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Home My WebLink About13 C41980 Granicus - STR Monitoring SvcsSTAFF REPORT CITY OF PALM DESERT DEVELOPMENT SERVICES DEPARTMENT MEETING DATE: August 26, 2021 PREPARED BY: Kevin Swartz, Associate Planner REQUEST: Award Contract No. C41980 a 9-month Professional Services Agreement with the provisions for two additional one-year extensions periods for Short -Term Rentals (STR) monitoring, compliance, and enforcement services to Granicus in an amount not to exceed $50,000. Recommendation By Minute Motion: 1. Award Contract No. C41980 a 9-month Professional Services Agreement with the provisions for two additional one-year extensions approved by the City Manager for Short -Term Rentals (STR) monitoring, compliance, and enforcement services to Granicus, in the amount of $48,319; and 2. Authorize the Mayor to execute said contract, subject to final review and approval of the City Attorney; and Funds are available in Account No. 1104470-4309000 (Development Services Department). Background Analysis On April 26, 2018, the City Council awarded Contract No. C39650 a 14-month Professional Services Agreement with the option to renew for two one-year periods for STR Monitoring, Compliance, and Enforcement with Bear Cloud Software/STR Helper in the amount of $33,500. The contract was for operating an STR hotline, identifying non -permitted STRs, and performing other compliance activities, but not limited to: 1. Monitor and analyze Palm Desert's short-term rental market. 2. Create and maintain a database of STR units (both permitted and non -permitted). 3. Aggregation of non -duplicative short-term rental listings for STR properties operating in Palm Desert from short-term rental websites. 4. Quick and accurate identification of STR properties in the City including identification of the exact physical addresses, unit numbers, and parcel numbers. 5. Differentiation of monitoring and enforcement activities based on the different requirements dictated by the City's zoning and related municipal code regulations. August 26, 2021 — Staff Report Professional Consulting Services STRs (C41980) Page2of5 6. Pictures of full -resolution, full screen screenshots of all active STR listings in the City on a weekly basis. Provide a Zink to the website of the STR properties advertised in the City. 7. Provide an easy to use interface for STR market data, allowing City staff to search, correct, and append additional information to identified address matches. 8. Accurately and continuously cross-reference STR database of active STRs with the City's database of registered STRs. 9. Identify Transient Occupancy Tax (TOT) under -reporting based on publicly available information. 10. Provide a 24/7, 365-day telephone hotline service for reporting of alleged violations of municipal codes related to STRs and work with the City's Code Compliance Division. Relay content of calls received to appropriate parties (STR owner, STR manager, Code Compliance Officer (or message phone), and police) within ten minutes of receipt of call. 11. Accept, from complainants and share with City, evidence of alleged STR ordinance violations (i.e. video, photo, and audio evidence). 12. Provide City personnel 24/7 access to the City's STR related data and services through a secure web interface. Current Contract The existing contract with Granicus has been in effect since April 2018. Initially entered into with the vendor "STR Helper," the company was merged with another to become "Bear Cloud Software, Inc.," which was later acquired by "Host Compliance" in 2019 and recently acquired by Granicus in late 2019. These acquisitions have required at least two amendments and extensions to the existing contracts, which the City Council approved through Contract Number C36950. The current contract expired on June 30, 2021. Request for Proposal Prior to the expiration of the Granicus contract, a Request for Proposal (RFP) was released on April 7, 2021, soliciting bids for STR Monitoring and Enforcement. The Scope of Services identified in the RFP emphasized: • The creation of a short-term rental (STR) database. • Differentiation between enforcement and monitoring activities. • Providing an easy -to -use interface for City staff to search the STR database. • The operation of a 24-hour, 365-day (24/7) hotline services with a live person for reporting alleged violations. • Linksto online advertisements or postings for the STR. August 26, 2021 — Staff Report Professional Consulting Services STRs (C41980) Page 3 of 5 The RFP closed on May 6, 2021, and the City received the following four proposals. The cost of the proposals ranged from $38,400 to 109,000 for the first year. Vendor Year 1 Year 2 Year 3 Granicus $42,204 $45,158 $48,319 LTAS Technologies, $109,00 $86,000 Inc. MUNIRevs $38,400 $33,720 Deckard $91,000 $85,800 The City created an internal review team consisting of: • Robert Hargreaves, City Attorney • Pedro Rodriguez, Code Compliance Supervisor • Kevin Swartz, Associate Planner • Jennifer Nelson, Management Analyst $86,000 N/A $93,100 The internal review team was tasked with evaluating each proposal and provide scores ranking each proposal. Below were the evaluation categories. 1. Clarity and conformance of proposal to the RFP. 2. Content of the proposal, including the project approach. 3. Proposer's Experience and Past Performance on Similar Projects. 4. Team members' experience and performance. 5. Quality of References. 6. Overall Budget Proposal. All four (4) firms were very knowledgeable and have experience in the subject matter. The RFP and Scope of Services was developed based on stated concerns from the City Council and community. Staff believes that these concerns have primarily focused on STR enforcement and the ability to quickly respond to complaints about nuisance activities at STR properties. Therefore, the City has been reactionary in responding to complaints and the 24-hour hotline has been an effective tool in our enforcement activities. Both Deckard and LTAS Technologies Inc. proposals focused more on pursuing illegal STR operators through internet postings as a means for revenue generation on collecting the Transient Occupancy Tax (TOT). Their fees were also the highest of the four proposals. MUNIRevs submitted the lowest bid, but staff felt that Granicus's proposal was stronger, and the fee amounts were not far off. Granicus was stronger in enforcement (24/7 hotline), and staff believes based on the new amendments within Chapter 5.10 STR, that enforcement should be the main priority, and collection of TOT a close second. Staff is supportive of August 26, 2021 — Staff Report Professional Consulting Services STRs (C41980) Page 4 of 5 continuing this course of action without spending additional monies for a similar and equal outcome. Conclusion Under Palm Desert Municipal Code Section 3.30.140 Best Competitive value procedure, the evaluation team selected Granicus based on price, past performance, experience, and the information in their RFP that clearly identified how the 24/7 hotline is implemented, and how complaints are fielded and relayed to City staff for enforcement and action. For cities just entering into STR enforcement activities, identifying illegal operators and generating revenue from those operators, is very important. For the City of Palm Desert, which is years into enforcement, this has been less of an issue and priority. Recommendation Staff recommends extending a contract with Granicus based on their experience, current performance, completeness in response to the RFP Scope of Services, specifically the 24/7 hotline. Staff has worked closely with the Granicus team, especially as they have grown and evolved, to ensure continuity in service delivery. Initial growing pains are to be expected; however, staff has found the team to be responsive in addressing concerns; most of which are related to their website functionality. Once identified, staff and Granicus were quick to provide a demo and training to resolve the issue. Staff finds Granicus is doing a superior job managing the 24/7 hotline and have made adjustments to respond to feedback for improvements. We have heard from residents that the 24/7 hotline is very effective and very user-friendly. Staff finds that Granicus provides every STR listing to the City which helps in enforcement, citations, appeals, and challenges. The hotline has been very responsive, and the notification to the code compliance hotline is very consistent. Overall, staff has been very satisfied with the service provided by Granicus and is recommending that a new contract be extended with them. Fiscal Analysis: Staff is recommending approval of a 9-month agreement as an initial term, which includes provisions for two additional one-year extensions at the discretion of the City Manager. For the past three years, the City has been paying a similar fee for these services, and Funds are available in Account No. 1104470-4309000 (Development Services Department). August 26, 2021 — Staff Report Professional Consulting Services STRs (C41980) Page 5 of 5 LEGAL REVIEW N/A Robert W. Hargreaves ee a City Attorney DEPT. REVIEW Eric Ceja, Interim Director of Development Services FINANCIAL ASSISTANT CITY REVIEW MANAGER Jo- Lu For Janet Moore Director of Finance City Manager: L. Todd Hileman: L. TOGiOI f-�%l 2wtr vL CONSULTANT: Granicus 1999 Broadway, Suite 3600 Denver, Colorado 80202 ATTACHMENTS: RFP Consultant's Proposal Other Firms Proposals CITY COUNCILA,CTION APPROVED VV DENIED RECEIVED OTHER .Andy Firestine Andy Firestine Assistant City Manager MEETING DATE_ ' " 'LID .9A �'� AYES+Vti'n1 K- #�tfl i�hfl )� Net.rff,t WnhlUili�l � �t!