Account holders are notified when their account and application have been approved and if they need to sign back in to pay for the permit. Rejected accounts and applications also result in an email notification notifying the applicant of further actions or corrections. All mailed-in, online, over-the-counter submitted applications and documents are available for viewing and managing via a single interface. Email Spam We use a Sender Policy Framework (SPF) record to publish a list of trusted email sources, which helps avoid SPAM and spoofing. Refunding Permits All refunds for permits are per Agency notification/approval. TDS will perform approved. refunds to online credit card transactions. Refunds for payments taken at the Agency (cash, check or in- house credit card) will be processed by the Agency. TDS is to be notified of in-house refunds and will post these in our getaPERMIT system. SMS opt-in notification options SMS opt-in will be available via the public portal during the account registration. The account holder can change their preference from their profile/account settings later. 39 City of San Luis Obispo Turbo Data Systems, Inc. Customer Portal / Website Online Access to the city – ticketPRO Web (TPW) Cloud-based access is available to city staff using a web browser and a secure Internet Connection 24/7. Real-time access offers our clients the most current database information. All transactions, such as citation records, payments, dismissals, administrative adjudication information, notes, registered owner information, and all other citation data, are immediately displayed and can be printed if desired. ticketPRO Web allows information retrieval by citation, license plate with wild-card search, name, and VIN. The search results can be sorted or used to select individual citation details, plates, or registered owner names. Results can be filtered by citation status types of All, Open, Delinquent, and Closed. Searches can also be done using predefined or custom date periods. City personnel can easily inquire about and update citation information using a single interface. Authorized staff can complete dismissals, administrative holds, payments, extensions, and fine reductions. All access is granted using role-based security controls (RBAC). For audit tracking, each transaction is stored with the ID of the person entering the transaction. Dismissals, administrative holds, and payments can be entered with a prior received date. Partial payments and write-offs can also be entered through this system. The citation details screen contains all pertinent information on each citation: • Citation Date/Time • Violations and Fines • Location of Violation • Current Status • Vehicle Information • DMV Vehicle Make • DMV Vehicle VIN • DMV Registration Expiration • DMV Registered Owner Name/Address • Responsible Party Name/Address • Payment Status and Due Dates • Contesting Dates and Results • Notices Mailed and Dates • Payment and Collections History Online Access to the public - pticket.com is a public website customized for each customer with image branding capabilities. It provides the public with online inquiry, payment capability, and online appeal access to contest their parking citations. Information provided to the public includes: • Citation information • Adjudication information • Contesting information • Pay single or multiple citations. • Printable Forms • View Photos Citizens accessing the www.pticket.com website will find only specific information related to City of San Luis Obispo citations. No other agency data will be displayed. City logos or banner are used to compliment the agency website or identity. It includes web pages with content unique to the Agency. These pages are customized to reflect the desired information about your parking and administrative citation program. - contesting, payment options, forms, etc. 40 City of San Luis Obispo Turbo Data Systems, Inc. Data security is provided using the highest industry SSL encryption. pticket.com is PCI compliant. An address link can be placed on the City’s website to redirect the public. Online Appeals: Through the pticket.com website, we provide an integrated online appeals process that is entirely paperless. The system is dynamic in preventing late appeals from being submitted, saving the City time, money, and resources. Once citizens submit their electronic appeals and upload any desired documents, the appeal becomes available for review. A confirmation of each submitted appeal is emailed to the appellant. The citation process is suspended pending review of the appeal, saving considerable processing effort and time. City personnel can review all processed appeals and decisions at any time. All results and critical dates for initial reviews and hearings are viewable on pticket.com, including the written reasons if the citation is upheld. Result and notification letters are automatically mailed as per CVC 40215's requirement. Turbo Data Systems, Inc. City of San Luis Obispo 41 Customer Service Center / Processing TDS Customer Service Representatives are available during regular business hours (8:00 a.m.–5:00 p.m.). TDS employs and trains staff to respond to calls received in English and Spanish. Assistance is available for Administrative Citations, Parking Citations, and Permits. Call center representatives also support the public on permit inquiries via email. We provide in-house training to all our Customer Service staff, allowing them to provide general information on city policies and procedures and research information to respond accordingly. In addition, the staff is trained to manage complaints professionally and provide information on all levels of the administrative adjudication process. Where specified information on violations, code compliance, or property inspections is necessary, our representatives will refer callers to the appropriate city department number and office location. TDS can enter ‘Notes’ on a citation record or permit account when calls are taken that provide specific information helpful for future reference. The city and TDS staff can view and print all entered ‘Notes’. Supervisors within the Customer Service Department can monitor all calls received. This is helpful not only for training purposes but also for support should the call be escalated. Interactive Voice Response Systems (IVR) TDS’s interactive Voice Response system (IVR) provides real-time, detailed citation information linked to the Agency’s database. Each caller has the option of hearing the information in English or Spanish. The IVR allows parking citation recipients 24/7 access (with a brief interval of maintenance occurring between 12:00 midnight and 1:00 a.m.). The public can inquire by citation or license plate number and obtain the issue date, citation number, delinquent date, and amount due on all open citations. The system has the unique ability to relay contesting status on citations in the adjudication process. Pre-recorded, agency-specific information includes a greeting, the address for mailing a payment, making a payment over the Internet, contesting a citation, and correcting equipment violations. Options for reaching a Customer Service Representative are also available through this system during business hours. Staff Support TDS provides in-house staffing for all aspects of parking citation processing during regular business hours. The city’s contract administrator and all designated city staff are provided with direct phone numbers and emails for all key contacts. User manuals for the citation system are provided during training sessions, and all steps required to access and use system information are identified. Initial training is provided for all systems to be used. Throughout the contract term, the city receives additional training as requested. Turbo Data Systems, Inc. City of San Luis Obispo 42 Technical Support TDS provides City staff with telephone support between 8:00 am and 5:00 pm Pacific Standard Time (PST), Monday through Friday, except TDS’ holidays. Multiple direct contact numbers for key staff and management are provided. Our staff follows up on client requests to ensure an effective solution is provided promptly. We can conduct remote support sessions with permission to assist or train users when necessary. Email support is also available during normal hours and monitored by key personnel before and after hours and on weekends. TDS provides special customer service and technical support emails viewed by primary staff and operations to ensure requests are responded to quickly, usually in minutes. Correspondence Processing A courier picks up mail weekly from a Post Office Box provided by TDS. The mail is taken to our office facility, where the payments are processed immediately. All information entered is updated in real-time. All mail received at TDS is sorted by category (payments, correspondence, etc.). Correspondence related to citations is opened and forwarded immediately to the appropriate department for further investigation by staff experienced in identifying and separating contesting information from complaints. All correspondence is processed within two (2) business days of receipt. Envelopes for all correspondence are stamped with the date received and kept with the source documents to validate the posting dates used for processing. Upon receiving unidentifiable payments or incomplete information from a citizen, TDS staff requests additional information or documentation when necessary. All correspondence mailed to citizens on behalf of the Agency is automatically laser-printed by the system and documented in the system for future reference. All correspondence to the public provides complete citation information, the amount due, and instructions for making a payment. A bar-coded, pre-addressed stub is included for payment and documentation return. Payment Processing Payments are sorted by postmark date and processed each day. Audit controls are in place to ensure accountability of all transactions and monies for payment processing, from initial receipt through final resolution and filing. TDS staff do all payment processing in-house. Payment batches are balanced and reconciled at three separate steps of our process. Payments are processed into the system within two (2) business days of receipt. To reduce the number of refunds required to be processed by the Agency’s finance department. TDS does not accept duplicate payments or payments attempting to be made toward already closed citations. All payment documents are stored in an easily retrievable format. They are kept for two years and then periodically shredded. Unmatched Payments Our system accepts payments for citations that are not in the system. Basic information about the citation is entered into the database with the payment. Upon receipt of the original citation, the basic information entered with the payment is compared for accuracy, merged with the issued citation, and all other data fields are updated. Turbo Data Systems, Inc. City of San Luis Obispo 43 Partial Payments and Returned Checks A second notice is mailed for