HomeMy WebLinkAboutItem 15 - Agreement with Hera Property Registry, LLCPlanning and Building Agency
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Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
April 2, 2024
TOPIC: Foreclosure, Abandoned Vacant Lots, and Structure Registration Program
Services
AGENDA TITLE
Agreement with Hera Property Registry, LLC for Foreclosure, Abandoned Vacant Lots,
and Structure Registration Program Services for Administering the City's Property
Registration Program
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Hera Property Registry, LLC
to provide foreclosure, abandoned vacant lots, and structure registration program
services for a three-year term expiring April 1, 2027,with an option for two one-year
extensions (Agreement No. A-2024-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
Property registry vendors offer professional services that grant cities access to real-time
ownership information and data related to real estate and financial transactions. This
information can potentially be relied upon to predict situations that may lead to, or result
in, the abandonment or foreclosure of real properties. The data and information
provided by these vendors assists the Code Enforcement Division in identifying and
monitoring the ongoing maintenance of various properties, including vacant lots,
structures, and historic properties. This proactive approach aims to prevent these
properties from deteriorating and becoming attractive or public nuisances. Additionally,
these companies play a role in program administration by notifying responsible parties
about the City's program and registering such properties on behalf of the City.
In June 2023, the City received notification that the approved property registration
vendor, Pro Champs Registry, had filed for bankruptcy and was no longer able to
provide maintenance registration services. Pro Champ Registry had initially been
selected as an approved vendor by the City on December 19, 2017 and was
subsequently awarded a contract for services on December 7, 2021.
Foreclosure, Abandoned Vacant Lots, and Structure Registration Program Services
April 2, 2024
Page 2
To ensure uninterrupted services, Request for Proposals (RFP) no. #23-133 was issued
on October 19, 2023 on the City's online bid management and publication system. A
summary of vendor participation and results is as follows:
• 657 Vendors notified
• 18 Santa Ana vendors notified
• 26 Vendors downloaded the RFP packet
• 3 Proposals received
• 0 Proposals received from Santa Ana vendors
Proposals were solicited, opened on November 17, 2023, and evaluated. Three
proposals were submitted by the RFP deadline and all were determined to be
responsible, responsive to the specifications, and met the City's requirements. A
selection committee consisting of Code Enforcement staff members reviewed and rated
the proposals employing the following criteria:
• Responsiveness to RFP
• Experience of Firm and Personnel
• Cost of Proposal
• References
Based on the criteria outlined in the RFP, the following summarizes the responding
firms and their rankings:
Firm
Location
Rank
Hera Property Registry, LLC
Melbourne, FL
1
MuniRe , LLC
Woodmere, OH
2
OpportunitySpace Inc. dba Tolemi
Boston, MA
3
Staff recommends awarding an agreement with Hera Property Registry, LLC, the
highest -ranked firm.
Local Outreach Efforts
The Purchasing Division advertised this project on the City's online bid management
and publication system, which notified five Planet Bid categories totaling 657 Vendors.
The bid categories consisted of Database Software (1), Database Software (2), Real
Estate Management Services Program, Project Development and Management
Services, and Record Management Services. Of these vendors, 18 were identified as
Santa Ana firms and none submitted a proposal for these specialty services.
FISCAL IMPACT
The Foreclosure, Abandoned, and Vacant Properties Registration Program
miscellaneous fee for FY 2023-24 is $1,328 per registration. Under the agreement, a
service fee amount not to exceed $100 may be recovered by the vendor from each
Foreclosure, Abandoned Vacant Lots, and Structure Registration Program Services
April 2, 2024
Page 3
registration fee collected. The net amount remitted to the City is $1,228 (the foreclosure
fee of $1,328 less the $100 service fee retained by the vendor). The funds received will
be deposited in the Foreclosure Registration Program (account no. 01116002-53628).
In the last five fiscal years, this program on average, registered 328 vacant properties
and collected $282,324 per year.
EXHIBIT(S)
1. Agreement with Hera Property Registry, LLC
Submitted By: Minh Thai, Executive Director of Planning and Building Agency
Approved By: Tom Hatch, Interim City Manager
AGREEMENT BETWEEN THE CITY OF SANTA ANA AND HERA PROPERTY
REGISTRY, LLC FOR FORECLOSURE, ABANDONED VACANT LOTS, AND
STRUCTURE REGISTRATION SERVICES
THIS AGREEMENT is made and entered into this 2nd day of April, 2024 by and between Hera
Property Registry, LLC, a Florida limited liability company ("Consultant"), and the City of Santa
Ana, a charter city and municipal corporation organized and existing under the Constitution and
laws of the State of California ("City").
RECITALS
A. On October 19, 2023, the City issued Request for Proposal ("RFP") No. 23-133, by which
it sought proposals from qualified firms to provide professional services for the
Registration and Maintenance of Abandoned and Foreclosed Mortgage Properties (bank -
owned), vacant lots (with or without structures), and Historic Properties (bank -owned and
privately -owned) within the City of Santa Ana.
B. Consultant submitted a responsive proposal that the City selected. Consultant represents
that it is able and willing to provide the services described in the scope of work that was
included in RFP No. 23-133.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional contracting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
a. Consultant shall perform during the term of this agreement, the tasks and
obligations including all labor, materials, tools, equipment, and incidental
customary work required to fully and adequately complete the services described
in Exhibit A and Exhibit B, attached hereto and incorporated by reference.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to
Consultant under the term of this Agreement, including any extension periods.
Consultant shall only be compensated for actual services performed under the
Agreement at the rate structure identified in Exhibit C, attached hereto and
incorporated by reference.
b. Consultant shall receive and process all property registration fees, including
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payments, and provide monthly remittance of the City's portion of all registration
fees by the tenth of each month along with a monthly remittance report.
