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2150 RFP 18/19-48, Debt Collection ServicesCJY OF sXNF0PJ3 "S FINANCE DEPARTMENT PURCHASING DEPARTMEW ui TRANsmITTAL MEMORANDUM TO: City Clerk/Mayor RE: '?,F -\D �S \q -'A� The item(s) noted below is/are attached and forwarded to your office for the following-action(s): D Development Order ❑ Mayor's signature ❑ Final Plat (original Mylar's) ❑ Recording Letter of Credit ❑ Rendering Maintenance Bond Safe keeping (Vault) ❑ Ordinance Deputy City Manager ❑ Performance Bond ❑ Payment Bond ❑ Resolution ❑ City Manager Signature City Clerk Attest/Signature ❑ City Attorney/Signature Once completed, please: ❑ Return originals to Purchasing- Department F-1 Return copies 0 Special Instructions: LiA+.o(y�y r3ojo-,o1-zZ4e,,- From SliarePoiiit—Finance —Purchasing _Forms - 2018.doe Date AGREEMENT BETWEEN THE CITY OF SANFORD AND RTR FINANCIAL SERVICES, INC./RFP NUMBER: 18119-48/DEBT COLLECTION SERVICES THIS AGREEMENT (hereinafter the "Agreement") is made and entered into this day of Ne er 2019, by and between the City of Sanford, Florida, a Florida municipality, (hereinafter referred to as the "City"), whose mailing address is 300 North Park Avenue, Sanford, Florida 32771, and RTR Financial Services, Inc., a New York corporation, authorized to lawfully conduct business in the State of Florida, whose principal address is 2 Teleport Drive, Suite 302, Staten Island, New York 10311, (hereinafter referred to as "RTR"). The City and RTR may be collectively referenced herein as the "parties". WITNESSETH: IN CONSIDERATION of the mutual covenants, promises, and representations contained herein and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as follows: Section 1. Recitals. The above statements are true and form a material part of this Agreement upon which the parties have relied. Section 2. Authority. Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement, and that it has the legal authority to enter into this Agreement and to undertake all obligations imposed on it. The persons executing this Agreement for each party certify that they are authorized to bind the party fully to the terms of this Agreement. Section 3. Scope of Agreement; Direction of the Provision of Goods and Services. (a). This Agreement is for the provision of goods and services set forth in the attachments hereto and RTR agrees to accomplish the provision of goods and services specified in the attachments for the compensation set forth in those documents relating to debt collection services and for such other services as may be agreed upon by the parties as set forth in issued work/purchase orders.. (b). It is recognized that RTR shall provide goods and services as directed by the City. (c). The City's contact/project manager for all purposes under this Agreement shall be the following: Ms. Marisol Ordonez Purchasing Manager Finance -Purchasing Division City of Sanford I JPage Post Office Box 1788 Sanford, Florida 32772 Phone: 407.688.5028 Section 4. Effective Date and Term of Agreement. This Agreement shall take effect on the date that this Agreement is fully executed by the parties hereto. This Agreement shall be in effect for a term of 1 year with the opportunity for additional 1 year renewal periods when in the best interest of the City. However, the total Agreement length, including all renewals, shall not exceed 5 years. The decision to renew or extend this Agreement shall be at the discretion of the City. RTR shall review the quality and status of the of the debt collection services delivered to the City with the City on a semi-annual basis. In any event, this Agreement shall remain in effect until the goods and services to be provided by RTR to the City under each work order have been fully provided in accordance with the requirements of the City; provided, however, that, the indemnification provisions and insurance provisions of the standard contractual terms and conditions referenced herein shall not terminate and the protections afforded to the City shall continue in effect subsequent to such goods and services being provided by RTR. No goods, services or actions have been provided prior to the execution of this Agreement that would entitle RTR for any compensation therefor. Section 5. Compensation. The parties agree to compensation as set forth in the attachments hereto, with the initial purchase of goods and services being in the amounts set forth in the attachments hereto and, subsequently, as may be agreed upon by the parties as set forth in issued work/purchase orders. Section 6. Standard Contractual Terms and Conditions. All "Standard Contractual Terms and Conditions", as provided on the City's website, apply to this Agreement. Such Terms and Conditions may be found at the City's website; which can be reached at: (https://www.sanfordfl.gov/departments/finance/purchasing/contract- terms-and conditions or www.SanfordFL.gov). The parties shall also be bound by the purchasing policies and procedures of the City as well as the controlling provisions of Florida law. Work orders shall be used, in accordance therewith, in the implementation of this Agreement to the extent deemed necessary by the City in its sole and absolute discretion. Section 7. RTR's Mandatory Compliance with Chapter 119, Florida Statutes, and Public Records Requests. (a). In order to comply with Section 119.0701, Florida Statutes, public records laws, RTR must: (1). Keep and maintain public records that ordinarily and necessarily would be required by the City in order to perform the services. 2 1 P a g e (2). Provide the public with access to public records on the same terms and conditions that the City would provide the records and at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law. (3). Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. (4). Meet all requirements for retaining public records and transfer, at no cost, to the City all public records in possession of RTR upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the City in a format that is compatible with the information technology systems of the City. (b). If RTR does not comply with a public records request, the City shall enforce the contract provisions in accordance with this Agreement. (c). Failure by RTR to grant such public access and comply with public records requests shall be grounds for immediate unilateral cancellation of this Agreement by the City. RTR shall promptly provide the City with a copy of any request to inspect or copy public records in possession of RTR and shall promptly provide the City with a copy of RTR's response to each such request. (d). IF THE CONTRACTOR/VENDOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S (VENDOR'S) DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (407) 688-5012, TRACI HOUCHIN, CMC, FCRM, CITY CLERK, CITY OF SANFORD, CITY HALL, 300 NORTH PARK AVENUE, SANFORD, FLORIDA 32771, TRACI.HOUCHIN@SANFORDFL.GOV. Section 8. Time is of the Essence. Time is hereby declared of the essence as to the lawful performance of all duties and obligations set forth in this Agreement. Section 9. Entire Agreement/Modification. This Agreement, together with all "Standard Contractual Terms and Conditions", as provided on the City's website and the attachments hereto (the documents relative to the procurement activity of the City leading to the award of this Agreement) constitute the entire integrated agreement between the City and RTR and supersedes and controls over any and all prior agreements, understandings, representations, correspondence and statements whether written or oral in connection therewith and all the terms and provisions contained herein constitute the full and complete agreement between the parties hereto to the date hereof. This Agreement may only be amended, supplemented or modified by a formal 3 1 P a g e written amendment of equal dignity herewith. In the event that RTR issues a purchase order, memorandum, letter, or any other instrument addressing the goods or services, work, and materials to be provided and performed pursuant to this Agreement, it is hereby specifically agreed and understood that any such purchase order, memorandum, letter, or other instrument shall have no effect on this Agreement unless agreed to by the City, specifically and in writing in a document of equal dignity herewith, and any and all terms, provisions, and conditions contained therein, whether printed or written or referenced on a Web site or otherwise, shall in no way modify the covenants, terms, and provisions of this Agreement and shall have no force or effect thereon. Section 10. Severability. If any term, provision or condition contained in this Agreement shall, to any extent, be held invalid or unenforceable, the remainder of this Agreement, or the application of such term, provision or condition to persons or circumstances other than those in respect of which it is invalid or unenforceable, shall not be affected thereby, and each term, provision and condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law when consistent with equity and the public interest. Section 11. Waiver. The failure of the City to insist in any instance upon the strict performance of any provision of this Agreement, or to exercise any right or privilege granted to the City hereunder shall not constitute or be construed as a waiver of any such provision or right and the same shall continue in force. Section 12. Captions. The section headings and captions of this Agreement are for convenience and reference only and in no way define, limit, describe the scope or intent of this Agreement or any part thereof, or in any way affect this Agreement or construe any provision of this Agreement. Section 13. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which, taken together, shall constitute one and the same document. Section 14. Binding Effect. This Agreement shall be binding upon and inure to the benefit of the successors in interest, transferees and assigns of the parties. Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement, and that it has the legal authority to enter into this Agreement and to undertake all obligations imposed on it. The signatories hereof represent that they have the requisite and legal authority to execute this Agreement and bind the respective parties herein. Section 15. Remedies. The rights and remedies of the parties, provided for under this Agreement, are in addition to any other rights and remedies provided by law or otherwise necessary in the public interest. Section 16. Governing law, Venue and Interpretation. This Agreement is to be governed by the laws of the State of Florida. Venue for any legal proceeding _ _ _ _41Page related to this Agreement shall be in the Eighteenth Judicial Circuit Court in and for Seminole County, Florida. This Agreement is the result of bona fide arms length negotiations between the City and RTR, and all parties have contributed substantially and materially to the preparation of the Agreement. Accordingly, this Agreement shall not be construed or interpreted more strictly against any one party. than against any other party and all provisions shall be applied to fulfill the public interest. IN WITNESS WHEREOF, the City and RTR have executed this instrument for the purpose herein expressed and RTR represents and affirms that the signatories below have full and lawful authority to bind RTR in every respect. n ATTEST: Traci Houchin, CMC, FCRM City Clerk Approved as to form and legal sufficiency. �Oa �/' William L. Colbert, City Attorney ATTESTMITNESS: pert J. RerC(y, Vice President/Secretary C RTR FINANCIAL SERVICES, INC., a New York corporation. Robert T. Reilly, President Dated: of q 5 1 P a g e PROPOSAL TO: City of Sanford Debt Collection Services Solicitation Number: RFPI 8/19-48 Due: July 23, 2019 SUBMITTED BY. RTR Financial Services, Inc. Robert T. Reilly, President Phone: 718-668-2881 Email: RReilly@rtrfs.com A+ Rating IMIFfNANCIAL SERVICES; June 3, 2019 Marisol Ordonez, Purchasing Manager City of Sanford Purchasing Division 300 N. Park Avenue, Suite 243, 2nd Floor Sanford, Florida 32771 Re: Debt Collection Services/RFP 18/19-48 Dear Ms. Ordonez, On behalf of RTR Financial Services, Inc. (RTR), I am pleased to submit this proposal to the City of Sanford (the City) in response to your Request for Proposal (RFP) for Debt Collection Services. I would like to take this opportunity to briefly draw your attention to the following points regarding our proposal, which we believe will demonstrate our understanding of the scope of work: Experience Serving Public Sector Organizations: Since 1998, RTR has successfully served the accounts receivable management (ARM) needs of large public sector clients including the City of New York Department of Finance; Nassau County's Traffic & Parking Violations Agency; and the City of Passaic, New Jersey for Municipal Court Debt. It is especially important to note that we hold a similar contract with Hillsborough County, Florida Public Utilities. • Hands -On Expert Management Team: RTR is led by a team of industry veterans offering decades of individual experience. Combined, this hands-on team provides RTR staff with the guidance, expertise, and leadership necessary to build a productive and successful ARM firm. • Proven Track Record of Success: For more than 20 years in continuous operation. RTR has established a proven track record of successfully providing collections and recovery solutions to healthcare and public sector clients. We leverage best -in -class training and technology coupled with strict adherence to process excellence to deliver exceptional results. RTR is headquartered in Staten Island, New York with additional strategic locations in Miami, Florida; Armonk, New York; Buffalo, New York; Woburn, Massachusetts; Madison, Mississippi; and Washington, D.C. Incorporated in New York, RTR is structured to provide the financial strength, stability, and operational capacity to undertake projects of any magnitude and has tenured project staff backed by industry-leading technology and driven by RTR's dedication to performance excellence. Our philosophy includes a commitment to not only meet but also exceed the City's needs using the best industry tools, methods, and personnel. We are public sector and healthcare collection experts and exceed the .u�illll0 FINAN C IAL VICES#,R qualifications for this RFP with more than 20 years in business and have achieved in excess of $17 million in revenue. President Robert T. Reilly and Executive Vice President/Chief Operating Officer Robert J. Reilly are the individuals authorized to make representations on behalf of RTR. They can be reached at our corporate headquarters located at 2 Teleport Drive, Suite 302, Staten Island, NY 10311; via telephone at 718-668-2881; or by email at RReilly@rtrfs.com for Robert T. Reilly and RJReilly@rtrfs.com for Robert J. Reilly. Both individuals are authorized to legally bind RTR in this contract. RTR commits to performing the work for this contract in a timely manner that meets the City's requirements in both our home state of New York and in Florida, where we maintain a satellite office. RTR acknowledges that the contents of our proposal are, to our knowledge, true and accurate, and we can meet the requirements of this RFP, including but not limited to insurance and licensing requirements. If you have any questions regarding our proposal, please do not hesitate to contact me by phone at 917-297-9472, by email at RReilly@rtrfs.com, or by mail at 2 Teleport Drive, Suite 302, Staten Island, NY 10311. If I cannot be reached, please contact my assistant, Britni Marano, at 718-668-2881, ext. 101 or by email at BMarano@rtrfs.com. Sincerely, Robert T. Reilly President CITY OFSA0RJKD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 Table of Contents EXECUTIVESUMMARY ....................................................................................................................... 1 TAB /\- Firms Qualifications and Experience ........................................................................... 2 TAB []- Similar Projects ------------------------------------..13 TAB{}-Project Approach ........................................................................................................... 19 --- -------- --- - -- �� ---'- '- ------- � ------ - -�----_�.�-�20 - T�ohn�oa ��promoh--..--.-.-.---------.-.-----.-.-.--.--.----.-.---.----- TAB [} - RFP Solicitation Response Required forms ............................................................. 3S TabE: Fee Schedule .................................................................................................................... 37 TABF: Additional Information ..................................................................................................... 39 4l Exhibit A: SaD1pleLe�e[S------------------------------------. ExhibitB: Sample Reports ........................................................................................................... 42 CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 EXECUTIVE SUMMARY RTR Financial Services, Inc. (RTR) greatly appreciates the opportunity to submit this proposal to the City of Sanford (the City) in response to your Request for Proposal (RFP) for Debt Collection Services. Since 1998, RTR has successfully served the accounts receivable management (ARM) needs of high-profile, high-volume public sector clients. We are municipal receivables experts with more than -20 years in business, contracts with multiple multifacility public sector organizations, and in excess of $17 million in revenue. RTR is headquartered in Staten Island, New York with additional locations in Miami, Florida; Armonk, New York; Buffalo, New York; Woburn, Massachusetts; Madison, Mississippi; and Washington, D.C. RTR Specializes in Public Sector Collections. We Are Ready to Service the City. RTR has experienced continuous growth with 250 employees and seven locations strategically positioned throughout the U.S. RTR prides itself on developing and maintaining long-term relationships with clients. Some of our recent contracts in the past three years include the following: • Hillsborough County, Florida Public Utilities: The contract with the county, which has approximately 1.2 million residents, has estimated annual placements of about $400,000 with average account balances between $30 and $400. • New York City Department of Finance: For the city of more than 8.6 million residents, more than 200,000 businesses, and more than 62 million visitors annually, RTR handles millions of accounts for parking tickets, red light cameras, and other traffic violations; Environmental Control Board liens; and business and excise taxes each year. • City of Passaic, New Jersey for Municipal Court Debt: This contract covers approximately 70,000 residents with more than $8 million in initial placements. • Nassau County (New York) Traffic & Parking Violations Agency: The contract with the county, which has approximately 1.4 million residents and nearly 50,000 businesses, places about $2.6 million annually. r CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 TAB A - FIRM'S QUALIFICATIONS AND EXPERIENCE I'lliffol m CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 FIRMS QUALIFICATIONS AND EXPERIENCE INCLUDE THE FOLLOWING; L THE FIRM MUST HAVE BEEN ESTABLISHED AS A LEGAL ENTITY, BE LICENSED IN THE STATE OF FLORIDA, AND THE PRINCIPALS OF THE FIRM MUST HAVE PERFORMED CONTINUOUS DEBT COLLECTION SERVICES FOR A MINIMUM OF FIVE (5) YEARS. RESUMES FOR EACH MANAGERIAL AND SUPERVISORY PERSON TO BE ASSIGNED TO THE DEBT COLLECTION SERVICES SHOULD BE SUBMITTED AND INCLUDED THE FOLLOWING INFORMATION; Established in 1998, RTR is headquartered in Staten Island, New York with additional strategic locations in Miami, Florida; Armonk, New York; Buffalo, New York; Woburn, Massachusetts; -Madison, Mississippi;_ and Washington, D.C. Incorporated in New York, RTR is structured to provide the financial strength, stability, and operational capacity to undertake projects of any magnitude and has tenured project staff backed by industry- leading technology and driven by RTR's dedication to performance excellence. Our philosophy includes a commitment to not only meet but also exceed the City's needs using the best industry tools, methods, and personnel. We are public sector collection experts and exceed the qualifications for this RFP with more than 20 years in business and have achieved in excess of $17 million in revenue. We are licensed to collect debt in the state of Florida. RTR is led by a team of industry veterans offering decades of individual experience. Combined, this hands-on team provides RTR staff with the support and guidance needed for success. All upper management -level team members can be reached at our corporate headquarters at 2 Teleport Drive, Staten Island, NY, 10311 and by phone at 718-668- 2881. We also have an office in Miami, Florida, where the City will have a direct contact available for on-site meetings and convenient contact as needed. Please refer to Item 5.02.13, below for detailed biographies of RTR's management team. A. BRIEF HISTORYAND ORGANIZATION STRUCTURE OF YOUR FIRM. INDICATE HOME OFFICE LOCATION, OFFICE HANDLING ACCOUNT, OFFICE HOURS, NUMBERS OF EMPLOYEES, ETC. Established in 1998, RTR is incorporated and headquartered in Staten Island, New York with additional strategic locations in Miami, Florida; Annonk, New York; Buffalo, New York; Woburn, Massachusetts; Madison, Mississippi; and Washington, D.C. We currently employ 250 industry professionals. RTR's trained account specialists are available to take customer calls from Monday to Thursday 9 a.m. to 8 p.m. and Friday and Saturday 9 a.m. to 5 p.m. EST. Hours can be adjusted to accommodate the unique needs of the City at your request. Please note that all outbound