/� NOES• Nene,, ABSENT: None ABSTAIN• NIon r, VERIFIED BY. N t ft 1 5 rS Original on File with City Clerk's Office [This page has intentionally been left blank.] CITY OF PALM DESERT REQUEST FOR PROPOSALS FOR Professional Consulting Services / Systems for Short -Term Rental Monitoring and Enforcement COMMUNITY DEVELOPMENT DEPARTMENT 73-510 Fred Waring Drive Palm Desert, CA 92260-2578 Telephone: (760) 346-0611 www.cityofpalmdesert.org 72500.00001 \32303 766.1 CITY OF PALM DESERT NOTICE INVITING PROPOSALS Professional Consulting Services / Systems for Short -Term Rental Monitoring and Enforcement PUBLIC NOTICE IS HEREBY GIVEN that proposals will be received by the City of Palm Desert ("City") electronically through the City's online bid management provider ("PlanetBids") until 2:00 P.M., Thursday, May 6, 2021. Proposals may not be submitted by fax, email, telephone, mail, hand delivery, or other means; any proposals received through any means other than PlanetBids will be returned to the proposer unopened. The City is seeking proposals from qualified consulting firm(s) to provide professional services and systems in support of short-term rental (STR) monitoring and enforcement with a focus on the following areas: • Identification of STRs, including the full name of the owner and physical address of STR. • Estimated revenues generated by the STR property with supporting evidence. • Linksto online advertisements or postings for the STR. • Providing a 24/7 complaint hotline and monitoring service for noise and other operational requirements per Palm Desert Municipal Code (PDMC) Chapter 5.10 Short -Term Rentals. The City is pursuing a consultant with prior experience working with STR monitoring and enforcement, and equipped to develop creative solutions in furtherance of STR monitoring. After review and evaluation of the submitted proposals, the City will recommend the finalist to the City Council for award of a contract. The award of this contract is subject to available budget adequate to carry out the provisions of the proposed agreement including the identified scope of work. The City reserves the right to reject any or all proposals determined not to be in the best interest of the City. The City of Palm Desert is committed to inclusion and diversity and welcomes proposals and bids from contractors, consultants, and vendors of all faiths, creeds, ancestries, and ethnicities without regard to disability, gender identity, sexual orientation, or immigration status. The City condemns and will not tolerate prejudice, racism, bigotry, hatred, bullying, or violence towards any group within or outside of our community. Interested proposers may register as vendors and download copies of the Request for Proposals ("RFP") by visiting the City's website, www.citvofpalmdesert.orq under "Quick Links," click on "Projects Up For Bid". Once registered, interested proposers may obtain more information regarding the RFP through the City's online bid management provider PlanetBids. City of Palm Desert STR RFP Page 1 of 11 CITY OF PALM DESERT REQUEST FOR PROPOSALS Professional Consulting Services / Systems for Short -Term Rental Monitoring &Enforcement I. BACKGROUND AND INTRODUCTION The City of Palm Desert ("City") is requesting proposals from qualified firms' ("Proposers") to provide professional services and systems in support of STR monitoring and enforcement, and related services ("Services"). The City is a charter city in the State of California. The City is a thriving community of approximately 50,000 full-time and 32,000 seasonal residents. It is located in the Coachella Valley in eastern Riverside County, part of the low desert region of Southern California. The City features big -city resources in a friendly, small-town setting, offering first class educational opportunities, safe and clean streets, as well as plentiful shopping and community events. Palm Desert is considered the geographical, educational and retail center of the Coachella Valley. Incorporated in 1973, the City operates under a council-manager form of government with a five -member City Council elected at large. Each council member serves a four-year term. The City Council meets on the second and fourth Thursdays of the month at Palm Desert City Hall, 73-510 Fred Waring Drive. To serve and promote the welfare of its residents, the City intends to procure the Services, as described below. In 2012, the City Council added PDMC Chapter 5.10 Short -Term Rentals. The creation of the STR Ordinance allowed homeowners to rent their home for fewer than 27 consecutive days with a three-day, two -night minimum stay, without going through a public hearing to obtain a Conditional Use Permit (CUP). STRs have grown rapidly throughout the nation and within the Coachella Valley, facilitated by online rental platforms such as Airbnb, HomeAway, Craigslist, FlipKey, and VRBO. Property owners are legally required to obtain an STR permit from the City to utilize their property as an STR. There are currently many required steps, including providing a 24-hour contact and acknowledging receipt of the "Good Neighbor Brochure" prior to renting a residence. There are approximately 800 permitted STR units currently operating in the City, and they are divided up into residential zoning districts. 1Use of the term "firm" shall mean individual proprietorship, partnership, Limited Liability Company, corporation or joint venture. City of Palm Desert STR RFP Page 2 of 11 Zoning Total Percentage of Housing Total STR Permits Designation Stock throughout the City (779) P.R. 68% 709 R-1 16% 8 * R-2 6% 12* R-3 6% 41 RE 2% 6 HPR 2% 3 *Active permits represent On -Site owner permits and granted Hardship Extensions In 2017, during the yearlong city-wide policy update, the City Council adopted an ordinance implementing new policy standards for STR operations including enforcement, operational/communication requirements, and banning new STRs in the R-1 and R-2 zones. Enforcement Enforcement was the largest topic of discussion during the 2017 policy update. Many residents stated the City needed to do a better job with enforcement. The City Council approved the following: • Stricter fines for owners, renters, and management companies - ($1,000, $3,000, and $5,000). • Stricter fines for a non -licensed STR - ($5,000). • Three (3) strikes within one year would result in the loss of STR permit. • Addition of a swing shift Code Compliance Officer who works evening hours. • The hiring of a third -party consulting company to manage a 24/7 hotline and monitor advertising websites for non -permitted STR listings. Operational and Communication Requirements Operational requirements were created because many residents stated that the previous ordinance lacked accountability of the owners, operators, and renters. Prior to occupancy of an STR unit the operator must comply with the following: • Meet and greet the renter on -site and obtain his or her name, address, and a copy of a valid government -issued identification. • Provide the renter with a copy of the Good Neighbor Brochure. • Provide the renter with information about the STR regulations. • Require the renter to execute a formal acknowledgment in the form acceptable by the City that he or she is legally responsible for compliance of all occupants of the STR unit and their guests, with all applicable laws, rules and regulations pertaining to the use and occupancy of the STR unit. Provide the Responsible Person with the Operator's 24-hour availability information. • Provide the renter with a copy of the maximum number of overnight occupants and the maximum number of daytime occupants as permitted pursuant to the ordinance. • Provide the Responsible Person with a copy of trash pick-up day and applicable rules and regulations pertaining to leaving or storing trash on the exterior of the property. • Include in the Good Neighbor Brochure that no music will be played outdoors after 10:00 p.m. City of Palm Desert STR RFP Page 3 of 11 Zoning (R-1 and R-2 zones) The ordinance prohibits new STRs within the R-1 and R-2 zones. All existing permitted STRs within the R-1 and R-2 zones terminated on December 31, 2019, with exceptions to On -site Owner permits and granted Hardship Extensions. On -Site Owner STR Permit This permit is allowed in all residential zones. Applicants who are part of a Homeowners' Association (HOA) are subject to prior approval by the HOA. The permit allows an owner who is living in and present within the main unit, to rent one (1) or more bedroom(s), or an