3. TERM
This Agreement shall commence on the date first written above and continue for a three
(3) year term ending on April 1, 2027, with the option for the City to grant up to two (2)
additional one (I) -year renewals, exercisable by a writing by the City manager and the City
Attorney, unless terminated earlier in accordance with Section 16, below. The total term of the
awarded agreement shall not exceed five (5) years.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data'). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to Documents
& Data which were provided to Consultant by the City. City shall not be limited in any way in its
use of the Docuuments and Data at any time, provided that any such use not within the purposes
intended by this Agreement shall be at City's sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain
and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
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Certificate Holder must be addressed as follows:
City of Santa Ana
Risk Management Division
20 Civic Center Plaza
Santa Ana, CA 92702
Consultant shall procure and maintain for the duration of the contract insurance against
claims forinjuries to persons or damages to property which may arise from or in connection with
the performance of the work hereunder and the results of that work by the Consultant, its agents,
representatives, employees or subcontractors.
MINIMUM SCOPE AND LIMIT OF INSURANCE. Coverage shall be at least as broad as:
Commercial General Liability (CGL): Insurance Services Office (ISO) Form CG 00 01
covering COL on an "occurrence" basis, including products and completed operations, property
damage, bodily injury and personal & advertising injury with limits no less than S1,000,000 per
occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply
separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be
twice the required occurrence limit.
Workers' Compensation insurance as required by the State of California, with Statutory
Limits, and Employers' Liability insurance with a limit of no less than $1,000,000 per accident for
bodily injury or disease.
Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and
$2,000,000 policy aggregate.
If the Consultant maintains broader coverage and/or higher limits than the minimums
shown above, the City requires and shall be entitled to the broader coverage and/or the higher
limits maintained by the Consultant, Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the City.
Other Insurance Provisions. The insurance policies are to contain, or be endorsed to
contain, the following provisions:
Additional Insured Status. The City, its officers, officials, employees, and volunteers are
to be covered as additional insureds on the CGL policy with respect to liability arising out of work
or operations performed by or on behalf of the Consultant including materials, parts, or equipment
furnished in conncctionwith such work or operations. General liability coverage can be provided
in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20
10 1185 or if notavailable, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG
20 38; and CG 2037 if a later edition is used).
Primary Coverage. For any claims related to this contract, the Consultant's insurance
coverage shall be primary coverage at least as broad as ISO CG 20 0104 13 as respects the City,
its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by
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the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's
insurance and shall not contribute with it.
Notice of Cancellation. Each insurance policy required above shall provide that coverage
shall not be canceled, except with notice to the City.
Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to
subrogation which any insurer of said Consultant may acquire against the City by virtue of the
payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may
be necessary to affect this waiverof subrogation, but this provision applies regardless of whether
or not the City has received a waiver of subrogation endorsement from the insurer.
Self -Insured Retentions. Self -insured retentions must be declared to and approved by the
City. The City may require theConsultant to purchase coverage with a lower retention or provide
proof of ability to pay losses and related investigations, claim administration, and defense expenses
within the retention. The policy language shall provide, or be endorsed to provide, that the self -
insured retention may be satisfied by either the named insured or City.
Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct
business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise
acceptable to the City.
Claims Made Policies. If any of the required policies provide coverage on a claims -made
basis:
• The Retroactive Date must be shown and must be before the date of the contract or the
beginning of contract work.
• Insurance must be maintained and evidence of insurance must be provided for at least five
(5) years after completion of the contract of work.
• If coverage is canceled or non -renewed, and not replaced with another claims -made policy
form with a Retroactive Date prior to the contract effective date, the Consultant must
purchase "extended reporting" coverage for a minimum of five (5) years after completion
of contract work.
Verification of Coverage. Consultant shall furnish the City with original Certificates of
Insurance including all required amendatory endorsements (or copies of the applicable policy
language effecting coverage required by this clause) and a copy of the Declarations and
Endorsement Page of the CGL policy listing allpolicy endorsements to City before work begins.
However, failure to obtain the required documents prior to the work beginning shall not waive the
Consultant's obligation to provide them.
The City reserves the right to require complete, certified copies of all required insurance policies,
including endorsements required by these specifications, at any time.
Subcontractors. Consultant shall require and verify that all subcontractors maintain
insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an
additional insured on insurance required from subcontractors.
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Special Risks or Circumstances. City reserves the right to modify these requirements,
including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special
circumstances.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, consultants, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant or its Consultants, subcontractors, agents, employees, or
other persons acting on their behalf which relates to the services described in section 1 of this
Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution,
judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement.
This indemnity and hold harmless agreement applies to all claims for damages, just compensation,
restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the
events referred to in this Section or by reason of the terms of, or effects, arising from this
Agreement, The Consultant further agrees to indemnify, hold harmless, and pay all costs for the
defense of the City, including fees and costs for special counsel to be selected by the City,
regarding any action by a third party challenging the validity of this Agreement, or asserting that
personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal
or property rights arises by reason of the terms of, or effects arising from this Agreement. City
may make all reasonable decisions with respect to its representation in any legal proceeding.
Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code
Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section
2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful
misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents,
representatives, and employees against any and all liability, including costs, and attorney's fees,
for infringement of any United States' letters patent, trademark, or copyright contained in the work
product or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to the
costs incurred under this Agreement and any services, expenditures, and disbursements charged to
the City for a minimum period of three (3) years, or for any longer period required by law, from
the date of final payment to Consultant under this Agreement. All such records and invoices shall
be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and
make transcripts or copies of such records and any other documents created pursuant to this
Agreement during regular business hours. Consultant shall allow inspection of all work, data,
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documents, proceedings, and activities related to this Agreement for a period of three (3) years
from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement,
12. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City: City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With a copy to: Executive Director
Planning and Building Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
E-mail: PBAAdmin@santa-ana.org
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To Consultant: Hera Property Registry, LLC
Attn: Clifford J. Johnson, CEO
1900 S. Harbor City Blvd., Ste. 211
Melbourne, FL 32901
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral
or written, between the parties. In the event of a conflict between the terms of this Agreement and
any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be
modified except by written instrument signed by the City and by an authorized representative of
Consultant. The parties agree that any terms or conditions of any purchase order or other
instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not
bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no
representations, inducements, promises or agreements, orally or otherwise, have been made by any
party, or anyone acting on behalf of any party, which are not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other consultants retained by City.
15. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
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16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
17. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
18. JURISDICTION -VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
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power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attomey's fees, for any injuries or darnages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year
first above written.
ATTEST:
Jennifer L. Hall
City Clerk
APPROVED AS TO FORM
SONIA R. CARVALHO
City Attorney
B•
onathan T. Martine
Assistant City Attorney
RECOMMENDED FOR APPROVAL
Minh Thai
Executive Director
Planning and Building Agency
CITY OF SANTA ANA
Thomas Hatch
Interim City Manager
HERA PROPERTY REGISTRY, LLC
v��
rd J. Johnson
CEO
Page 9 of 9
EXHIBIT A
SCOPE OF WORK
(E)
CITY OF SANTA ANA
EXHIBIT A
SCOPE OF SERVICES
Consultant shall perform services as set forth below:
A. Legislation Compliance
1) Comply with the requirements of the City's enacting legislation for the foreclosed, abandoned,
vacant lot and structure property registration, Santa Ana Municipal Code Section 8-1982 of seq.
B. Website Development
1) Develop a website link to incorporate into the City's existing webpage that meets all of the City's
security and anti -viral requirements.
2) Provide a website for the registration of the program in order to enable compliance with City
legislation.
C. Outreach and Program Registration
1) Proactively contact those that file a public notice of default, foreclosure action, and/or take title to
real property via foreclosure or any other legal means for Foreclosed, Abandoned and Vacant
Lots (with or without structures).
2) Provide electronic registration for applicants of foreclosured, abandoned, vacant properties/lots,
and historic properties in violation of the applicable City Ordinance.
3) Pay for all expenses related to obtaining registration of all foreclosed, abandoned and vacant lots
and structured properties and all administrative costs and fees related thereto.
4) Investigate, report, or take corrective measures monthly to update property status of all property
electronic registered in compliance with the relevant City Ordinance.
D. Payment Collections and Remittance
1) Charge each applicant no more than the amount prescribed by ordinance (per applicant) to
register all mortgagees who comply with the ordinance. A non-refundable annual registration fee
(amount to be determined) per property shall accompany the registration form or website
registration. All fees must be paid directly from the Mortgagee, Servicer, Trustee or Owner. Third
party registration fees are not allowed without the consent of the City of Santa Ana or authorized
designee. Failure to register abandoned real property on annual basis or any event of non-
compliance with enacting legislation shall result in a penalty fee amount prescribed by the
ordinance.
2) Remit payment of the registration fee to the City minus the agreed upon consideration to
Consultant for services rendered no later than the tenth (101h) day of each month.
EXHIBIT B
CONSULTANT'S PROPOSAL
Hera Property Registry, LLC
CITY OF SANTA ANA, CALIFORNIA
PLANNING AND BUILDING DEPARTMENT,
CODE ENFORCEMENT
REQUEST FOR PROPOSALS NO. 23-133
FOR
FORECLOSURE, ABANDONED VACANT LOTS AND
STRUCTURE REGISTRATION SERVICES
If�Il��I1tI11I�i�4 «M. h .a r _
If 1111111114 IloiloIl l
WIND Date issued: TUESDAY, OCTOBER 19, 2023
111 61
adline: FRIDAY, NOVEMBER 17, 2023, by 4:00 P.M.
1114�� a 44 j. xd ji�;
+ �+ •_ ��+4 Electronically Submitted:
http://www.planetbids.com/portaVportal.cfm?Company]D=20137
Hera Property Registry, LLC...°
1900 S. Harbor City Blvd., Suite 11
Melbourne, FL 32901
HERAREGISTRV.COM
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1900 S. Harbor City Blvd.
HERAREGISTRY.COM Melbo 11
Melbourne, 1=L 32901
HELPING BUILD VIBRANT NEIGHBORHOODS (321) 234-5303
heraregistry. com
vpro@heraregistry.com
Table of Contents
1. STATEMENT OF QUALIFICATIONS (SOQ)
a. Cover Letter
1
b. Services Provided
2
c. Agreement Statement
3
d. Firm and Team Experience
4
e. Proposed Work Plan
7
f. References: Attachment B
16
Reference Letters
17
Current Client List
19
2. COST PROPOSAL 20
Attachment A: Proposer's Certification, Proposal Pricing 21
Attachment C: Proposer's Statement 22
Attachment D: Non -Collusion Affidavit 23
Attachment E: Non -Lobbying Certification 24
Attachment F: Non -Discrimination Certification 26
State of California Statement of Information (Filed 111212023) 27
State of California — HERA Business Registration 29
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a. COVER LETTER
City of Santa Ana
Planning and Building Department, Code Enforcement
Division M-19
20 Civic Center Plaza
Santa Ana, CA 92701
ATTN: Sergio Verino, Code Enforcement Principal
Re: Request for Proposals No. 23-133
Foreclosure, Abandoned Vacant Lots and Structure Registration Services
Dear Mr. Verino,
1900 S. Harbor City Blvd.
Suite 211
Melbourne, FL 32901
(321) 234-5303
heraregistry.com
vpro a[}heraregistry.com
Hera Property Registry, LLC ("HERA") would like to announce its interest in managing
the project as described in the City of Santa Ana's ("City") Request for Proposals for
Foreclosure, Abandoned Vacant Lots and Structure Registration Services (RFP No. 23-133). We
shall meet or exceed all requirements in the request and will provide all services necessary to
create an application for property owners and/or their agents for registration of properties in
accordance with the City's requirements.
HERA provides property registration services nationwide to local governments. These
services are all provided with no upfront expenses as our fees are paid out of registration fees
received from responsible parties.