calls, including follow-up calls for late or missed payments, are placed within the guidelines and hours of the Fair Debt Collection Practices Act (FDCPA). We typically return calls within one business day, though most calls are returned the same day. B. SEE SECTION 5.02 FOR FURTHER DETAILS. Please see below for our responses to each item in Section 5.02 of the RFP. t 10311 CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 5.02 FIRM QUALIFICATIONS AND EXPERIENCE -TAB A"(35 POINTS). A. LETTER OF TRANSMITTAL. PROVIDE A LETTER OF TRANSMITTAL, NO LONGER THAN TWO (2) PAGES, SIGNED BYAN AUTHORIZED REPRESENTATIVE OF THE PROPOSER, INCLUDING A BRIEF DESCRIPTION OF YOUR FIRM'S LOCATION, ORGANIZATION STRUCTURE, AND PHILOSOPHY. (THIS SECTION IS NOT INCLUDED IN THE OVERALL PROPOSAL THIRTY (30) PAGE COUNT) Please see our letter of transmittal included at the beginning of this proposal. B. INDIVIDUALS AND QUALIFICATIONS. IDENTIFYAND INCLUDE QUALIFICATIONS OF SPECIFIC INDIVIDUALS TO BE ASSIGNED TO THE PROJECT (INCLUDE NAMES, CONTACT INFORMATION, AND RESUMES) AND SPECIFY WHICH SERVICES THE INDIVIDUALS WILL PROVIDE TO THE CITY RTR is led by a team of industry veterans offering decades of individual experience. Combined, this hands-on team provides RTR staff with the support and guidance needed for success. All upper management -level team members can be reached at our corporate headquarters at 2 Teleport Drive, Staten Island, NY, 10311 and by phone at 718-668- 2881. We also have an office in Miami, Florida, where the City will have a direct contact available for on-site meetings and convenient contact as needed. Following are biographies of RTR's management team. ROBERT T. REILLY, PRESIDENT Robert founded RTR Financial Services, Inc. in 1998 after a lengthy and successful career in accounts receivable management. With a reputation for getting results through effective recovery programs and a staff of industry experts, RTR now provides collection services to some of the largest hospitals and organizations in the New York metropolitan area. Institutions—peerless in ability, scope, and fame—have partnered with RTR to realize healthier financial futures through RTR's unique revenue management solutions services. Robert has been in the collections industry for over 40 years. From 1977 to 1996, he was the office administrator for Margolin & Meltzer, a law firm specializing in healthcare collections. In 1996, he joined EE&C Financial Services, Inc. as vice president of operations, with his responsibilities including oversight of all collection operations. Translating the company's success in healthcare collections to broader markets, Robert is leading RTR's expansion into new asset classes. In 2012, his efforts culminated in signing the Traffic & Parking Violations Agency for Nassau County, Long Island, one of the top 12 wealthiest counties in the nation. In addition, in 2016, RTR began collection work for the New York City Department of Finance. ROBERT J. REILLY, EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICERAND EXECUTIVE PROJECT MANAGER FORTHIS CONTRACT Backed by over a decade of experience in institutional collections, Robert manages the day-to-day operations of the company and is the key liaison between RTR and its clients 4 INTINANC'L S, RVI.INc, CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/1.9-48 DUE: JULY 23, 2019 during transition phases. A major part of his role is ensuring continuous support and open communication with clients, such as working with an IT department to ensure successful data transfers. Robert has played a leadership role in creating RTR's staff training programs and has worked closely with our clients through their accounting system conversions. Robert has served RTR since 2006. He drives company initiatives for excellence for contracts, compliance, technology, accounting, and administration. HON. VETO FOSSELLA, ESC, SENIORVICE PRESIDENT OF CLIENT SERVICES Vito joined RTR in 2016. A former congressman, Vito Fossella represented the 13th - - Congressional District located in New York City, in the U.S. House of Representatives from 1997 to 2009. He is focused on fostering new client relationships and ensuring client satisfaction. He works with new partnerships to develop customized solutions that go above and beyond expectations. While in Congress, Vito served on the powerful committees on Energy and Commerce as well as Financial Services. Vito focused extensively on improving and strengthening Medicaid, HMOs, Medicare Part B, child health, hospital construction, mental health, maternal and child healthcare, and the insurance market overall. Prior to Congress, Vito served on the New York City Council, representing Staten Island. Vito was a management consultant for Deloitte and Touche. Vito has a Bachelor of Science degree from the Wharton School of the University of Pennsylvania, a J.D. from Fordham University School of Law, and an Honorary Degree in Law from Wagner College. LOUIS KASS, VICE PRESIDENT OF CLIENT SERVICES Louis joined RTR in 2004. In his role at RTR, he is responsible for ensuring client satisfaction. His responsibilities include the following: • Managing a team of client service representatives to ensure that client requests and inquiries are handled effectively and in a timely manner • Overseeing customizations and client -specific configurations • Running monthly client meetings and addressing issues, concerns, and inquiries He currently has over 15 years' experience with RTR starting from the clerical division then to the healthcare insurance division and now in client services as the vice president. Louis received his Bachelor of Science degree from St. Francis College, New York in business management. MONIOUE ORTIZ, VICE PRESIDENT OF REVENUE CYCLE OPERATIONS Monique joined RTR in 2016. She has more than 20 years of healthcare leadership experience in the hospital revenue cycle including central scheduling, customer access, M CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/1.9-48 DUE: JULY 23, 2019 financial services, and information management, as well as client management and vendor relations. Monique is responsible for the following: Overseeing all revenue cycle functions of the collection and management of customer service revenue • Establishing key performance indicators to increase operational productivity and success • Ensuring staff operates in compliance with applicable local, state, and federal regulations • Planning, coordinating, and monitoring all revenue cycle activities to ensure RTR meets client goals • Directing special projects focused on efficiency, productivity, and compliance Monique received her Bachelor of Professional Studies from the New York Institute of Technology. KRISTINAMONTUORI, MANAGER OF REVENUE CYCLE OPERATIONS Kristina joined RTR in 2014. She oversees the accounts receivable department and has a staff of nine. Kristina is responsible for the following: • Ensuring correct cash collections from the insurance carrier based on contract analysis • Monitoring trends with the intent of increasing profit; generating high reimbursement rates and a low level of denials • Creating strategies with specific objectives to reach goals • Preparing and reviewing reports • Communicating with the client and other departments • Knowledge of the overall department function ANGELATOOZE, MANAGER OF CLIENT SERVICES AND COMPLIANCE OFFICER Angela joined RTR in 2009. Throughout her 10 years with RTR she has been an essential part of various departments, which has strengthened her understanding of this business and, specifically, our company. Her experience with us has helped prepare her for her role today. She is responsible for the following: • Working closely with company executives on building new client relationships and ensuring satisfaction for existing clients • Working closely with company managers and supervisors on client implementations and projects and ensuring client requests are addressed and requirements are met • Assisting in the review and creation of potential work proposals FINANCIAL AINC- RI'S. Y 10311 . ��,x.�T>;rs.0 )�o� � EI�...+1.. ; CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 • Connecting with new/potential clients • Organizing and preparing for company conferences and events • Instrumental in the recruiting process • Instrumental in managing staff training initiatives JUSTINE MENDEZ, CUSTOMER SERVICE MANAGER Justine joined RTR in 2003. She and Tyisha Lowery jointly oversee and manage the Customer Service Department and have a staff of 30. Justine is responsible for the fol lowing: • Monitoring and managing various project processes on a day-to-day basis • Hiring, terminating, and managing customer service representatives • Managing and handling all aspects of RTR's SpitFire automated dialer system including managing multiple concurrent dialer campaigns • Analyzing daily progress reports and providing periodic updates to management and others • Responding to and resolving customer inquiries and issues with the "Resolution with Respect" approach • Training staff to effectively resolve customer inquiries and issues • Training, instructing, and monitoring customer service representatives on all aspects of skiptracing and locating account debtors while ensuring that they fully comply with all state, federal, and local laws and regulations TYLSHA LOWERY, CUSTOMER SERVICE MANAGER Tyisha joined RTR in 2003. She and Justine Mendez jointly oversee and manage the Customer Service Department and have a staff of 30. Tyisha is responsible for the following: • Monitoring and managing various project processes on a day-to-day basis • Hiring, terminating, and managing customer service representatives • Managing and handling all aspects of RTR's SpitFire automated dialer system including managing multiple concurrent dialer campaigns • Analyzing daily progress reports and providing periodic updates to management and others • Responding to and resolving customer inquiries and issues with the "Resolution with Respect" approach Ft i EICE. II��. CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 • Training staff to effectively resolve customer inquiries and issues • Training, instructing, and monitoring customer service representatives on all aspects of skiptracing and locating account debtors while ensuring that they fully comply with all state, federal, and local laws and regulations SARA LEE MARTINEZ, DIRECTOR OF INFORMATION TECHNOLOGY Sara has more than 19 years of experience in the information technology arena. Sara's responsibilities include the following: • Managing the IT staff • Overseeing the implementation of client interfaces to RTR's technology • Overseeing all aspects of access, security, and permissions to RTR's collection system and network • Working with company stakeholders to develop innovative solutions to ensure productivity, compliance, and efficiency in RTR's operation • Acting as a key asset in interfacing with clients Sara's experience includes database management including Visual Basic, network management and security, and multiple platforms including Microsoft, Unix/Linux, as well as end-user applications including Microsoft Office, as well as RTR's Zortec system. Prior to joining RTR, Sara worked for Eltman, Eltman & Cooper, P.C. as assistant director of information technology from 1998 to 2003. Sara joined RTR in 2003. STEVE ULANOWSKI, DIRECTOR OF STRATEGIC APPLICATION SERVICES Steve is an IT professional with 36 years of experience in the full life cycle of mainframe, client -server, and web applications in the banking and financial services industries. He has extensive experience with VB.NET, C#.NET, Oracle, and MS SQL Server stored procedures and the MS Office suite including Excel, PowerPoint, and Word VBA. Steve is responsible for the following: • Analyzing and designing the company's proprietary collection system • Designing, coding, and implementing upgrades and improvements to company systems • Handling strategic decisions and implementations for technology interfaces, customizations, and transmissions associated with this contract Steve holds a Bachelor of Business Administration degree in computer systems from Baruch College (CUNY). FINANCIAL 41, lw SERVICES INC. ,. CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 YURIY SHARABUN, ASSISTANT DIRECTOR OF INFORMATION TECHNOLOGY Yuriy assists Sara Lee Martinez with workload in most areas of the department. He will handle all of the technology interfaces, customizations, and transmissions associated with this contract. Yuriy's responsibilities include the following: • Developing, implementing, and supporting interfaces of client data files • Troubleshooting and resolving interface issues • Providing technical support for clients with regard to data transmission, connectivity, and file retrieval From 1998 to 2004, Yuriy was a system analyst at Eltman, Eltman & Cooper, P.C., and since 2005 he has been a system analyst at RTR. Yuriy holds a Master of Science degree in applied mathematics. JOHN TROTTA, MANAGER OF INFORMATION TECHNOLOGY John joined RTR in 2008. He oversees the IT department and has a staff of two hardware and software specialists. His responsibilities include the following: • Managing all RTR servers and desktops and ensuring software updates, security releases, and patches are applied • Granting and revoking system access to RTR staff • Overseeing the RTR help desk and ensuring that service requests are addressed and completed in a timely manner • Maintaining and optimizing server for stability and efficiency CHRISTINE JACKSON, DIRECTOR OF HUMAN RESOURCES Christine joined RTR in 2009. She oversees the Human Resources Department and has a staff of one. She is responsible for the following: • Hiring and on -boarding • Maintaining personnel files • Processing payroll • Employee engagement and retention • Developing and implementing company policies Prior to promotion to her current position, Christine was assistant to the vice president at RTR, responsible for assisting with payroll and HR -related items as well as assisting the vice president. Before joining RTR, Christine was bookkeeper/office manager at Digital Edge where she �►IN NCLAI 9OWN RVICES, INC, CITY OF SAN FO RD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 was responsible for bookkeeping, managing the office, and assisting C -level executives. Christine is currently pursuing a Bachelor of Science degree in psychology at the College of Staten Island. WILLIAMA. HECHT, ESQ, GENERAL COUNSEL Bill received his Bachelor of Arts degree, cum laude, from Ohio University and went on to receive a Juris Doctor degree from the University of Toledo College of Law in 1982. He joined Eltman, Eltman & Cooper, P.C. in 1984 and was managing attorney within two - - -years-He was apartner inthefirm from 1990 until 2002, when he started his own -- - practice, William A. Hecht, P.C., specializing in debt collection. William was admitted to the New York State Bar in 1983, the New Jersey State Bar in 1985, and the Pennsylvania State Bar in 1990. He is also admitted to the U.S. District Court, Southern and Eastern Districts of New York, and the District of New Jersey. He is a member of the New York State Bar Association, the ACA International's Members' Attorney Program, and the New York Chapter of the Healthcare Financial Management Association. PATRICIA HECHT, ESQ, SENIOR COUNSEL Patricia received her Bachelor of Arts degree in 1975 from the University of Illinois, Champaign -Urbana, where she was a James Scholar and elected to the honor society Phi Kappa Phi. She earned her Juris Doctor degree from Villanova University School of Law in 1992. Patricia was an associate at Eltman, Eltman & Cooper, P.C. from 1998 until 2002. She joined William A. Hecht, P.C. in 2002. Patricia was admitted to the Pennsylvania bar in 1992, the New Jersey bar in 1995, and the New York bar in 1999. She is also admitted to the U.S. District Court, Southern and Eastern Districts of New York. Prior to her law career, Patricia earned a Bachelor of Science degree in nursing in 1979 from St. Louis University, where she was elected to Sigma Theta Tau. RTR's Expert Team Is Ready to Serve the City. AIAL Vr1Cri.. . CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 C. LITIGATION. PLEASE LIST ANY PAST AND/OR PENDING LITIGATION OR DISPUTES RELATING TO THE WORK DESCRIBED HEREIN THAT YOUR FIRM HAS BEEN INVOLVED IN WITHIN THE LAST FIVE (5) YEARS. THE LIST SHALL INCLUDE EACH PROJECT NAME AND THE NATURE OF THE LITIGATION. COMPLETE ATTACHMENT "L" DISPUTE DISCLOSURE FORM. It is the nature of the collections industry to deal with the occasional frivolous lawsuit. RTR is no different. We have had five civil lawsuits in the past eight years. To protect the privacy of the debtors, we are not listing their names. Following are the cases: • Federal District Court 2017-cv-07183 12191201 7 Fair Debt Collection Practices Act — Eastern District of New York • Federal District Court 2017-cv-06346 8/21/2017 Fair Debt Collection Practices Act — Southern District of New York • Federal District Court 2015-cv-06278 111212015 Fair Debt Collection Practices Act — Eastern District of New York • Federal District Court 2015-cv-05739 101512015 Fair Debt Collection Practices Act — Eastern District of New York • Federal District Court 2015-cv-04025 71912015 Fair Debt Collection Practices Act — Eastern District of New York D. FINANCIAL INFORMATION. PROVIDE AN OFFICIAL LETTER FROM THE PROPOSER'S FINANCIAL INSTITUTION DETAILING THE FINANCIAL STATUS OF THE PROPOSER. THE LETTER SHALL INCLUDE A CONTACT NAME, ADDRESS, PHONE NUMBER, AND FAX NUMBER. THE FAILURE TO PRODUCE FINANCIAL REQUIREMENTS MAYBE GROUNDS FOR DISQUALIFICATION OF YOUR PROPOSAL RESPONSE AND OFFER. RTR acknowledges and accepts this requirement. We have provided the requested letter in this section. C. THE CITY IS INTERESTED IN THE REASON YOU BELIEVE YOUR FIRM SHOULD BE SELECTED FOR THIS PROJECT. IN PARTICULAR, THE CITY IS INTERESTED IN THE UNIQUE CAPABILITIES OF YOUR FIRM AND THE INDIVIDUALS THAT DISTINGUISHED YOUR FIRM. BE SPECIFICAND RELATE THIS DISCUSSION TO HOW THE CITY WILL BENEFIT FROM YOUR SELECTION. RTR is a full-service accounts receivable management firm with expertise and extensive experience in public sector collections. Our successful programs are inclusive of all required actions and tasks associated with best practices models in the industry. Our proven record of positive and lengthy business relationships with organizations similar to the City speaks to our willingness and ability to implement all functions necessary to recover at the highest possible rates for our clients. At RTR, we believe that the most distinctive aspect of our company is our customer -first attitude. We don't take a cookie -cutter approach to collections or expect you to fit into our prescribed methodology. We fully customize a collection approach to meet your specific needs and requirements. Furthermore, we realize that each of our clients has its own specific set of processes and procedures that must be followed. RTR is highly if '10:311 11 M CITY OF SAN FORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 flexible and experienced in implementing public sector and healthcare contracts, with services and benefits that include the following: • Detailed implementation plan, initiated upon award of contract • Executive -level project management to oversee the City's portfolio • Preliminary data scrubs to ensure efficient collections and fast returns to the City • FDCPA-compliant letter series FDCPA-compliant telephone contact • Continuing skiptracing to locate your patients • Trained account specialists to receive customer service calls from patients • Bilingual patient communications • Carefully recruited and extensively trained staff • State-of-the-art technology to support collection efforts • Flexible payment options for patients • Knowledgeable client services team to answer your day-to-day questions • Customized reporting for the City • Meetings with the City at your request as well as continued phone and email communication RTR Proudly Boasts an A+ Rating from the Better Business Bureau. It is also important to keep in mind that RTR does not subcontract, outsource, or nearsource standard collection activities. All work is performed in our New York offices by our trained and supervised staff. IT IS UNDERSTOOD MANAGERIAL, SUPERVISORYAND STAFF MAY BE CHANGED FORA VARIETY OF REASON. REPLACEMENTS MAY BE MADE AT THE DISCRETION OF THE PROPOSER, PROVIDED THERE IS NO COMPROMISE IN QUALIFICATIONS OR EXPERIENCE. RTR acknowledges and accepts this stipulation. Marc T. Weinberger Vice President Business Banking ] Chase Metro1echCenter, 8th Floor Brooklyn, NY 11245 Phone: (7l8)Z4Z-SDSO Emai|:marc.t.vxeinberger@jpmchase.com Date: May 3D,2Ol9 Re: R.T.RFinancial Services Inc. /Kissirnrnee Florida UUUbms To whom it may concern: Please be advised that the above referenced client has been banking with JPMorgan Chase N.A. since March 1999. Also note they are (and always have been) inexcellent standing. Should you have any questions feel free to contact me directly at (718) 242-5858 or via fax at Sin Marc Weinberger CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019. TAB B - SIMILAR PROJECTS CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019. SIMILAR PROJECTS INCLUDE THE FOLLOWING; I. SEE SECTION 5.03 5.03 SIMILAR PROJECTS -TAB "B"05 POINTS). A. TO DEMONSTRATE EXPERIENCE AND SUCCESS IN CONDUCTING SIMILAR WORK PUBLICAND PRIVATE AGENCIES, THE PROPOSER SHALL PROVIDE MINIMUM OF FIVE (5) REFERENCES OF SIMILAR SIZE PROJECTS IN SIMILAR CIRCUMSTANCES WITH APPROPRIATE REFERENCE INFORMATION, CONCENTRATING ONLY ON THOSE PROJECTS COMPLETED WITHIN THE LAST FIVE (5) YEARS OR CURRENTLY UNDERWAY BY THE PROPOSER'S_FIRM, AS FOLLOWS: 1. CLIENT NAME, CONTACT PERSON, ADDRESS, PHONE, FAX NUMBER AND EMAIL ADDRESS; Please see our reference tables below for all required information. 