attached/detached casita. This permit still requires all additional information as outlined within the STR Ordinance, including payment of the transient occupancy tax (TOT). The owner must also demonstrate regular occupancy during the rental period, which may be by neighbor verification or other means sufficient to the City. On January 16, 2018, the above amendments along with the remainder of Ordinance No. 1332 went into effect. On November 19, 2020, the City Council amended the STR Ordinance to implement new regulations for STRs within the Planned Residential (PR) zones for properties not governed by an HOA. The amendments included the following: • Require the issuance of new STR permits in PR zones to be supported by written approval from an HOA having jurisdiction over the property. • Existing STR permits within the PR zones (excluding On -Site Owner STR Permits) without such a written approval letter shall terminate, and such uses permanently cease operation after December 31, 2021. On January 10, 2021, STR Ordinance No. 1360 went into effect. The STR Ordinance and additional information on the City can be found on the City's website at www.citvofpalmdesert.orq. II. REQUEST FOR PROPOSALS A. Scope of Services The Services sought under this Request for Proposals ("RFP") are set forth in more detail in Attachment "A", attached hereto and incorporated herein by this reference. Notwithstanding the inclusion of such Services in Attachment "A", the final scope of Services negotiated between the City and the successful Proposer shall be set forth in the Professional Services Agreement ("Agreement") executed by and between City and the successful Proposer. A copy of the Agreement is attached hereto as Attachment "B" and incorporated herein by this reference. B. Project Manager for this RFP The project manager for the City regarding this RFP will be Kevin Swartz, Associate Planner, with the Community Development Department, kswartz(c�citvofpalmdesert.orq, (760) 776-6485 or a designated representative, who will coordinate the assistance to be provided by City of Palm Desert STR RFP Page 4 of 11 the City to the Proposer. C. Requests for Clarification All questions, requests for interpretations, or clarifications, either administrative or technical must be requested in writing through the City's online bid management provider ("PlanetBids"). All written questions, if answered, will be answered in writing, conveyed to all interested firms, and posted through PlanetBids. Oral statements regarding this RFP by any persons should be considered unverified information unless confirmed in writing. To ensure a response, questions must be received in writing by the date and time identified in the Proposal Schedule. D. Pre -Proposal Meeting For this RFP, there is no pre -proposal meeting. E. Content and Format of Proposal Proposals shall be concise, well organized and demonstrate qualifications and applicable experience. Proposals shall be organized, and include page numbers for all pages in the proposal. The proposal shall be uploaded (.pdf file) as an attachment(s) and submitted through PlanetBids. Proposals shall be in the following order and shall include: 1. Cover Letter: This letter should briefly introduce the firm, summarize the firm's general qualifications, include an executive summary of the specific approach which will be used to deliver the work scope; and identify the individual(s) name, address and phone number authorized to negotiate Agreement terms and compensation. 2. Certification of Proposal: This section shall state: "The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP." 3. Experience and Technical Competence: a. Background: Provide history of the firm's consulting experience which specifically addresses the individual or firm's experience with similar and associated Services as described in this RFP. This section should include a description of projects completed for other cities in the Coachella Valley in the last ten (10) years. b. References: The proposal shall include a list of recently completed projects that are similar in scope and function to this RFP. Provide a description of the project, client name, and the name, title, and telephone number of the primary contact person. City of Palm Desert STR RFP Page 5 of 11 4. Firm Staffing and Key Personnel: a. Staffing: Provide the number of staff to be assigned to perform the Services and the names/ discipline/ job title of each as well as your firm's capacity to provide additional personnel as needed. b. Key Personnel: Identify key persons that will be principally responsible for working with the City. Indicate the role and responsibility of each individual. c. Team Organization: Describe proposed team organization, including identification and responsibilities of key personnel. d. Subcontractors: The Proposer shall identify functions that are likely to be subcontracted and identify the subcontractor and experience that is anticipated to perform each function. 5. Proposed Method to Accomplish the Work: Describe the technical and management approach to completing the Services to the City. Proposer should take into account the scope of the Services and general functions required. Include a draft schedule of major tasks, key sub -tasks, milestones, and deliverables that will provide for timely provision of the Services. In reviewing the scope of Services and goals described in Attachment "A", the Proposer may identify additional necessary tasks and is invited to bring these to the City's attention within the discussion of its proposed method to accomplish the work. 6. Fee Proposal: Please provide a lump -sum, not -to -exceed fee proposal for the scope of Services. Please include a detailed breakdown of each component associated with the Scope of Work. The fee proposal shall include hourly rates for all personnel. The City shall not reimburse awarded Proposer for any travel expenses; therefore, any such costs must be included in the rates set forth in the fee proposal. 7. Appendices: The following shall be inserted at the end of the proposal and will not count towards the 20 page typed limit. Proposer shall submit the following: a. Litigation: Provide litigation history for any claims filed by your firm or against your firm related to the provision of Services in the last five (5) years. b. Project Team Resumes: Submit resumes of all key personnel/support staff that will produce work product for the Services. Describe their qualifications, education, and professional licensing. c. Changes to Agreement: The City standard professional services agreement contract is included as Attachment "B" in this Request for Proposal. The Proposer shall identify any objections to and/or request changes to the standard contract language in this section of the proposal. City of Palm Desert STR RFP Page 6 of 11 F. No Deviations from the RFP In submitting a proposal in response to this RFP, Proposer is certifying that it takes no exceptions to this RFP including, but not limited to, the Agreement. If any exceptions are taken, such exceptions must be clearly noted in the proposal and may be reason for rejection of the proposal. As such, Proposer is directed to carefully review the proposed Agreement and, in particular, the insurance and indemnification provisions therein. G. Selection Process 1. The City will evaluate proposals based on the following criteria: a. Clarity and conformance of proposal to the RFP. b. Content of the proposal, including the project approach. c. Proposer's experience and performance. d. Team members' experience and performance. e. Comments by references. f. Fee proposal. 2. During the evaluation process, the City reserves the right, where it may serve the City's best interest, to request additional information or clarifications from Proposers, or to allow correction of errors or omissions. 3. It is the City's intent to select a Proposer who best demonstrates competence and professional qualification to perform the Services. The City reserves the right to reject all proposals, select by proposal review only or interview as needed. Certain Proposers may be selected to make a brief presentation and oral interview after which a final selection will be made. The successful Proposer will be selected on the basis of information provided in the RFP, in -person presentations, and the results of the City's research and investigation. Upon selection of a Proposer, the City will endeavor to negotiate a mutually agreeable professional services agreement with the selected Proposer. In the event that the City is unable to reach agreement, the City will proceed, at its sole discretion, to negotiate with the next Proposer selected by the City. The City reserves the right to contract for services in the manner that most benefits the City including awarding more than one contract if desired. 