HERA can meet the insurance requirements stipulated by the City and is willing to
execute a standard agreement with the City. We have the experience and resources necessary
to create and maintain registration services for mortgage foreclosure and vacant properties in
accordance with the requirements of the State of California and any applicable local
Ordinances.
Respectfully submitted,
Clifford J. Johnson
CEO and Contact Person
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b. SERVICES PROVIDED
Hera Property Registry, LLC provides the software, data collection and analysis, and
customer service to provide all services outlined in Section III - Scope of Services and in
accordance with the requirements of state laws and Santa Ana Municipal Code Section 8-1982
et seq. (Ordinance No. NS-2993).
Our team manages all data in the HERA platform and provides comprehensive revenue
and compliance reports to the City. Using the parcel APN, HERA connects foreclosure filings to
the county records, with each listing being processed by our machine learning systems. The City
has unlimited access to this data, and the data is available for download in XLSX format. HERA
shows county APN, owner, and property characteristics per the county records. Upon identifying
the registrable properties, and on a continual basis, we shall be fully responsible for the
management of foreclosure data for the City, and we ensure data is updated in the HERA portal
and newly identified foreclosures are registered and brought into compliance.
HERA utilizes Deckard Technologies ("Deckard") to provide real property registration
data services with an API upload nightly to the registry. In addition to providing these data
services, Deckard also provides real property data nationwide to local governments, particularly
through their Rentalscape Short -Term Rental registration program. The City will indeed gain
access to a patented proprietary platform as Deckard's system has achieved remarkable
advancement and uniqueness, leading to its successful patenting under the title "Detecting and
Validating Real Estate Transfer Events Through Data Mining, Natural Language Processing,
and Machine Learning," with the reference US Patent No. 20190333175-A1.
Deckard's high frequency mining system analyzes every foreclosure listing and
associated filings nationwide every day. This system analyzes foreclosure and associated
property activity for the City daily and will capture a record of every foreclosure case since the
ordinance effective date. We record whether the listing is active and include all information in the
filing including the property address, trustee, servicer, bank mortgagee, property preservation
company, and most importantly any assignments of mortgage and deeds that either end the
obligation or send the property to REO status. We then compare every day of each filing to the
previous day. Our artificial intelligence engines then categorize changes as either active or
ended obligations to register. The result is a holistic view of foreclosure activity.
2
HERA's CEO, CJ Johnson, through his work with real property registration programs, has
an extensive database of over 8,000 responsible parties including mortgagees, trustees,
mortgage servicers, and property servicers. CJ has provided foreclosure and vacant property
registration and code enforcement services to hundreds of communities to achieve upwards of
95% compliance rates for foreclosure registration ordinances. As an attorney, CJ has conducted
thousands of code enforcement bearings for real property registration violations. He has worked
with many municipalities across the country developing best practice real property registration
ordinances and programs and is one of the most experienced real property registration attorneys
nationwide. CJ started HERA Property Registry to help municipalities fight blight issues
associated with vacant, abandoned, and foreclosed properties.
c. AGREEMENT STATEMENT
HERA concurs with all the provisions as contained in EXHIBIT II — Sample Agreement.
["The remainder of this page is intentionally left blank.]
3
d. FIRM AND TEAM EXPERIENCE
i. A general description of the firm, including size and number of employees working
directly with the City on this agreement.
HERA is located at 1900 S. Harbor City Blvd., Suite 211, Melbourne, Florida, and will
be responsible for providing registration software, software support and training, online
registration, reporting, and customer service. HERA started branding last year and was the
registration arm for Break Point Law which was established in 2018. We currently have 20
employees and contractors working with us with a combined 60+ years of experience
administering property registration programs for communities across the country.
Our group works together to provide a cohesive coalition for obtaining data, data
analysis, data management, software, collection processes, reporting, and enforcement
necessary to provide the City a successful and meaningful property registration program.
il. Firm's nearest address serving the City of Santa Ana and headquarters address.
Nearest address serving City of Santa Ana:
24385 Jackson Ave. #108h
Murrieta, CA 92562
HERA headquarters address:
1900 S. Harbor City Blvd. Ste. 211
Melbourne, FL 32901
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_
The Project Manager/Principal Agent for the City is:
Clifford J. Johnson, CEO
Office: (321) 234-5303
Cell: (321)
Email: ciohnson(cDheraregistry.com
iv. Resumes for all key staff proposed describing relevant experience.
Please refer to the following pages containing HERA's Organizational Chart and Team
Members' Bios.
4
Organizational Chart
HERfaREGISTRY.CORI
MEET THE HERA TEAM
Clifford "CJ" Johnson — Founding Partner! President/CEO
321-234-5303 1 clohnson@heraregist!y.com
CJ Johnson is one of the country's most experienced attorneys in
foreclosed and vacant property registration compliance, CJ is based in
Melbourne, Florida and is the founder and CEO of Break Point Law, LLC
and Hera Property Registry, LLC. CJ helps lead the company's vacant
and foreclosure properly registration and enforcement practice. He
founded HERA for the specific purpose of providing representation to
local governments for foreclosure and vacant property ordinance issues.
CJ has established relationships with hundreds of mortgagees and
servicers, compiled a database of the best contacts within these
organizations, and has recovered millions of dollars on behalf of local
governments for unpaid property registration fees and civil penalties.
Stan Urban — National Government Affairs Coordinator J National
Sales Manager
630.442.4243 1 surban@heraregistrv.com
Stan Urban is HERA's National Government Affairs Coordinator and
National Sales Manager. With over 20 years of experience as an elected
municipal official, a municipal administrator, and an Illinois Exclusive
Lobbyist, Stan has assisted in developing blighted property registration
programs for numerous municipalitles.
Kevin Sidella — National Municipal Consultant
717.079.9864 1 ksidellaffheraregistrv.com
Kevin Sidella is HERA's National Municipal Consultant and has over 20
years of municipal experience. Kevin has personally introduced property
registration programs to over one hundred municipalities across the
country. Kevin has previous experience with the City of Santa Ana on the
inception of the City's property registration program.