2. DESCRIPTION OF ALL SERVICES PROVIDED; Please see our reference tables below for all required information. 3. PERFORMANCE PERIOD; AND, Please see our reference tables below for all required information. 4. TOTAL ANNUAL AMOUNT OF CONTRACT. Please see our reference tables below for all required information. 5. REFERENCES. PROPOSERS MUST LIST FIVE (5) REFERENCES RESULTING FROM PROJECTS WHICH WERE PERFORMED WITHIN THE LAST FIVE (5) YEARS. PROPOSERS SHALL COMPLETE AND SUBMIT WITH THEIR RESPONSE ATTACHMENT J'; REFERENCES. UNLESS OTHERWISE STATED TO SUBMIT REFERENCE INFORMATION INA DIFFERENT FORMAT/MANNER, PLEASE COMPLETE AND SUBMIT ATTACHMENT J° WITH YOUR PROPOSAL RESPONSE. Please see our reference tables below for all required information. In addition, we have included Attachment J in this section. B. DESCRIBE ANYSIGNIFICANT OR UNIQUE AWARDS RECEIVED OR ACCOMPLISHMENTS MADE IN PREVIOUS, SIMILAR PROJECTS. RTR is pleased to present the following references to the City. We encourage you to contact our references to learn more about the exceptional service and successful recovery programs RTR provides. FINANCIAL 1 INC CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 HillsboroughFloridaPublic Contact Mike Mann, Manager Email mannm@HCFLGov.net Phone 813-612-7702 Address 601 E. Kennedy Blvd., Tampa, FL 33602 Annual Amount of Contract Placement valued at approximately $400K annually Performance Period 2018—Present Description of Service Third -party debt collection services New ork City Department of Contact Shenneth King, Senior Director, Outside Collection Agency & External Inquiry Unit Email kingshenneth@finance.nyc.gov Phone 212-2914270 Address 59 Maiden Lane, 24th Floor, New York, NY 10038 Annual Amount of Contract Placement valued at approximately $1.7 billion annually Performance Period 2015—Present Description of Service Third -party debt collection services CountyNassau • Violations Agency Contact David Rich, Assistant Executive Director Email drich@nassaucountyny.gov Phone 516-572-0923 CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 City of Passaic, New Jersey MunicipalCourt Contact Kim Prutky, Municipal Court Services & • . Violations i . - 16 Cooper Street, Hempstead, NY 11550 Nassau County Traffic Address Annual Amount of Contract Placement valued at approximately $2.6 million annually Performance Period 2013—Present Description of Service Third -party debt collection services City of Passaic, New Jersey MunicipalCourt Contact Kim Prutky, Municipal Court Services Email kim.prutky@njcourts.gov Phone 609-815-2900, ext. 55273 Address Passaic Municipal Court, 330 Passaic Street, Passaic, NJ 07055 Annual Amount of Contract Placement valued at approximately $8.7 million annually Performance Period 2015—Present Description of Service Third -party debt collection services Following are references that on the surface may not seem to relate directly to the City; however, keep in mind that this experience is significant and beneficial to the City. Through our work with healthcare organizations, RTR has enacted some of the nation's most stringent compliance policies for security and privacy. These same policies will be used to serve the City in this contract. We train our staff to use polite language and tone with your customers, treating them with dignity and respect. In doing so, we help to preserve your good name and reputation. CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019. State University of New York Downstate Medical Contact Bernadette Selby, AVP Revenue Cycle Email bernadette.selby@downstate.edu Phone 718-826-5038 Address _ _ _ __ 450 Clarkson Avenue, Brooklyn,_NY 11203 _ Annual Amount of Contract Placement valued at approximately $47 million annually Performance Period 2015—Present Description of Service Third -party debt collection services LangoneNYU Contact Wes Smith, Senior VP of Patient Financial Services Email wesley.smith@nyumc.org Phone 212-404-4301 Address 14 Wall Street, New York, NY 10005 Annual Amount of Contract Placement valued at approximately $100 million annually Performance Period 1998—Present Description of Service Third -party debt collection services Contact I Scott Mathesie, Director Patient Financial Services Phone 1 631-4444154 Address 1 31 Research Way — Room 164, East Setauket, NY 11733-9113 NAWAN09WAN ma (10311' 17 CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 Email I Scott.Mathesie@stonybrookmedicine.edu Contract Value Approximately $45.5 million annually Contract Dates 2017—Present --Description of Service _-_ _ Third -party debt collection services I UpstateSUNY •• Contact Lisa Kustyn, MBA, Assistant Director of A/R Follow -Up Phone 315-464-2357 Address 750 East Adams Street, Syracuse, NY 13210 Email KustynL@upstate.edu Contract Value Approximately $12 million annually Contract Dates 2018—Present Description of Service Third -party debt collection services 10311 19' 1 1 1"! M City of Sanford I Finance Departnient I Purchasing Division 300 N. Park Avenue Suite 243 2"1 Floor, Sanford Florida 32771 Phone: 407-688-5028, or 5030 1 F ax: 407-688-5021 SANFORD REQUEST FOR PROPOSALS (RFP) Terin Contract . . .... ... ..... TITLE: DEBT COLLECTION SERVICES Attachment "J" References Proposer shall submit as a part of the Proposal package, a ininiinuin or five (5) of the most significant projects which were performed within the last five (5),, ears. Additional references mat, be provided as set forth below, Proiect #1: Proiect Name: Hillsborough CountV, Florida - PublIG Utilities T�,lie of t/Service:Third-r. - rty debt c lli-a(Lfion services L-Addre ss._601 E. Kenned Blvd.. Tampa Florida 33602 1 Contractinu ALtencv/Client: Hillsborou h County. Florida -Public Utilities Contact Name and Phone Mike Mann. MgLnac ier i813' 612-7702 Contact Email Address and Fax #: mannm(a-�HCFLGov. net -------------- Contract Amount. $10,000 1 Date Work Performed: 2018 - Present ..... .... . Proiect #2- Pro:�ect Name: Nassau T--Coupti-Jr & ParlC1119 —Violations Traffic 'hike ofProiect"Sei'vice:Third-t.1 - ------ sery ces Address:1 6 Cooper Street, Hem stead. New York 11550 p Contractinti A2enc\ /Client: Nassau County Traffic& Parkiryog,Y-iolationsAg Contact Name and PhoneEgg :r IQ --i 1,61572-M_z ntactna flAddressandFa #'drich@,nass�qq X_ cpg 1 -nly­_ggyny I Date %Vo rk Perforrned: 2013 - Proiect #3: Project Name: NYU L n oneH spit I for,Se ff-payr,_!9_1 risgrance. H-eceivables T�pe ofProiect/Service :Third -party debt collection services Address: 14 Wall-aft(e (Zw_YP_r_k_N1_QW_yoLk Cantractn� enc lC Tient: Lancone Hospitals Contact Name and Phone #: LWe_�_&Mltb_5L_nJJQ_rVP_QLPa_tien -a- LELn I .Lai_SeLvi_ce:- -Email Address and Fax y,rr�u,v Contract Amount: $15,000,000 1 Date Work Perforined:1998 - Present Proiect #4; Project Name:New Yorkartmenta & _Finance for Traffic Violations Environmental t T-Ilie of Prokect/Service: third.-)artr.debt collection services 4ddress:59 Maiden_Lane, 24th Floor, New York. New York 10038 C:ontrjactii2,A�enc% /Client: rqevv -------- Contact Name and Phone #: Shenneth King, SrDi . r., Outside Collection Acten cv & - E , Xtern al In ---------- ontact -mail Address and Fax 4:_K1ag.she_nnetb_P5_,finance. AQV Contract Amount: $1.100,000 Date Work Performed: 2015 - Present Pro iect 45: Project Nainc:_CLlty_pf pass_atq TLpe of�Project/Seryice:ThiLd ty_ftbt collection services Address: Passaic Municinaf.Court 330 Passaic Street, Passaic New Jersey.__Q7P_5_ Contractin Cantact Name and hone fi: Kim Prutk M !1iqi�j Court SCrvEces (49i 815-2900 ext. 55273 Contact Finarl-AddieS, and Fax #: kim.prutky@njcourts.gov Contract Amount: 510 OOti _.—_ _.____._.___�� Date Work Pertarn�ed: 2015 -Present PLEASE COMPLETE AND SUB MITWITH YOUR RFP RESPONSE —Failure to submit this form may be grounds for disqualification of your submittal - 11 PUR-F-304 11cv 04.;2017 --- - -------- -------- 41 CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 TAB C - PROJECT APPROACH iCI�A.L ICES, lig : CITY OF SANFORD DEBT COLLECTION SERVICES RFP 1.8/19-48 DUE: JULY 23, 2019 PROJECT APPROACH INCLUDE THE FOLLOWING; 1. INDICATE WHETHER THAT PEER REVIEW INCLUDED A REVIEW OF LOCAL GOVERNMENT CLIENT ACTIVITIES. RTR is happy to further discuss this item with the City. At this time, we do not have a peer review process in place for review of local government client activities. 11. PROVIDE A COLLECTION PLAN (I.E. WHAT RESOURCES DO YOU HAVE TO WORK YOUR ACCOUNTS). To meet all requirements of the RPP, we arepresenting our collection plan in accordance with the questions in Section 5.04. Please see below for a detailed description of our collection methodology and work processes. 5.04 PROJECT APPROACH - TAB "C" (25 POINTS). A. STATE YOUR FIRM'S TECHNICAL APPROACH TO THE PROJECT AND THE INTERPRETATION OF THE SCOPE OF SERVICES REQUIRED. RTR proposes a proven, compliant collection approach for the City that we believe will help you realize high recovery rates. We are poised to perform all tasks as presented in the Scope of Services, and already provide similar services to numerous clients in the public sector. TECHNICAL APPROACH RTR's collection process is built on a foundation of a commitment to compliance and a determination to maximize recovery rates for our clients. Our collection process is customized to meet your needs and begins upon receipt of each new placement file. RECEIPT OF PLACEMENT FILES Upon receipt of each placement file, RTR uploads the data into our collection system. This process occurs within one business day or less. You will receive an acknowledgment letter each time we receive a new file. INITIAL DATA SCRUBS Initial placement files are scrubbed against the USPS National Change of Address (NCOA) database, which provides the most recent mailing address on record. At this time we also scrub for customers who have declared bankruptcy or are deceased. A final scrub identifies cellphone numbers to ensure that we are in compliance with the Telephone Consumer Protection Act (TCPA) and do not auto -dial cellphone numbers. The initial scrub occurs overnight following the receipt of each placement file. The following business day, the initial letter is sent, and we begin telephone contact with the customer. IL _ E , NTC CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 COMPLIANT COMMUNICATIONS WITH YOUR CUSTOMERS RTR combines FDCPA-compliant letters and phone campaigns to maximize recovery from the moment we receive your first placement file. We train our staff to use polite language and tone with your customers, treating them with dignity and respect. In doing so, we help to preserve your good name and reputation. WRITTEN CORRESPONDENCE Letter strategies are created for each individual client in compliance with the FDCPA to ensure quality and customer satisfaction. Our letters request payment and advise customers of their right to dispute the claim in accordance with the guidelines of the FDCPA. Bilingual letters are also used to enhance communication with Spanish speakers. Our letters are intentionally written with subtle, polite language, designed to motivate customers to satisfy their obligation to you, as this is our first communication with your customers. Please refer to Exhibit A for sample letters. INITIAL LETTER TO CUSTOMERS Each customer receives an initial letter immediately upon placement, following the data scrub to ensure that we have the most current address on file. RTR letters are carefully written to ensure compliance with the FDCPA. All letters inform the customer of the reason for the debt and the amount owed. RTR provides a coupon with each letter to ensure prompt and immediate payment. RTR will customize your letters to accommodate the City's requirements, provided the specifications meet FDCPA guidelines. Please refer to Exhibit A for samples of our collection letters. RTR also offers secure online payment options on our website, https://www.rtrfs.com/pay. Customers are given the option to pay their account by Visa, MasterCard, Discover, and American Express, 24 hours a day, seven days a week, when it is convenient for them. DILIGENT, COMPLIANT TELEPHONE COMMUNICATION Although written communication is important, we consider the letter series a secondary means of collection and make every effort to establish telephone contact with the customer within the parameters dictated by law. We have found that telephone communication is an invaluable asset in collection recovery, unmatched by any other nonlitigious form of communication. RTR owns and maintains its own predictive dialer system, capable of making up to 1,000 calls per hour, allowing us to make telephone contact with a customer shortly after account referral. Our highly trained staff of account management specialists works with customers to impress upon them the importance of a timely acknowledgment and CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 resolution of their accounts. RTR is a member in good standing of ACA International and our collection staff is required to abide by the ACA International Code of Conduct. RTR Representatives Communicate in Polite, Professional Tone and Language, Preserving Your Good Name and Reputation. TELEPHONE INQUIRIES FROM CUSTOMERS RTR's trained account specialists are available to take customer calls from Monday to Thursday 9 a.m. to 8 p.m. and Friday and Saturday 9 a.m. to 5 p.m. EST. Hours can be adjusted to accommodate the City. Please note that all outbound calls, including follow- up calls for late or missed payments, are placed within the guidelines and hours of the FDCPA. We typically return calls within one business day, though most calls are returned the same day. Any correspondence, phone contact, or communication with a customer is documented immediately to expedite appropriate follow-up action. Telephone inquiries received during normal business hours are addressed immediately. Those made outside of the normal workday are automatically recorded and returned during the next business day. INTENSIVE SKIPTRACING TOOLS FORTHE CITY'S ACCOUNTS We do not tie dollar thresholds to skiptracing. Because we use so many renowned, automated tools, accounts are searched in batch. Manual skiptracing is used when all other batch -processing attempts have failed to locate the customer. Supported by our state-of-the-art technology, RTR has the tools to quickly and accurately obtain telephone numbers that will supplement the information provided by the City and allow for greater success on collection rates. Our experienced staff of skiptracers works with the most advanced tools in the collections marketplace. We use a variety of the most respected and comprehensive skiptracing tools with electronic access to many of the nation's largest databases, including the following: • Accurint: A service from LexisNexis providing RTR with a direct connection to more than 4 billion current public records • TLOxp: Formerly TLO, now owned by TransUnion, TLOxp supports RTR's k f i NAA 'IAL 22 VIC Lr .INC. CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 extensive skiptracing efforts with powerful tools to locate customers, mitigate fraud, provide identity authentication, and assist in asset recovery • TransUnion: Provides recent contact information and supports asset searches • Experian: Provides access to comprehensive contact data on more than 140 million households and 19 million businesses • Equifax: Provides current and comprehensive right -party contacts by leveraging unique proprietary data sources for millions of customers • Government military information websites: Online searches for customers actively serving in the military • Professional license search databases: Online searches for customers who hold professional licenses Other databases include various Departments of Motor Vehicles, real estate records, and a plethora of online business and residential directories. RTR Uses Extensive Skiptracing Methods Tailored to Government Accounts. PAYMENT ARRANGEMENTS If customers state that they cannot make payment in full, we will advise the City and follow predetermined guidelines regarding establishing payment arrangements. Payment arrangement deadlines are monitored by our proprietary receivables software, which will notify our personnel if a payment is missed. We will rely on automatic updates received from the City to determine whether payments are received as promised. Late payment letters are sent and appropriate follow-up action is taken to ensure accounts remain relevant and engaged. MANAGEMENT REPORTS TO KEEP YOU FULLY INFORMED RTR maintains an extensive library of standard reports to meet the City's needs. Ensuring that reporting parameters are well defined, we will work with you to determine your reporting requirements before the first report on any new referrals is produced. Reports are typically provided on a monthly basis; however, we will comply with all of the City's specifications, providing reports in any format and frequency that you require. ILI M CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 Beyond our library of standard reports, we will produce customized and ad hoc reports to meet any of your ongoing or changing needs. Some of our standard reports include the following: • Acknowledgment Report • Monthly Statement • Account Activity • Close and Return • Change of Address Please refer to Exhibit B for samples of some of our standard reports. B. DEFINE THE ADEQUACY OF RESOURCES, INCLUDING PERSONNEL, LABOR, EQUIPMENT AND SUPPLY RESOURCES, AND OTHER REQUIREMENTS TO PROVIDE THE REQUESTED SERVICES. RTR is fully staffed with a team of 250 qualified individuals. While we continue to recruit throughout the year to increase our continually growing team, RTR is prepared today to serve the City in this contract. CAREFUL RECRUITMENT PROCESS RTR's recruitment process begins with job postings. We advertise in a variety of venues to attract the widest selection of applicants. Some of the places we post ads include ZipRecruiter, Indeed.com, and Craigslist. We also attend job fairs and work with local college job placement offices. Resumes sent through online job sites come to a shared mailbox, Resumes@rtrfs.com. Our manager of staff development reviews the resumes for prior experience, which may include various forms of call center, customer service, sales, and phone experience. We also look for applicants who have worked in an office setting and have basic computer knowledge such as Microsoft Office, and Excel in particular. Applicants who we believe will be a good fit for the available positions are contacted for an interview. The initial phone contact is used to not only schedule an interview but also judge the applicants' phone skills and conduct. Face-to-face interviews are conducted by the manager of staff development and are particularly useful in assessing the applicant's personality and demeanor. During the interview, we review not only applicants' practical experience and commitment to the work but also how they have interacted with colleagues and customers. We perform background screening once we have made a job offer. Applicants are informed of this process during the initial interview. If we decide to offer the candidate a position, a human resources representative sends a conditional offer letter, which has _ _ been approved by our attorney. CITY OF SAN FORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 After candidates accept the terms of the offer, we send them a link to sign the release for the background screening. The background screening is conducted through Verified First, which includes a Social Security trace and InstaCriminal National Search including Global Report and Sex Offender. After the screening report is clear (without flags), we contact the candidate for a start date. New applicants are thoroughly trained prior to working with your customers. Following is an overview of our training process. RTR Team Members Are Trained and Prepared to Work with the City's Customers. ATRAINED, EXPERIENCED STAFF ENSURES SUCCESS RTR is committed to hiring, training, and fostering the best frontline staff in accounts receivable management. An encompassing 90 -day training program consisting of in- house best practices and material created by ACA International empowers the staff at RTR to efficiently, respectfully, and confidently interact with customers. In keeping with a main tenet of RTR training—that every communication with a customer is an opportunity to engage, communicate, learn, and recover—our account representatives strive to create productive, results -driven interactions. The RTR Collector Training Program covers the following topics: • Compliance, including the FDCPA, TCPA, FCRA, and all other applicable laws • Effective communications skills • Treating customers with dignity and respect • Negotiation techniques • Acceptable use of technology • Company policies • Client -specific training Through exceptional attention to quality control, RTR ensures that each employee meets the high standards taught during training and expected by the company and our clients. FDCPA COMPLIANCE TRAINING A hallmark of RTR's commitment to the success and protection of our clients and M CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019. employees is realized in our strict adherence to all applicable debt collection laws and exacting in-house standards, such as following ACA International's code of ethics and standards. Details of the FDCPA play a strong role in staff education, with all representatives required to pass company certification on industry governances within the first week of hire. Given the dynamic nature of the collections industry and the compliances that have to be met, continuous education on industry regulations is a