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Item 12 - Collection Agency Services
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Item 12 - Collection Agency Services
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7/30/2025 4:12:14 PM
Creation date
7/30/2025 4:11:32 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
12
Date
8/5/2025
Destruction Year
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1 <br /> CITY OF SANTA ANA <br /> Cover letter must be addressed to the following City Project Manager: <br /> Alejandra Gutierrez, Treasury and Customer Services Manager and <br /> Robert Zubiate, Senior Management Analyst <br /> City of Santa Ana — Finance & Management Services Agency <br /> 20 Civic Center Plaza, M-15 <br /> Santa Ana, CA 92701 <br /> b. Services Provided <br /> A description of proposed services to be provided and how they meet the needs of the <br /> City as described in Exhibit I —Scope of Services. <br /> c. Agreement Statement <br /> Proposal shall include a statement outlining your concurrence or reference to concerns <br /> previously submitted with any and all provisions as contained in EXHIBIT II —Sample <br /> Agreement of this RFP (if any). <br /> d. Firm and Team Experience <br /> Proposal shall include a profile of the firm's experience including the following: <br /> i. A general description of the firm, including size and number of employees <br /> working directly with the City on this agreement, and the firm's Nationwide <br /> Multistate Licensing System (NMLS) ID number. <br /> ii. Firm's nearest address serving the City of Santa Ana and headquarters <br /> address. <br /> iii. Name and contact information of the supervising Project Manager/Principal <br /> Agent, to be assigned to the agreement. The Project Manager/Principal <br /> Agent shall be the primary contact person to represent your firm and will be <br /> the person to conduct the presentation, if invited to an interview. <br /> iv. Resumes for all key staff proposed describing relevant experience. <br /> e. Proposed Work Plan <br /> Proposal shall include a statement demonstrating the firm's understanding of the <br /> Scope of Services and the ability of the firm to make collections in all fifty states, in <br /> addition to the firm's ability to file reports with all three national credit bureaus. <br /> Additionally, proposed work plan shall include Proposers': <br /> i. Anticipated approach to performing services as specified herein; <br /> ii. Suggestions or special concerns the evaluation committee should take into <br /> consideration (if any); <br /> iii. Description of deliverables and implementation plan. Proposer shall submit a <br /> general description of the deliverables, implementation plan, and timeline. <br /> iv. Description of the methodology that will be followed in carrying out the <br /> responsibilities outlined in Exhibit I — Scope of Services. Clearly describe all <br /> collection services proposed for the City. As a part of the description, identify <br /> the responsibilities of the City and the responsibilities of the firm. Also, describe <br /> the coordination required between the customer, the City, and the firm if an <br /> City of Santa Ana RFP No.25-040 Page 6 of 33 <br />
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