Scott Blasie — Government Relations Consultant
561,236.1700 1 sblasiefheraregistry.com
i Scott Blasie is an experienced and accomplished Government
RelabonslAffairs professional to include a 27-year tenure in the Public Sector
3` ,f as a Code Administrator. Additionally, Scott has over 13 years working with
Government clients in adopting, implementing, and monitoring their
abandonedlforeclosure property registration programs. This experience
spans the Country working on -site and virtually with communities in
California. Washington State, New Jersey, New York. Florida, and
others. Scott assisted the City of Santa Ana working on -location with staff in
training and implementation of their program as well as providing on -site
educational sessions during the C.A.C.E.O. training cycles.
Tracey Howarth — Director of Community Strategy and Planning
609.828.7905 1 thowarth(aDheraregistry.com
Tracey Howarth has a long history in building and leading high -performing,
results -driven teams. Tracey worked with staff and local government
officials to develop and execute the Vacant & Abandoned Property
program, then added the responsibility of managing the Building &
Construction Department. As part of the HERA team, Tracey connects with
local leaders to share the many benefits of our product portfolio and assists
in creating marketing material to be used as presentation tools,
communication resources and social media messaging,
Eileen Hornbake -- Registrations Analysis Team, Sr. Data
Analyst/Paralegal
321.312.0242 1 ehornbake@heraregistry.com
Eileen Hombake is HERA's Senior Data Analyst and paralegal and
oversees the Registrations Analysis team. Eileen supervises foreclosure
and vacant property research, registration monitoring and compliance, and
all matters involving administration of the property registration program.
Vivian Tordeau — Customer Service Team, Municipal Compliance and
Enforcement Liaison
407.340.3489 1 vtordeauO-heraregistry.com
Vivian Tordeau has over 10 years of experience working with local
governments and assists our Customer Service team with municipal
compliance and enforcement. Vivian ensures that all registrations comply
with community requirements, performs outreach to mortgagees,
servicers, and their registrants, and oversees quality control for property
data in the registry.
Cathi Shiflett — Customer Service Team, Government Affairs
Coordinator
321.506.2093 1 cshiflett@heraregistry.com
Cathi Shiflett has 10 years of experience working with Government clients
regarding all aspects of the foreclosed and vacant property registration
program from responding to community procurement requests (RFPs) to
initial onboarding and software training. She works with all stakeholders to
resolve any questions or concerns. Cathi also performs foreclosed and
vacant property research.
Jorel Sabado — Municipal Engagement Specialist
321,234.5303 j Esabadofherareaistry.com
Jorel Sabado has over 4 years of experience working in the property
registration services market with a focus on building relationships and
creating effective solutions to assist communities through their vacant and
foreclosure property registrations. His primary objective is to ensure all
parties involved understand the importance of the registrations and their
direct impact on creating better communities.
e. PROPOSED WORK PLAN
HERA understands the requirements outlined in Section III - Scope of Services and
can provide the software, data collection and analysis, and customer service in accordance
with the requirements of state laws and Santa Ana Municipal Code Section 8-1982 et seq.
(Ordinance No. NS-2993).
OUR PROCESS
• Financial
• Compliance
ASSFSSAAFNT
• Registration
• Payment
• Monitoring
• Identify
• Migrate
• Integrate
We review the City's Ordinances for their Foreclosure Mortgage Properties Registry,
identify all past and current registrable properties in the City through our data mining platform
and analysis process, and create a database containing all properties with an obligation to
register.
• Review the City's ordinance to ensure compliance with local and state laws;
make recommendations for a best practice ordinance if necessary
• Use multiple data sources to identify all properties in the City that have an
obligation to register and provide all relevant data for the properties (including
properties that meet the registration criteria at the time services are contracted)
• Data migration: Custom data clean-up and migration from the City's existing
registration system will be handled and uploaded by the HERA team
7
• Using their proprietary software, HERA provides a web -based electronic
registry and fee payment system for property registration, collection of registration
fees, tracking of properties with obligations to register, updating information, and
reporting tools
• We provide a website link to incorporate into the City's existing webpage that
meets all the City's security and anti -viral requirements
• Integration: HERA integrates data from all sources into one comprehensive
registration database
Sample depiction of data from Jacksonville, FL, mapping properties with obligations to
register. The different colored dots represent registered and unregistered foreclosures and
registered and unregistered vacant properties.
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REGISTRATION
HERA administers all facets of the registration process, including identifying the
responsible parties, proactively contacting those with an obligation to register, collecting all
necessary registration information, payment processing, and ongoing monitoring. The City
enjoys unlimited user accounts on HERA's government platform. We provide the highest level in
information security standards, including multi -factor authentication.
8
IDENTIFY RESPONSIBLE PARTIES AND COLLECT INFORMATION
We determine the appropriate party responsible for compliance with the applicable
Ordinance and proactively notify the responsible party of their obligations under the
Ordinance. We provide all instruction, training, and customer service necessary to facilitate
the mortgagee, servicer, or their registrant in registering properties.
Welcome!
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Registration Requirements
Let's Make Sure YOU have everything you need to apply for a Vacant or Mortgagee Property Registration,
a Registration Requirements
1 InFonnadon on arty person or persons Involved with the property
For any Registrant or persons immlved with t}te Properly it kding Mnrtgagee,L.ucal Property Manager, Service, ad Luca#
PtoPerlyfAPN
Emergency Corded. Please prnvide:
• Full name
• Any company names involved
. Email
• phone Number
Mailing Address
Registrant
2 Nomretundable property registration fee
The registration fee is $300.01 and the permit is valid for 6 months From date of issuance. Late registrations incur a 1096 late
feeit they are not registered within 14 days. Further penalties of 10%interest per month on the entire outstanding balance
Prapeny Contacts
are incurred every 30 days, starting an the Wth day since property. acquisition ar vacancy.