critical part of RTR's staff training. TECHNOLOGY TRAINING FOR EFFICIENCY AND SECURITY Beyond learning about the laws and regulations that govern the industry, our staff is trained to use state-of-the-art receivables management software. By having direct access to these systems and being fluent in their use, RTR's staff brings seamless efficiency to the collection process. A quality control division ensures that each employee is meeting the high standards taught during training and expected by the company and our clients. As part of these practices, RTR's customer service department employs a quality control call recording program. Communications are monitored and played back on a weekly basis to highlight teachable scenarios and improve service effectiveness. RTR STREAMLINES COLLECTIONS WITH STATE-OF-THE-ART TECHNOLOGY RTR's custom-designed collection software was created to track all accounts, recent and aged, within the collection process. Our system was designed to automate workflows; ensure effective and rapid response to changing business conditions; and interface with vital company functions including accounting, reporting, and client services. Major upgrades are planned on an annual basis and budgeted as capital expenses. Upgrades such as updates to security software are made regularly throughout the year as needed. Features and benefits of our software include the following: • Provides control over account work standards • Provides flexibility for client customizations • Provides extensive database for records management and retention • Automates functions for follow-up and letter generation based on account conditions • Has customized business rules that enable RTR to proactively manage accounts for productivity, compliance, and results • Provides extensive reporting options to meet varying client needs • Allows for prioritization of accounts to identify customers with highest propensity to pay t CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 CONFIGURABLE PHONE SYSTEM RTR has recently upgraded our telecommunications system to the Avaya IP Office Phone system. This system enables RTR to scale to 1,000 users at a single site or across locations. This system provides seamless call overflow coverage between our Staten Island and Armonk, New York locations. Following are some of the highlights of our telephone system: • Choice of connections: The system supports analog lines, PRI/T1, and IP -based technologies_ such as SIP (Session Initiation Protocol) trunking. • Automated attendants: RTR can program up to 40 automated attendants with up to six simultaneous calls, to handle almost any customized situation for our individual clients. • Call recording: Recording of incoming or outgoing calls is built in. RTR can set the frequency of recorded calls (all calls, a percentage of calls) or push a button to record calls on demand. • Call recording archival and retrieval: Calls can be easily and securely retrieved from any PC by searching on any number of fields such as date, time, and extension number. Recorded files can also be archived to a storage device. Recordings are used for training and quality assurance purposes. • Call center analytics and reporting: Customized reports include elements such as Agent Time Card, Details Call Report, Call Summary Report, Voicemail Report, etc. PREDICTIVE DIALING SYSTEM To streamline account recovery, RTR uses a predictive dialing system customized for accounts receivable recovery. Following is an overview of our predictive dialing system: • Maker/type: SpitFire Enterprise predictive dialing system • Up to 1,000 calls per hour • 16 account managers per call run • 32 telephone lines • "Live Voice" detection technology • Full integration to RTR accounts software • Automated answering and third -party message delivery • Text -to -speech capability for personalized phone messages SECURE ONLINE ACCESS TO YOUR ACCOUNTS .. , , -- - -1- - _1cc a .. CITY OF SAN FO RD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 per year. The system allows users to view and/or update the status of accounts at their convenience. Users are able to take various actions using the system, such as add notes or change codes on accounts in real time. Our client services team and your project manager are available to assist with any technical or other issues that may arise throughout the duration of the contract. All administrative and support services for this contract are provided at no additional cost. PASSWORD CONTROL ENSURES SECURITY RTR ensures the confidentiality and security of all clients' data. RTR has the following data -protecting protocols in place. • All server rooms/data centers are locked and accessible to IT or management -level personnel. • A super -user password is known by only two members of the IT department. • Administrator passwords are known by only two members of the IT department. • Passwords are required to be changed regularly. • All staff workstations revert to a locked status and screens are blanked if idle for more than seven minutes. SYSTEM BACKUPS To ensure data protection and security in the event of a disaster, RTR performs daily network server backups, which encrypt and store data both in-house and at off-site cloud storage facilities. Systemwide backup is performed nightly on all servers. Data is encrypted and backed up locally on appliances in the data center and the server room. The server room is located in the satellite office. Once backup is completed locally, all encrypted data is then duplicated to off-site cloud storage facilities. • Keep all revisions: 10 days • Keep daily revisions: 10 days • Keep weekly revisions: 4 weeks • Keep monthly revisions: 6 months • Keep yearly revisions: 3 years In addition to saving data in cloud storage, RTR has live co -location servers. In the event of the loss of the primary server located in the Staten Island office, RTR has an additional server in its Armonk, New York office. This system was tested during Hurricane Sandy when the co -location server in the Westchester County office assumed primary functionality over the Staten Island server, which had been damaged in the storm. Co - location servers and cloud storage ensured that our clients' data was safe and that work CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 could continue uninterrupted despite the temporary loss of the company's primary server. C PROVIDE CLEAR STATEMENT OF THE SPECIFIC SERVICES AND TASKS TO BE PERFORMED. INCLUDE INFORMATION CONCERNING EACH TASKAND STAFF COMMITTED TO ACCOMPLISH EACH TASK The table below shows the proposed collection cycle for new placement files. Collection Process Timeline Process Timeline Detail Staff Upon placement, we validate account 6 data field requirements and extract exceptions for manual scrutiny and/or Account Placement additional treatment. and Initial Data Scrub We seek new or updated customer to Begin Collections telephone, address, and ZIP code with Current, Day 1 information via automated locator Complete, and sources to ensure we have the most Accurate Contact current, complete, and accurate contact Information information on file. Identify accounts discovered to be subject to bankruptcy, death, and incarceration. Process accounts against propensity -to- 6 pay attributes and score based on collectability. Analytics and Scoring Days 1-2 Analyze scoring results and develop recovery strategy/strategies that are consistent with your goals. RTR begins contact attempts with an 15 initial demand letter and concurrent call attempts. We continue to make calls to Begins day 1 customers based on results of previous Customer Contact through end of contact attempts and the customers' contract responsiveness and promise to pay. We also work with customers who call RTR with questions regarding their financial obligation to the City. CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 Collection Process Timeline Proposed Process Timeline Detail Staff Extensive Skiptracing Begins day 1 Automated skiptracing is conducted 15 to Locate Customers as required using nationally recognized services. We will initiate a phone call with the City to determine and Out -of -State through end of Manual skiptracing is performed by Days 2-7 Debtors contract collection agents and specialists using Team Assignments administrator, IT, client services, and accounting). Internet tools. Communicate work standards to team. RTR works with customers to encourage 20 them to resolve their financial obligation. Begins day 1 Some of the options that we offer, with Debt Resolution and through end of the City's approval, include payment Follow -Up contract plans, settlements, or compromise offers. Any offers in an amount less than the balance in full are subject to your approval. D. PROVIDE ATYPICAL RESPONSE TIME AND/OR PROJECT IMPLEMENTATION SCHEDULE FOR PROPOSED SERVICES INCLUDING ANYMANAGEMENTAND PLANNING STRATEGIES. Implementation typically takes about 30 days, following the execution of the contract. The plan lays the groundwork for meeting your needs and expectations for this contract. During implementation, RTR will meet with the City to discuss each department's concerns, requirements, and goals. We will customize system interfaces, workflows, reports, calling scripts, and letters to meet each individual department's needs. The following table shows an overview of our proposed implementation plan. This plan can be customized to meet the City's requirements. Proposed Timeline Step Process Day 1 Contract Award Issue notice of award and purchase order if applicable. Initial Meeting with the City We will initiate a phone call with the City to determine work standards. Days 2-7 RTR will assemble all relevant personnel (contract Team Assignments administrator, IT, client services, and accounting). Communicate work standards to team. CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 E. PROVIDE INFORMATION REGARDING ANY PROPOSED INNOVATIVE CONCEPTS THAT MAY ENHANCE THE VALUE AND QUALITY OF THE SERVICES TO BE PERFORMED. We are able to maintain extremely high quality by hiring the best and brightest talent, training them to our highest standards, and closely monitoring daily activities to motivate, support, and inspire our team for excellence. RTR supervises representatives on the collection floor, and our quality control department monitors activities including call recordings and account notes. Accounts are audited on a weekly basis for compliance, accuracy, and quality. Our call monitoring and account auditing system includes the following quality controls: • RTR records every call. Call recordings are saved in digital format in our collection system. • Call recording can be easily and securely retrieved from any PC by searching on any number of fields such as date, time, and extension number. Recorded files can also be archived to a storage device. Our recording system produces analytical reports that enable RTR to audit for quality and compliance. Reports include elements such as Agent Time Card, Details Call Report, Call Summary Report, Voicemail Report, and more. PERFORMANCE MONITORING To ensure that we provide the highest -quality customer service, RTR has a proactive monitoring program in place, including the review of collector phone calls on a routine, ongoing basis. Supervisory staff reviews a sample of each representative's calls on a weekly basis. The performance, quality, and compliance evaluation results of that review t Proposed Implementation Plan Timeline Step Process Days 8-14 IT/File Testing RTR's IT manager will work with the City to discuss file layout, connectivity plan, and file transfer. Days 8-30 Account Specialist Training Agents are trained in the City's specific work standards. We establish data transfer between the City and Days 14-25 Initial File Transfer RTR, test initial transfer to ensure smooth operation of all processes. Accounts are loaded into our proprietary collection Days 25-30 Account Placement software system. An acknowledgment is sent to the City confirming placement of accounts. E. PROVIDE INFORMATION REGARDING ANY PROPOSED INNOVATIVE CONCEPTS THAT MAY ENHANCE THE VALUE AND QUALITY OF THE SERVICES TO BE PERFORMED. We are able to maintain extremely high quality by hiring the best and brightest talent, training them to our highest standards, and closely monitoring daily activities to motivate, support, and inspire our team for excellence. RTR supervises representatives on the collection floor, and our quality control department monitors activities including call recordings and account notes. Accounts are audited on a weekly basis for compliance, accuracy, and quality. Our call monitoring and account auditing system includes the following quality controls: • RTR records every call. Call recordings are saved in digital format in our collection system. • Call recording can be easily and securely retrieved from any PC by searching on any number of fields such as date, time, and extension number. Recorded files can also be archived to a storage device. Our recording system produces analytical reports that enable RTR to audit for quality and compliance. Reports include elements such as Agent Time Card, Details Call Report, Call Summary Report, Voicemail Report, and more. PERFORMANCE MONITORING To ensure that we provide the highest -quality customer service, RTR has a proactive monitoring program in place, including the review of collector phone calls on a routine, ongoing basis. Supervisory staff reviews a sample of each representative's calls on a weekly basis. The performance, quality, and compliance evaluation results of that review t CITY OF SAN FORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 dictate any necessary adjustments to the number of calls reviewed in the future as well as the review time period. Training needs, required disciplinary actions, and appropriate collector commendations are also evaluated as part of the call monitoring program. RTR has the quality controls in place to ensure excellence throughout our operation. Managers monitor inventory reports and dashboards on a daily basis and are able to implement adjustments to staffing, dialer workflows, and other processes as needed. Inventories are established in pooled assignments and distributed to the next available representative. RTR records all inbound and outbound calls. Managers listen to live calls, selected at random, for quality control and training purposes. RTR audits every account each agent processes each month, reviewing the following: • Dialer campaign • Manual dialing of cellphone numbers • Incoming calls • Assists other agents as needed • Guarantor, letters of thanks/appreciation • Dollars and number of accounts paid or partially paid • Percentage of recovery report CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 TAB D - RFP SOLICITATION RESPONSE REQUIRED FORMS CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 RFP SOLICITATION RESPONSE REQUIRED FORMS I. SEE SECTION 5.05 5.05 RFP SOLICITATION RESPONSE REQUIRED FORMS- TAB "D" (10 POINTS). A. INSURANCE CERTIFICATES. PROVIDE COPIES OF YOUR CURRENT LIABILITYAND WORKERS' COMPENSATION CERTIFICATES OF INSURANCE. THE SUCCESSFUL PROPOSER(S) WILL BE REQUIRED TO PROVIDE CERTIFICATE(S) OF INSURANCE EVIDENCING COVERAGE AS REQUIRED IN ATTACHMENT "B", INSURANCE REQUIREMENTS WITHIN FIVE (5) BUSINESS DAYS OF THE ..NOTIFICATION OF INTENT -TO AWARD. NOTE: POLICIES OTHER THAN WORKERS' COMPENSATION SHALL BE ISSUED ONLY BY COMPANIES AUTHORIZED TO CONDUCT BUSINESS IN THE STATE OF FLORIDA, WITH ACTIVE CERTIFICATES OF AUTHORITY ISSUED BY THE STATE OF FLORIDA, DEPARTMENT OF INSURANCE. RTR acknowledges and accepts this requirement. Please see our current insurance certificates included in this section. B. CONFLICT OF INTEREST. PROPOSERS MUST PROVIDE DISCLOSURE OF ANY POTENTIAL CONFLICT OF INTEREST DUE TO ANY OTHER CLIENTS, CONTRACTS, OR PROPERTY INTERESTS FOR THIS PROJECT ONLY. PROPOSERS MUST COMPLETE AND SUBMIT WITH THEIR RESPONSE ATTACHMENT "C", CONFLICT OF INTEREST STATEMENTAND HAVE IT NOTARIZED CERTIFYING THAT NO MEMBER OF YOUR FIRM OWNERSHIP, MANAGEMENT, OR STAFF HASA VESTED INTEREST INANYASPECT OF THIS SOLICITATION ORANY DEPARTMENT WITHIN THE CITY OF SANFORD. RTR acknowledges and accepts this requirement. Please see our completed Attachment C, Conflict of Interest Statement, included in this section. C. NON-COLLUSION/LOBBYING CERTIFICATION. PROPOSERS MUST COMPLETE AND SUBMIT WITH THEIR RESPONSE ATTACHMENT "D", NON-COLLUSION/LOBBYING CERTIFICATION AND HAVE IT NOTARIZED. RTR acknowledges and accepts this requirement. Please see our completed Attachment D, Non-Collusion/Lobbying Certification, included in this section. D. DRUG FREE WORKPLACE CERTIFICATION. IF APPLICABLE, PROPOSERS MUST COMPLETE AND SUBMIT WITH THEIR RESPONSE ATTACHMENT "E", DRUG FREE WORKPLACE CERTIFICATION AND HAVE IT NOTARIZED. RTR acknowledges and accepts this requirement. Please see our Completed Attachment E, Drug Free Workplace Certification, included in this section. E. ACCEPTANCE OF RFP TERMS AND CONDITIONS. PROPOSERS SHALL COMPLETE ATTACHMENT "F" ACCEPTANCE OF PROPOSAL TERMS AND CONDITIONS CERTIFICATION AND HAVE IT NOTARIZED. AN AUTHORIZED SIGNATORY SHALL SIGN PAGE 37 ATTESTING TO KNOWLEDGE OF SCOPE OF SERVICES, COMMITTING TO THE PRICES AS NEGOTIATED, AND ACCEPTANCE OF THE TERMS AND CONDITIONS. THIS FORM MUST BE NOTARIZED. AS STEWARDS OF PUBLIC FUNDS, THE CITY MAINTAINS ALL ADOPTED BUDGETARY PARAMETERS IN THE PERFORMANCE OF ITS CONTRACTS. THE ABILITY OF THE SUCCESSFUL PROPOSER TO MAINTAIN A SENSE OF FISCAL RESPONSIBILITY SHALL BE FAVORABLY CONSIDERED IN THE EVALUATION OF PROPOSALS. RTR acknowledges and accepts this requirement. Please see our completed Attachment o i vj0311 oil CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 F, Acceptance of Proposal Terms and Conditions Certification, included in this section. F. ADDENDA ACKNOWLEDGEMENT. IF APPLICABLE, PROPOSERS MUST COMPLETE AND SUBMIT WITH THEIR RESPONSE ATTACHMENT "G , ADDENDUM ACKNOWLEDGEMENT. RTR acknowledges and accepts this requirement. Please see our completed Attachment G, Addendum Acknowledgement, included in this section. G. CORPORATE STANDING AND AUTHORIZED SIGNATORIES. PROPOSERS MUST PROVIDE A COPY OF THE STATE CERTIFICATE OF GOOD STANDING/ARTICLES OF INCORPORATION LISTING THE OFFICERS OF THE COMPANY. PLEASE COMPLETE AND COMPLY WITH ATTACHMENT 'H", ORGANIZATIONAL INFORMATION AND PROVIDE ONE OF THE FORMS OF EVIDENCE OF SIGNATORY AUTHORITY LISTED IN SECTION III, (1) CORPORATE STANDING AND AUTHORIZED SIGNATORIES. RTR acknowledges and accepts this requirement. Please see our completed Attachment H, Organizational Information, included in this section. H. SUB -CONTRACTORS. PROPOSERS MUST LIST ANY SUB -CONTRACTORS THAT SHALL BE USED TO ACCOMPLISH THE SCOPE OF SERVICES. PLEASE COMPLETE AND SUBMIT ATTACHMENT "I' SCHEDULE OF PROPOSED SUBCONTRACTOR PARTICIPATION. IF NO SUBCONTRACTORS ARE GOING TO BE USED, CHECK THE BOX FOR "NO SUBCONTRACTING (OF ANY KIND) WILL BE UTILIZED ON THIS PROJECT -AT THE TOP OF THE FORM. RTR acknowledges and accepts this requirement. Please see our completed Attachment I, Schedule of Proposed Subcontractor Participation, included in this section. 1. LOCAL BUSINESS TAX RECEIPT. PROVIDE A COPY OF YOUR LOCAL BUSINESS TAX RECEIPT. IN ACCORDANCE WITH SECTION 205.065, FLORIDA STATUTES, A CURRENT DEPARTMENT OF PROFESSIONAL REGULATION CERTIFICATE MAYBE PROVIDED IN LIEU OFA LOCAL BUSINESS TAX RECEIPT, WITH A COPY OF THE CORRESPONDING OCCUPATIONAL LICENSE OF THE HOME STATE, COUNTY, OR CITY. RTR acknowledges and accepts this requirement. RTR is licensed and registered to do business in the state of Florida. We are compliant with all Florida state requirements as they apply to out-of-state vendors. Please see our current registration with the Office of Financial Regulation included in this section. We have also included our New York licenses to show our compliance in our home state. J. PROOF OF LICENSES/CERTIFICATION. PLEASE INCLUDE COPIES OF APPLICABLE LICENSURE/CERTIFICATION, INCLUDING; BUT NOT LIMITED TO: 1. PROVIDE PROOF OF PROPER STATE OF FLORIDA BUSINESS LICENSURE AND PROFESSIONAL CERTIFICATION(S)/REGISTRATION(S) IN THE STATE OF FLORIDA. RTR acknowledges and accepts this requirement. RTR is licensed and registered to do business in the state of Florida. We are compliant with all Florida state requirements as they apply to out-of-state vendors. Please see our current registration with the Office of Financial Regulation included in this section. We have also included our New York licenses to show our compliance in our home state. CITY OF SANFORD DEIST COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019. 2. PROVIDE PROOF OF CORPORATE REGISTRATION TO OPERATE IN THE STATE OF FLORIDA BY THE DEPARTMENT OF STATE, DIVISION OF CORPORATIONS, INFORMATION CONCERNING CERTIFICATION CAN BE OBTAINED AT. HTTP✓/DOS.MYFLORIDA.COM/SUNBIZ/. PLEASE NOTE: CERTIFICATION MUST BE ONACTIVE STATUS ONLY. RTR acknowledges and accepts this requirement. RTR is licensed and registered to do business in the state of Florida. We are compliant with all Florida state requirements as they apply to out-of-state vendors. Please see our current registration with the Office of Financial Regulation included in this section. We have also included our New York licenses to show our compliance in our home state. 