bounced checks (adding a returned check charge to the system established by the Agency) and for the balance due on partial payments or payment plans. If no payment is received on these second notices, the system processes the citation through the penalty phase and additional notifications. Due Date Extensions The system can accept suspensions or due date extensions when the Agency requests. The city or TDS can enter these upon request. Payment Plans TDS has a payment plan to support AB503 legislation. The plan considers indigent and non-indigent individuals. Plan requests will be submitted to the Agency for review/approval/denial. TDS will mail correspondence of the Agency decision. Payment Plans will support recurring payments, waive fees for the indigent, plan length, and minimum payments due. If a plan defaults prior, the system automatically resumes the citation process (DMV, Collections, etc.). TDS provides required city-specific online information or city links for AB503 indigent payment plans on pticket.com. Depositing of Agency Funds TDS scans checks and deposits parking funds into the city’s bank account or an escrow established by TDS for the City. This method is safe, secure, and efficient. If the city chooses to deposit directly into their account, check scanning hardware and software is provided by the city. Credit Card Payments TDS provides a toll-free telephone number for the public to inquire and take credit card payments on citations. Payments by Credit Card are accepted 24/7. This number is unique to your city. Customized city agency information is provided when callers reach this service. Pre-recorded agency information includes the address for mailing a payment, making a payment over the Internet, instructions for contesting a citation, and instructions for correcting equipment violations. Options for reaching a customer service representative are also available through this system. The system secures immediate authorization from the processor, with immediate updates to the citation status. All TDS credit card processing platforms (Web & Phone) are PCI compliant. An email with the payee's unique confirmation number/payment information is generated on the web for online payments. Monies collected are processed into a merchant account established by the city. TDS performs daily reconciliations to validate all credit card transactions. Turbo Data Systems, Inc. City of San Luis Obispo 44 System Testing, Acceptance, and Training TDS will set up and provide staging (sandbox) access to all proposed systems. As part of the planning and analysis, TDS will coordinate kick-off meetings with the various departments to review each system's workings. During this process, TDS will demonstrate the system's functionality and solicit feedback from city staff. TDS will coordinate and schedule on-site training for the various applications. Additional training can be provided remotely as needed. We can provide a refresher training. It will be set up via a Zoom or Teams meeting. We do not provide computer-based training. However, we can provide online training to support training needs. We have user various user guides that can be provided. However, there is no provision to include in the proposal. We can share them during the interview process. Our staging environment is independent of the production environment and does not impact other systems. TDS will work closely with city staff to help coordinate and create the necessary plans. This is a collaboration effort between TDS and city staff. TDS will commit to providing the necessary training to get city staff up to speed in using our application. We will do our best to accommodate city requirements. Turbo Data Systems, Inc. City of San Luis Obispo 45 Warranty, Maintenance, and Customer Service • The warranty may exceed the first-year requirement depending on the selected hardware option. • Expenses for under-warranty repairs will be covered. • Additional years can be purchased depending on the manufacturer's equipment life-cycle. Warranty for hardware that has reached end-of-life may not be available. Options to extend printers, smartphones or other hardware can be provided upon selection. Support Procedures We provide support to various agency departments. We provide in-office support for web applications with how-to questions, processing requests for ACD of user accounts and permissions, citations, or permit-specific actions. Field support is provided to the mobile enforcement team through remote device control. Support requests can be initiated by sending an email to support@turbodata.com, which will create a support ticket for tracking and escalation if needed. Phone support is also available so that you can reach our support team directly. New requests or tickets are usually handled and responded to on the same day. Any reported software issues, which may require additional investigation, may take longer. Currently deployed systems are well seasoned and mature, with a solid record of stability. However, we take new requests or reported issues seriously, as they may affect more than one customer. Our development team stands ready to tackle such problems with a high priority. We typically resolve and deploy a patch/fix without customer intervention within 24-48 hours. New feature requests are also tracked in the same manner. Turbo Data Systems, Inc. City of San Luis Obispo 46 Technical Compliance Matrix Technical Compliance Matrix has been submitted electronically and separately as instructed on the RFP. Titled:” RFP 2410-001 Technical Compliance Matrix-Turbo Data Systems Inc”. Cost Proposal Workbook Cost Proposal submitted electronically and separately as instructed on the RFP. San Luis Obispo Citations and Permit Management System RFP Response Description Comply The solution can meet the requirement. Provide no additional comments. Comply with Modifications The solution can meet with the requirement with modification or through a different methodology. Provide an explanation in the comment field. Cannot Comply The solution cannot meet the requirement. Provide no additional comments. Response Options Technical Compliance Matrix General For submittal, save the Technical Compliance Matrix (TCM) as a Microsoft Excel file with the name "TCM_SLOCPMS_[vendor name]". Submit as a separate file with the other proposal document. Review each requirement and select a response. Any requirement without a response will be considered "Cannot Comply". Enter a comment only in the case "Comply with Modifications". No other comments will be reviewed the City. The City intends for each requirement in the TCM to be identical to the RFP Scope of Work Requirements. Should any deviation be discovered, please contact the City. Proposer:Turbo Data Systems, Inc. RFP Ref #Section Description Requirement Number and Description Response Comments 1.1 Contractor Minimum Requirements Contractor shall have five years’ experience processing parking citations, with a total volume of more than 10,000 citations processed annually, providing management support systems, collections of delinquent citations, and coordinating activities with the California Department of Motor Vehicles. Comply 1.2 Contractor Minimum Requirements Contactor shall have three years’experience providing call center customer service in a municipal or university parking environment,assisting customers with call-in issues (including providing information on parking permits and/or citations and providing guidance on appeal/adjudication processes). Comply 1.3 Contractor Minimum Requirements Contractor shall have three years’ experience providing mail-in processing in a municipal or university parking environment (including processing payments, establishing payment plans, and processing submitted appeals).Comply 1.4 Contractor Minimum Requirements Contractor shall have five years’ experience processing parking permits, with a total volume of more than 500 permits processed annually, providing management support systems, permit application and payment processing, and fulfillment of digital and/or physical permits.Comply 1.5 Contractor Minimum Requirements Contractor shall have a minimum of 10 active clients located in the United States of America utilizing the proposed permit solution. Comply 1.6 Contractor Minimum Requirements Contractor shall have legally operated in the United States of America for a minimum of five years.Comply 1.7 Contractor Minimum Requirements Contractor’s proposal and pricing will be valid for at least 180 days from submittal.Comply 2.1 CMS - Key Requirements Sandbox/test environment available prior to award and ongoing for pre-release testing.Comply 2.1.1 CMS - Key Requirements Contractor shall provide a comprehensive web-based software solution that integrates citation related data, vehicle registered owner data, and complete records of all processing status and public contacts by phone or mail and is accessible to both the Contractor and the City staff.Comply 2.1.2 CMS - Key Requirements CMS shall allow for full customization to the City specific Business Rules determined during the Design Review process.The City may change the Business Rules at its sole discretion which will be implemented by the Contractor within five business days.Comply 2.1.3 CMS - Key Requirements CMS shall transfer citation data and photos from enforcement devices to the CMS software in real time and allow motorist to immediately pay a citation via all available payment channels. Comply 2.1.4 CMS - Key Requirements CMS shall allow the creation of a temporary citation record in the situation where a motorist attempts to pay or contest a citation,but the citation has not yet been uploaded. Once the citation data from the handheld has been uploaded, the data from the temporary citation will be merged into the uploaded data and the temporary citation will be discarded. Comply 2.1.5 CMS - Key Requirements Contractor and CMS shall file and store citations in an easily retrievable format for the City and State required timeframe. Comply 2.1.6 CMS - Key Requirements Allow for scofflaw and/or hot-list management to be integrated into the CMS and Enforcement Issuance software.Comply 2.1.7 CMS - Key Requirements Contractor shall maintain real-time access to motor vehicle registries in California.Comply 2.1.8 CMS - Key Requirements Contractor shall allow for access to other states and international registries to obtain registered owner information.Comply 2.1.9 CMS - Key Requirements Contractor will be responsible for all fees associated with obtaining registered owner information. Comply 2.1.10 CMS - Key Requirements CMS to provide a process and reporting for the City to validate DMV vehicle makes upon return of registered owner information from DMV to ensure proper make of vehicle issued citation. Comply 2.1.11 CMS - Key Requirements CMS to provide a process and reporting for the City to review DMV No Hit lists to ensure that license plate and state have been entered correctly.Comply 2.1.12 CMS - Key Requirements CMS to provide a process and reporting for the City to review duplicate citations and correct