Ifyou're registering more than 6 months after acquiring or vacating the property, youwig becharged the full registratlon fee
plus penalties rat each 4 month perind that has elapsed - this meansyou may be required to pay multiple registration fees at
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Pcoporly Details
3 Ensure this registration [scomplfft*d with In ID days of wry changes or updates to the propwitstalatis
This registration must be completed within 10 days of any changes of updates to the property's status including:
• Prepertyinspections
• Vacaling the property
Assumirrg ownership of the pr�perty
CnnillmAtlon
• Changesto any person w persons Involved with the property
4 An InUmcdod of the property maybe required
Aninspectionof[hepropertymayberequiredi thereisadefauStonpayme mOccupiedpropertiesareimpected—thly, Payment
and vacant properties are inspected on aregular hasis.
5 Please review the Easton ordinances relating to Vacant and Foreclosed properties
Please renew the Easton ordinances relating to Vacant alai Foreclosed properties.
Back
9
All registration data is analyzed against existing data and approved and updated
daily. HERA maintains detailed listings of all registrable properties including, at a
minimum:
• Property identification: address, lot and parcel number, and property owner
• Local property manager name and contact information, including mailing
address, phone, and email
• Mortgagee name and contact information, including mailing address, phone,
and email
• Mortgagee Servicer name and contact information, including mailing
address, phone, and email
• Foreclosure Case No.
• Occupancy status
• Last inspection date
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10
PAYMENT PROCESSING
We collect and remit all registration fees in accordance with City and state
requirements. We work with the City to establish an acceptable process for financial
remittance and auditing. Each property account in the government portal includes a
history of all financial transactions. HERA's integrated payment processing accepts
payment using ACHIEFT, debit, or credit card. Importantly, HERA is NACHA and PCI
compliant,
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Payment Support: HERA's Customer Service team provides full support for declined
payments, refunds, and other assistance needed for facilitating online payments.
Security: Our payment processing complies with NACHA and PCI standards.
Additionally, our platform has multiple levels of security measures in place to ensure the
protection of your information.
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HERA maintains up-to-date and accurate foreclosure data for the City, and
continually obtains, reviews, and analyzes this data, monitors ongoing and future
obligations to register, and audits registrations to provide monthly reports on registrations
paid, compliant properties, and noncompliant properties.
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We provide comprehensive compliance reports via the City portal on a monthly basis, or
as requested, to facilitate enforcement, compliance, or reconciliation processes. Our team works
on a secure shared platform that is accessible by City staff to monitor all activity of foreclosure
registration efforts.
REMITTANCE, SETTLEMENT AND COMPLIANCE REPORT
• This report is delivered monthly and available to City staff for download on
demand
• Provides all information on properties that were registered within the month
including property address and APN, obligation to register dates, registration fees
paid, and demographic information for the responsible parties
• Provides the current status of a property
• Provides information on recent payments made through the registration platform
• Provides information on registration periods owed
NONCOMPLIANCE REPORT
• This report is available on demand or by request
• Shows all properties that have not registered in accordance with the Ordinance
• Shows registration periods owed along with the associated registration fees owed
• Shows gaps in payment so HERA staff can reach out to the responsible party to
aid in compliance and secure registrations for the City
[The remainder of this page is intentionally left blank]
12
CUSTOMIZED REPORTS
• Numerous data filters are available for selection allowing for customized
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reporting — staff can select property types and status, registration status,
responsible parties, and other registration triggers to produce a custom report
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Local governments often face challenges, such as insufficient staffing, cumbersome
paper -based processes prone to errors, and difficulty locating non -compliant responsible parties.
These challenges often result in a substantial loss of funds for the community. Our customer
service allows City staff to focus on more high -value services rather than pushing paper so
finance leaders can count on more streamlined remittances and increased compliance.
Additionally, our legal staff can advise the City on legal requirements relating to vacant property
registry issues and work with staff to develop registration compliance and enforcement
strategies.
All these services are provided with no out-of-pocket expenses to the City. Costs are
recovered through a fee sharing agreement.
13
Here's how our support team drives satisfaction and compliance:
1. We provide caring, one-on-one service based in compassion and confidence.
2. Our goal is to make our customers feel heard, respected, and helped as efficiently as
possible.
3. We build real rapport with customers while increasing their knowledge about fighting
blight in their community.
4. We ensure that you get the information you need, when you need it.
5. We're upbeat, enthusiastic, and we care!
HERA CUSTOMER SUCCESS PROVIDES HANDS-ON A5515TANCE:
1. We provide onboarding training of City staff, and for new staff as necessary.
2. We provide training to mortgagees, servicers, and their registrants to facilitate an
intuitive and simple registration process.
3. We can attend City work sessions on foreclosure and real property
registration trends and related issues.
4. We participate in real property registration -related events and meetings when
requested.
5. We provide reports and assist in preparing real property registration -related
presentations when requested to the City and other groups.
6. We work closely with code enforcement to ensure high compliance rates and
adherence to all legal requirements.
7. We promptly respond to the City's FOIA requests.
HERA BENEFITS FOR CITY STAFF:
1. Increased compliance and maximized revenue by identifying registration gaps
2. Reduced time to collect monies due
3. Reduction of internal costs and resources
4. Automation of tedious staff tasks
5. Compliance enhancement
6. Modernize locally administered real property registration programs and fee
collection for the digital era
7. Exact payment amounts remitted automatically (no keying info) - calculates fees
and penalties automatically
14
8. Customizable online registration forms configured to City standards
9. Foreclosure filings are standardized and automatically categorized, enabling
historical reporting
10. Standardized and integrated credit card and ACH transaction processing
11. Interface with responsible parties to facilitate registration and filing, maintain
compliance, educate, and provide general communications
All the above project tasks will be completed by HERA with minimal use of City
resources. We anticipate the use of City resources for providing initial direction and
planning for the registration program, financial or accounting staff to process monthly
remittances, and City oversight regarding enforcement.