4. After negotiating a proposed Agreement that is fair and reasonable, City staff will make the final recommendation to the City Council concerning the proposed Agreement. The City Council has the final authority to approve or reject the Agreement. H. Protests 1. Protest Contents: Protests based on the content of the RFP shall be submitted in writing to the office of the City Clerk, 73-510 Fred Waring Drive, Palm Desert, CA 92260 no later than ten (10) calendar days prior to the scheduled proposal City of Palm Desert STR RFP Page 7 of 11 submittal deadline. If necessary, the proposal submittal deadline may be extended pending a resolution of the protest. Proposer may protest a contract award if the Proposer believes that the award was inconsistent with City policy or this RFP is not in compliance with law. A protest must be filed in writing with the City Clerk's Office (email is not acceptable) within five (5) business days after receipt of notification of the contract award. Any protest submitted after 5 pm of the fifth business day after notification of the contract award will be rejected by the City as invalid and the Proposer's failure to timely file a protest will waive the Proposer's right to protest the contract award. The Proposer's protest must include supporting documentation, legal authorities in support of the grounds for the protest and the name, address and telephone number of the person representing the Proposer for purposes of the protest. Any matters not set forth in the protest shall be deemed waived. 2. City Review: The City will review and evaluate the basis of the protest provided the protest is filed in strict conformity with the foregoing. The City shall provide the Proposer submitting the protest with a written statement concurring with or denying the protest. Action by the City relative to the protest will be final and not subject to appeal or reconsideration. The procedure and time limits set forth in this section are mandatory and are the Proposer's sole and exclusive remedy in the event of protest. Failure to comply with these procedures will constitute a waiver of any right to further pursue the protest, including filing a Government Code claim or legal proceedings. I. Proposal Schedule The tentative schedule is as follows: ACTION DATE Release of Request for Proposal April 7, 2021 Last Day to Submit Questions for Clarification via PlanetBids on or April 23, 2021 before 5:00 P.M. Clarifications Issued by City via Planet Bids on or before 5:00 P.M. April 28, 2021 Deadline for Receipt of Proposals submitted on or before 2:00 P.M. May 6, 2021 The above scheduled dates are tentative and City retains the sole discretion to adjust the above schedule. Nothing set forth herein shall be deemed to bind City to award a contract for the Services and City retains the sole discretion to cancel or modify any part of or all of this RFP at any time. City of Palm Desert STR RFP Page 8 of 11 J. Submittal Requirements 1. General: It is strongly recommended that the Proposer submit proposals in the format identified in this RFP to allow the City to fully evaluate and compare the proposal. All requirements and questions in the RFP should be addressed and all requested data shall be supplied. The City reserves the right to request additional information which, in the City's opinion, is necessary to assure that the Proposer's competence, number of qualified employees, business organization, and financial resources are adequate to perform according to the Agreement. 2. Preparation: Proposals should be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this RFP. Responses should emphasize the Proposer's demonstrated capability to perform the Services. Expensive bindings and promotional materials, etc., are not necessary or desired. However, technical literature that supports the approach to providing the Services and work plan should be forwarded as part of the proposal. Emphasis should be concentrated on completeness, approach to the work and clarity of proposal. 3. Site Examination: Proposers may visit the City and its physical facilities to determine the local conditions which may in any way affect the performance of the work; familiarize themselves with all federal, state and local laws, ordinances, rules, regulations, and codes affecting the performance of the work; make such investigations, as it may deem necessary for performance of the Services at its proposal price within the terms of the Agreement; and correlate its observations, investigations, and determinations with the requirements of the Agreement. 4. Authorization: The proposal shall be signed by an individual, partner, officer or officers authorized to execute legal documents on behalf of the Proposer. 5. Confidentiality of Proposal: Proposals submitted in response to this RFP shall be held confidential by City and shall not be subject to disclosure under the California Public Records Act (Cal. Government Code section 6250 et seq.) until after either City and the successful Proposer have completed negotiations and entered into an Agreement or City has rejected all proposals. All correspondence with the City including responses to this RFP will become the exclusive property of the City and will become public records under the California Public Records Act. The City will have no liability to the Proposer or other party as a result of any public disclosure of any proposal or the Agreement. If a Proposer desires to exclude a portion of its proposal from disclosure under the California Public Records Act, the Proposer must mark it as such and state the specific provision in the California Public Records Act which provides the exemption as well as the factual basis for claiming the exemption. For example, if a Proposer submits trade secret information, the Proposer must plainly mark the information as "Trade Secret" and refer to the appropriate section of the California Public Records Act which provides the exemption as well as the factual basis for claiming the exemption. If a request is made for information marked "Confidential", "Trade Secret" or "Proprietary" ("Proprietary Information"), the City will provide Proposers who submitted the information with reasonable notice to seek protection from disclosure by a court of competent jurisdiction. Proposer shall have five (5) working days after receipt of such notice City of Palm Desert STR RFP Page 9 of 11 to give City written notice of Proposer's objection to the City's release of Proprietary Information. Proposer shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney's fees) arising out of a legal action brought to compel the release of Proprietary Information. Proposals which indiscriminately identify all or most of the proposal as exempt from disclosure without justification may be deemed unresponsive and disqualified from further participation in this RFP. 6. Submittal lnstructions The proposal must be received no later than 2:00 P.M. local time, on or before May 6, 2021, through the City's online bid provider, PlanetBids. It is soley the responsibility of Proposer to see that its proposal is properly submitted to PlanetBids in proper form and prior to the stated closing time. PlanetBids will not accept late proposals. The City will only consider proposals that have transmitted successfully and have been issued a confirmation number with a time stamp from PlanetBids indicating that the proposal was submitted successfully. Proposers shall be solely responsible for informing themselves with respect to the proper utilization of PlanetBids, ensuring the capability of their computer system to upload the required documents, and the stability of their internet service. Failure of the Proposer to successfully submit an electronic proposal shall be at the Proposer's sole risk, and no relief will be given for late and/or improperly submitted proposals. Proposers experiencing any technical difficulties with the proposal submission process may contact PlanetBids Support at (818) 992-1771. If you continue to have difficulty, please contact Kevin Swartz at (760) 776-6485. Neither the City nor PlanetBids make any guarantee as to the timely availability of assistance or assurance that any given problem will be resolved by the proposal submission date and/or time. K. General Conditions 1. Amendments to RFP: The City reserves the right to amend the RFP or issue to all Proposers addenda to answer questions for clarification. 2. Amendments to Proposals: Unless specifically requested by the City, no amendment, addendum or modification will be accepted after a proposal has been submitted to City. If a change to a proposal that has been submitted is desired, the submitted proposal must be withdrawn and the replacement proposal submitted prior to the deadline stated herein for receiving proposals. 3. Non -Responsive Proposals: A proposal may be considered non -responsive if conditional, incomplete, or if it contains alterations of form, additions not called for, or other irregularities that may constitute a material change to the proposal. 