dates, violation codes, and fine amounts. Comply 2.1.13 CMS - Key Requirements CMS shall provide functionality to manage rental car agency and fleet programs including the following:Comply 2.1.13.1 CMS - Key Requirements Store and track car rental agency and fleet vehicle reports of responsible billing parties from parking citations.Comply 2.1.13.2 CMS - Key Requirements Enrollment and maintenance of existing fleet accounts, including enrollment date, contact information, date of termination, enrolled vehicles, etc.Comply 2.1.13.3 CMS - Key Requirements Electronic invoicing and payment tracking. Comply 2.1.14 CMS - Key Requirements CMS shall generate all notices and correspondence to be mailed based on the City’s Business Rules. Comply 2.1.15 CMS - Key Requirements CMS shall generate all notices and correspondence by batch or individually. Comply 2.1.16 CMS - Key Requirements CMS shall allow entry of returned mail details and scanned copies of the returned items.Comply 2.1.17 CMS - Key Requirements Contractor to provide an IVR service for phone payments.Comply 2.1.18 CMS - Key Requirements Contractor to facilitate a robust Delinquent Collections Program.Comply 2.1.19 CMS - Key Requirements Contractor shall import citation records issued prior to the execution of the contract at the City’s instruction. Comply 2.1.20 CMS - Key Requirements CMS shall allow for assigning permissions to access certain features based on user ID including limitations on the ability to correct dates,duplicate citations, violation codes, fine amounts, and suspension/dismissal codes. Comply 2.1.21 CMS - Key Requirements CMS shall allow for customizable suspension,dismissal,and void codes/reasons.All codes shall have automation capabilities,allowing for the application and removal based on specific Business Rules dictated by the City. Comply 2.1.22 CMS - Key Requirements CMS shall allow a record for citation voided in the field by an enforcement officer.Comply 2.1.23 CMS - Key Requirements CMS shall allow for automation of invoicing, late fees, appeals, and collections with scheduler function.Comply 2.1.24 CMS - Key Requirements CMS shall store and track previous and current owner information when a transfer of vehicle ownership has occurred by clearly notating in the account with changes, not limited to the source, old address, new address, date of owner transfer, etc.Comply 2.1.25 CMS - Key Requirements CMS shall allow the maintenance and updating of a confidential vehicle database for exemptions authorized by the City linked to the parking enforcement handheld units.Comply 2.1.26 CMS - Key Requirements CMS to allow for the processing and recording of refunds and reversals.Comply 2.1.27 CMS - Key Requirements CMS shall provide fullaudit trailinformation for every processing transactionmust be captured and retained for eachcitationuntil the relatedcitation is purged from the system per the policies established by the City. All processing activities will be subjected to a detailed audit by the City.Comply 2.1.28 CMS - Key Requirements Contractor technical support available via phone and email.Comply 3.1 CMS Software Requirements Entry of manually issued citations. Comply 3.2 CMS Software Requirements Query for citation data by any input field,including,but not limited to date,citation number,license plate number,name and address of registered owner and responsible party, citation location, enforcement officer, and VIN.Comply 3.3 CMS Software Requirements Access in an online, real-time mode at a minimum, but not limited to, the following:Comply 3.3.1 CMS Software Requirements Summary Citation Data:citation number,state and license plate,parking meter number (if applicable),violation code with description,issue date and time, location, amount due, and current processing status.Comply 3.3.2 CMS Software Requirements An electronic copy of the citation issued by the wireless electronic ticket writer.Comply 3.3.3 CMS Software Requirements Issuing enforcing officer information.Comply 3.3.4 CMS Software Requirements Vehicle Data:vehicle make/model,vehicle color,vehicle type,registered owner name,address as provided by DMV,and the effective date of vehicle ownership.Comply 3.3.5 CMS Software Requirements Financial Data: the originalfineamount plus any penalties or feesthat havebeenadded,such asa latepayment penaltythat includesthe amountand exact date that the late payment penalty was imposed, returned check fee, or fee for obtaining a copy of a citation.Comply 3.3.6 CMS Software Requirements Mail Data: the mail date, description, and copy of all notices or correspondence generated for the record as well as returned mail. Comply 3.3.7 CMS Software Requirements Processing Data:the processing batchdateand number(if appliable),digital imagingindex (ifapplicable),thedate onwhich thecitationwasupdated to the CMS, the date registered owner information was requested and received from the vehicle registry, and the date that a registration hold was placed, confirmed, and released at the CA DMV. Each field must be clearly delineated and marked. Comply 3.3.8 CMS Software Requirements Registry Data:the vehicle make as recorded by the DMV,the date on which ownership data was recorded,and dates that indicate returned mail or registration non-renewal. Comply 3.3.9 CMS Software Requirements Adjudication Data:for administrative adjudication hearings,the date,time,office location,and disposition for in-person,telephone,video,and written declaration hearings for citations.Comply 3.3.10 CMS Software Requirements Suspend and Dismiss Data:the date and time a temporary suspension is applied that stops normal processing,the ID of the person processing the suspension, the type of suspension, and the date the suspension will be removed.Comply Technical Compliance Matrix San Luis Obispo Citations and Permit Management System RFP RFP Ref #Section Description Requirement Number and Description Response Comments 3.3.11 CMS Software Requirements Correspondence Data:an imaged copy of all related correspondence as well as the date,time,code,and sufficiently detailed and readable description of all correspondence mailed relating to a citation along with the address used.Comply 3.3.12 CMS Software Requirements Returned Mail Data: the date that any notice or correspondence was returned by the United States Postal Service as undeliverable. This shall include the address or addresses used. Multiple entries should be kept and used for skip-tracing efforts.Comply 3.3.13 CMS Software Requirements Payment Data:payment date,payment type,payment source,amount,method of payment,payment batch number,and a copy of the check with appropriate security measures.Comply 3.4 CMS Software Requirements Pay or dismiss citations on one or multiple plates in one transaction. Cannot Comply 3.5 CMS Software Requirements Add notes to citations and plates. Comply 3.6 CMS Software Requirements Attach documents to citation records.Comply 3.7 CMS Software Requirements Place citations on hold to suspend penalty and notice activity. Comply 3.8 CMS Software Requirements Generate notice and correspondence letters.Comply 3.9 CMS Software Requirements Void citations with custom City void codes.Comply 3.10 CMS Software Requirements Support for multiple vehicle owners.Comply 3.11 CMS Software Requirements View and print a copy of a citation and images/photos taken during citation issuance. Comply 4.1 CMS Payment Plans Create and manage payment plans in accordance with existing and future State, CVC, and City policies.Comply 4.2 CMS Payment Plans Allow motorists to apply for payment plans online, by mail, or in person.Comply 4.3 CMS Payment Plans Allow motorists to make a payment on a plan online, by phone, by mail or in person.Comply 4.4 CMS Payment Plans Allow motorist to save a debit/credit card for automatic payment on a plan on a schedule date for a scheduled amount. Comply 4.5 CMS Payment Plans Automatically generate payment plan amounts and dates based on City Business Rules.Comply 4.6 CMS Payment Plans Generate payment plan letters based on City Business Rules.Comply 5.1 CMS Adjudication Contractor shall provide functionality for the entire lifecycle of the appeals and adjudication process following prescribed timelines and processes for persons contesting parking citations per State of California law, CVC, and City policy.Comply 5.2 CMS Adjudication Provide ability to process appeals online, in person, by phone, or by mail. Comply 5.3 CMS Adjudication Allow assigned users the ability to initiate an appeals process on behalf of a motorist.Comply 5.4 CMS Adjudication For contested citations,the CMS must be capable of showing the registered owner’s name and address alongside the contestant’s name and address if the contestant is not the registered owner.Comply 5.5 CMS Adjudication Allow an action to suspend a citation while appeals are under investigation.This action should be automated in the case of owner-initiated appeals (such as online). Comply 5.6 CMS Adjudication Allow for the recording of an appeal reason customizable by the City and include comments provided by the contestant.Comply 5.7 CMS Adjudication Provide an appeals queue for the City to address appeals as they are received. Queue shall include filtering and sorting functionality. Comply 5.8 CMS Adjudication Provide scheduler module for scheduling of appeal hearings. Comply 5.9 CMS Adjudication Allow the input of comments to be attached to a record pertaining to the adjudication actions. Comply 5.10 CMS Adjudication Allow the attachment and review of files and supporting evidence to a record pertaining to the adjudication process. Comply 5.11 CMS Adjudication Allow the selection of a reason for appeal using a drop-down menu. Reasons shall be customizable by the City. Cannot Comply Reason is a free form 5.12 CMS Adjudication Allow the adjudicator to record a case decision with suspension, dismissal, or liability codes. Codes shall be customizable by the City.Comply 5.13 CMS Adjudication Generate and attach to the record, decision letters that can be printed, emailed or mailed to the recipient. Comply 5.14 CMS Adjudication Generate and attach to the record a no-show (motorist did not attend appeals appointment)letter that can be printed,emailed,or mailed to the recipient. Comply 5.15 CMS Adjudication Track all actions as part of the appeal and adjudication process, including person, time, and date for historical review. Comply 6.1.1 CMS DMV Contractor’s CA DMV interface shall be real time, obtaining and importing registered owner’s information to the CMS on a real time basis.Comply 6.1.2 CMS DMV Contractor’s out of state/international interfaces shall obtain and import registered owner’s information to the CMS as soon as possible,but no more than 7 calendar days. Comply 6.1.3 CMS DMV Contractor’s DMV interfaces must be capable of inquiring through the DMV for registered owner information using either a VIN or the vehicle license plate number.Comply 6.1.4 CMS DMV Contractor shall continuously attempt to retrieve registered owner information at regular intervals for all unpaid parking citations without registered owner