3. W-9 FORM. PROPOSERS THAT HAVE NOT DONE BUSINESS WITH THE CITY OR HAVE NOT PROVIDED A W-9 WITHIN THE LAST TWO (2) YEARS MUST SUBMITA W-9 WITH THEIR PROPOSAL. RTR acknowledges and accepts this stipulation. Please see our completed W-9 form included in this section. K FOLLOWING FORMS MUST BE INCLUDED ATTACHMENT M CERTIFICATE OF NON -SEGREGATED FACILITIES, AND ATTACHMENT N COMPLIANCE WITH PUBLIC RECORDS LAWAFFIDAVIT. RTR acknowledges and accepts this stipulation. Please see our completed Attachment M, Certificate of Non -Segregated Facilities, and Attachment N, Compliance with Public Records Law Affidavit. RTRFINA-01 PDIPAOLO ,4`CORt� CERTIFICATE OF LIABILITY INSURANCE DATDIYYYY) 4//161216/2019 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: if the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER RPM Insurance Agency 201 Edward Curry Ave Suite 201 Island, NY 10314 CANMEACT Jennifer R. Gosling PHONE (A/C, No, Ext): (718) 761-8900 646 jwc No):(718) 761-9010 a oAIE ss:Jgosling rpminsurance.com - Staten A X I COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR INSURER(S) AFFORDING COVERAGE NAIC # INSURER A: The Travelers Indemnity Company of America 125666 INSURED INSURERB:The Travelers IndemnityCompany 125658 R.T.R. Financial Services Inc. INSURER C: Travelers Casual Insurance Co of America 19046 �— MED EXP An one person)S 2 Teleport Drive, Suite 302 INSURER D:: INSURER E: Staten Island, NY 10311 INSURER F: COVFRAGFR CFRTIFIRATF NI IRARFR• 01=11iQInA1 KIIHIMCco. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTRTYPE I OF INSURANCE ADDLISUBR IN POLICY NUMBER POLICY EFF IMM/DDIYYYY1 POLICY EXP (MMIDDIYYYYI LIMITS A X I COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR 680 6676B665 2/23/2019 2/23/2020 EACH OCCURRENCE S 11000,000 PREM SE5%a occu encel I S— 300'000 �— MED EXP An one person)S 5,000 PERSONAL&ADV INJURY S 1,000,000 AGGREGATE LIMIT APPLIES PER: POLICY PEOT 0 LOC GENERAL AGGREGATE S 2,000,000 GEN'L X PRODUCTS - COMP/OP AGG S 2,000,000 S OTHER: j A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident 1,000,600 S BODILY INJURY (Per person) S ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS 1680 667613665 2/23/2019 2/23/2020 BODILY INJURY Per accident S S SOL� ONLY AUUTON PacEtleDAMAGEAUTO err S Is B XI UMBRELLA LIAR I OCCUR EACH OCCURRENCE I S 5,000,000 EXCESS LIAB I CLAIMS -MADE CUP 6F747048 2/23/2019 2/23/2020 AGGREGATE s 5,000'000 DED X RETENTIONS 10,000 $ I C WORKERS COMPENSATION AND EMPLOYERS' LIABILITYTAT ANY PROPRIETORIPARTNER/EXECUTIVE Y / N OFFICERIMEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N / A ( UB 3K451391 2/23/2019 2/23/2020 PER OTH- T ER E.L. EACH ACCIDENT 1,000,000 $ E.L. DISEASE - EA EMPLOYEE S 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) RTR Financial Services Inc. 2 Teleport Drive, Suite 302 Staten Island, NY 10311 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE 4 It ACORD 25 (2016103) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD 31 City of Sanford I Finance Department (Purchasing Division 300 N. Park Avenue Suite 243 2id Floor, Sanford Florida 32771 "Y °4 SANFt1RlJ Phone: 407-688-5028, or 5030 ( Fax: 407-688-5021 FINANCi tHC4!:1148 i REQUEST FOR PROPOSALS (RFP) i Term Contract TITLE: DEBT COLLECTION SERVICES Attachment `B" Insurance Requirements Contract Exceeds Contract does not Exceed Contract does not COVERAGE REQUIRED $500,000,180 days and $_500,000,180 days and Exceed $25,000, unusual hazards exist no unusual hazards exist 30 days and no i unusual hazards exist Workers' Compensation Employers Liability Employers Liability -Employers Liability - - $1,000,000.00 $500,000.00 $500,000.00 *Certificates ofexemption are not Each. Accident Each Accident Each Accident acceptable in lieu gfworkers $1,000,000.00 $500,000.00 $500,000.00 compensation insurance Disease Disease Disease $1,000,000.00 $500,000.00 $500,000.00 Commercial General Liability shall include- Bodily Ir lured Liability $3,000,000.00 Per $1,000,000.00 Per $500,000.00 Per and Advertising IrYuring Liability Occurrence Occurrence Occurrence Coverages shall include: Premisesl k Operations; Pr oduetslCompleted Operations; Contractual Liability; $3,000,000.00 General $1,000,000.00 General $500,000.00 General Independent Contractors, Explosion; Aggregate Aggregate Aggregate Collapse, Underground. When required by the City, coverage must be provided for Sexual Harassment, Abuse and Molestation. Comprehensive Auto Liability, $ 1,000,000 Combined $ 1,000,000 Combined $ 500,000 Per CSL,.shall include "any auto" or Single Limit Single Limit Occurrence shall include all of the following: $ 1,000,000 General owned, leased, hired, iron -owned $ 1,000,000 General Aggregate $ 500,000 General autos, and scheduled autos. A gregate Aggregate Professional Liability (when required) $1,000,000.00 $1,000,000.00 $1,000,000.00 Minimum Minimum Minimum Builder's Risk (when required) shall include theft, sinkholes, offsite 100% of completed 100% of completed 100% of completed storage, transit, installation and value of additions value of additions value of additions equipment breakdown. Permission and structure and structure and structure to occupy shall be included and the policy shall be endorsed to cover the 1 interest ofall parties, including the City of I Samford, all contractors and subcontractors. $3,000,000 Aggregate: $1,000,000 Aggregate: $500,000 Aggregate: Garage Keepers (when required) No per vehicle No per vehicle No per vehicle maximum referred maximum preferred maximum preferred $3,000,000 Combined $1,000,000 Combined $500,000 Combined i Garage Liability (when required) Single Limit Single Limit Single Limit $3,000,000 General $1,000,000 General $500,000 General Agate �A;regate A gregate PUR-F-304 Rev 04/2017 31 a. It is noted that Professional Liability, builder's risk, garage keepers and garage liability is not required unless applicable conditions exist. If clarification is needed the CONTRACTOR must request clarification from the City of Sanford Purchasing Office. b. Vendor, Contractor, bidder shall provide, to the City of Sanford "City," prior to commencing any work, a Certificate of Insurance which verifies coverage in compliance with the requirements outlined below. Any work initiated without completion of this requirement shall be unauthorized and the City will not be responsible.- _ c. The City reserves the right, as conditions warrant, to modify or increase insurance requirements outlined below as may be determined by the project, conditions and exposure PUR-F-304 > Certification Terms and Conditions It is noted that the City has a contractual relationship with the named vendor, contractor or provider (collectively referred hereinafter as Contractor) applicable to a purchase order, work order, contract or other form of commitment by the City of Sanford, whether in writing or not and has no such contractual relationship with the Contractor's insurance carrier. Therefore, the onus is on the Contractor to insure that they have the insurance coverage specified by the City to meet all contractual obligations and expectations of the City. Further, as the Contractor's insurance coverage is a matter between the vendor and its insurance carrier, the City will turn to the Contractor for relief as a result of any damages or alleged damages for which the Contractor is responsible to indemnify and hold the City harmless. It is understood that the Contractor may satisfy relief to the City for such damages either directly or through its insurance coverage; exclusions by the insurance carrier notwithstanding, the City will expect relief from the Contractor. a. The insurance limits indicated above and otherwise referenced are minimum limits acceptable to the City. Also, all contractor policies shall to be considered primary to City coverage and shall not contain co-insurance provisions. b. All policies, except for professional liability policies and workers compensation policies shall name the City of Sanford as Additional Insured. c. Professional Liability Coverage, when applicable, will be defined on a case by case basis. d. In the event that the insurance coverage expires prior to the completion of the project, a renewal certificate shall be issued 30 days prior to said expiration date. e. All limits are per occurrence and must include Bodily Injury and Property Damage. f. All policies must be written on occurrence form, not on claims made Form, except for Professional Liability. g. Self -Insured retentions shall be allowed on any liability coverage. h. In the notification of cancellation: The City of Sanford shall be endorsed onto the policy as a cancellation notice recipient. Should any of the above described policies of Sanford in accordance with the policy provisions. i. All insurers must have an A.M. rating of at least A -VII. j. It is the responsibility of the Prime CONTRACTOR to ensure that all sub -contractors retained by the Prime CONTRACTOR shall provide coverage as defined here -in before and after and are the responsibility of said Prime CONTRACTOR in all respects. k. Any changes to the coverage requirements indicated above shall be approved by the City of Sanford, Risk Manager. 32 Rev 04/7017 City of Sanford I Finance Department I Purchasing Division 300 N. Park Avenue Suite 243 2nd Floor, Sanford Florida 32771 error SORD Phone: 407-688-5028, or 5030 Fax: 407-688-5021 A�F FINANCE XARNENY REQUEST FOR PROPOSALS (RFP) Term Contract TITLE: DEBT COLLECTION SERVICES 1. Address of "Certificate Holder" is City of Sanford; P O Box 1788 (300 N. Park Avenue); Sanford, Florida 32771; Attention Purchasing Manager; Phone 407.688.5028/5030 Fax 407.688.5021. m. All certificates of insurance, notices etc. must be provided to the above address. n. In the description of the certificate of insurance please also add the solicitation number and project name. Robert T�Reilly a�_ Typed Mame of AFFIANT Title STATE OF New York _ COUNTY OFTirAm,,17 The foregoing instrument was executed before me this _111lw day of _July _ 2019, by Robert T. Reilly as President of RTR Financial Services Inc. who personally swore or affirmed that he/she is authorized to execute this document and thereby bind the Corporation, and who is personally known to me OR has predaeed as identi€ieatief. 0oommNICNQLA PATRICE DAVIDSON ission Notary Public, State of NewYorkNo,g1 DuAi(stamp) Qualified In T -NOTARY PUBLIC, State ofo y Expires November t, 2A, The City reserves the unilateral right to modify the insurance requirements set forth at any time during the process of solicitation or subsequent thereto. PUR-F-304 PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE IP' Failure to submit this form may be grounds for disqualification of your submittal' 33 Rev 0412017 City of Sanford I Finance Department I Purchasing Division 300 N. Park Avenue Suite 243 2nd Floor, Sanford Florida 32771 1GS ORD Phone: 407-688-5028, or 5030 1 Fax: 407-688-5021 Mlw� XPAR-NMT REQUEST FOR PROPOSALS (RFP) Term Contract Attachment "C" Conflict of Interest Statement X I am the President of RTR Financial Services Inc. with a local office in [Insert Title] [Insert Company Name] --and-principal.office in -Staten Island, New York B. The entity hereby submits a proposal/offer to RFP 18/19-48 Debt Collection Services. C. The AFFIANT has made diligent inquiry and provided the information in this statement affidavit based upon its full knowledge. D. The AFFIANT states that only one submittal for this solicitation has been submitted and tendered by the appropriate date and time and that said above stated entity has no financial interest in other entities submitting a proposal for the work contemplated hereby. E. Neither the AFFIANT nor the above named entity has directly or indirectly entered into any agreement, participated in any collusion or collusive activity, or otherwise taken any action which in any way restricts or restraints the competitive nature of this solicitation, including but not limited to the prior discussion of terms, conditions, pricing, or other offer parameters required by this solicitation. F. Neither the entity nor its affiliates, nor anyone associated with them, is presently suspended or otherwise prohibited from participation in this solicitation or any contract to follow thereafter by any government entity. G. Neither the entity nor its affiliates, nor anyone associated with them, have any potential conflict of interest because and due to any other clients, contracts, or property interests in this solicitation or the resulting project. H. I hereby also certify that no member of the entity's ownership or management or staff has a vested interest in any City Division/Department/Office. 1. 1 certify that no member of the entity's ownership or management is presently applying, actively seeking, or has been selected for an elected position within City of Sanford government. J. In the event that a conflict of interest is identified in the provision of services, 1, the undersigned will immediately notify the City in writing. By the signature(s) below, I/we, the undersigned, as authorized signatory to commit the firm, certify that the information as provided in Attachment "C", Conflict of Interest Statemen'trot "I and correct at the time of submission. AFFIANI—SIGNiiel'URE Robert T. Typed Name of AFFIANT President' - ------- -------- Ytle STATE OF New York COUNTY OF The foregoing instrument was executed before me this 114- day of July 2019, by -Robert T. Reilly _.____ ___ _as _President _of RTR Financial Services Inc. who personally swore or affirmed that he/she is authorized to execute this document and thereby bind the Corporation, and who is personally known to me OR Was NICHOLAPATRIGE QAVIDSON Notary Public, State of Newyork No.01DA Qualified in NOTARY PUBLIC, State of (stamp) Commission Expires November 1, 20.Z,),- JBMIT WITH YOUR RFP RESPONSE 13'Failure to submit this form may be grounds for disqualification of your submittal"rl" PUR-F-304 Rev 04/2017 34 A. This sworn statement is submitted with Proposal, RFP, or Contract Number RFP 18/19-48, Debt Collection Services. B. This sworn statement is submitted by RTR Financial Services Inc. _ whose business address is I'Name of entity submitting sworn statement} 2 Teleport Drive Suite 302, Staten Island New York 10301 _ _ and (if applicable) its Federal Employer Identification Number (FEIN) is 13-4032618 (If the entity has no FEIN, include the Social Security Number of the individual signing this swom statement: N/A C. My name is Robert T. Reil!__,_„_.__ and my relationship to the above is President [Please print name of individual signing} D. NON -COLLUSION PROVISION CERTIFICATION. The undersigned hereby certifies, to the best of his or her knowledge and belief, that on behalf of the person, firm, association, or corporation submitting the bid certifying that such person, firm, association, or corporation has not, either directly or indirectly, entered into any agreement, participated in any collusion, or otherwise taken any action, in restraint of free competitive bidding in connection with the submitted bid. Failure to submit the executed statement as part of the bidding documents will make the bid nonresponsive and not eligible for award consideration. E. LOBBYING CERTIFICATION. The undersigned hereby certifies, to the best of his or her knowledge and belief, that: 1. No City appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence either directly or indirectly an officer or employee of the City, City Council Member of Congress in connection with the awarding of any City Contract. 2. If any funds other than City appropriated funds have been paid or will be paid to any person for influencing or attempting to influence a member of City Council or an officer or employee of the City in connection with this contract, the undersigned shall complete and submit Standard Form -L "Disclosure Form to Report Lobbying", in accordance with its instructions. By the signature(s) below, I/we, the undersigned, as authorized signatory to commit the firm, certify that the information as provided in Attachment "D", Non -Co sion/1Log C afication, is truthful and correct at the time of submission. AFFIANT NATURE _.._... __ .. .Robert T. Reilly Typed Name of AFFIANT President Title STATE OF New York COUNTY OF Q,'r (n nn r n A The foregoing instrument was executed before me this III day of July 2019 , by Robert T. Reiliv _ as President _ _ of RTR Financial Services Inc_ _ _ who personally swore or affirmed that he/she is authorized to execute this document and thereby bind the Corporation, and who is personally known to me OR has-predtieed as~dei*'n -""-' 1 NICHOLA PATRICE DAVIDSON w t Notary Public, Staieof New York NOTARY PUBLIC, State of V\g tort_ (st ' No. 01DA62306 Qualified in Fkz TE AND SUBMIT WITH YOUR RFP RESPONSE COMMis8ion6* il} m may be grounds for disqualification of your submittal's PUR-F-3040�(a8 l5 t 24 2 Rev 0412017 35 City of Sanford ! Finance Department I Purchasing Division 300 N. Park Avenue Suite 243 2nd Floor, Sanford Florida 32771 ry or ORD Phone: 407-688-5028, or 5030 1 Fax: 407-688-5021 �ANF REQUEST FOR PROPOSALS (RFP) Term Contract TITLE: DEBT COLLECTION SERVICES Attachment "E" Drug -Free Workplace Certification When applicable, the drug-free certification form below must be signed and returned with the RFP response. In order to have a drug-free workplace program, abusiness shall: A. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. B. Inform employees about the dangers of drug abuse in the workplace, the business' policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. C. Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in the first paragraph. D. In the statement specified in the first paragraph, notify the employees that, as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of or plea of guilty or nolo contendere to, any violation of chapter 893, Florida Statutes, or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. E. Impose a sanction on, or require the satisfactory participation in, a drug abuse assistance or rehabilitation program if such is available in the employee's community, by any employee who is so convicted. F. Make a good faith effort to continue to maintain a drug-free workplace through implementation of the foregoing provisions. By the signature(s) below, I/we, the undersign as authorized signatory to commit the firm, certify that the information as provided in Attachment "E", Drug -Free Workplace fication, is truthful and correct at the time of submission. AFFIANT SIGNATURE Typed Name of AFFIANT Title STATE OF New York _ COUNTY OF The foregoing instrument was executed before me this .11 day of July2011 by Robert T. Reilly as President _ of RTR Financial Services Inc who personally swore or affirmed that he/she is authorized to execute this document and thereby bind the Corporation, and who is personally known to me -Mian, NICHCLA PATRICE DAVIDSON Notary Public, State of NewYork I I . on r. r. Na 01 DA 0 NOTARY PUBLIC, State of t✓ (sta Qualified in f z. BLIT WITH YOUR RFP RESPONSE — (if applicable) PUR-F-304 Rev 04/2017 36 City of Sanford I Finance Department I Purchasing Division 300 N. Park Avenue Suite 243 2" Floor, Sanford Florida 32771 Phone: 407-688-5028, or 5030 Fax: 407-688-5021 art REQUEST FOR PROPOSALS r Term Contract 1TV-3 I F4 DIM DT"Ii t: ithF.y Attachment "F" Price Proposal and Acceptance of Proposal Terms and Conditions I/we, the undersigned, as authorized signatory to commit the firm, do hereby accept in total all the terms and conditions stipulated and - - referenced in this RFP document and do hereby agree that if a contract is offered -or -negotiated itwill -abide by -the -terms and conditions presented in the RFP document or as negotiated pursuant thereto. The undersigned, having familiarized him/herself with the terms of the RFP documents, local conditions, and the cost of the work at the place(s) where the work is to be done, hereby proposes and agrees to perform within the time stipulated, all work required in accordance with the scope of services and other documents including Addenda, if any, on file at the City of Sanford Purchasing Division for the price set forth herein in Attachment "F" Fixed Price Proposal and Acceptance of Proposal Terms and Conditions. The signature(s) below are an acknowledgment of my/our full understanding and acceptance of all the terms and conditions set forth in this RFP document or as otherwise agreed to between the parties in writing. Proposer/Contractor Name: RTR Fin ncia Seryices Inc. Mailing Address: 2 Telet7ort DrlVe Suite 302. Staten Island, York 10301 l Telephone Number:7( 18 6613-2881Fax Number: (718) 668-1937 E-mail Address: rreiliy(&rtrfs.com _ Robert T. Reilly,FEIN: 13-4032618_ uthorize° Ai �nafory� �✓ Printed Name President _ _ . 