4. Costs for Preparing: The City will not compensate any Proposer for the cost of preparing any proposal, and all materials submitted with a proposal shall become the property of the City. The City will retain all proposals submitted and may use any idea in a proposal regardless of whether that proposal is selected. City of Palm Desert STR RFP Page 10 of 11 5. Cancellation of RFP: City reserves the right to cancel this RFP at any time prior to contract award without obligation in any manner for proposal preparation, interview, fee negotiation or other marketing costs associated with this RFP. 6. Price Validity: Prices provided by Proposers in response to this RFP are valid for 120 days from the proposal due date. The City intends to award the contract within this time but may request an extension from the Proposers to hold pricing, until negotiations are complete and the contract is awarded. 7. No Commitment to Award: Issuance of this RFP and receipt of proposals does not commit the City to award a contract. City expressly reserves the right to postpone the proposal for its own convenience, to accept or reject any or all proposals received in response to this RFP, to negotiate with more than one Proposer concurrently, or to cancel all or part of this RFP. 8. Right to Negotiate and/or Reiect Proposals: City reserves the right to negotiate any price or provision, task order or service, accept any part or all of any proposals, waive any irregularities, and to reject any and all, or parts of any and all proposals, whenever, in the sole opinion of City, such action shall serve its best interests and those of the tax -paying public. The Agreement, if any is awarded, will go to the Proposer whose proposal best meets City's requirements. 9. Non -Discrimination: The City does not discriminate on the basis of race, color, national origin, religion, age, ancestry, medical condition, disability or gender in consideration for an award of contract. Publication Date of RFP: April 7, 2021 City of Palm Desert STR RFP Page 11 of 11 ATTACHMENT "A" PROPOSED SCOPE OF SERVICES The selected consultant shall work in partnership with the City to provide a full range of professional support services for the implementation and ongoing administration of, including but not limited to, the following tasks: 1. Monitoring and analyzing Palm Desert's STR market. 2. Create and maintain a database of STR units (both permitted and non -permitted). 3. Aggregation of non -duplicative STR listings for STR properties operating in Palm Desert from STR websites. 4. Quick and accurate identification of STR properties in the City including identification of the exact physical addresses, unit numbers, and parcel numbers. 5. Differentiation of monitoring and enforcement activities based on the different requirements dictated by the City's zoning and related municipal code regulations. 6. Capture of full -resolution, full -screen screenshots of all active STR listings in the City on a weekly basis. Provide a link to the website of the STR properties advertised in the City. 7. Provide an easy -to -use interface for STR market data, allowing City staff to search, correct, and append additional information to identified address matches. 8. Accurately and continuously, cross-reference STR database of active STRs with the City's database of registered STRs. 9. Identify Transient Occupancy Tax (TOT) under -reporting based on publicly available information. 10. Provide a 24/7, 365-day telephone hotline service, with a live person for reporting alleged violations of municipal codes related to STRs and work with the City's Code Compliance Division. Relay content of calls received to appropriate parties (STR owner, STR manager, Code Compliance Officer (or message phone), and police) immediately upon receipt of a call. 11. Obtain from complainants and share with the City, evidence of alleged STR ordinance violations (i.e. video, photo, and audio evidence). 12. Provide City personnel 24/7 access to the City's STR-related data and services through a secure web interface. I. Project Management A. Kick-off Meeting. Proposer will schedule a kick-off meeting with City staff to discuss project expectations for coordination, reporting, deliverables, and all relevant project information. Proposer will prepare a meeting summary with project goals, objectives and action items. Deliverable(s): Meeting Summary. B. Project Schedule. Proposer will work with City staff to finalize a project schedule ("Schedule") within five (5) working days after the kick-off meeting. II. Review and Evaluation A. Evaluation of STR Ordinance No. 1360. Proposer will review and evaluate the current STR Ordinance and policies to fully understand the City's rules and regulations, including zoning. The evaluation shall include a discussion City of Palm Desert STR RFP Attachment A - Page 1 of 2 of the effectiveness of the existing policies. Proposer will be responsible to compile and review any existing documents (including maps, tables, etc.) necessary to provide background material and aid in understanding local conditions and the community's needs. Deliverable(s): One (1) electronic copy in Microsoft Word. City of Palm Desert STR RFP Attachment A - Page 2 of 2 Contract No. ATTACHMENT "B" CITY OF PALM DESERT PROFESSIONAL SERVICES AGREEMENT Contract No. 1. PARTIES AND DATE. This Agreement is made and entered into this day of , 20, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578, County of Riverside, State of California ("City") and [***INSERT NAME OF COMPANY], a [INSERT TYPE OF BUSINESS; I.E., CORPORATION (INCLUDE STATE OF INCORPORATION), LIMITED LIABILITY COMPANY, SOLE PROPRIETORSHIP, ETC.], with its principal place of business at [***INSERT ADDRESS***] ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties." 2. RECITALS. 2.1 Project. The City is a public agency of the State of California and is in need of professional services for the following project: Housing and Safety Element Update, and corresponding environmental documents prepared in accordance with the California Environmental Quality Act ("CEQA) including special studies and related services (hereinafter referred to as "the Project'). 2.2 Consultant. Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant is duly licensed and has the necessary qualifications to provide such services. 3. TERMS. 3.1 Scope of Services and Term. 3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. 3.1.2 Term. The term of this Agreement shall be from to , unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Consultant. 3.2.1 Independent Contractor; Control and Payment of Subordinates. The City of Palm Desert STR RFP Attachment B - Page 1 of 15 Contract No. Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Any personnel performing the Services shall not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services. Consultant shall perform the Services in a prompt and timely manner in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City. 3.2.4 Substitution of Kev Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. The key personnel for performance of this Agreement are as follows: 3.2.5 Citv's Representative. The City hereby designates Kevin Swartz, Associate Planner, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the scope of Services or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the scope of services or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee. 3.2.6 Consultant's Representative. Consultant hereby designates , or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Consultant represents that it, its employees and subconsultants have all licenses, City of Palm Desert STR RFP Attachment B - Page 2 of 15 Contract No. permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided herein. Any employee of the Consultant or its sub -consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. 3.2.9 Period of Performance. Consultant shall perform and complete all Services under this Agreement within the term set forth in Section 3.1.2 above ("Performance Time"). Consultant shall also perform the Services in strict accordance with any completion schedule or Project milestones described in Exhibits "A" or "B" attached hereto, or which may be separately agreed upon in writing by the City and Consultant ("Performance Milestones"). Consultant agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such Performance Milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the City will suffer damage. 3.2.10 Laws and Regulations; Emplovee/Labor Certification. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with the Services and this Agreement. All violations of such laws and regulations shall be grounds for the City to terminate the Agreement for cause. 3.2.10.1 Employment Eligibility; Consultant. Consultant certifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same. Consultant certifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement, and shall not violate any such law at any time during the term of the Agreement. 3.2.10.2 Eaual Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.2.10.3 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. 3.2.11 Insurance. 