information in the CMS at no additional cost to the City. Comply 6.1.5 CMS DMV If data was not received or is incomplete, reporting must be provided to identify for follow-up of all incomplete or declined transactions.Comply 6.1.6 CMS DMV In addition to the name and address of the registered owner of the vehicle cited, the vehicle identification number (VIN) must be obtained and presented in a format that permits a direct comparison with the last four digits of the VIN entered from an original parking citation.Comply 6.1.7 CMS DMV CMS must store, update and maintain the following information: 6.1.7.1 CMS DMV License plate: effective date of vehicle registration; and vehicle identification number (VIN). Comply 6.1.7.2 CMS DMV The dates on which DMV data were: (a) requested, (b) returned from DMV, and (c) confirmed or errors noted. Comply 6.1.7.3 CMS DMV The date that any holds were sent to CA DMV and subsequently released,if appropriate;the number of citations charged to the license plate that are currently confirmed and on hold at the CA DMV; and data on hold that have been released.Comply 6.1.8 CMS DMV Contractor must track and inform the City of all additions,changes,and deletions to existing State and local laws affecting parking issues as soon as the Contractor learns of the change, but no later than two weeks after the change is approved (such as signed by the Governor, published by the City Clerk, notice issued by the DMV, etc.). Comply 6.1.9 CMS DMV Contractor must be able to make the necessary adjustments in its solution (hardware and software)to incorporate and modify all additions,changes, and deletions to the existing parking regulations and statutes.Comply 6.1.10 CMS DMV CMS shall support DMV Registration Holds.Comply 6.1.10.1 CMS DMV The CA DMV allows local jurisdictions toadd the fine amount for unresolved parking citations to the bill for annual vehicle registrationrenewal. This is calledplacingaholdonvehicleregistrationandis aneffective meansofsecuringpaymentofdelinquent parkingcitations. Contractormust providean online, real-time interface with CA DMV to place these "holds" for unpaid parking citations, to release the holds within 24 hours when a citation is resolved or a hearing is scheduled, and, if permitted by DMV, to reactivate a registration hold when appropriate as determined by the City. Comply 6.1.10.2 CMS DMV The information required by CA DMV must be automatically forwarded for registration hold processing, and receipt by CA DMV acknowledged.Comply 6.1.10.3 CMS DMV Reports are required to verify compliance.Comply 6.1.11 CMS DMV When payment is received or suspend/dismal is applied to a record,Contractor must be able to release the registration hold at CA DMV within 24 hours.Comply 6.1.11.1 CMS DMV Reports are required to verify compliance.Comply 6.1.11.2 CMS DMV Release date must be noted in the citation record.Comply 6.1.12 CMS DMV The citation history for each citation receiving a registration hold must be updated to indicate the most recent processing step in the hold cycle and hold history.Comply 6.1.13 CMS DMV CMS must process and account for payment transactions associated with money collected by CA DMV.Comply 6.1.14 CMS DMV Contractor’s database must be updated with all citation payment transaction details,and the payment information received from DMV must be reconciled with the parking citation database.Comply 6.1.15 CMS DMV Contractor shall be able to report on DMV hold and payment activities.Comply 7.1 CMS Split-Plate Logic CMS must reliably and automatically compare the issue date of each citation with the vehicle registration date information on file at the DMV. This is especially important in states such as California, where the license plate stays with the vehicle rather than with the owner. Comply 7.1.1 CMS Split-Plate Logic CMS must use registration date information to assign legal responsibility for each citation to a registered owner based on the effective date the license was assigned to a particular individual by a motor vehicle agency.Comply 7.1.2 CMS Split-Plate Logic Citations issued before a change in registered owner must be assigned to the previous owner.Comply 7.2 CMS Split-Plate Logic Registration updates shall be made as frequently as possible and immediately updated in the CMS.Comply 7.3 CMS Split-Plate Logic CMS must accommodate manual correction of incorrect entries. Comply 7.4 CMS Split-Plate Logic CMS must provide an online, real-time display of multiple citation records for a single plate, split by date of ownership.Comply RFP Ref #Section Description Requirement Number and Description Response Comments 8.1 CMS Customer Portal Portal shall be fully hosted by the Contractor and fully integrated with the Contractor’s CMS in real-time.Comply 8.2 CMS Customer Portal Portal shall be available 24 hours per day, 7 days per week.Comply 8.3 CMS Customer Portal Portal must be accessible on multiple browser platforms, including MS Edge, Google Chrome, Safari, and Firefox.Comply 8.4 CMS Customer Portal Portal shall be PCI compliant for online payment acceptance.Comply 8.5 CMS Customer Portal The City shall approve the application of any convenience fees.Comply 8.6 CMS Customer Portal Portal shall allow the email of receipts and correspondence.Comply 8.7 CMS Customer Portal Portal shall comply with all applicable ADA standards and requirements.Comply 8.8 CMS Customer Portal A motorist shall be able to complete the following actions via the portal:Comply 8.8.1 CMS Customer Portal Search for a citation by license plate, citation number, VIN or payment plan.Comply 8.8.2 CMS Customer Portal View a copy of a citation, related photos, and citation notes.Comply 8.8.3 CMS Customer Portal Pay a citation and all related fees.Comply 8.8.4 CMS Customer Portal Initiate an Initial Review of a citation. Comply 8.8.5 CMS Customer Portal Initiate a Hearing for a citation. Comply 8.8.6 CMS Customer Portal Request a payment plan and upload supporting documentation.Comply 9.1 CMS Mail-In Payment Processing Contractor will maintain an address in California for mail-in payments.Comply 9.2 CMS Mail-In Payment Processing Contractor will process all mail-in payments within two business days of receipt. Comply 9.3 CMS Mail-In Payment Processing All payment documents received and processed must be copied and archived to be promptly retrievable as required by law and CVC. Comply 9.4 CMS Mail-In Payment Processing Contractor shall process payments in a secure environment with the appropriate security, surveillance, and oversight.Comply 9.5 CMS Mail-In Payment Processing Any Subcontractors utilized for processing mail in process will be appropriately experienced, certified, licensed and bonded, as applicable.Comply 9.6 CMS Mail-In Payment Processing Mail-in payment processing must include a broad range of control and procedures to ensure accurate and timeline processing including audit trails for processing, endorsing and depositing payments. Comply 9.7 CMS Mail-In Payment Processing All payments will be accurately recorded in the CMS. Contractor will perform audits to ensure accuracy.Comply 9.8 CMS Mail-In Payment Processing Funds for deposit must be prepared, documented and provided to the City in a manner that allows the City to receive, record, and audit deposits. Comply 9.9 CMS Mail-In Payment Processing Records for every deposit must be maintained and stored.Comply 9.10 CMS Mail-In Payment Processing Contractor shall be held completely and solely responsible for ensuring the integrity and security of City revenue throughout the entire processing procedure. Any shortages or losses will be the exclusive responsibility of the Contractor and shall be fully reimbursed to the City. Overages must be researched and resolved in every case. Appropriate refunds shall be provided to any entitled parties within timeframes established by the CVC. Comply 9.11 CMS Mail-In Payment Processing Any mail or correspondence incorrectly received by the Contractor, but addressed to the City, will be forwarded to the City in a timely manner.Comply 9.12 CMS Mail-In Payment Processing The Contractor shall provide reporting on mail in processing statistics such payments received, quantities, and more.Comply 10.1 CMS Reporting Contractor must provide comprehensive,detailed,accurate,and timely management,financial,and operational on-line,real-time,and other reports for City management. Comply 10.1.1 CMS Reporting Batch reporting shall be acceptable for large amounts of data only.Comply 10.2 CMS Reporting Contractor’s reporting shall be able to query reports by multiple filters such as date, channel, citation, etc. Comply 10.3 CMS Reporting Contractor’s reporting shall allow for the set up automated reports.Comply 10.4 CMS Reporting Reports shall be exportable in pdf and/or excel/csv format.Comply 10.5 CMS Reporting Reporting shall be available on the following topics:Comply 10.5.1 CMS Reporting Revenue and payments for all channels Comply 10.5.2 CMS Reporting Mail payment deposit and reconciliation Comply 10.5.3 CMS Reporting Financial adjustments, refunds, etc.Comply 10.5.4 CMS Reporting Payment plans Comply 10.5.5 CMS Reporting Adjudication Comply 10.5.6 CMS Reporting DMV processing and holds Comply 10.5.7 CMS Reporting Split plate and make/match failures Comply 10.5.8 CMS Reporting Citation issuance Comply 10.5.9 CMS Reporting Issuing officer session activity Comply 10.5.10 CMS Reporting Citation aging and delinquency Comply 10.5.11 CMS Reporting Notice and correspondence activity Comply 10.5.12 CMS Reporting IVR activity Comply 10.5.13 CMS Reporting Delinquency collection activity Comply 10.5.14 CMS Reporting Accounts receivables Comply 10.5.15 CMS Reporting FTB activity Comply 10.6 CMS Reporting Support reporting at the end of each Fiscal Year, in accordance with CVC Section 40200.3(b) setting forth the number of cases processed, and all financial and/or citation payments received and distributed, along with any other information that may be required by the issuing agency.Comply 11.1.1 CMS Financial Processing Full data shall be captured for every payment processed by the any component of the overall system, including but not limited to:Comply 11.1.1.1 CMS Financial Processing Payment amount Comply 11.1.1.2 CMS Financial Processing Source (mail, walk-in, pay-by-phone, pay-by-web, DMV, FTB, etc.)Comply 11.1.1.3 CMS Financial Processing Method of payment (cash, check, money order, credit card, etc.)Comply 11.1.1.4 CMS Financial Processing Payment processing date Comply 11.1.1.5 CMS Financial Processing Original fine amount Comply 11.1.1.6 CMS Financial Processing Late payment penalty (including exact date that late payment penalty was imposed)Comply 11.1.1.7 CMS Financial Processing Second late payment penalty Comply 11.1.1.8 CMS Financial Processing Total paid Comply 11.1.1.9 CMS Financial Processing Total reduced Comply 11.1.1.10 CMS Financial Processing Total due Comply 11.1.1.11 CMS Financial Processing Amount overpaid Comply 11.1.1.12 CMS Financial Processing Reason for overpayment including all data processing support required to meet the City’s legal obligation to