AR 081506 business licensing software

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REVENUE RECOVERY SOFTWARE & PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT by and between the CITY OF COLTON, a municipal corporation, hereinafter referred to as "CITY", and PROGRESSIVE SOLUTIONS, INC., a California Corporation, hereinafter referred to as "PSI" is made and entered into on October 1, 2006. RECITALS WHEREAS, the CITY desires to obtain state of the art revenue recovery automation & professional services to augment CITY's revenue enhancement efforts; and WHEREAS, PSI has the necessary software, professional expertise and skill to provide such services. NOW, THEREFORE, the purpose of this AGREEMENT is to retain PSI as a consultant to CITY to implement the revenue recovery module and to perform services specified in SECTION 1 of this AGREEMENT as authorized by CITY. THE PARTIES HEREBY AGREE AS FOLLOWS: SECTION 1 SCOPE OF OFFERING. PSI shall assist CITY staff to maximize CITY's revenue recovery results. To that end, upon direction of the Finance Director or designee, PSI shall: License Revenue Recovery Automation for City Staff: ■ Implement state of the art—revenue recovery/discovery software suite which will: o Automate processing of AB990 data, AB63 data and other data ■ Provide appropriate written responses to Frequently Asked Questions (FAQ's) as well as detailed procedures. ■ Perform cross checks using revenue recovery software and available data. ■ Automatically create leads for automated follow-up. ■ Create letters for notification of non compliance as well as providing a tracking mechanism for all additional follow-up. ■ Provide generation of ad hoc reports of payment received as a result of non compliant business discovery efforts over any period (day, week, month, year etc.). o Automate Business, Transient Occupancy, Franchise & other Audits ■ Provide appropriate written responses to Frequently Asked Questions (FAQ's) as well as detailed procedures. ■ Provide staff with ability to prioritize audit leads and flag/select leads for audit. ■ Provide staff with ability to review both completed as well as assigned audits. ■ Provide staff with ability to enter audit data and consequently have the system automatically generate audit findings invoices. ■ Provide generation of ad hoc reports of payment received as a result of audit findings over any period (day, week, month, year etc.). o Automate electronic transmission of data for submittal to SBE (State Board of Equalization) to correct misallocations, and follow-through to ensure that the SBE makes the corrections. o Facilitate revenue trend analysis & forecasting. o Provide ability for staff to evaluate the success of all recovery endeavors at any time. Optional Services ■ Collaborate with CITY staff to identify service priorities. ■ Meet with CITY staff to affirm service objectives, scope and procedures, schedule meetings and plan logistical matters. • Represent the CITY for the purposes of examining agreements and records related to the scope of this AGREEMENT. Page 1