3.2.11.1 Minimum Reauirements. Without limiting Consultant's indemnification of City, and prior to commencement of the Services, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form that is satisfactory to City. City of Palm Desert STR RFP Attachment B - Page 3 of 15 Contract No. (A) General Liability Insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted. (B) Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non -owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. The City's Risk Manger may modify this requirement if it is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement. (C) Professional Liability (Errors & Omissions) Insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement. (D) Workers' Compensation Insurance. Consultant shall maintain Workers' Compensation Insurance (Statutory Limits) and Employer's Liability Insurance (with limits of at least $1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees and volunteers. (E) Umbrella or Excess Liability Insurance. Consultant may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer's liability. Such policy or policies shall include the following terms and conditions: (1) A drop down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason; (2) Pay on behalf of wording as opposed to reimbursement; (3) Concurrency of effective dates with primary policies; and (4) Policies shall "follow form" to the underlying primary policies. (5) Insureds under primary policies shall also be insureds under the umbrella or excess policies. (F) Fidelity Coverage. Consultant shall provide evidence of fidelity coverage on a blanket fidelity bond or other acceptable form. Limits shall be no less than $1,000,000 per occurrence. (G) Cyber Liability Insurance. Consultant shall procure and maintain Cyber Liability insurance with limits of $1,000,000 per occurrence/loss, which shall include the following coverage: City of Palm Desert STR RFP Attachment B - Page 4 of 15 Contract No. (1) Liability arising from the theft, dissemination and/or use of confidential or personally identifiable information; including credit monitoring and regulatory fines arising from such theft, dissemination or use of the confidential information. (2) Network security liability arising from the unauthorized use of, access to, or tampering with computer systems. (3) Liability arising from the failure of technology products (software) required under the contract for Consultant to properly perform the services intended. (4) Electronic Media Liability arising from personal injury, plagiarism or misappropriation of ideas, domain name infringement or improper deep- linking or framing, and infringement or violation of intellectual property rights. (5) Liability arising from the failure to render professional services If coverage is maintained on a claims -made basis, Consultant shall maintain such coverage for an additional period of three (3) years following termination of the Agreement. 3.2.11.2 Other Provisions or Requirements. (A) Proof of Insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers' compensation. Insurance certificates and endorsements must be approved by City's Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. (B) Duration of Coverage. Consultant shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, his/her agents, representatives, employees or subconsultants. (C) Primarv/Non-Contributing.. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City's own insurance or self-insurance shall be called upon to protect it as a named insured. (D) Citv's Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant, or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement. (E) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the City's Risk Manager. (F) Waiver of Subroaation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, City of Palm Desert STR RFP Attachment B - Page 5 of 15 Contract No. its elected or appointed officers, agents, officials, employees and volunteers, or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees and volunteers, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (G) Enforcement of Contract Provisions (non estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (H) Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for 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. (I) Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. (J) Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, and volunteers shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement, under such policies. This provision shall also apply to any excess/umbrella liability policies. (K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. (L) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer's limits of liability. The policy(ies) shall not contain any cross -liability exclusions. (M) Pass Throuah Clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants, subcontractors, and others engaged in the Project will be submitted to City for review. (N) Citv's Right to Revise Specifications. The City and Risk Manager reserve the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in additional cost to the Consultant, the City and Consultant may renegotiate Consultant's compensation. If the City reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice. City of Palm Desert STR RFP Attachment B - Page 6 of 15 Contract No. (0) Self -Insured Retentions. Any self -insured retentions must be declared to and approved by City. City reserves the right to require that self -insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (P) Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant's performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. (Q) Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services. 3.2.12 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City's ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter -Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. Failure to comply with laws, regulations, and ordinances listed in this Section is a violation of federal and state law. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations and policies of this Section. 3.3 Fees and Payments. 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed ($ ) without written approval of the City Council or City Manager, as applicable. 3.3.2 Payment of Compensation. Consultant shall submit to City monthly invoices which provide a detailed description of the Services and hours rendered by Consultant. City shall, within 30 days of receiving such invoice, review the invoice and pay all non -disputed and approved charges. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein. Consultant shall submit its final invoice to City within thirty (30) days from the last date of provided Services or termination of this Agreement and failure by the Consultant to submit a timely invoice may constitute a waiver of its right to final payment. Payment shall not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the City for any reason whatsoever. 3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement. 3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City. City of Palm Desert STR RFP Attachment B - Page 7 of 15 Contract No. 3.4 Labor Code Requirements. 3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, agents, and volunteers free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 3.4.2 Registration/DIR Compliance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition, installation, or repair work, or a public works project of over $15,000 when the project is for maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations ("DIR"). Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants. This Project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Consultant's sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR. Any stop orders issued by the DIR against Consultant or any subconsultant that affect Consultant's performance of Services, including any delay, shall be Consultant's sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any subconsultant. 3.4.3 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self- insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5 Accounting Records. 3.5.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.6 General Provisions. 3.6.1 Termination of Agreement. City of Palm Desert STR RFP Attachment B - Page 8 of 15 Contract No. 3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. 3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. 3.6.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 3.6.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: Consultant: [INSERT BUSINESS NAME] [INSERT STREET ADDRESS] [INSERT CITY STATE ZIP] ATTN: [INSERT NAME AND TITLE] City: City of Palm Desert 73-510 Fred Waring Drive Palm Desert, CA 92260 ATTN: Eric Ceja, Deputy Director of Community Development Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.6.3 Ownership of Materials and Confidentiality. 3.6.3.1 Documents & Data; Licensing of Intellectual Property. 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"). All Documents & Data shall be and remain the property of City, and shall not be used in whole or in substantial part by Consultant on other projects without the City's express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of fifteen (15) years following completion of the Project, and shall make copies available to City upon the payment of actual reasonable City of Palm Desert STR RFP Attachment B - Page 9 of 15 Contract No. duplication costs. Before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents. 3.6.3.