refund overpayments Comply 11.1.1.13 CMS Financial Processing Refund check or credit issuance date Comply 11.1.1.14 CMS Financial Processing Refund check issuance mail date Comply RFP Ref #Section Description Requirement Number and Description Response Comments 11.1.2 CMS Financial Processing Lockbox Operation: The Contractor must maintain a lockbox operation sufficient to process all lockbox payments within two business days of receipt.Comply 11.1.3 CMS Financial Processing All payment and transaction data must be in an on-line, real-time environment, including on-line inquiry of payment documents.Comply 11.1.4 CMS Financial Processing CMS must provide a clear auditable record of payments received.The audit trail must include citation number,payment date and time,payment amount, payment method, and the name or ID of the staff member that accepted payment and made the entry. Comply 11.1.5 CMS Financial Processing All transactions are subject to audit by the City at any time without advance notice.Comply 11.1.6 CMS Financial Processing CMS must be able to process City-imposed fees, including bounced check or other fees.Comply 11.1.7 CMS Financial Processing CMS must allow on-line payment adjustments and error corrections with audit trails.Comply 12.1 CMS Bank Cards Motorists shall be able to use credit/debit cards for any type of payment for the services under the contract. Comply 12.2 CMS Bank Cards Contractor will provide a payment gateway for processing of bank cards which is capable of processing Visa,Mastercard,American Express and Discover.Comply 12.3 CMS Bank Cards Contractor will integrate with the City’s current merchant processor, Chase Bank. Comply 12.4 CMS Bank Cards Contractor will allow the City to change the merchant processor in the future for no cost.Comply 12.5 CMS Bank Cards Contractor solution and all related components shall all be compliant with Payment Card Industry Data Security Standard (PCI Level 1 certified by a Qualified Security Assessor (QSA)) as applicable.Comply 13.1 CMS Financial Adjustments CMS must permit the input of financial adjustment transactions, such as, but not limited to, returned checks, charge backs, reversals, or refunds.Comply 13.2 CMS Financial Adjustments Adjustments may include reversing an entire payment,modifying a payment amount,altering the amount due to close a citation,and reopening a citation.Comply 13.3 CMS Financial Adjustments CMS will generate appropriate notification letters which are automatically sent to the appropriate party advising of any actions.Comply 14.1.1 CMS Citation Issuance Devices & Software Handheld and printer must be inclusive of the protective infrastructure to ruggedize and protect equipment from working conditions and outdoor elements. Comply 14.1.2 CMS Citation Issuance Devices & Software Handheld and printer shall be able to withstand drops, be water resistant, and have appropriate screen protection and appropriate grip control.Comply 14.1.3 CMS Citation Issuance Devices & Software The life span of all devices shall be at least three years with proper use. Comply 14.1.4 CMS Citation Issuance Devices & Software The cellular communications on any handheld device provided to the City during the term of the contact shall have a life span of at least 5 years.Comply 14.1.5 CMS Citation Issuance Devices & Software Contractor shall provide support for all devices for the agreement term, including hardware, operation system software and communication plans.Comply 14.1.6 CMS Citation Issuance Devices & Software Handheld and printer Batteries shall last for an entire shift (up to 11 hours); supplemental in-field replaced battery packs or mobile charging will be acceptable.Comply 14.1.7 CMS Citation Issuance Devices & Software Handheld devices shall include a camera with a minimum resolution of 8 megapixels, able to take photos in all lighting conditions and be able to geotag the photos taken.Comply 14.1.8 CMS Citation Issuance Devices & Software Handheld and printer shall have an optional carrying case.Comply 14.1.9 CMS Citation Issuance Devices & Software Handheld devices shall include Wi-Fi, Bluetooth, and GPS capability. Comply 14.1.10 CMS Citation Issuance Devices & Software Should advancements in cellular technology or end-of-life require new devices, the Contractor will provide at least one year's notice to the City and provide reasonably priced options for upgrades.Comply 14.1.11 CMS Citation Issuance Devices & Software In the case of separate components, printers shall include Bluetooth capability and shall not require a physical connection to the handheld for operations.Comply 14.1.12 CMS Citation Issuance Devices & Software Handheld devices shall include functionality that prevent usage of the device as a telephone or allow calling only to specific phone numbers, as directed by the City.Comply 14.1.13 CMS Citation Issuance Devices & Software Handheld devices shall include functionality that prevent use of SMS/text capability unless limited to specific numbers, as directed by the City. Comply 14.1.14 CMS Citation Issuance Devices & Software Handheld devices shall include functionality that allow the device restricted so that users in the field cannot add or remove apps/software, unless directed by the City.Comply 14.2.1 CMS Issuance Software The following fields, at a minimum, must be captured during citation issuance by the Contractor’s enforcement software:Comply 14.2.1.1 CMS Issuance Software Citation number Comply 14.2.1.2 CMS Issuance Software License plate Comply 14.2.1.3 CMS Issuance Software Where plate is not available, a field for up to 17-digit VIN shall be provided Comply 14.2.1.4 CMS Issuance Software License expiration Year/Month, Body Type (DMV specific), Vehicle Make, Vehicle Color Comply 14.2.1.5 CMS Issuance Software Meter Number field Comply 14.2.1.6 CMS Issuance Software State Comply 14.2.1.7 CMS Issuance Software Last four digits of VIN Comply 14.2.1.8 CMS Issuance Software Violation code and description (up to three)Comply 14.2.1.9 CMS Issuance Software Location of violation, including City defined zone Comply 14.2.1.10 CMS Issuance Software Issue date Comply 14.2.1.11 CMS Issuance Software Issue time Comply 14.2.1.12 CMS Issuance Software Officer ID Comply 14.2.1.13 CMS Issuance Software Officer name Comply 14.2.1.14 CMS Issuance Software Notes to print on citation (known as external notes)Comply 14.2.1.15 CMS Issuance Software Officer notes, not visible to the public (known as internal notes)Comply 14.2.1.16 CMS Issuance Software Electronic marking (tire chalking)Comply 14.2.1.17 CMS Issuance Software Photos, videos, and audio Comply 14.3 CMS Issuance Software Software shall have the ability to support pay-by-plate, pay-by-space, permit status, and mobile payments.Comply RFP Ref #Section Description Requirement Number and Description Response Comments 14.4 CMS Issuance Software Software shall provide the ability to validate disabled placards with DMV look-up. Comply 14.5 CMS Issuance Software Software shall provide a user-friendly interface for ease of use and durability.Comply 14.6 CMS Issuance Software Software shall require a password/security sign-in to prevent unauthorized use Comply 14.7 CMS Issuance Software Software shall allow the user to view and void any citation written by the user in the active session.Comply 14.8 CMS Issuance Software Software shall support voiding a previously issued citation that requires a City-defined reason/code and input of explanation.Comply 14.9 CMS Issuance Software Software shall support the reprinting of an issued citation that is identical to the original.Comply 14.10 CMS Issuance Software Software shall automatically transfer and upload citations issued by the handheld to the CMS in real-time,including any audio and/or picture associated with the citation.Comply 14.11 CMS Issuance Software Software shall not allow an officer to attempt to issue a citation unless all required fields have been entered with valid information.For example,a citation with no violation code or no license plate or VIN cannot be created. Comply 14.12 CMS Issuance Software Upon entering a license plate during citation entry,software shall automatically search necessary lists (scofflaw,permit,hotlist,stolen vehicle,etc.) for a match.Comply 14.12.1 CMS Issuance Software If a match is found, the appropriate information will display on the handheld screen. Comply 14.13 CMS Issuance Software Software shall support monitoring of vehicles in a fixed time limit zone across accessible to all handhelds in use at any one time.This shall allow for multiple Officers to enforce time limits in location at the same time.Comply 14.14 CMS Issuance Software Software shall accurately time and date stamp transactions by the system’s master clock.Comply 14.15 CMS Issuance Software Software shall support the issuance and tracking of warning notices as well as actual citations including issuance history by license plate. Comply 14.16 CMS Issuance Software Software shall support standard location codes or block faces and descriptions. Locations shall also be manually generated when necessary.Comply 14.17 CMS Issuance Software Software shall support multiple citation number sequences and formats.Comply 14.18 CMS Issuance Software Software shall Support CA CVC requirements for Drive-Away citations including allowing a citation to be marked as a drive-away.Comply 14.19 CMS Issuance Software At a minimum,software shall allow the selection of the previous location for a new citation,otherwise support geofencing capability to auto-populate locations.Comply 14.20 CMS Issuance Software Software shall support real-time tracking of officer location based on GPS coordinates.Comply 14.21 CMS Issuance Software Software shall support photos taken as part of the citation process shall be maintained within the citation app and uploaded to the CMS,not simply placed on the device’s camera roll.Comply 14.21.1 CMS Issuance Software The City shall be able to set a minimum number of photographs that must be taken for each citation.Comply 14.21.2 CMS Issuance Software If the Contractor has a maximum number of photographs per citation, it must be greater than 10.Comply 14.22 CMS Issuance Software Provide a set of pre-fixed text lines to go in the notes (both printed and internal);when the officer is completing the notes,they can pick from city- defined pre-established text lines or use free-from text entry.Comply 14.23 CMS Issuance Software Solution shall integrate with LPR systems so that any hit on the mobile LPR can be transferred seamlessly to the handheld,including associated LPR images.Comply 14.24 CMS Issuance Software Software shall allow a user to cancel a citation or warning that has not been completed (e.g.,the citation has not been printed or marked as drive- away). Comply 14.25 CMS Issuance Software Software shall support an Officer activity log with the ability for the Officer to record issues or notes in the field.Comply 14.26 CMS Issuance Software Print a complete citation or warning ticket, including the following fields on the front:Comply 14.26.1 CMS Issuance Software Citation or warning