Agenda Packet_2025-08-05 - Laserfiche WebLink

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CITY OF SANTA ANA Cover letter must be addressed to the following City Project Manager: Alejandra Gutierrez, Treasury and Customer Services Manager and Robert Zubiate, Senior Management Analyst City of Santa Ana – Finance & Management Services Agency 20 Civic Center Plaza, M-15 Santa Ana, CA 92701 b. Services Provided A description of proposed services to be provided and how they meet the needs of the City as described in Exhibit I – Scope of Services. c. Agreement Statement Proposal shall include a statement outlining your concurrence or reference to concerns previously submitted with any and all provisions as contained in EXHIBIT II – Sample Agreement of this RFP (if any). d. Firm and Team Experience Proposal shall include a profile of the firm’s experience including the following: i. A general description of the firm, including size and number of employees working directly with the City on this agreement, and the firm’s Nationwide Multistate Licensing System (NMLS) ID number. ii. Firm’s nearest address serving the City of Santa Ana and headquarters address. iii. Name and contact information of the supervising Project Manager/Principal Agent, to be assigned to the agreement. The Project Manager/Principal Agent shall be the primary contact person to represent your firm and will be the person to conduct the presentation, if invited to an interview. iv. Resumes for all key staff proposed describing relevant experience. e. Proposed Work Plan Proposal shall include a statement demonstrating the firm’s understanding of the Scope of Services and the ability of the firm to make collections in all fifty states, in addition to the firm’s ability to file reports with all three national credit bureaus. Additionally, proposed work plan shall include Proposers’: i. Anticipated approach to performing services as specified herein; ii. Suggestions or special concerns the evaluation committee should take into consideration (if any); iii. Description of deliverables and implementation plan. Proposer shall submit a general description of the deliverables, implementation plan, and timeline. iv. Description of the methodology that will be followed in carrying out the responsibilities outlined in Exhibit I – Scope of Services. Clearly describe all collection services proposed for the City. As a part of the description, identify the responsibilities of the City and the responsibilities of the firm. Also, describe the coordination required between the customer, the City, and the firm if an City of Santa Ana RFP No. 25-040 Page 6 of 33 City Council 12 – 23 8/5/2025