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant 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 prepared by professionals other than Consultant or its subconsultants, or those provided to Consultant by the City. 3.6.3.3 Riaht to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City's sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant's seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents and employees from claims arising out of the negligent use or re -use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant. 3.6.3.4 Indemnification — Documents and Data. Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers and agents free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted. 3.6.3.5 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.6.3.6 Confidential Information. The City shall refrain from releasing Consultant's proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney's fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the City of Palm Desert STR RFP Attachment B - Page 10 of 15 Contract No. Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non -appealable order by a court of competent jurisdiction requires that City release such information. 3.6.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement. 3.6.5 f Reservedl 3.6.6 Indemnification. 3.6.6.1 To the fullest extent permitted by law, Consultant shall defend (with counsel of City's choosing), indemnify and hold the City, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subconsultants or agents in connection with the performance of the Consultant's Services, the Project or this Agreement, including without limitation the payment of all expert witness fees, ,attorney's fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, or volunteers. 3.6.6.2 If Consultant's obligation to defend, indemnify, and/or hold harmless arises out of Consultant's performance as a "design professional" (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant's indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant's liability for such claim, including the cost to defend, shall not exceed the Consultant's proportionate percentage of fault. 3.6.7 Entire Agreement. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. 3.6.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County. 3.6.9 Time of Essence. Time is of the essence for each and every provision of this Agreement. 3.6.10 Citv's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project. 3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties. 3.6.12 Assignment; Subcontracting. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. 3.6.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. City of Palm Desert STR RFP Attachment B - Page 11 of 15 Contract No. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.6.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.6.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. 3.6.16 No Third-Partv Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.6.17 Invalidity; Severabilitv. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.6.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.6.20 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. [SIGNATURES ON NEXT PAGE] City of Palm Desert STR RFP Attachment B - Page 12 of 15 Contract No. SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE CITY OF PALM DESERT AND IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written. CITY OF PALM DESERT By: [INSERT NAME [INSERT TITLE ATTEST: By: City Clerk APPROVED AS TO FORM: By: Best Best & Krieger LLP City Attorney [***INSERT NAME OF CONSULTANT***] [***INSERT NAME OF LEGAL ENTITY***] [IF CORPORATION, TWO SIGNATURES, PRESIDENT OR VICE PRESIDENT AND SECRETARY OR TREASURER REQUIRED] By: Its: Printed Name: By: Its: Printed Name: City of Palm Desert STR RFP Attachment B - Page 13 of 15 Contract No. Notary Acknowledgment A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF CALIFORNIA COUNTY OF On . 20, before me, , Notary Public, personally appeared , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature of Notary Public OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. CAPACITY CLAIMED BY SIGNER Individual Corporate Officer Title(s) Partner(s) ❑ ❑ Attorney -In -Fact ❑ Trustee(s) ❑ Guardian/Conservator ❑ Other: Signer is representing: Name Of Person(s) Or Entity(ies) Limited General DESCRIPTION OF ATTACHED DOCUMENT Title or Type of Document Number of Pages Date of Document Signer(s) Other Than Named Above City of Palm Desert STR RFP Attachment B - Page 14 of 15 Contract No. Notary Acknowledgment A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF CALIFORNIA COUNTY OF On , 20, before me, , Notary Public, personally appeared , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature of Notary Public OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT Individual Corporate Officer Partner(s) Title(s) ❑ Limited n General ❑ Attorney -In -Fact ❑ Trustee(s) ❑ Guardian/Conservator ❑ Other: Signer is representing: Name Of Person(s) Or Entity(ies) Title or Type of Document Number of Pages Date of Document Signer(s) Other Than Named Above City of Palm Desert STR RFP Attachment B - Page 15 of 15 Contract No. EXHIBIT "A" SCOPE OF SERVICES To be included upon award of Contract as described in "Attachment A" of the RFP dated April 7, 2021. (BB&K 2019) 72500.00001 \32374887.1 Exhibit "A" Contract No. (BB&K 2019) 72500.00001 \32374887.1 EXHIBIT "B" SCHEDULE OF SERVICES TBD Exhibit "B"-1 Contract No. (BB&K 2019) 72500.00001 \32374887.1 EXHIBIT "C" COMPENSATION TBD Exhibit "C"-1 OORA\1 CUS Request for Proposal Professional Consulting Services/Systems for Short -Term Rental Monitoring and Enforcement Response prepared for City of Palm Desert Response Submitted by Granicus Proposal Contact: Betsy Sachs, Account Manager Betsy.Sachs@granicus.com Submitted on May 4th, 2021 0 GRANICUS Dear Kevin, May 6th, 2021 Thank you in advance for allowing us the opportunity to present this proposal. Based on the background information provided in the RFP materials and our extensive experience delivering our software and these services to Palm Desert over the last three years, along with serving hundreds of cities and counties across North America (including many of your surrounding communities such as Indian Wells, Rancho Mirage, Desert Hot Springs, and Yucca Valley), we believe we are uniquely qualified to continue to perform the work described and well -positioned to help the City of Palm Desert achieve its short-term rental ("STR") compliance goals. We are confident that Granicus Host Compliance's solutions will be the best fit for Palm Desert's short-term rental needs both now and for years to come. Our Address Identification solution forms the basis of the Host Compliance platform and has been successfully implemented for Palm Desert since 2018. It scans over 60 STR platforms for listings, deduplicates them, and leverages machine learning and a team of over 200 analysts to identify the addresses of listings. Our Compliance Monitoring functionality enables monitoring for zoning and permitting compliance, but also captures sufficient information for more advanced compliance monitoring and communication by any number of parameters. It also streamlines the mailing and recording of outreach letters to both compliant and non -compliant STRs. Our Rental Activity Monitoring module leverages industry -leading algorithms and artificial intelligence to help with identifying and reaching out to hosts who fail to report or underreport taxes. Our 24/7 Hotline provides extended support for STR complaint management while enabling the collection of evidence. Over the last 3 years, our Hotline has fielded over 875 calls for Palm Desert, saving resources and many hours of staff time. Finally, our Mobile Permitting and Tax Collection module, while not currently implemented for Palm Desert, offers an easy way for non -compliant short-term rental hosts to become compliant. All STR hosts in the City of Palm Desert (as well as hotels, motels, and bed and breakfasts) can use this platform to remit their Transient Occupancy Tax. In this response, we will detail why the City of Palm Desert should choose to remain with the Host Compliance platform. The Granicus Customer Success team will continue to provide support before, during, and after any necessary implementation or changes to the current system. On average the Customer Success team earns customer satisfaction scores of 4.8 out of 5, with 98% of our customers reporting they would recommend us to a friend or colleague and lauding our quick and efficient implementations. Thank you in advance for your time and attention. If you have any questions regarding this RFP response or our services, please feel free to contact me at (720) 770-5578 or betsy.sachs@granicus.com Sincerely, Elizabeth "Betsy" Sachs Account Manager, Host Compliance granicus.com I info@aranicus.com page 2 0 GRANICUS Table of