7/i l/2019______. Title Date STATE OF New YQrk_,--_ _ COUNTY OF t°ti(tcons The foregoing instrument was executed before me this i14- day of ,1Uly , 20)q , by Robert T. ReiUy as President of RTR Financial Services lnc. who personally swore or affirmed that he/she is authorized to execute this document and thereby bind the Corporation, and who is personally known to me QR has pF@daGGd -S W-Ntific4an NICHOLApATRICEDAVIDSON— NOTARY PUBLIC, State of,:��{nri {stamp)W�NotaryPubk,St8tWNOWYOrk No. Q1 D 62 Qualitled in o mission Etspires November' , 20 PLEASE COMPLETE AND SUBMIT WITH FOUR RFP RESPONSE Oi�' Failure to submit this form may be grounds for disqualification of your submittal`' PUR-F-304 Rcv 04/2017 37 j City of Sanford I Finance Department I Purchasing Division4) 300 N. Park Avenue Suite 243 2°d Floor, Sanford Florida 32771 �+ �'TA ORD Phone: 407-688-5028, or 5030 1 Fax: 407-688-5021 FINANCE Of.PAATI41,'T REQUEST FOR PROPOSALS (RFP) Term Contract I TITLE: DEBT COLLECTION SERVICES Attachment "G" Addendum Receipt Acknowledgement Certification The undersigned acknowledges receipt of the following addenda to -the solicitation document(s) (Give number and date of each): Addendum No. Addendum No. Addendum No. Addendum No. Addendum No. Dated: :: j aA 2-q 2_ r pq Dated: ZS, , _p_ 2i - 2-o 141 Dated: Dated: Dated: By the signature(s) below, I/we, the undersigned, as authorized signatory to commit the firm, certify that the information as provided in Attachment "G", Addendum Receipt Acknowledgement Certification, is truthful and correct at the time of submission. Proposer/Contractor Name: RTR Financial Services Inc. _ _._._ Mailing Address: 2 Teleport Drive Suite 302 Staten Island New York 10301 _ Telephone Number: (718) 668-2881 Fax Number: (718) 668-1937 E-mail Address: rreiilvOrtrfs.com _ _ g ato Robert T. Reilly FEfN:13� `� 18 Authorize Printed Name President _ i 71n/2019 Title Date PUR-F-304 PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE Failure to submit this form may be grounds for disqualification of your submittal"61 38 Rev 04/2017 City of Sanford I Finance Department I Purchasing Division C;Ty pE 300 N. Park Avenue Suite 236, Sanford, Florida 32771 ADDENDUM SANFORI7 Phone: 407-688-5028 or 5030 1 Fax: 407-688-5021 Email: purchasinga<sanfordfl oy #1 DEBT COLLECTION SERVICES DATE: June 24 2019 TO: All Bidders/Proposers FROM: Marisol Ordonez, Purchasing Manager City of Sanford Purchasing Division SUBJECT: RFP 18/19-48 Debt Collection Services I ADDENDUM #1 This addendum is issued to provide additional information, clarification, corrections, additions, deletions and/or answers to questions concerning the above referenced solicitation. All information provided in this addendum is incorporated into the solicitation document as set forth therein. All other parts of the solicitation have been maintained as originally distributed. This addendum supersedes any verbal and/or other instructions given to any bidder/proposer qualified to respond pursuant to the requirements set forth in the solicitation document. I. DUE DATE This Addendum does not change the solicitation due date. As such, the solicitation response is due no later than Tuesday, July 23, 2019 at 2:04PM Local Time. II. QUESTIONS AND ANSWERS (Q&A) The City has received the following question(s) concerning the solicitation: Q l . What volume will would be received monthly for the other lines of debt that were mentioned in the RFP? The RFP only mentions utility and ambulance. Al. The average ambulance service billing is $528.00, 326 days, with the monthly volume average of 167 accounts. The remaining accounts do not have an average or history. Those accounts will be transfer at the time when requested by the City. I.II. CHANGES, ADDITIONS AND/OR CLARIFICATIONS In your scope of work specify how you will be able to bill insurance, provide itemization statements, etc. (i.e. full service agency). In Section 2.03(II) has been modify to read as follow; 2.03 HISTORY I. The City of Sanford's water/sewer utility services approximately 20,000 utility accounts. Approximately .23% of our total accounts referred to collections per month (about 35 accounts) with a balance over $200.00 each. The utility department oversees monthly billing for municipal services. Additional municipal services billed are stormwater and solid waste fees. Late fees of 5% are applied for balances outstanding on the 25`h day after the billing date. The City generally turns accounts over to collection after 60 days. While the city is only expecting to award one vendor for collections, existing collection accounts will not be transferred to the new contractor. PUR-F-212 I Rev. 11/2016 G City of Sanford ( Finance Department I Purchasing Division cnror 300 N. Park Avenue Suite 236, Sanford, Florida 3277111 ADDENDUM SANFoRD ? Phone: 407-688-5028 or 50301 Fax: 407-688-50211 Email: urchasin C6sanfordfl. ov iiYkhYt WARTWL-,7 ' #ll DEBT COLLECTION SERVICES H. The City of Sanford's bills for ambulance services through a third party vendor. The proposer must be capable and willing to work with the third party vendor on receipting items for collection via an excel file. The average ambulance service billing is $528.00, 326 days, with the monthly volume average 167 accounts. The remaining accounts do not have an average or history. Those accounts will be transfer at the time when requested by the City. IV. ATTACHMENTS - City of Sanford- Draft Contract (Sample) Respondents must acknowledge receipt of this Addendum by signing this form below and returning it to the Procurement Division prior to the hour and date specified for receipt of bids/proposals or by including this Addendum with your submittal. Failure to comply may result in disqualification of your response. Acknowledgment is hereby made of Addendum # 1 to RFP 18/19-48 Debt Collection Services. RTR Financial Services Inc. rreillyQ rfs com Name of Firm/Company Contact Email 2 Teleport Drive, Suite 302 Staten Island New York 10311___ Street Address City, State, Zip Code (718) 668-2881 (71$.)668-1937 Telephone Number Fax Number Robert T. Reiliv President Authorized Person Printed Name Authorized Person Title 7/11/2019 _. Authorized -Pqr on Signature , ' Date of Signature PUR-F-212 2 xev. 1 1/2ul b AGREEMENT BETWEEN THE CITY OF SANFORD AND P,-TR cvcc� $ Znc. (l8/i9—ys ) XXX: XX/XX-XX INSERT NAME OF SERVICES C.ottp c t on K-r.,.WA THIS AGREEMENT (hereinafter the "Agreement") is made and entered into this day of May, 2019, by and between the City of Sanford, Florida, a Florida municipality, (hereinafter referred to as the "City"), whose mailing address is 300 North Park Avenue, Sanford, Florida 32771, and R r;ne U; g , _. , a WIz-S `fork. CORPORATION), whose principal and mailing address Suite 3c2;; aS' -t-inn--Woncl, N4 (hereinafter referred to as iPlTl T-, txnc k SArvi�.s Inc- . . The City and P,'CP-, h; may be collectively referenced herein as the parties _ _ _ WITNESSETH: IN CONSIDERATION of the mutual covenants, promises, and representations contained herein and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as follows: Section 1. Recitals. The above statements are true and form a material part of this Agreement upon which the parties have relied. Section 2. Authority. Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement, and that it has the legal authority to enter into this Agreement and to undertake all obligations imposed on it. The persons executing this Agreement for each party certify that they are authorized to bind the party fully to the terms of this Agreement. Section 3. Scope of Agreement; Direction of goods. (a). This Agreement is for the goods set forth in the attachments hereto and ATR FSnancza.L S-wr c" ir,c . agrees to accomplish the provision of services specified in the attachments for the compensation set forth in those documents relating to the provision of crab c ot+ act�rn ssrvtc¢�. Knand aJ_. scvic2 b 1c�2. (b). It is recognized that (INSERT CONTRACTOR NAME) shall provide services as directed by the City. (c). The City's contact/project manager for all purposes under this Agreement shall be the following: (INSERT CONTACT PERSON) (INSERT TITLE) (INSERT DEPT) City of Sanford Post Office Box 1788 1IPaae Sanford, Florida 32772 Phone: 407.688.XXXX Section 4. Effective Date and Term of Agreement. This Agreement shall take effect on the date that this Agreement is fully executed by the parties hereto. This Agreement shall be in effect for a term of X years with the opportunity for additional 1 year renewal periods when in the best interest of the City. The total Agreement length, including all renewals, shall not exceed X years. The decision to renew or extend this Agreement shall be at the discretion of the City. Neel -Schaffer shall review the quality and status of the grant consulting, services delivered to the City with the City on a semi-annual basis. In any event, this Agreement shall remain in effect until the services to be provided by tkTR t-­,rancLo-L --ahc . to the City under each work order have been fully provided in accordance with the requirements of the City; provided, however, that, the indemnification provisions and insurance provisions of the standard contractual terms and conditions referenced herein shall not terminate and the protections afforded to the City shall continue in effect subsequent to such goods being provided by NTR Rrtnncx-o-t —Sarut-c" --vnc­ . No goods, services or actions have been provided prior to the execution of this Agreement that would entitle Neel - Schaffer for any compensation therefor. Notwithstanding the foregoing, the City may unilaterally terminate this Agreement in the event that the City is not satisfied with the goods, services or actions provided by Neel -Schaffer within the 6 calendar months commencing on the first day of the first month after this Agreement commences. Section 5. Compensation. The parties agree to compensation as set forth in the attachments hereto, with the initial purchase of goods being in the amounts set forth in the attachments hereto and as may be set forth in each purchase/work order issued by the City. Section 6. Standard Contractual Terms and Conditions. All "Standard Contractual Terms and Conditions", as provided on the City's website, apply to this Agreement. Such Terms and Conditions may be found at the City's website; which can be reached at: (hftps://www.sanfordfl.gov/departments/flinance/purchasing/contract- terms-and conditions or www.SanfordFL.-gov). The parties shall also be bound by the purchasing policies and procedures of the City as well as the controlling provisions of Florida law. Work orders shall be used, in accordance therewith, in the implementation of this Agreement to the extent deemed necessary by the City in its sole and absolute discretion. Section 7. (INSERT CONTRACTOR NAME) Mandatory Compliance with Chapter 119, Florida Statutes, and Public Records Requests. (a). In order to comply with Section 119.0701, Florida Statutes, public records laws, Neel -Schaffer must: (1). Keep and maintain public records that ordinarily and necessarily would be required by the City in order to perform the service. 2 Page (2). Provide the public with access to public records on the same terms and conditions that the City would provide the records and at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law. (3). Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. (4). Meet all requirements for retaining public records and transfer, at no cost, to the City all public records in possession of RTS Rnon c.c c& -S u c ¢ 8 Tnc . upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the City in a format that is compatible with the information technology systems of the City. RTS P,(-Nc fn .i.ak S,"t-cz (b). If (INSERT CONTRACTOR NAME) does not comply with a public records request, the City shall enforce the contract provisions in accordance with this Agreement. (c). Failure by (INSERT CONTRACTOR NAME) to grant such public access and comply with public records requests shall be grounds for immediate unilateral cancellation of this Agreement by the City. R"rj:� Cine« ACO- Sazr,ta-b :u1c . shall promptly provide the City with a copy of any request to inspect or copy public records in possession of f-�-Tk FFIhanci ak. Ss.d. iL" Mnc- and shall promptly provide the City with a copy of PTfk FinonLc�k -,z c. response to each such request. (d). IF THE CONTRACTOR/VENDOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S (VENDOR'S) DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (407) 688-5012, TRACI HOUCHIN, CMC, FORM, CITY CLERK, CITY OF SANFORD, CITY HALL, 300 NORTH PARK AVENUE, SANFORD, FLORIDA 32771, TRACI.HOUCHIN@SANFORDFL.GOV. Section 8. Time is of the Essence. Time is hereby declared of the essence as to the lawful performance of all duties and obligations set forth in this Agreement. Section 9. Entire Agreement/Modification. This Agreement, together with all "Standard Contractual Terms and Conditions", as provided on the City's website and the attachments hereto (the documents relative to the procurement activity of the City leading to the award of this Agreement) constitute the entire integrated agreement between the City and ATS RNQr,� .Ss ,.A&A. T41- ; and supersedes and controls over any and all prior agreements, understandings, representations, correspondence 3 1 P a g e and statements whether written or oral in connection therewith and all the terms and provisions contained herein constitute the full and complete agreement between the parties hereto to the date hereof. This Agreement may only be amended, supplemented or modified by a formal written amendment of equal dignity herewith. In the event that Ryon czo-L oma �,c. issues a purchase order, memorandum, letter, or any other instrument addressing the goods or services, work, and materials to be provided and performed pursuant to this Agreement, it is hereby specifically agreed and understood that any such purchase order, memorandum, letter, or other instrument shall have no effect on this Agreement unless agreed to by the City, specifically and in writing in a document of equal dignity herewith, and any and all terms, provisions, and conditions contained therein, whether printed or written or referenced on a Web site or otherwise, shall in no way modify the covenants, terms, and provisions of this Agreement and shall have no force or effect thereon. Section 10. Severability. If any term, provision or condition contained in this Agreement shall, to any extent, be held invalid or unenforceable, the remainder of this Agreement, or the application of such term, provision or condition to persons or circumstances other than those in respect of which it is invalid or unenforceable, shall not be affected thereby, and each term, provision and condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law when consistent with equity and the public interest. Section 11. Waiver. The failure of the City to insist in any instance upon the strict performance of any provision of this Agreement, or to exercise any right or privilege granted to the City hereunder shall not constitute or be construed as a waiver of any such provision or right and the same shall continue in force. Section 12. Captions. The section Readings and captions of this Agreement are for convenience and reference only and in no way define, limit, describe the scope or intent of this Agreement or any part thereof, or in any way affect this Agreement or construe any provision of this Agreement. Section 13. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which, taken together, shall constitute one and the same document. Section 14. Binding Effect. This Agreement shall be binding upon and inure to the benefit of the successors in interest, transferees and assigns of the parties. Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement, and that it has the legal authority to enter into this Agreement and to undertake all obligations imposed on it. The signatories hereof represent that they have the requisite and legal authority to execute this Agreement and bind the respective parties herein. 4 1 P a g e Section 15. Remedies. The rights and remedies of the parties, provided for under this Agreement, are in addition to any other rights and remedies provided by law or otherwise necessary in the public interest. Section 16. Governing law, Venue and Interpretation. This Agreement is to be governed by the laws of the State of Florida. Venue for any legal proceeding related to this Agreement shall be in the Eighteenth Judicial Circuit Court in and for Seminole County, Florida. This Agreement is the result of bona fide arms length negotiations between the City and P,-C't and all parties have contributed substantially and materially to the preparation of the Agreement. Accordingly, this Agreement shall not be construed or interpreted more strictly against any one party. than against any other party and all provisions shall be applied to fulfill the public interest. IN WITNESS WHEREOF, the City and (INSERT CONTRACTOR NAME) have executed this instrument for the purpose herein expressed. ATTEST.- Traci TTEST. Traci Houchin, CMC, FCRM City Clerk Approved as to form and legal sufficiency. William L. Colbert, City Attorney ATTEST. CITY OF SANFORD By: Jeff Triplett Mayor Date: (INSERT CONTRACTOR) ti, . RTR FINANCdAL SERNC (IN ERT'NAME) Robert T. Reilly (INSERT- AME} pip 1 -,Y Qaz[L+.i President/DiFeete Secretary/Vice President Dated:7/1112019 5_.1 P a g e City of Sanford ( Finance Department + Purchasing Division 300 N. Park Avenue Suite 236 Sanford, Florida 32771 �;3AiIRD Phone 407-688 5028 or 5030 1 Fax: 407-688-5021 E Email: rurchatio,•!n sanfordfl.�ro� DEBT COLLECTION SERVICES DATE: June 28. 2019 TO: All Bidders/Proliosers FROM: Marisol Ordonez, Purchasing Mana ;cr City of Sanford Purchasing Division SUBJECT: RFP 18/19-48 Debt Collection Services I ADDENDUM #2 ADDENDUM #2 This addendum is issued to provide additional information, clarification, corrections, additions, deletions and/or answers to questions concerning the above referenced solicitation. All information provided in this addendum is incorporated into the solicitation document as set forth therein. All other parts of the solicitation have been maintained as originally distributed. This addendum supersedes any verbal and/or other instructions given to any bidder/proposer qualified to respond pursuant to the requirements set forth in the solicitation document. I. DUE DATE This Addendum does not change the solicitation due date. As such, the solicitation response is due no later than Tuesday, July 23, 2019 at 2:OOPM Local Time. 11. QUESTIONS AND ANSWERS (Q&A) The City has received the following question(s) concerning the solicitation: Q1. Please describe your level of satisfaction with your current or recent vendor(s) for the same purchasing activity, if applicable Al. Good. Q2. What estimated or actual dollars were paid last year, last month, or last quarter to any ineumbents(s)? A2. $900.85 for the month. Q3. If applicable will accounts held by any incumbent(s) or any backlog be moved to any new vendor as a one-time placement at contract start up? A3. Not determined as of yet. Q4. What is your case management/accounting software system of record? A4. Formerly known as H.T.E., SunGard Public Sector and now called Superion. Q5. Who is your electronic payment/credit card processing vendor? Q5. BB&T Qb. What process should a vendor follow, or which individual(s) should a vendor contact, to discuss budget neutral services outside of the scope of this procurement, but related to it, designated to recover more debt prior to outside placement and lower collection costs? r vac—r-� 14 1 Rev. 1112016 A6. Not interested. Q7. How do your current process and/or vendor relationship(s) systemathically determined if the a death or responsible party has occurred? AT Only through notification. Q8. How do your current processes and/or vendor relationship(s) handle the death of responsible Ply? A8. Go through estate process. Q9. Do you have a designated process or policies around deceased accounts today, and automated tool to identify and file probated estate claims? A9. No other than above. Q10. Do you currently search and file probated estate claims? Have you considered an automated tool to identify and file probated estate claims? A10. No. Vendor does. Respondents must acknowledge receipt of this Addendum by signing this form below and returning it to the Procurement Division prior to the hour and date specified for receipt of bids/proposals or by including this Addendum with your submittal. Failure to comply may result in disqualification of your response. Acknowledgment is hereby made of Addendum # 2 to RFP 18/19-48 Debt Collection Services. PiT(?. R non do -C Name of Firm/Company Contact Email ___..��t,_.._._?�� Street Address City, State, Zip Code eiephone Number Fax Number o l 'R,4tu1 Authorized Person Printed Name Authorized Pirsson Signature PUR-F-212 2 Authorized Person Title -1f11-(2oig -. Date of Signature Rev. 11/2016 City of Sanford j Finance Department I Purchasing Division nrr ac 300 N. Park Avenue Suite 236, Sanford, Florida 32771 ADDENDUM oRD Phone: 407-688-5028 or 50301 Fax: 407-688-50211 Email: purchasing/msanfordfl.eov DEBT COLLECTION SERVICES A6. Not interested. Q7. How do your current process and/or vendor relationship(s) systemathically determined if the a death or responsible party has occurred? AT Only through notification. Q8. How do your current processes and/or vendor relationship(s) handle the death of responsible Ply? A8. Go through estate process. Q9. Do you have a designated process or policies around deceased accounts today, and automated tool to identify and file probated estate claims? A9. No other than above. Q10. Do you currently search and file probated estate claims? Have you considered an automated tool to identify and file probated estate claims? A10. No. Vendor does. Respondents must acknowledge receipt of this Addendum by signing this form below and returning it to the Procurement Division prior to the hour and date specified for receipt of bids/proposals or by including this Addendum with your submittal. Failure to comply may result in disqualification of your response. Acknowledgment is hereby made of Addendum # 2 to RFP 18/19-48 Debt Collection Services. PiT(?. R non do -C Name of Firm/Company Contact Email ___..��t,_.._._?