THINGS YOUR STAFF WON'T MISS AFTER USING HERA:
1. Training mortgagees, servicers, and registrants on how to stay compliant with the
Ordinance
2. Spending thousands of dollars and hundreds of hours on paper -based mailings
and postage
3. Answering phone calls about real property registration and payment issues
4. Using valuable staff time to research the proper responsible party for registration
5. Dealing with bounced checks
6. Having to handle PCI compliance
PROJECT SCHEDULE AND TIMELINE
HERA anticipates that it will take up to two weeks to customize and onboard the City's
foreclosure registration platform. It is anticipated that HERA will begin to notify responsible
parties of their obligation to register immediately upon completion of the City's customized
registration platform. Initial remittance of registration fees to the City will be expected forty-five
(45) to sixty (60) days after award of the contract.
[The remainder of this page is intentionally left blank]
15
f. REFERENCES - ATTACHMENT B
ATTACHMENT B
REFERENCES
List and describe fully the contracts performed by your firm which demonstrate your ability to provide the
supplies, equipment or services included in the scope of the proposal specifications. Attach additional
pages if required. The City reserves the right to contact each of the references listed for additional
information regarding your firm's qualifications.
REFERENCE Robert Ownby, Housing Property
Customer Name: City of Jacksonville, Florida Contact Individual: Administrator
Address: 214 N. Hogan St. Phone Number: (904) 255-8283
Jacksonville, FL 32202
Contract Amount: Ongoing
EMAIL: ROwnby@coj.net
Year: July 2023
Description of supplies, equipment, or services provided:
Administer the City's Foreclosure and Vacant Property Registry
REFERENCE
Customer Name: Palm Beach County, Florida Contact Individual: Aaron Maharaj, Fiscal Manager
Address: 2300 N. Jog Rd., Ste. 2W-27
West Palm Beach, FL 33411
Contract Amount: Ongoing
Phone Number:
(561) 233-5017
EMAIL: AMaharaj@pbcgov.org
Year: January 2023
Description of supplies, equipment, or services provided:
Administer the County's Foreclosure and Vacant Property Registry
REFERENCE
Customer Name:Town of Oyster Bay, New York Contact Individual: Timothy Zike, Deputy Commissioner
Address: 74 Audrey Ave. Phone Number:
Oyster Bay, NY 11771
Contract Amount: Ongoing
(516) 624-6200
EMAIL: tzike@oysterbay-ny.gov
Year: September 2023
Administer the Town's Foreclosure and Vacant
Description of supplies, equipment, or services provided: Property Registry
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
Created: 2023-08-27 18:08:01 [EST]
(Supp. No. 30, Update 1)
Page jaof34
REFERENCE LETTERS
Deparsment a} Ptuin(ny,
Date: July 3, 2023
2ardng ri E.11ding
yaw `-and1 j Ite�9 i
To: To Whom It May Concern
Wei; Palm brads, Fl 5341 1.274 r
t561)235-5"
From: Aaron Mahar4 Fiscal Manager
Planning. Zoning and Building Ckparlment
ka n nnv b oxision 2 13 -5300
FLni;wg 01VNCn 231-Sma
eaeding0Ivfston2s3-5rfla
RE: Request for Letterol- Reference for Uwalgov U,C...
Cade Enfarcesnen 3S155a0
tanrrimunsrarntficMan253 S525
palm In ksrra,ra n Offwc4 2.33- SWA
1 am witing this letter to you as a recommendation for [tic conimcted
EaecwIva G?ice1135-2.e
I~" Phcgovcorn+pzb
services provided. by Localgov I.I.C. Palm Beach County has been
working, with Localgo% l..I.C. by using their services to manage the
County's Mortgage Foreclosure Registration ordinance program sutce
January 2023 and have met ourexpectations. They have beenreliable and
timely with requested information and their mark has relieved the
Win Beach Gonrny
mortgage foreclosure registration workk)ad iLquifements on the County's
Board at ra.niy
Cnnnmiaa',taaeea
Code Enforcement Division -A�'
�' hile generating. revenue and ensuring
pmpenies are in compliance,
Gregg K WaM.Mapar
Masa sail,:. Tice M.—yor
Name of Community: Palm Beach County
Mai Ia o Marina
Contact Name. Aaron Maharaj. Fiscal Manager
Michxi k tlamrn
Mara woWtY-vd
Contact Address; 2300 North Jog Rd... Ste 2W-27
West Palm Beach, Fl. 33411
sa re 2axier
Marof Lkowe
Telephone Number- (St,1) 233-5017
Email Address: amaharagCwphcgo-..org
County Aandril;ivaaor Size of Projer<-VOutcome. The size is based on the number of foreclosures
and project is ongoing.
utr�rnu i Bsker
Please let us knovy if you have any question.
Sincerely.
6i
• � � r�r up�.,�rr
Prude. asaY•iur
17
��tltf MIA
r+�pvTHE CITY OF ERIE
,:.
70 Whom Il MttY t MU'ertl
i am writing this letter to you as a recortimendainsm for the sorvicas Ixuvldod by CJ Johnaan and hls propertj
regtstration loam The City of Erie, PennsyMmia tlE�s k5r�@ri 11&Wng Willi W And tilt,; I60.0i LISInJ their t€treclosLlre registration
sollware acid rmlore.ramool imvices to manage our foreclosed and vac�jrit F.voli fly (irdinAlice proularn WhjlrQ wor;dng mth
them m-tr Gilly Itripperled to go t.hr'uui�h a lot of turnover in our Planning Department, but their stead-j hand lefty helped
IMpon►(Jrit Iho prooraris wall
At all tir rms. they ttave riser of erc€edad oar expectations I heir work nas relwvO uw INA 00 lrai Cede Erstarcerrsarlt path
W11tie gorsFtratrrig toye Ilse afld arisufing properties are in ccas Wiar+co
Nlrrlte o(Co nurlAty, the City of En PA
Cumucl Nar. a CllusA NEOeon, C;1y Councit Presidonl
Contact Address 626 State Sire;
bite. PA
EInaLiAd drecfi h1 q�n arii ns.lx
Site of F'+oJectiC)ut�nrn Tim size rs based an ;tie nurnirer of ICIMCI dfa 105 0rtr,1 proioct Its r.101golila
plaa-56 mm. us knrxw it you have Any questions_
gin �r•r ply.