number Comply 14.26.2 CMS Issuance Software Date and time issued Comply 14.26.3 CMS Issuance Software Badge number and name of issuing officer Comply 14.26.4 CMS Issuance Software Location where citation issued Comply 14.26.5 CMS Issuance Software Violation code for which the citation is being issued Comply 14.26.6 CMS Issuance Software Violation description Comply 14.26.7 CMS Issuance Software Violation amount Comply 14.26.8 CMS Issuance Software State surcharge Comply 14.26.9 CMS Issuance Software Total amount due Comply 14.26.10 CMS Issuance Software Vehicle license plate or full VIN Comply 14.26.11 CMS Issuance Software Last 4 digits of the VIN Comply 14.26.12 CMS Issuance Software Vehicle registration expiration date Comply 14.26.13 CMS Issuance Software Vehicle make Comply 14.26.14 CMS Issuance Software Vehicle color Comply 14.26.15 CMS Issuance Software Vehicle type Comply 14.26.16 CMS Issuance Software Public notes Comply 15.1.1 CMS Noticing Mailing All noticing and correspondence activity will follow the City Business Rules as recorded during the Design Review process. Comply 15.1.2 CMS Noticing, Correspondence, and Collections All noticing will be accurately recorded in the CMS. Contractor will perform audits to ensure accuracy.Comply 15.1.3 CMS Noticing, Correspondence, and Collections Contractor shall process and mail reminder notices for unpaid citations including out-of-state owners. Comply 15.1.4 CMS Noticing, Correspondence, and Collections Contractor shall process and mail delinquent notificationto the lesseeand/or secondary owner whendelinquent and following the lienprocessunder California state law. Comply 15.1.5 CMS Noticing, Correspondence, and Collections Contractor shall generate and mail citation correction notices where the issuing officer determines that there is incorrect data in the parking citation. Comply 15.1.6 CMS Noticing, Correspondence, and Collections Contractor shall generate and mail notices to lessees or renters of cited vehicles, including loaner vehicles, when provided with proofof writtenlease or rental agreement as required by the CVC. Comply 15.1.7 CMS Noticing, Correspondence, and Collections Contractor shall generateand mailDrive Awaynotices toregistered ownersof vehiclesthat driveaway priorto theissuing officerattaching thecitation to the vehicle. The notice must be mailed out to the registered owner within fifteen (15) calendar days of the citation issuance as required by the CVC. Comply 15.1.8 CMS Noticing, Correspondence, and Collections Contractor shall generate and mail correspondence regarding initial review and hearing decisions as part of the adjudication process. Comply 15.1.9 CMS Noticing, Correspondence, and Collections Contractor shall record whenmailis returned as not deliverable.Returned envelopeand correspondenceand/or notice must be scanned and imaged into the CMS.Comply RFP Ref #Section Description Requirement Number and Description Response Comments 15.1.10 CMS Noticing, Correspondence, and Collections Contractor must provide automated noticing and mail notices to comply with all City procedures and CVC requirements for scheduling and conducting administrative hearings. Comply 15.1.11 CMS Noticing, Correspondence, and Collections Contractor shall process and mail "NoShow" letters for constituents who do not appear for their scheduled hearing. The design logic will alsoprevent a no-show letter generated if the case has been "rescheduled" or "continued" or adjudicated.Comply 15.1.12 CMS Noticing, Correspondence, and Collections Contractor shall generate and mail payment plan letters initiated on the Customer Portal or by City staff. Comply 15.1.13 CMS Noticing, Correspondence, and Collections All noticing or correspondence must operate with accurate and timely record keeping that includes, but is not limited to, time stamping of all communication. Time stamps must include pertinent and relevant specific information such as date, time, name, and location. Any correspondence sent to a motorist and/or returned from a motorist must be actively logged to ensure record keeping is accurate and up to date. Comply 15.1.14 CMS Noticing, Correspondence, and Collections Contractor will ensure all outgoing mail is be postmarked.Comply 15.1.15 CMS Noticing, Correspondence, and Collections Contractor shall provide reporting on noticing and correspondence statistics such quantities, types, return mail, and more.Comply 15.2.1 Telephone Services Contractor shall provide a sophisticated, flexible, and responsive 24 hours a day, 7 days a week, telephone answering system and all necessary hardware components, operational software, and technical support for the Interactive Voice Response (IVR) system. Comply 15.2.2 Telephone Services The related phone number must be toll free to the caller.Comply 15.2.3 Telephone Services IVR solution must be PCI compliant for bank card payment processing.Comply 15.2.4 Telephone Services IVR should be available in both English and Spanish service.Comply 15.2.5 Telephone Services IVR should allow for some customization whereas a caller will be easily aware of which City they are calling about. Comply 15.2.6 Telephone Services IVR should be easily used, customer friendly and allow for the fewest steps possible.Comply 15.2.7 Telephone Services IVR solution shall be compatible with Telephone Device for the Deaf (TTD) for use by callers with a hearing impairment.Comply 15.2.8 Telephone Services IVR shall allow, at minimum, the vocal listing of the City s customer service phone.Comply 15.2.9 Telephone Services IVR shall be integrated with the Contractor’s CMS for real-time updating of payments received over the phone. Comply 15.2.10 Telephone Services Contractor shall be able to report on call statistics such calls received, calls dropped, payments received and more.Comply 15.3.1 Deliquent Collections Contractor shall provide and manage an effective special collection program,including a collections software system,and make diligent,cost- effective efforts to collect the City-assigned delinquent accounts.Comply 15.3.2 Deliquent Collections The City shall approve Business Rules prior to activating a delinquent collections program.Business rules will include plans,notices,timelines,and activities related to delinquent collections. Comply 15.3.3 Deliquent Collections Contractor shall follow and implement procedures to consistently abide by local, state and federal laws request collections activities.Comply 15.3.4 Deliquent Collections Contractor must adhere to nationally accepted professional standards for collection activities and ensure the professional quality, technical quality, timely completion, and effective coordination of all secondary collection services furnished by its officers, employees, agents and subcontractors.Comply 15.3.5 Deliquent Collections Contractor shall fully comply with the Fair Debt Collection Practices Act,Fair Credit Report Act and all other applicable federal statutes,regulations, rules, and standards, plus all applicable California fair debt collection practice and consumer protection laws and regulations, and applicable licensing and accreditation standards for collection agencies. Comply 15.3.6 Deliquent Collections Contractor shall be capable of importing and collecting on citations issued prior to contract execution. Comply 15.3.7 Deliquent Collections Contractor shall continuously perform the debtor identification through DMV look up, forward address monitoring, and advanced skip tracking.Comply 15.3.8 Deliquent Collections Contractor shall mail delinquent collection notices in line with City Noticing and Correspondence Requirements.Comply 15.3.9 Deliquent Collections Contractor shall manage DMV registration holds.Comply 15.3.10 Deliquent Collections Contractor shall manage Franchise Tax Board (FTB) Intercept Program.Comply 15.3.11 Deliquent Collections Contractor shall manage outbound calling efforts.Cannot Comply 15.3.12 Deliquent Collections Contractor shall enable payment of debts through all channels required throughout this RFP.Comply 15.3.13 Deliquent Collections Contractor shall update and maintain records in the CMS regarding all delinquent collection efforts in real-time.In the case of the use of secondary collection subcontractor, the City may approve batch updates made at reasonable timeframes.Comply 15.3.14 Deliquent Collections Contractor shall be able to report on Delinquent Collection efforts such as mailings, calls, collection technique success and more.Comply 15.3.15 Deliquent Collections Contractor shall be able to report on Delinquent Collections including quantities, values, dates and more.Comply 15.3.16 Deliquent Collections In all cases,the only fees that will be paid by the City to Contractor for Delinquent Collections activities will be a subset of those amounts actually received, deposited, and paid to the City. Comply 15.3.17 Deliquent Collections Contractor shall be responsible for any and all expenses related to delinquent collections.Comply 15.3.18 Deliquent Collections If the expense is passed on to and paid by the violator, the Contractor shall be reimbursed with the expense.Comply 15.3.19 Deliquent Collections At the City’s discretion, the Contractor will support the City in processing of writing off citations as approved by City Management or Council.Comply 15.4.1 Difficult to Collection Cases DMV ownership transfers -These are citations where the DMV has indicated a transfer of ownership from the individual on record,with no additional ownership data.Comply 15.4.2 Difficult to Collection Cases DMV Make-Match failure - These are citations which have a vehicle make that does not match the make registered with the DMV.Comply 15.4.3 Difficult to Collection Cases DMV Hold Reject -These are citations issued against vehicles for which registration hold requests were rejected due to some data not matching DMV files.Comply 15.4.4 Difficult to Collection Cases No Registry Confirm - These are citations for which no owner name and address were obtained from the DMV.Comply 15.4.5 Difficult to Collection Cases Aged Registration Hold -These are citations issued against vehicles that have been placed on registration hold but have passed their registration expiration date and have not responded.Comply 15.4.6 Difficult to Collection Cases Declaration of Non-Ownership -These are citations wherein a motorist has submitted a declaration of non-ownership stating they were not the owner of the vehicle at the time of the parking citation.Comply 15.4.7 Difficult to Collection Cases No Address Found - These are citations wherein the current address was identified as undeliverable.Comply 15.4.8 Difficult to Collection Cases Rental -These are citations issued to rental vehicles and the motorist renting the vehicle was identified by the rental company but has not paid the citation.Comply 15.5.1 FTB Intercept Program Contractor shall manage the interface and certification for Franchise Tax Board (FTB) Intercept payments on behalf of the City. Comply 15.5.2 FTB Intercept Program Contractor shall manage FTB submission process in a timely manner, adhering to all FTB