�� Street Address City, State, Zip Code eiephone Number Fax Number o l 'R,4tu1 Authorized Person Printed Name Authorized Pirsson Signature PUR-F-212 2 Authorized Person Title -1f11-(2oig -. Date of Signature Rev. 11/2016 City of Sanford I Finance Department I Purchasing Division 300 N. Park Avenue Suite 243 2°a Floor, Sanford Florida 32771 c ry So, C3}2D —._._. Phone: 407-688-5028, or 50301 Fax: 407- 68-5021 .ANF � �u;cE , v. REQUEST FOR PROPOSALS (RFP) Term Contract Attachment "H" Organizational Information The proposer must include a copy of their State Certificate of Good Standing/Articles of Incorporation, which lists the corporate officers, In addition to the aforementioned documents, the Bidder/Proposer must include necessary information to verify the individual signing this proposal/bid and or any co11 ntract document has been authorized to bind the corporation. Examples include: A. A copy of the Articles of Incorporation listing the approved signatories of the corporation. B. A copy of a resolution listing the members of staff as authorized signatories for the company. C. A letter from a corporate officer listing the members of staff that are authorized signatories for the company. TYPE OF ORGANIZATION (Please nlace a check mark (✓) next to applicable type) III State of Incorporation New York Principal Place of Business 2 Teleport Drive, Suite 302, Staten Island, New York 10301 (Enter Address) N decal I.D. or Social Security 113-403261$ ml mbe By the signature(s) below, I/we, the undersigned, as authorized signatory to commit the firm, certify that the information as provided in Attachment "H", Organizational Information, is truthful and correct at the time of submission. Proposer/Contractor Name: R[) Finatl l Senlices lac,.._ Mailing Address: _2 Tele ort Drive Suite 302 Staten Island New York 10301 Telephone Number: kZJB Fax Number: (71$� 66$-1937_ E-mail Address: rrP'ypjrtr�s,c= FEIN: 1 3-A9.32rp'i.8 Authorize $ gnkiy Printed Name President Title Date PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE 'V"Failure to submit this form may be grounds for disqualification of your submittal`' PUR-F-304 Rcv 04/2017 39 Corporation Partnership Non -Profit Joint Venture Sole Proprietorship ; Other (Please specify) State of Incorporation New York Principal Place of Business 2 Teleport Drive, Suite 302, Staten Island, New York 10301 (Enter Address) N decal I.D. or Social Security 113-403261$ ml mbe By the signature(s) below, I/we, the undersigned, as authorized signatory to commit the firm, certify that the information as provided in Attachment "H", Organizational Information, is truthful and correct at the time of submission. Proposer/Contractor Name: R[) Finatl l Senlices lac,.._ Mailing Address: _2 Tele ort Drive Suite 302 Staten Island New York 10301 Telephone Number: kZJB Fax Number: (71$� 66$-1937_ E-mail Address: rrP'ypjrtr�s,c= FEIN: 1 3-A9.32rp'i.8 Authorize $ gnkiy Printed Name President Title Date PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE 'V"Failure to submit this form may be grounds for disqualification of your submittal`' PUR-F-304 Rcv 04/2017 39 State of New York I SS: Department of State I hereby certify, that the Certificate of Incorporation of R.T.R. FINANCIAL SERVICES INC. was filed on 10/26/1998, with perpetual duration, and that a diligent examination has been made of the Corporate index for documents filed with this Department for a certificate, order, or record of a dissolution, and upon such examination, no such certificate, order or record has been found, and that so far as indicated by the records of this Department, such corporation is an existing corporation. W17NESS my band and the official seal of the Department of State at the City of Albany, this 21st day of May two thousand and seven. Special Deputy Secretary of State 200705220359 102 Entity Information Page 1 of 2 Division of Corporations Entity Information The information contained in this database is current through July 17, 2019. Selected Entity Name: R.T.R. FINANCIAL SERVICES INC. Selected Entity Status Information Current Entity Name: R.T.R. FINANCIAL SERVICES INC. DOS ID #: 2309893 Initial DOS Filing Date: OCTOBER 26, 1998 County: RICHMOND Jurisdiction: NEW YORK Entity Type: DOMESTIC BUSINESS CORPORATION Current Entity Status: ACTIVE Selected Entity Address Information DOS Process (Address to which DOS will mail process if accepted on behalf of the entity) R.T.R. FINANCIAL SERVICES INC. 2 TELEPORT DRIVE SUITE 302 STATEN ISLAND, NEW YORK, 10311 Chief Executive Officer ROBERT T REILLY 2 TELEPORT DRIVE, SUITE 302 STATEN ISLAND, NEW YORK, 10311 Principal Executive Office R.T.R. FINANCIAL SERVICES INC. 2 TELEPORT DRIVE, SUITE 302 STATEN ISLAND, NEW YORK, 10311 Registered Agent https:Happext2O.dos.ny.gov/corp_public/CORPSEARCH.ENTITY INFORMATION?p to... 7/18/2019 Entity Information Page 2 of 2 ROBERT REILLY 119 CLARKE AVENUE STATEN ISLAND, NEW YORK, 10306 This office does not record information regarding the names and addresses of officers, shareholders or directors of nonprofessional corporations except the chief executive officer, if provided, which would be listed above. Professional corporations must include the name(s) and address(es) of the initial officers, directors, and shareholders in the initial certificate -of -incorporation, -however -this information is not recorded and only available by viewinu the certificate. *Stock Information # of Shares Type of Stock $ Value per Share 200 No Par Value *Stock information is applicable to domestic business corporations. Name History Filing Date Name Type Entity Name OCT 26, 1998 Actual R.T.R. FINANCIAL SERVICES INC. A Fictitious name must be used when the Actual name of a foreign entity is unavailable for use in New York State. The entity must use the fictitious name when conducting its activities or business in New York State. NOTE: New York State does not issue organizational identification numbers. Search Results New Search Services/Pro=:rams ( Privace Police Accessibility Polic% I Disclaimer I Return to DOS -----�---- �� Homepage � Contact Us https://appext20.dos.ny.gov/corp_public/CORPSEARCH.ENTITY INFORMATION?p to... 7/18/2019 City of Sanford I Finance Department I Purchasing Division 300 N. Park Avenue Suite 243 2°d Floor, Sanford Florida 32771 IVY Of Phone: 407-688-5028, or 5030 Fax: 407-688-5021 SANFORD A}MA EWARYMENY REQUEST FOR PROPOSALS (RFP) Term Contract MENSEEMEM TITLE: DEBT COLLECTION SERVICES Attachment "i" Proposed Schedule of Subcontractor Participation 13"No Subcontracting (of any kind) will be utilized on this project. Solicitation Number: RFP 18/1948 Title. Debt Coliecrion Services _ _ Taal Project Amount: Subcontractor Minority Code (if applicable) Federal ID Company Name Address Phone, Fax, Ernail Trade, Services or Materials portion to be subcontracted Percent (%) of Seo /Contract Dollar Value rt� A PERCENTAGE TOTALS FOR SUBCONTRACTOR PARTICIPATION PERCENTAGE TOTALS FOR: MINORITY SUBCONTRACTOR PARTICIPATION When applicable, the Proposer, will enter into a formal agreement with the subcontractors identified herein for work listed in this schedule conditioned upon execution of a contract with the City. By the signature(s) below, I/we, the undersigned, as authorized signatory to commit the firm, certify that the information as provided in Attachment "I", Proposed Schedule of Subcontractor Participation, is truthful and correct at the time of submission. Proposer/Contractor Name: RTR Financial Services Inc.___ of'iii t♦ —.i ..Ti \. i i � G Telephone Number: 718 - Fax Number: 1718) 688-19337 E-mail Address: rreilly@rtrfs.com __ �,.__. Robert T. Reilly FEIN: 13-4032618 Authorize rt; tory Printed Name Presider��_ __. wm_ 7/t�/2019 Title Date PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE '''Failure to submit this form may be grounds for disqualification of your submittal -6' PUR-F-304 Rev 44/2017 40 Cita- of Sanford j Finance Departnaent I Purchasing Division t 300 N. Park Avenue Suite 243 2" Er Floor, Sanford Florida 32771 l CITY of Plione 407-688-5028, or 5030 Fax- 407-688-5021 :' WkWE UPARTMENY REQUEST FOR PROPOSALS (RFP) Terni Contract 'T'IT'LE: DEBT COLLECTION SERVICES Atfaehment `J" References Proposer shall submit as a part of the Proposal package, a minimurn of five (5) of the most significant projects which were performed within the last five to r rears. Additional references rnaG be provided as set forth beloti�- Prosect #1: Type of Proll ect/Service:Third-oaf d FcciII tion soryices Address_601 E. Kennedy Blvd.. Tama. Florida 33602 Contracting= AE�encv/Client: Hillsborough County Florida - Public Utilities Contact Name and Phone -: dike Mann Manager: (813) 612-7702___. _ Contact Email Address and Fax;?#: mannm cz�HCFLGov.net E ContractAmount. $10,000 — - 1 uDate Work Performed: 2018 - Present � Project #2: Pro'ect Name: Nassau County Traffic & Parking Violations I je of Project/Serv=ice:Third-party_de,bt collectlernmsarvices.-- ...__ . _ _ _---- Address:l6 Cooper Street. Hemp t New York 11550 Contractim-, Atenc\/Client Nassau _CountyTraffic.& Parkirics Violations I'aency- Contact Narne and Phone 9: vDayid_Ft l,.A5 arl__..16 ?!_57 ..( 2 _.___. f dnch�nassaycountyny-goy Contact Lmail Address and l a Contract Amount:535Q.000 i Date t ork l'erfouned 2013 Project #3: Project Name:NYU Langone__Hospitals for Self pay &Insurance Receivables t T�pe,of Project/Service Third party debt collection services _ .__ Address 14WallnStreet, New York. New York 1 Contracting Apenc,, /Client: NYU Langone Hospitals Contact Narne and Phone ##fit V/ %D_ i h ;esn:13arVPrf.Palient Contact Ernait Address and Fax z:wesieE 2ilt€� Contract Amount: $15.000.000 , Date Work Performed:1998 -Present Project #4: Project Name: New York Gita Qartment of _Finance for Traific Violations &_ Environmental -Control Board Liens Type ofProect/Service Third -pa debt collection services_, Address: 59 _Maiden Lane, 24th Floor New_York. New York 10038 Contractor Ai enc%/Client Contact Name and Phone Shenneth„ King, ,Sr Lair_. Outside Collection Agency ,& External ,lnouiry_Unit(21.2) 291-4270 —ii—ti- __.m__.___ _._._ _. _.___._ Contract Arnowlt: $1.100,000 Date Work Performed: 2015 -Present _ Proiert #5: Project Name_Cityof Passaic _New gLrr vMur i~ipa!_Cr�urt_Debt_--__---_----_.______.____.�_----_ T e of Pro Third-pall------ectlSert_iice: dgbt collection services _ . Address Passaic, Municina_l_CourE_._33iJ,Passaic Street_ Passaic Nevi Jersey_'07055 . ContractrnL A .cnc�/Chcnt Q,ity cf Passarc._New Jer$ y. Contact Nalnc and Phone f Kirn Prytky_ tViunicinal Court Services ,i609t815-2900 ext. 55273 _.r._ _ _.__. Contact Email Address and Fax +# kim.prutky@njcourts.gov Contract Amount: X10.000 ! Date Work Performed: 2015 - Present PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE -Failure to submit this form may be grounds for disqualification of ;your submittal— PUR-F-304 Rev 04/2017 41 Attachment "K" l Florida Statutes on Public Entity Crimes 1 THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. 1_, Thisswornstatement-is-submitted-to The City of Sanford by _Robert T. Reilly„ on behalf of RTR Financial ervices Inc whose business address is: 2 Teleport Drive, Suite 02 Staten Island. New York 10311 and (if applicable) its Federal Employer Identification Number (FEIN) is: 13-4032618 (If the entity has no FEIN, include the Social Security Number of the individual signing this statement: N/A )• 2. 1 understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any bid or contract for goods or services, any lease for real property, or any contract for the construction or repair of a public building or public work, involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. I understand the "convicted" or "conviction" as defined in Paragraph 287.133(1) (b), Florida Statutes. means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non jury trial, or entry of a plea of guilt or nolo contendere. I understand that an "affiliate" as defined in Paragraph 287.133(1) (a), Florida Statutes, means: A predecessor or successor of a person convicted of a public entity crime: or An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The owner by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person, A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. I understand that a "person" as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (Please indicate which statement applies.) Tue-Neither the entity submitting this sworn statement, nor any of its officers, director, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity were charged with and convicted of a public entity crime after July 1, 1989. F4s,e The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity was charged with and convicted of a public entity crime after July 1, 1989. PUR-F-304 42 Rcv 04(2017 City of Sanford ( Finance Department ( Purchasing Division 300 N. Park Avenue Suite 243 2"1 Floor, Sanford Florida 32771 cnror SA.IVFURDI Phone: 407-688-5028, or 5030 J Fax: 407-688-5021 . Ft LlY_E C£PAN? £A. REQUEST FOR PROPOSALS (RFP) Term Contract TITLE: DEBT COLLECTION SERVICES F4.,1s,v- The entity submitting this sworn statement, or one of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity was charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. (Attach a copy of the final order.) I_ UNDERSTAND THAT THE SUBMISSION OF. THIS FORM TO THE _CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 (ONE) ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING IN O A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CA ORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. 7/t,1/2019 State of F4G"i,t t— f 0r -I= - County of L -if c i(h.,nc( tl.e� `f crib On this 1 l day of J,_�{ c� 203a.., before me, the undersigned Notary Public of the State of Per+a, personally appeared _ and (Name(s) of individuals who appeared before notary whose name(s) is/are Subscribed to the within instrument, and he/she/they acknowledge that he/she/they executed it. WITNESS my hand and official seal. �s NOTARY PUBLIC, STATE OF Ft: R E)A K1 c�z `dorr- NOTARY PUBLIC 1 SEAL OF OFFICE: �J I.1 1C3t: 1 NICHOLA PATRICE DAVIDSON Notary Public, State of New York (Doommission No.01DAQualified in un Expires November 1, 20 (Name of Notary Public: Print, Stamp, or Type as Personally know to me, (Type of identification Produced) Did take an oath, or -�- Did NOT take an oath. PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE 13''Failure to submit this form may be grounds for disqualification of your submittal-' PUR-F-304 Rcv 04/2017 43 City of Sanford j Finance Department I Purchasing Division 300 N. Park Avenue Suite 243 211 Floor, Sanford Florida 32771 GS Wy OF ORD Phone: 407-688-5028, or 5030 1 Fax: 407-688-5021 nX ";FD`°WA"T REQUEST FOR PROPOSALS (RFP) Term Contract Attachment "L" Disputes Disclosure Form Answer the following questions by answering "YES" or "NO". If you answer "YES", please explain in the space provided, please add a page(s) if additional space is needed. 1. Has your firm, or any of its officers, received a reprimand of any -nature -or been suspended_ by the Department of_ Professional Regulation or any other regulatory agency or professional association within the last five (5) years? h.io 2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a contractor job related to the services your firm provides in the regular course of business within the last five (5) years? tAQ Has your firm had filed against it or filed any requests for equitable adjustment, contract claims or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business? Vii: & If yes, the explanation must state the nature of the request for equitable adjustment, contract claim or litigation, a brief description of the case, the outcome or status of suit and the monetary amounts or extended contract time involved. �Dciu.- encu . I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation or falsification of facts shall be causelor forfeiture of rights for further consideration of the project identified. rm re Date Robert T. Reilly. President Printed or Typed Name and Title PUR-F-304 PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE Failure to submit this form may be grounds for disqualification of your submittal"6' 44 Rev 04/2017 Court Docket Number Date Filed Nature of Action Federal District Court 2017-cv-07183 12/9/2017 Fair Debt Collections Practices Act Eastern District of New York Federal District Court 2017-cv-6346 8/21/2017 Fair Debt Collections Practices Act Southern District of New York Federal District Court 2015-cv-06278 11/2/2015 Fair Debt Collections Practices Act Eastern District of New York Federal District Court 2015-cv-05739 10/5/2015 Fair Debt Collections Practices Act Eastern District of New York Federal District Court 2015-cv-04025 7/9/2015 Fair Debt Collections Practices Act Eastern District of New York status Voluntarily withdrawn Settled Voluntarily withdrawn Settled Voluntarily withdrawn By affixing his signature to this form, the Proposer/Bidder certifies that he does not maintain or provide for his employees any segregated facilities at any of his establishments, and that he does not permit his employees to perform their services at any location, under his control, where segregated facilities are maintained. The Bidder/Proposer certifies further that he will not maintain or provide for his employees any segregated facilities at any location under his control where segregated facilities are maintained. The Bidder/Proposer agrees that a breach of this certification will be a violation of the Equal Opportunity clause in any contract resulting from acceptance of this Offer. As used in this certification, the term "segregated facilities" means any waiting rooms, work areas, restrooms and washrooms, restaurants and other eating areas, time clocks, locker rooms and other storage and dressing areas, parking lots, drinking fountains, recreation or entertainment area, transportation and housing facilities provided for employees which are segregated by explicit directive, or are in fact segregated on the basis of race, color, religious disability or national origin, because of habit, local custom, or otherwise. The Bidder/Proposer agrees that (except where he has obtained identical certifications from proposed subcontractors for specific time periods) he will obtain identical certifications from proposed subcontractors prior to the award of subcontracts exceeding $10,000 which are not exempt from the provisions of the Equal Opportunity clause, and that he will retain such certifications in his files. The nondiscriminatory guidelines as promulgated in Section 202, Executive Order 11246, and as amended by Executive Order 11375 and as amended, relative to Equal Opportunity for all persons and implementations of rules and regulations prescribed by the United States Secretary of Labor are incorporated herein. NOTE, The penalty for making false statements in offers is prescribed in 18 U.S.C. 1001. Date: 7/17,/2019 By: Print Name Title Official Address: 2 Teleport Drive Suite 302 Staten Islands New York 10301 PUR-F-304 PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE 13"Failure to submit this form may be grounds for disqualification of your submittal"O 45 Rev 04/2017 City of Sanford I Finance Department I Purchasing Division 300 N. Park Avenue Suite 243 2°a Floor, Sanford Florida 32771 z rY Sor ORD Phone: 407-688-5028, or 5030 1 Fax: 407-688-5021 'A�. t fMCE��E., REQUEST FOR PROPOSALS (RFP) Term Contract Attachment "N" COMPLIANCE WITH THE PUBLIC RECORDS LAW AFFIDAVIT Upon award recommendation or ten (10) days after opening, submittals become "public records" and shall be subject to - - public disclosure consistent with Chapter 11 -9, -Florida Statutes. Proposers/Bidders_must invoke the exemptions to disclosure provided by law as applicable to the response to the solicitation, must identify the data or other materials to be protected, and must state the reasons why such exclusion from public disclosure is necessary. The submission of a proposal authorizes release of your firm's credit data to the City of Sanford. If the Proposer submits information exempt from public disclosure, the Proposer must identify with specificity which pages/paragraphs of their bid/proposal package are exempt from the Public Records Act, identifying the specific exemption section that applies to each. The protected information must be submitted to the City in a separate envelope marked accordingly. By submitting a response to this solicitation, the Proposer agrees to defend, indemnify and hold the City harmless in the event we are forced to litigate the public records status of the Bidders documents. Bidder Signature of Authorized Representative (Affiant) Date Robert T Reilly, President - Printed or Typed Name and Title of Authorized Representative (Affiant) COUNTY OF (macnu STATE OF FLORHM t On this I-�" day of July 2019 before me, the undersigned Notary Public of the State of personally appeared Robert T Reilly whose name(s) is/are subscri e o he within instrument, and he/she/they acknowledge that he/she/they executed it. WITNESS my hand and official seal. He/She is personally known to me er #as predesed ary Public in and the County and State Aforeme NIGHOLAPATRICEID Timis 'on expires: K) 0QSn1LQJt I c_5? Notary Public, State of Newyork a` No. 01DAB 30 ".�, � Commission Expires Novembor i, 20,�,�. A L "TE AND SUBMIT WITH YOUR RFP RESPONSE "'P' Failure to submit this form may be grounds for disqualification of your submittal PUR-F-304 Rev 04/2017 46 THE LICENSEE IDENTIFIED BELOW IS AUTHORIZED TO CONDUCT BUSINESS AS INDICATED BY THE LICENSE TYPE. LICENSE TYPE: Consumer Collection Agency LICENSE NAME: R.T.R. FINANCIAL SERVICES INC. ORIGINAL DATE 09/09/2015 OF LICENSE: LICENSE CCA9903676 NUMBER: LICENSE EXPIRATION 12/31/2019 DATE: LICENSE MAIN ADDRESS: STREET: 2 TELEPORT DRIVE SUITE 302 CITY: STATEN ISLAND STATE: NY ZIP CODE: 10311 P 10 M— RA i T— Y— Y— co U O C) CIO >— N O z . s CO E W N T 0 N T M T O 0 uj 00 T O N T N T C0 U) i co m E co 00 vo � T O} = Z E- JE} Q� oZ �ca U � o 3m O Zv p w "d v � o v v p cu Cd 7- LA w W A v v ton ° Ca..�v, p w Request for Taxpayer Dire Form tole bleu. octoto2o,8) Identification Number and Certification requester. Do not Deperrmmt of ft Tmasa y send to the 1RS. Internal AevawaService b- Go to wsexamgov/FormM for instructions and the latest Wormation. f pante as SiwYnt �n yoix Income tax ratFxrt} Maine ix regtffred on tltis !