ERIE CITY COUNCIL
Stmanomh Faulkitof I Jasrolnb Flores I id Srzeminski i M[c#sael Key4 I iiuic* Noon I ma, vreap I maivin Vothmppan
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Hera Property Registry, LLC
Client List as Prime, Subcontractor or Affiliate
DE Trjvujl of Elsa oru
FL City of Boyntar+ Boaoli
FL City of Hlol3 Snrir► 73
FL City of St. Aitgttsu%
FL City rid Jar*Ro ri+lile
FL Oly o£ ri ooml
FL l ity of r3f+�nacr€�a
FL Tawrl pf Glltiep O�ky
FL Villaim of Pa. Im Spfings
FL Town of Ocean Rdge
FL �Fllage of 1l0arnorada, Viflai
FL VI llai)e of Virginl.a Gardions
FL Clay County:
FL Clfy ai Dejltori 1
FL dolly HD
FL City ofApiapka
(Greer Nkra Eririwrvrrrerr+}
FL CKY cif 55nFord'
(Br U�k lo±rit �Iit9TLIrn9jn;)
FL Siaminaln County
FL 081rri Bhach Oounty
FL Town of MCaml L akee
FL Bradlutd Courity
FL City of West PIrn SeaO
IL City of Molina
IL 1+911aoe of Riga! Grove
IL Vilt8ae of fium6rr Glon
IL City 0:1 Rockford
IL Evorgreon Park Village
IL btyr of Eae-t Peorla
IL City of West Peoria
IL City of Waukegan
IL yJllrsge +,f Seiriiilior Park
IL Village of Hapoa City
IL 1A+Iraoe of HQfwuod Heights
IL Village of Flosarnoor
IL CAV at Oumcy
IL Village oT00l fid HNIpr
IL City of Burbank
IL Vflkap6 at Homawurid
IL Viltap of L"cFO
IL Village of iullnooka
IL Village of Ntlas
IL Chlicaa}D Rtdg-a VINage
IL City of Prospect ftghte
IL Village of Tinrey Para
IL slegar SJRIajL ly
IL EaM SL. Loud&
IL Farmer laity
IL LlTi1v&r5. it'd Pork
IL Maywoad
IL C.1y of Me OML,
IL Olty of aralayan
MI Flint
NJ Allailtir- Counry improverne
(23 Munldp;a)1111132 j
NJ Township of Eqg 1-14ribor
NJ Town-ahlp or Bruerra wta
NJ Vraninor My
NJ jctty. of Nurelffnid
NJ Egg I1arber City
NJ Tawo-jhlp ur IHarililion
NJ Borough of Guam
NAM Tewnzihlp of Murllr4
NJ VaDrtuvoi Twp
NJ Bofuugh of 6irfl;n
NJ City otAbEttimn
NJ City of 5ornara Point
NJ OoirJugb of FoWom
NJ Beruugb of Hatydw Height
N.) Clcro joh or Lawny ,Id+i
NJ atlantic City
NJ Tutwrishlp of Waynti
NJ 06ijnry
NJ Tejwn-shlp or 014ptford
NJ EaitaniplorrToWn0flp
NJ Ba+rougl) of P-or3rndi<
NJ Town or Harnrnrinlorr
NJ City of Purl Ropublic
NJ ToWizhip of Gelloli aY
NJ City of ? .irrw uvd
NJ Town-ahip of Monroe
NJ Oardyston TGwnsriip
NY viila9a of fdawan
NY ToWn of Saliba
IVY Mmage or h terupwr�ad
NY Town orKenll
NY Intofpararud Village of Lin+
FAY Town cif Oyster Bay
NY Town of Babylon
PA Cityd,Scranton
PA City of BeOftherr+
PA Swissvato Baroudi 1
PA Chestitr C0%-
PA 8nruugil tlf Whltl3 0iII*
PA Municipality of Penn Hills
PA Borough of East L-amfi,owne
PA TawnslOp of Drury
PA Borough of Lno&dowrna
PA E,'orough of Ponorook
PA ftsl Newton 6atvugh
Pry West Mif>iln Borough
PA City of York
PA Triwoship of Flail,,
PX Bureau-ah or Pasrstown
PA City of 4tiAa lkarna
PA P511rniyr Tuww,,:hlP
PA Buthtohunt Township
PA Berouoh or I'+Jarcus Rook
PA Swaiafa Triw4shrp
PA City of i4IcKeesporl
PA Bothel Pafk munidpaltbi
PA l3wouph of Yoa(ian
PA Susquehanna Ttrwrnslilii
PA 13:ldwln Borough
PA City 0i Eastoai
PA City of Eric
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2. COST PROPOSAL
As stated previously, the services are provided with no out-of-pocket expenses to the
City. Payment processing and registration payments flow directly to HERA. Registration
accounts are posted with payment data within our system. HERA retains $100 of each
registration fee collected, and 20% of all penalties and late fees. We remit all registration fees
collected monthly in accordance with City requirements, with the payment due by the tenth
(10th) day of the month following collection of the fee. We work with the City to establish an
acceptable process for financial remittance and auditing.
We collect and remit all registration fees in accordance with City and state
requirements. We work with the City to establish an acceptable process for financial remittance
and auditing. Registration accounts are posted and maintained with payment data within our
system. HERA's integrated payment processing accepts payment using ACHIEFT, debit, or
credit card, and paper check payments are also accepted. Importantly, HERA is NACHA and
PC] compliant. HERA maintains full financial records which shall be made available for audit
by the City upon request.
HERA acknowledges receipt of Addendum 1 dated November 9, 2023 and our Cost
Proposal is reflective of this.
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