guidelines and State of California policy and law. Comply 15.5.3 FTB Intercept Program Contractor shall properly identify and collect required data for eligible records to be submitted to FTB. Comply 15.5.4 FTB Intercept Program Contractor shall generate and send mail notifications prior to file submission as required. Comply 15.5.5 FTB Intercept Program Contractor shall receive and process FTB files, updating the CMS on a real time basis. Comply 15.5.6 FTB Intercept Program Contractor shall provide timely modification/notification to the intercept program if the amount to be intercepted has changed. Comply 15.5.7 FTB Intercept Program Contractor shall assist in processing timely refunds in the event of overpayment or misidentification. Comply 15.5.8 FTB Intercept Program Contractor shall be able to report on FTB activities.Comply 16.1.1 Permit Management System PMS shall be online, cloud-based, and not require any installation of software, accessible from any PC with a web browser.Comply RFP Ref #Section Description Requirement Number and Description Response Comments 16.1.2 Permit Management System PMS shall update in real time.Comply 16.1.3 Permit Management System PMSshallallowforfullcustomizationtotheCity specificBusiness Rulesdetermined duringthe DesignReview process.City maychange theBusiness Rules at its sole discretion which will be implemented by the Contractor within five business days.Comply 16.1.4 Permit Management System Contractor solution and all related components shall all be compliant with Payment Card Industry Data Security Standard (PCI Level 1 certified by a Qualified Security Assessor (QSA)) as applicable.Comply 16.1.5 Permit Management System PMS solution will provide a payment gateway for processing of bank cards which is capable of processing Visa, Mastercard, American Express and Discover, which will integrate with the City s current merchant processor, XXX.Comply 16.1.5.1 Permit Management System Contractor will allow the City to change the merchant processor in the future for no cost.Comply 16.1.6 Permit Management System PMS shall allow for assigning permissions to access certain features based on user ID.Comply 16.1.7 Permit Management System PMS shall support both physical and virtual parking permits tied to a license plate.Comply 16.1.8 Permit Management System PMS shall support the ability to prevent permitting processing and issuance when a motorist has citation related amounts due to the City.Comply 16.1.9 Permit Management System PMS shall generate renewal and cancellation notices to be sent by mail and email.Comply 16.1.10 Permit Management System PMS shall generate renewal and cancellation notices by batch or individually. Comply 16.1.11 Permit Management System PMS shall generate acceptance or denial of permit applications notices to be sent by mail and email.Comply 16.1.12 Permit Management System PMS shall generate a unique permit number.Comply 16.1.13 Permit Management System PMS shall allow the addition and removal of any permit types.Comply 16.1.14 Permit Management System PMS shall allow for multiple parking permits zones and districts. Comply 16.1.15 Permit Management System PMS shall provide functionality for guest parking permits.Comply 16.1.16 Permit Management System PMS shall support rolling expiration data (daily, weekly, monthly, annually, date-to-date).Comply 16.1.17 Permit Management System PMS shall support exception permit processing and quantity limitations with time period parameters.Comply 16.1.18 Permit Management System PMS shall restrict and allow multiple permits to be assigned to one license plate.Comply 16.1.19 Permit Management System PMS shall support multiple permit pricing structures including flat, prorated, and tiered pricing.Comply 16.1.20 Permit Management System PMS shall support multiple permit waitlists.Comply with Modifications In process. Available by Jan 2025 16.1.21 Permit Management System An authorized user shall be able to conduct the following actions in the PMS:Comply 16.1.21.1 Permit Management System Create a new permit holder account.Comply 16.1.21.2 Permit Management System Enter or create permits assigned to a motorist. Comply 16.1.21.3 Permit Management System Correct, Autofill, or standardize address entries.Comply 16.1.21.4 Permit Management System Validate permit program eligibility based upon supporting documentation.Comply 16.1.21.5 Permit Management System Approve or deny parking permit applications based on geographical (address) location or requested permit or by other City determined factors.Comply 16.1.21.6 Permit Management System View and manage permit request queue, listing permits requiring review for approval.Comply 16.1.21.7 Permit Management System View and manage permit waitlists including adding or removing waitlist requests.Comply 16.1.21.8 Permit Management System Process payments for permits.Comply 16.1.21.9 Permit Management System Process refunds for permits Comply 16.1.21.10 Permit Management System Process multiple permits in one transaction.Comply 16.1.21.11 Permit Management System Query by account name, account number, permit type, permit number, license plate number, and address.Comply 16.1.21.12 Permit Management System Add notes to permit accounts with no limitation.Comply 16.1.21.13 Permit Management System Edit account information and permit information.Comply 16.1.21.14 Permit Management System Cancel an existing permit.Comply 16.1.21.15 Permit Management System Print temporary permits.Comply 16.1.21.16 Permit Management System Print, mail or email correspondences to permit holds Comply 16.1.22 Permit Management System PMS shall provide fullaudit trailinformation for every processing transactionmust be captured and retained for eachpermituntilthe permit is purged from the system per the policies established by the City. All processing activities will be subjected to detailed audit by the City.Comply 16.2.1 PMS Customer Portal The portal shall be fully hosted by the Contractor and integrated with the Contractor s PMS in real-time.Comply 16.2.2 PMS Customer Portal The portal shall be available 24 hours per day, 7 days per week.Comply RFP Ref #Section Description Requirement Number and Description Response Comments 16.2.3 PMS Customer Portal The portal must be accessible on multiple browser platforms, including MS Edge, Google Chrome, Safari, and Firefox.Comply 16.2.4 PMS Customer Portal The portal shall be PCI compliant for online payment acceptance.Comply 16.2.5 PMS Customer Portal The City shall approve the application of any convenience fees.Comply 16.2.6 PMS Customer Portal Contractor s website shall comply with all applicable ADA standards and requirements.Comply 16.2.7 PMS Customer Portal Provide customers with email messages regarding the approval or status of their permit.Comply 16.2.8 PMS Customer Portal A motorist shall be able to complete the following actions via the portal:Comply 16.2.9 PMS Customer Portal Purchase and/or request an annual, visitor or guest permits with qualifying documentation.Comply 16.2.10 PMS Customer Portal Request placement on a permit waitlist.Comply 16.2.11 PMS Customer Portal View status of position on a waitlist.Comply 16.2.12 PMS Customer Portal Remove placement from a waitlist.Comply 16.2.13 PMS Customer Portal Process payment for a waitlist position or permit.Comply 16.2.14 PMS Customer Portal Renew an existing permit.Comply 16.2.15 PMS Customer Portal Cancel a permit.Comply 16.2.16 PMS Customer Portal Update permit information (e.g., license plate number, make, model, color, and address) as allowable by a permit type.Comply 16.3.1 PMS Reporting Contractor shall provide comprehensive,detailed,accurate,and timely management,financial,and operational on-line,real-time,and other reports for City management.Comply 16.3.2 PMS Reporting Batch reporting shall be acceptable for large amounts of data only.Comply 16.3.3 PMS Reporting PMS reporting shall provide the ability to query reports by multiple filters including date.Comply 16.3.4 PMS Reporting PMS reporting shall provide reporting on permitting statistics such quantities, types, and more. Comply 16.3.5 PMS Reporting PMS reporting shall be exportable in pdf and/or Excel/CSV format.Comply 17.1 Warranty and Support Service Contractor shall include a minimum of a one-year hardware warranty for any hardware delivered to the City. Comply 17.2 Warranty and Support Service Contractor shall provide extended hardware warranty options. Comply 17.3 Warranty and Support Service Contractor shall provide a warranty on all software and system solutions for the term of the contract.Comply 17.4 Warranty and Support Service Contractor shall provide ongoing support services through the term of the contract, including a toll-free phone number and online help (Help Desk). Support services shall be available from 8am to 5pm Pacific Time Zone reasonable hours, seven days per week (excluding holidays).Comply 17.5 Warranty and Support Service Any requests for support that cannot be handled immediately by the Help Desk shall be acknowledged by the Contractor within one business day and updated on a regular basis.Comply 17.6 Warranty and Support Service Contractor s support services must be provided by a staff of experienced, well-trained technicians.Comply 17.7 Warranty and Support Service Contractor shall utilize a ticket tracking system to open, track and close support requests from the City. Comply 17.8 Warranty and Support Service Contractor shall provide regular and ongoing technical bulletins that identify product notifications,technology updates,lessons learned,and/or system performance that detail issues, changes, improvements, and upgrades.Comply 18.1 Project Management Contractor shall assign a Project Manager for the duration of the planning,implementation,delivery and installation portion of the contract who will be responsible for, including but not limited to:Comply 18.1.1 Project Management Project oversight and delivery of the system.Comply 18.1.2 Project Management Being a single point of contact for the City and providing for the management,implementation,and on-going trouble shooting of the System during its installation.Comply 18.1.3 Project Management Coordinating efforts with the City and any subcontractors.Comply 18.1.4 Project Management Being available as required for onsite work and otherwise available to the City during regular business hours via email,phone or video conference to respond to City needs, questions and or issues.Comply 18.1.5 Project Management Developing and maintaining, in consultation with the City, a detailed implementation and project plan for the System.Comply 18.2 Project Management Contractor’s Project Manager shall be experienced in the Contractor’s solutions, parking operations, and all related laws and codes pertaining to citation management in California. The Project Manager shall be able to provide guidance and suggestions to the City on best practices.Comply 18.3 Project Management Contractor shall provide a Design Review process for the customizable and configurable portions of the solution.The Design Review process will result in a