«ne donot 1! boa lyric. ' 1LTJL Fanta MM Serines Esc. R t?ustress ttartuttr%r�arrfed enthy iarrw, if C"Wert f m above R.T.R. Fkmid sl Swukes htc- _ m 1 $ '{.tmitClt aopraprtate boX far fexscre'. taix stassif-Katron of tf� parson wlmso narnr> Es Entffied onfrne 1. Cttack oNy ono of e 14 £xetr>p6ons {codes apptY only tD i foWY*V t 4w. boxes. I cermhl entitles. not indivilualS'. see a � r–t ktstttulbrts an page s): o ; ❑ ktWYichra{tsate proprietor rx LI C C.orparaticn ❑ S Corporation Q Pffitnersttip ❑ 7r+st/egtate R ' LLO 81 p timaedrat » tie r ocia gf aHyl ffiby cwnparty. Enter the tax ci�sifftatim (C=C corporation. S=S—petatian, P-Parti—hip) t. `O Nott" Check rite appraOriate bxsx in the trine attars for the tax classification of the ssx3k ntetteber owtur. Do not Gtech ' knm FaTGa r .... - fl aaw9to !tC flat u naa lea front time owner frxU.& faders! rex £tin fps otltatwise, a sir�km rrmmrber r LC that! was orin oI t Is r6.aegxrded from the stoultl diecic the appropriste box fcrttte rax ctasstfN Ww of its owner. LJ 0Lner(,swktStatlfW;s)A-(trarnrrsrcttm,.acara,arsoucusvaHettSJ pp I, 5 Aftwx (rumba. �shbet, and alit, or state w4See btsfrrctions. Paquesta's name and t �ttivnaq 0) lY; Pslhme, Suite 302 6 Cetp. stats and 7P corse Staten 1sfasd, My 10211 "; 7 t3st acaxen raatrtiel(ej tears {ontiorta9 Taxpayer Ederttification Nntntser (nM . Fater your l ItJ fi tete appropriate none The ill provided mot mstc i the reams given on nine i to avoid backup Withholdirtg. For Individuals, this is generally your social security numbor {SSN}. However, for a re6dcht anent, We propriete , Or disregarded entity, see the Instructions for Part 1. later, For other etttitas, ll is your employer identification number (E11,1). If you do not have a number, see Roar to got a 'Toni, pr Mots: If the account Is it,.. more than one nam, aye the instructions for lisle 1. Also see Wbat Morrie and EHePteYe+ Iter csSon suer�ter _ ANn*ntrar To Glre the Requester for guidelines on whose number to enter. 1131-14i0a..3;2 611ia� Certaiica#iotl tktcier penak#es of perjury, t certify lira•,: 1. The number shosm on this form is my correa Taxpayer idendtication number (or I am waiting for a number to be Issued to me): and 2.1 am not subject to backup withholding because: fa) i am exempt fm -n backup withholding, or iisl I have not been notified by the Irdemal Revenue Service (IRS) brei I atm subject to backup wifttfwidkng as a result of a failure to report ant interest or dividends, or (c) the IRS has notified me that I am no longer sub,%a to backup withfwildW. and 3. l an a U.S. citizen or other U.S. person (defined below): and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Cet#[cadon iristrucuons, You must cross out dern 2 above it you have Wan notified by the IRS that you are currently sul*ect to backup wiUt ditq because you have fatted to report at itrtetast and dividends an yeti tax r um. F Eat estate trruactkvus, item 2 does ewe apply. For nxdg a knessst paid, acquisition or abandonment of secured property. canceiatiort of de ti�ttt,isotis to an individual retirement amingement ORA), and geramily, payments other than hnterHSt and der ends, you rxs t mgluiro j,� ,c sitar. th iiit . n, but you must provide your correct TIN. See itte instructions for Part it, wer. Sign ' srgrmtture ar a�, r, �, �. p HM U.S.tmrsonF '��__ '- � Daft � General Instructions Sectlort references are to the Intetrtat Revenue Code unlew Otherwise noted. Futuro developrrmts For the latest triformatifm auou( devokipments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.frs goV1r m W9. Pu poe J of Form Ar tridWidual or entity (Fom W-9 requested who is reguitsd to fee an information return with the !RS must obtain your correct taxpayer idsMificatixt number (W which may be your social security number MR. individual taxpayer identbti6ation number (MM, adoption taxpayer identification number (AT"or employer ident-ftcs iort number (FTA to report on an information return the amount pa;d to you, or other amount repodaW on an 'information return. Examples of Information returns Include, but are not limited to. the following. • Form 10994NT {interest earned or paid) • Forret 1099- IV (dividends, kic kiding those from stocks or ttwtuai funds} . Form 1099 -PMSG (various types of Income. prizes, awards, a. gross pr --N Form 1099-8 (stock or mutuai fond sates and certain other tmns actions by brokers) • Form 1099-5 (proceeds from real estate We nsacitotiQ • Fern 1099-K (merchant card and third party network transections) Form 1098 (name mortgage irrterast} 1098-E (student loan Irterestl, 1088-T (tuition) Form 1099-C (canceled debt) Form 1099-A (acquisition or abandonment of secured property) Use Fort W-9 only if you are a U.S, parson (inziuding a resident a". to provide you correct TIN. N you trio not return Form WN -9 to the requester with a 77N, you ❑rigtl be subject to barfcap wJthhohtkig. See What is backup wdhhoiding. !afar. Cat. Mo_ 10231x FirmW-9 p:wv. 9046tg CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 TAB E: FEE SCHEDULE CITY OF SANFORD DEBT COLLECTION SERVICES RFP 1.8/19-48 DUE: JULY 23, 2019 FEE SCHEDULE INCLUDE THE FOLLOWING; I. LIST THE DEBT COLLECTION SERVICES PERCENTAGE FOR EACH OF THE FIVE (5) YEARS FOR A FIXED FEE CONTRACT AS WELL AS DISCOUNTED HOURLY RATES BY STAFF LEVEL FOR ANY ADDITIONAL WORK NOT CONTEMPLATED ON THE SCOPE OF THE RFP. RTR acknowledges and accepts this stipulation. We are pleased to present a fixed fee contingency fee of 13.50% for regular placements, and 23% for accounts requiring litigation. II. YOUR FEE PROPOSAL MUST INCLUDE EVERYAND ALL COSTS ASSOCIATED WITH PROVIDING PROPOSED SERVICES. RTR acknowledges and accepts this stipulation. III. THE FEE FOR ANY UNFORESEEN CHANGE IN SCOPE REQUESTED BY THE CITY WILL BE NEGOTIATED IF REQUIRED. RTR acknowledges and accepts this stipulation. IV. THE CITY RESERVE THE RIGHT TO NEGOTIATE PRICES WITH THE SELECTED FIRM. RTR acknowledges and accepts this stipulation. 5.06 FEE SCHEDULE - TAB "E" (15 POINTS). ATTACHMENT °F", PRICE PROPOSAL AND ACCEPTANCE OF PROPOSAL TERMS AND CONDITIONS CERTIFICATION, PAGE 37 SHALL BE COMPLETED AND INCLUDED IN TAB D. AN AUTHORIZED SIGNATORY MUST SIGN PAGE 37ATTESTING TO KNOWLEDGE OF SCOPE OF SERVICES, COMMITTING TO THE PRICES AS OFFERED, AND ACCEPTANCE OF THE TERMS AND CONDITIONS. THIS FORM MUST BE NOTARIZED. AS STEWARDS OF PUBLIC FUNDS, THE CITY MAINTAINS ALL ADOPTED BUDGETARY PARAMETERS IN THE PERFORMANCE OF ITS CONTRACTS. THE ABILITY OF THE SUCCESSFUL PROPOSER TO MAINTAIN A SENSE OF FISCAL RESPONSIBILITY SHALL BE FAVORABLY CONSIDERED IN THE EVALUATION OF PROPOSALS. RTR acknowledges and accepts this stipulation. We have included our completed Attachment F, Price Proposal, in this section. �` t City of Sanford I Finance Department I Purchasing Division ` SArr�OR� 300 N. Park Avenue Suite 243 2"d Floor, Sanford Florida 32771 Phone: 407-688-5028, or 50301 Fax: 407-688-5021 F,'tiAlKf 3L1%RsttEhT REQUEST FOR PROPOSALS (RFP) Term Contract Attachment "F" Price Proposal and Acceptance of Proposal Terms and Conditions I/we, the undersigned, as authorized signatory to commit the firm, do hereby accept in total all the terms and conditions stipulated and referenced in this RFP document and do hereby agree that if a contract is offered or negotiated it will abide by the terms and conditions presented in the RFP document or as negotiated pursuant thereto. The undersigned, having familiarized him/herself with the terms of the RFP documents, local conditions, and the cost of the work at the place(s) where the work is to be done, hereby proposes and agrees to perform within the time stipulated, all work required in accordance with the scope of services and other documents including Addenda, if any, on file at the City of Sanford Purchasing Division for the price set forth herein in Attachment "F" Fixed Price Proposal and Acceptance of Proposal Terms and Conditions. The signature(s) below are an acknowledgment of my/our full understanding and acceptance of all the terms and conditions set forth in this RFP document or as otherwise agreed to between the parties in writing. Proposer/Contractor Name: F2TR Finen�igl Snes---_...._.. i Mailing Address: 2 TelepD Dries _Suite 302• S�.t:en_I,gland,. New York 10301 ____._ ,_ ,__.-_ Telephone Number: (718 66$-2881 __— Fax Number: (71,5),,,668-1937 E-mail Address: rreillyQrtrfS com rw.. _ Robert T f2eill rte_ FEIN: 13-4032618 .--,-- Autharizc rn ory Printed Name President 7/11 /2019 Title w Date STATE OF COUNTY OF P-, c,ll't' n ons The foregoing instrument was executed before me this t`)4" day of JWy____ 201q , by Robert T. Reilly as Presi ent of RTR Financial Seiyices Inc who personally swore or affirmed that he/she is authorized to execute this document and thereby bind the Corporation, and who is personally known t0 me Q has p;9daGGd uTM„ Yn ac irinntifiratinn. _ NICHOLA PATRICE DAVIDSON Lt' Notary public, State ofNewYork NOTARY PUBLIC, State of (stamp)`. t No.01D62 Qualified in o Commission Expires November 1, 20 PLEASE COMPLETE AND SUBMIT WITH YOUR RFP RESPONSE ''Failure to submit this form may be grounds for disqualification of your submittal"O PUR-F-304 37 Rev 04/2017 CITY OF SAN FORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 TAB F: ADDITIONAL INFORMATION CITY OF SANFOKD DEBT COLLECTION SERVICES RFP 18/1.9-48 DUE: JULY 23, 2019 ADDITIONAL INFORMATION; I. FIRM PROMOTIONAL MATERIALS MAYALSO BE INCLUDED AS SUPPLEMENTAL INFORMATION; HOWEVER, IT WILL NOT BE CONSIDERED A SUBSTITUTE FOR THE PROPOSAL. RTR acknowledges and accepts this stipulation. 11. THE PROPOSER SHALL FURNISH SUCH ADDITIONAL INFORMATION AS THE CITY MAY REASONABLY REQUIRE. THIS INCLUDES INFORMATION THAT INDICATES FINANCIAL RESOURCES AS WELL AS ABILITY TO PROVIDE AND MAINTAIN THE SYSTEM AND/OR SERVICES. THE CITY RESERVES THE RIGHT TO MAKE INVESTIGATIONS OF THE QUALIFICATION OF THE PROPOSER OR ANY OF IT AGENTS, AS IT DEEM APPROPRIATE. RTR acknowledges and accepts this stipulation. STATEMENT OF FIRM'S ABILITY TO MEET ALL APPROPRIATE GUIDELINES FOR INDEPENDENCE. RTR acknowledges and accepts this stipulation. CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 EXHIBIT A: SAMPLE LETTERS I RTR Financial Services, Inc. 2 Teleport Drive, Suite 302 • Staten Island, NY 10311 Toll Free: (855) 399-4RTR (4787) Fax(718)668-1937 Sample Debtor] 3128 WEST JERSEY ST APT C2 ELIZABETH NJ 07202 Re:: The City of Passaic Municipal Court Docket No.: Amount Due: Dear Debtor: October 30, 2017 Please be advised that The City of Passaic Municipal Court has placed the above -referenced fine with this office. We ask that you forward payment directly to The City of Passaic Municipal Court, 330 Passaic Street, Passaic, NJ 07055 or you may pay online by going to NJMCDirect.com. Note that a processing fee will be added to the amount paid by a credit card. Unless you notify this office within thirty (30) days after receiving this notice that you dispute the validity of this debt or any portion thereof, this office will assume this debt is valid. If you notify this office in writing within thirty (30) days from receiving this notice, that you dispute the validity of this debt or any portion thereof, this office will: obtain verification of the debt or obtain a cowithY of a judgment and mail you a copy of such judgment or verification. If a written request is submitted to this office in thirty (30) days after receiving this notice, this office will provide you with the name and address of the original creditor, should it be different from the current creditor. Please direct all future telephone calls and letters (other than payments) to our firm and to the attention of the undersigned. This communication is from a debt collector and any information obtained will be used for the purpose of collecting this debt. Thank you for your anticipated cooperation. Sincerely, RJ Reilly Vice President Online payment(s) can be made by going to www.NJMCDIRECT.com 5-SFRTRFI0-P1-08116/16 _.__........_......._._._.._----------..-.-_....._..-._..._ _._.__...._... _..-......._............_......._........._..................................-............................ *** Please detach the lower portion and return with your payment *** `, Y14EMAD7 1111111111111111111111111111111111111111111111111111 IIIA IN Client: The City of Passaic P.O. Box 60640 File No.: 704-81071621111316 Staten Island NY 10306-0640 Balance: 560.00 RETURN SERVICE REQUESTED ..l,rl�I�fllihurll�I.III,.,.IILIII�IrlII.1.l,..Il,.,lllllll 0026020024002514776207202-tt14E38AD7 5 P1-5 Sample Debtorl 3128 WEST JERSEY ST APT C2 ELIZABETH NJ 07202 111�11l1111lI�11�IJ��Ll1�1�1�lttE�tt�!l11�l�teil111������111 The City of Passaic Municipal Court 330 Passaic Street Passaic NJ 07055-5815 RTR Financial Services, Inc. 2 Teleport Drive, Suite 302 • Staten Island, NY 10311 Toll Free: (855) 399-4RTR (4787) Fax (718) 668-1937 Sample Debtor3 October 30, 2017 167 CASTLETON AVE APT 2 STATEN ISLAND NJ 10302 Re:: The City of Passaic Municipal Court Docket No.: Amount Due: Dear Debtor: As you know, The City of Passaic Municipal Court has placed the above -referenced fine with this office. To date, you have failed to pay the fine. Therefore, we have no alternative but to recommend to The City of Passaic Municipal Court to enter a judgment against you. As a result, your wages, bank account(s) and/or other assets may be garnished or attached to satisfy the judgment. We encourage you to make payment today. Please detach and return the lower portion of this letter with your payment. Should you wish to pay by credit card, note that a processing fee will be added to the amount of your payment. Please direct all future telephone calls and letters (other than payments) to our firm and to the attention of the undersigned. This communication is from a debt collector and any information obtained will be used for the purpose of collecting this debt. Sincerely, RJ Reilly Vice President Online payment(s) can be made by going to www.NJMCDIRECT.com *** Please detach the lower portion and return with your payment *** TY14E3W, 11111111111 111111 11111 111111 1111 11111 X11111111111111 X1111111 Client: The City of Passaic P.O. Box 60640 File No.: 704-VO0090849977 Staten Island NY 10306-0640 Balance: $143.93 RETURN SERVICE REQUESTED �nll�r��I�IiI��IIII�Ir�III�IIIIIrir��rrlllnllllrlllllul•IIID 0026020024002514776410302-TV14E3W2 7 P3 - 7 Sample Debtor3 167 CASTLETON AVE APT 2 STATEN ISLAND NJ 10302 AN 7-S F RTR F 10-P 3-08/ 16/ 16 I111��I��JII1���LI�J�L�G1�11�1���11111111��11111�1����111 The City of Passaic Municipal Court 330 Passaic Street Passaic NJ 07055-5815 RTR Financial Services, Inc. 2 Teleport Drive, Suite 302 • Staten Island, NY 10311 Toll Free: (855) 399-4RTR (4787) Fax (718) 668-1937 Sample Debtor4 31 PHILLIPS ST CRANFORD NJ 07016 Re:: The City of Passaic Municipal Court October 30, 2017 Docket No.: Amount Due: Dear Debtor: As you know, our office represents The City of Passaic Municipal Court regarding the above referenced fine. This letter will acknowledge receipt of your recent payment in the amount of $XXX.XX on XX/XX/XX. Please forward your next payment by detaching the lower portion of this letter and mailing it in the enclosed envelope. Note that a processing fee will be added to the amount paid by a credit card. If you have any questions, please do not hesitate to contact RJ Reilly. This communication is from a debt collector and any information obtained will be used for the purpose of collecting this debt. Thank you for your payment. Sincerely, RTR Financial Services, Inc. Enclosure Online payment(s) can be made by going to www.NJMCDIRECT.com ............._..................--..........._................._.................................................................................... ..................... _._.............. .........-_................ --- ...-- ............ .. ........... *** Please detach the lower portion and return with your payment *** TY14E38B04 1 11,11111 II 111111 1111! 111111 llll IIII! 111111 ���� 11111 IIII Ifll Client: The City of Passaic P.O. Box 60640 File No.: 704-7925091952 Staten Island NY 10306-0640 Balance: $164.51 RETURN SERVICE REQUESTED a 4 0026020024602514716507016-TV74E38804 8 P4-8 Samplc Debtor4 31 PHILLIPS ST CRANFORD NJ 07016 The City of Passaic Municipal Court 330 Passaic Street Passaic NJ 07055-5815 8-S FRTR F10 -P4-08!16116 RTR Financial Services, Inc. 2 Teleport Drive, Suite 302 - Staten Island, NY 10311 Telephone (718) 668-2881 Fax(718)668-1937 Toll Free (855) 399-4RTR (4787) Sample Debtor5 524 E 126TH ST NEW YORK NJ 10035 Re:: The City of Passaic Municipal Court Docket No.: Amount Due: Dear Debtor: Enclosed is a copy of the finc you requested regarding the above -referenced fine. October 30, 2017 Upon your review, we ask that you forward payment by detaching the lower portion of this letter and mailing it in the enclosed envelope. Note that a processing fee will be added to the amount paid by a credit card. If you have any questions, please do not hesitate to contact RJ Reilly. Thank you for your continued cooperation and anticipated payment. This communication is from a debt collector and any information obtained will be used for the purpose of collecting this debt. Sincerely, RJ Reilly Vice President Enclosure Online payment(s) can be made by going to www.NJMCDIRECT.com 9-SFRTRFI0-P6-08716116 *** Please detach the lower portion and return with your payment *** TY14EUB12 111111111111111111111111111111111111111111IN 111111111 IN Client: The City of Passaic P.O. Box 60640 File No.: 704-040076889N Staten island NY 10306-0640 Balance: $497.21 RETURN SERVICE REQUESTED H��'Il�ll�l�lnl�llr'I11�'ll�ll�rl'll�ll111'111'lll�'I'I�l"'I 002f,02N24M2Sl477CA10035-7Y1453BB12 9 P6-9 Sample Debtor5 524E 126TH ST NEW YORK NJ 10035 'I�111'III"'11ti�i'Iill'il'1'1'II'1111"I'I'It1I�IfIiiilti��I The City of Passaic Municipal Court 330 Passaic Street Passaic NJ 07055-5815 R.TR Financial Services, Inc. 2 Teleport Drive, Suite 302 e Staten Island, NY 10311 Telephone (718) 668-2881 Fax (718) 668-1937 Toll Free (855) 3994RTR (4787) Sample Debtor6 October 30, 2017 8818 DOREMUS AVE NEWARK NJ 07114 Re:: The City of Passaic Municipal Court Docket No.: Amount Due: Dear Debtor: As you know, our office represents The City of Passaic Municipal Court regarding the above -referenced fine. This letter confirms that the above -referenced fine has been paid in full and completely satisfied. You should keep a copy of this letter for your records. If you have any further questions or concerns, please contact RJ Reilly. Please understand that this communication is from a debt collector and any information we obtain will be used for the purpose of collecting this debt. We thank you for your cooperation in resolving in this matter. Sincerely, RTR Financial Services. Inc. Online payment(s) can be made by going to www.NJMCDIRECT.com 10-SFRTRF10-P7-08/16/16 ....................................................................................................-.........._......._....__............._................-.........._...................................................................._.......-......._......................_..........._............... _.... _.... *** Please detach the lower portion and return with your payment *** TY14EUB20 Client: The City of Passaic P.O. Box 60640 File No.: 704-122037741 Staten island NY 10306-0640 Balance: $550.00 RETURN SERVICE REQUESTED (�Il�lill'{{{ll'I{{It{��II{1{'11{1{L11�{"!1{{'•I{...1�111'Ilill 0026020024002514776707114-TY14E3SB20 10 P7 - 10 Sample Debtor6 8818 DOREMUS AVE NEWARK NJ 07114 111��1L��III���J�I�J11�1LI�L11f1��II�I�61�ll�ll��1,1.111 The City of Passaic Municipal Court 330 Passaic Street Passaic NJ 07055-5815 RTR Financial Services, Inc. 2 Teleport Drive, Suite 302 • Staten Island, NY 10311 Telephone (718) 668-2881 Fax (718) 668-1937 Toll Free (855) 399-4RTR (4787) Sample Debtor? 237 DIX AVENUE 1 E INWOOD NJ 11691 Re:: The City of Passaic Municipal Court Docket No.: Amount Due: Dear Debtor: October 30, 2017 As of the date of this letter, The City of Passaic Municipal Court has not received your monthly payment, which is now overdue. Kindly remit your payment with the lower portion of this letter in the enclosed self-addressed envelope. Note that a processing fee will be added to the amount paid by a credit card. Should your payment not be received within fifteen (15) days of the date of this letter, we will have no alternative but to review this account for further collection activities. If you have any questions, please contact the undersigned. This is an attempt to collect a debt by a debt collector and any information obtained will be used for that purpose. Thank you. Very truly yours, RJ Reilly Vice President Online payment(s) can be made by going to www.NJMCDIRECT.com 11-SFRTRFI0-P9-08/16!16 ................._....._............__......_..............._._........_.._...__........... .... _........_............_.-......_........----- --...._............................._.................................._._.......-..._...._........................_..............-...... ........_... *'* Please detach the lower portion and return with your payment *** 11111111 II 11111111111111111111 Illi! 111111 IIII IIIII IIII NII Client: The City of Passaic P.O. Box 60640 File No.: 704-102118174 Staten island NY 10306-0640 Balance: $194.00 RETURN SERVICE REQUESTED IIIiIlIL.,.IIIIL..IIII�IrI�llnllllinll,lll„II..I�IItI,IIi.. 0O2fi M74=554776871691-TYUE3863811 P9- 11 Sample Debtor? 237 DIX AVENUE 1E INWOOD NJ 11691 B The City of Passaic Municipal Court 330 Passaic Street Passaic NJ 07055-5815 CITY OF SANFORD DEBT COLLECTION SERVICES RFP 18/19-48 DUE: JULY 23, 2019 EXHIBIT B: SAMPLE REPORTS i 1' GJ Q v DD O N O N M ON d' M 1.0 h h N O e1 El .-i m �o lD O; N O ri u M 4 M u ^O O N N O O l.f) N C h Ln O� h to OJ N N' h N O in tf') h N h [- O ei N �{+ O F -EqtR iA t,R? tR b4 S4 b} G O RS r-1 r-/ M h 1-1 l0 N �O O �j 0 Ln M d' M M O M O d' h M a, Ln 'o M h --t CA O aN+ F c„L 1.L Co d' .-L M O h Cl O T --q OJ Ln cu O M Cl N O Ln O N CO M �p (`w O� O,, 4 O, co N d" h L, �o O-, O N "D Ln h cJ ate.+ N d' �O .-1 M %O CO �O M rty1'..� ¢" CSS NO O O "O h O rh O O d" 04 Q CC i.,iI, I 'Iq-'11� 146qiIl" "Q O M M Ln W In M N CO [. h IIO O O? 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