Business Roles document that the City shall approve. The Business Rules will be the guidelines and rules for all activities and work related to delivering the scope of the resulting agreement. Comply 18.4 Project Management Contractor shall test all hardware, software and systems prior to delivery to the City.Comply 18.5 Project Management Contractor shall support the City in testing all hardware, software and system prior to implementation. Comply 18.6 Project Management Contractor shall develop a training plan for review and approval by the City.Comply 19.1 Training Contractor shall provide a training plan that includes but is not limited to all functionality of CMS operations,adjudication,enforcement devices, citation issuance software, web portal operations, noticing and correspondence operations, IVR operations, and reporting. The training plan shall include: Comply 19.1.1 Training Types of training course with a target audience Comply 19.1.2 Training Description of course Comply 19.1.3 Training Length of course Comply 19.1.4 Training Method of training (video conference, in person, etc.)Comply 19.1.5 Training Prerequisites for the training course Comply 19.2 Training Contractor shall provide training in person or via video conference as is the most appropriate for the topic.At a minimum,Contractor will provide at least two days of onsite/in person training. Comply 19.3 Training The City may request additional training sessions at reasonable intervals and lengths via video conference for no additional cost for the term of the contract.Comply 19.4 Training Contractor will provide the necessary training to the City for any new, upgraded or additional functionality provided during the term of the contract.Comply 19.5 Training The City may request additional training sessions in person.Contractor will provide a quote for services within one week,and perform that training within four weeks, of the City’s request.Comply 19.6 Training Contactor shall supply and keep current digitals copies of all operations,training,and user manuals,which include detailed instruction for the operation of the entire solution.Comply 20.1 Integration Requirements Contractor shall provide real-time integration with the City’s current,new,and future parking technology and data management Contractors,which currently includes: Comply 20.1.1 Integration Requirements LPR - Genetec/ Route 1 Comply 20.1.2 Integration Requirements Pay by Plate pay stations – IPS Comply 20.1.3 Integration Requirements Mobile payment applications – Honk, PayByPhone, ParkMobile Comply 20.2 Integration Requirements Contractor shall be able to work with outside Contractors to perform data migration, if required by the City Comply 20.3 Integration Requirements Contract will review and comply with the additional data, system and security requirement in Attachment B. Comply Pricing Workbook Instructions San Luis Obispo Citations and Permit Management System RFP General For submittal, save the Pricing Workbook as a Microsoft Excel file with the name "Pricing Workbork_SLOCPMS_[vendor name]". Submit as a separate file with the other proposal document. Input details and pricing in the yellow highlighted cells. If there is no input or price, place "0" or "n/a" in the cell. Input any notes or assumptions the Contractor prefers the City to be aware of in the "Notes and Assumptions" section of each tab. Specified quantities are for pricing comparisons only and are not a commitment or guarantee of the City. Contractor is responsible for any errors or omissions on their Pricing Workbook submission. All prices should be in US dollars. The Pricing Workbook must incorporate all costs associated with delivering the required Scope of this RFP. CMS No additional Instructions. Issuance No additional Instructions. Telephone If applicable, Contractor may describe any associated fees required beyond the listed items. PMS No additional Instructions. Optionals Services Contractor shall describe any value add, optional, or enhanced services that are available to the City . This tab is not to be used to itemize any costs or fees for services required in the Scope of this RFP. Contractor must input a description (item), quantity, unit of measure and price for each Service offered. Citations Management System Proposer: Required - Citations Item Quantity Per Unit Price Esimated Annual Total Esimated 5 Year Total Per Citation (handheld issued)40000 0.50$ 20,000.00$ 100,000.00$ Per Warning Notice ($0 value) (handheld issued)3500 0.25$ 875.00$ 4,375.00$ Per Citation (mannually issued and entered)1 0.75$ 0.75$ 3.75$ Registered Owner Aqusition (in state)41000 0.00$ 0.00$ 0.00$ Registered Owner Aqusition (out of state)2500 1.75$ 4,375.00$ 21,875.00$ Required - Noticing Item Quantity Per Unit Price Esimated Annual Total Esimated 5 Year Total Per Notice/Correspondence 20000 0.27$ 5,400.00$ 27,000.00$ Postage per Notice/Correspondence 20000 0.73$ 14,600.00$ 73,000.00$ Required - Payments Item Quantity Price per Unit Esimated Annual Total Esimated Annual Total Per Mail-in Payment 8000 0.00$ 0.00$ 0.00$ Per Bank Card Payment (online or telephone)24000 0.00$ 0.00$ 0.00$ Required - Licensing Item Quantity Price Esimated Annual Total Esimated 5 Year Total Annual System Licensing 1 0.00$ 0.00$ 0.00$ Monthly System Licensing 12 0.00$ 0.00$ 0.00$ Required - Implementation Services Item Quantity One Time Price Total System Set Up & Implementation 1 0.00$ 0.00$ Project Management 1 0.00$ 0.00$ Training 1 0.00$ 0.00$ Required - Deliqunet Collections Item Value Percentage Esimated Annual Total Esimated 5 Year Total Deliquent Collection 975,000.00$ 20%195,000.00$ 975,000.00$ Pricing Assumption and Notes Online or telephone bank card payment is $3.95 per citation. (Charged to violator. Rate subject to change.) Delinquent Collection percentage is with added 25% Cost Recovery Fee which offsets TDS charges. If no added Cost Recovery Fee, collections will be at a 25% of the amount paid. Franchise Tax Board collections is billed at $2.50 per account Letter and 15% of the amount paid. Payment Plan processing module; $10.00/plan; Approve/denial letters mailed at correspondence rate. Online and mailed in appeal processing will be $1.25 per appeal City to provide Remote Deposit access to City's bank for mailed payments to TDS. If not, a $200/month courier charge applies. Postage is subject to any postal rate increases. TURBO DATA SYSTEMS Proposer Name: TURBO DATA SYSTEMS Authorized Signature: Printed Name: ROBERTA ROSEN San Luis Obispo Citations and Permit Management System RFP Date: 11/08/2024 Citations Issuance Hardware & Software Proposer: San Luis Obispo Citations and Permit Management System RFP Required - Hardware Item Quantity Per Unit Price Esimated Annual Total Handheld Device (separate device) 13 800.00$ 10,400.00$ Printer (desparate device) 13 850.00$ 11,050.00$ All-in-One Device (printer and handheld) 13 1,950.00$ 25,350.00$ Charger (Charging Dock, All-in-One Item-7) 13 285.00$ 3,705.00$ Spare Battery(All-in-One Item-7) 13 140.00$ 1,820.00$ Required - Hardware Warranty Item Quantity Annual Price Esimated Annual Total Esimated 4 Year Total Handheld Device (separate device) 13 120.00$ 1,560.00$ 6,240.00$ Printer (desparate device) 13 80.00$ 1,040.00$ 4,160.00$ All-in-One Device (printer and handheld) 13 200.00$ 2,600.00$ 10,400.00$ Required - Licensing Item Quantity Per Unit Price # of Devices Esimated Annual Total Esimated 5 Year Total Annual System Licensing (including cellular connection) 1 0.00$ 13 0.00$ 0.00$ Monthly System Licensing (including cellular connection) 12 80.00$ 13 12,480.00$ 62,400.00$ Required - Implementation Services Item Quantity One Time Price Total System Set Up & Implementation 1 1,200.00$ 1,200.00$ Project Management 1 0.00$ 0.00$ Training (on site per visit) 1 1,000.00$ 1,000.00$ Pricing Assumption and Notes Date: 11/08/2024 TURBO DATA SYSTEMS All-in-One Vehicle Charger w/6 Ft. Cable = $68 each Alternative to Item-8; All-in-One USB-C single charger = $70 each Online remote or followup training = no charge Non-custom preprinted Citation Roll Media available. Pricing Varies with quantity and subject to change. 40K is currently $3,200 Leave behind envelopes available. Pricing varies with quantity ordered and subject to change. 40K is currently $2,700. Proposer Name: TURBO DATA SYSTEMS Authorized Signature: Printed Name: ROBERTA ROSEN Telephone Service Proposer: San Luis Obispo Citations and Permit Management System RFP Required - Telephone Services Item Quantity Unit of Measure Per Unit Price Esimated Annual Total Esimated 5 Year Total Citation Call Center/IVR 1 Included -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Required - Licensing Item Quantity Per Unit Price Esimated Annual Total Esimated 5 Year Total Annual System Licensing 1 0.00$ 0.00$ 0.00$ Monthly System Licensing 12 0.00$ 0.00$ 0.00$ Required -Implementation Services Item Quantity One Time Price Total System Set Up & Implementation 1 0.00$ 0.00$ Project Management 1 0.00$ 0.00$ Training 1 0.00$ 0.00$ Pricing Assumption and Notes Date: 11/08/2024 TURBO DATA SYSTEMS Live agent Call Center available 8a-5p Mon-Fri (excludes holidays); IVR payments available 24/7 Proposer Name: TURBO DATA SYSTEMS Authorized Signature: Printed Name: ROBERTA ROSEN Permit Management System Proposer: San Luis Obispo Citations and Permit Management System RFP Required - Permit Item Quantity Per Unit Price Esimated Annual Total Esimated 5 Year Total Per Permit Issued (physical permits)3000 2.00$ 6000 30,000.00$ Required - Licensing Item Quantity Per Unit Price Esimated Annual Total Esimated 5 Year Total Annual System Licensing 1 0.00$ 0.00$ 0.00$ Monthly System Licensing 12 600.00$ 7,200.00$ 36,000.00$ Required - Implementation Services Item Quantity One Time Price Total System Set Up & Implementation 1 1,500.00$ 1,500.00$ Project Management 1 0.00$ 0.00$ Training 1 0.00$ 0.00$ Pricing Assumption and Notes Date: 11/08/2024 TURBO DATA SYSTEMS Virtual/PDF permits are $1.00 per permit. TDS Account or Permit Review/Approval is $1.50 per permit. TDS Permit Fulfillment by mail with single page letter; add $2.50 per permit plus postage. Mailed Correspondence is $1.00 per letter plus postage. Custom group email blasts are $75 each. Custom development for permit types, parameters, or other requirements not included in the current system at $80/hr. Online training included. On site training is $1,000 per visit. An online convenience fee of 5% is assessed to the purchase. Fee is non-refundable. City may choose to absorb this fee. PMS Public email support Mon-Fri 8a-5p PST excluding Holidays Proposer Name: TURBO DATA SYSTEMS Authorized Signature: Printed Name: ROBERTA ROSEN Optional Services Pricing Proposer: San Luis Obispo Citations and Permit Management System RFP Optional - CMS Item Quantity Unit of Measure Price Total -$ -$ -$ -$ Optional - PMS Item Quantity Unit of Measure Price Total -$ -$ -$ -$ -$ -$ Optional - Other Services Item Quantity Unit of Measure Price Total -$ -$ TURBO DATA SYSTEMS Pricing Assumption and Notes Date: 11/08/2024 Proposer Name: TURBO DATA SYSTEMS Authorized Signature: Printed Name: ROBERTA ROSEN