Contents EXECUTIVE SUMMARY 4 CERTIFICATION OF PROPOSAL 7 EXPERIENCE AND TECHNICAL COMPETENCE 8 BACKGROUND 8 REFERENCES 9 FIRM STAFFING AND KEY PERSONNEL 11 STAFFING 11 KEY PERSONNEL 12 TEAM ORGANIZATION 15 SUBCONTRACTORS 15 PROPOSED METHOD TO ACCOMPLISH THE WORK 16 TECHNICAL APPROACH 16 Address Identification 16 Compliance Monitoring 24 Rental Activity Monitoring 25 24/7 Hotline 27 OPTIONAL ADD ON 33 Mobile Registration and Tax Collection 33 SCOPE OF WORK 35 PROJECT MANAGEMENT 39 REVIEW AND EVALUATION 40 FEE PROPOSAL 42 APPENDICES 44 LITIGATION 44 PROJECT TEAM RESUMES 45 CHANGES TO AGREEMENT 51 granicus.com I info©aranicus.com page 3 0 GRAN ICUS Executive Summary By currently serving more than 350 local governments with short-term rental ("STR") program management services and software, Granicus has developed a deep understanding of what works and what doesn't when it comes to enforcing STR regulation. The Host Compliance software has quickly made us widely regarded as the preeminent thought leader in the STR compliance monitoring and enforcement industry. We serve over 90% of the local governments in North America seeking outsourced STR compliance monitoring solutions. In addition to serving over 100 other California communities —including your neighbors in Desert Hot Springs, Indian Wells, Rancho Mirage, Riverside, and Yucca Valley —we have worked with your team to successfully deliver the support requested by Palm Desert since 2018. We have a workforce spread across offices all over North America with strong firsthand municipal experience, deep expertise in geospatial data science and information management, and industry -leading experts in the STR space. We are known for sharing the many best practices gleaned from working with over 350 North American local governments, providing extensive support and closely coordinating our activities with our clients, whether large or small, resulting in a 98% renewal rate on the Host Compliance product line. Host Compliance is now part of Granicus' extensive software product line that covers everything a local and state government may need. Granicus is a leading government software company with over 4,500 federal, state, and local government customers, which brings the Host Compliance software and services the scale and capital to stay ahead of the rapidly evolving sharing economy. This deep expertise, customer focus, and data -driven approach to innovation will allow us to continue to build on your existing processes with an integrated, cost-effective short- term rental compliance monitoring and enforcement solution that has been proven effective many times over through widespread use in the local government space. As a provider of scalable, yet customizable software -as -a -service offerings, the way we plan to meet the requirements outlined in the RFP is through the continued deployment of our integrated cloud -based SaaS solution. Our solution is a set of integrated and automated data sources and tools to improve the capabilities, efficiency, and effectiveness of the city's employees. Having Granicus tools and data sources will allow staff to reallocate thousands of hours of lower value-added "desk detective" and administrative work to activities that deliver much higher value to the City's residents. It has been our experience that this SaaS-centric service delivery approach is very effective, quick to implement, and leads to the best outcomes, constituent service levels, and the optimal division of labor between Granicus and its clients. We believe it will enable the City to: 1. Create and maintain an up-to-date database of identified, deduplicated rental units (both permitted and non -permitted) to aid in the monitoring and analyzing Palm Desert's STR market. 2. Identify Transient Occupancy Tax (TOT) under -reporting based on publicly available information. granicus.com I info©aranicus.com page 4 0 GRANICUS 3. Provide a 24/7, 365-day telephone hotline service, with a live person for reporting alleged violations of municipal codes related to STRs and work with the City's Code Compliance Division 4. Communicate easily and effectively with both compliant and non -compliant short-term rental operators regarding permitting, tax remittance, ordinance changes, and more. In order to meet the requirements of Palm Desert's RFP for continued monitoring and compliance for the over 3,500 listings in Palm Desert, we propose the continued use of our Address Identification solution, which forms the basis for the Host Compliance platform, along with our Compliance Monitoring, Rental Activity Monitoring and 24/7 hotline. This package would meet all the specifications in the RFP including the location and registration of non -compliant STRs. • Address Identification scans over 60 STR platforms for listings, deduplicates them, and leverages machine learning and a team of over 200 analysts to identify the addresses of listings. Our platform takes high -resolution screen shots of all active listings no less than every 3 days and provides full address and contact information for identifiable STR listings and all available listing information for non -identifiable STR listings, as well as other information, collecting over 150 data points per property. • Our Compliance Monitoring module, which is focused on zoning and permit compliance, builds upon the functionality of the Address Identification module to assess registration compliance. It also captures sufficient information for more advanced compliance monitoring by any number of parameters (e.g., minimum number of nights available for rent, number of bedrooms and bathrooms, etc.). • For local governments looking for ways to improve their ability to resolve STR- related neighbor concerns in real time, our 24/7 Hotline (a staffed telephone and online hotline) is a cost- effective solution that enables the City to quickly set up and operate a cost-effective code enforcement hotline and online complaint reporting system at a fraction of the cost of doing so using traditional means. Our solution provides an online platform, phone line, and email address to report and resolve non -emergency complaints in real time, 24/7 customer support, functionality to resolve and/or refer complaints to proper authorities, and can provide weekly compliance reports with a summary of complaints received by STR and the resolution status of complaints received by STR. • Lastly, Rental Activity Monitoring, which is focused on tax under -reporting and non-payment, goes beyond simply recording days blocked on a calendar and the number of reviews for a listing, as they do not account for calendars being blocked for a variety of reasons or how the number of reviews may dramatically underestimate activity. Host Compliance leverages advanced rental frequency and activity estimation algorithms (that were developed by deploying proprietary advanced statistical models and deep -learning Al) across our vast historical dataset. These algorithms have been rigorously back -tested, allowing the City to compare short-term rental self -reported granicus.com I info©aranicus.com page 5 0 GRANICUS taxes and occupancy against our estimations. Optional Add on: • Our Mobile Permitting and Registration software offers a user-friendly and easy -to -administer solution for the registration of any non -compliant STRs, as well as offering the ability to bundle STR tax collection into the workflow (particularly beneficial in encouraging the collection of any back taxes that may be owed for late registrants). Finally, a highly -capable Customer Success team that is dedicated to ensuring the City's continued effective use of the Host Compliance platform is included as part of our solution. We have worked with some of North America's most sophisticated cities such as Denver, Austin, Boston, Nashville, Las Vegas, and Los Angeles on their STR problems and bring that experience and expertise to all our customers, large or small. As a result, the Host Compliance platform has earned customer satisfaction scores of 4.8 out of 5, with 98% of our customers reporting they would recommend us to a friend or colleague. granicus.com I info©aranicus.com page 6 0 GRANICUS Certification of Proposal The undersigned submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP. granicus.com I info©aranicus.com page 7 0 GRANICUS Experience and Technical Competence BACKGROUND In a short time, Granicus Host Compliance has become the global leader in STR regulation, compliance monitoring and enforcement and currently contracts with more than 350 cities and counties for such services. The company is adding several customers each week and building a large body of compliance monitoring and enforcement best practices as we go. Granicus Host Compliance is currently contracted with more than 30 major metropolitan areas and cities and counties with more than 5000 listings in or near the jurisdiction (including some of Palm Desert's close neighbors) to do similar work to the services desired by Palm Desert including: • Los Angeles, CA • Berkeley, CA • Sacramento, CA • West Hollywood, CA • Boston, MA • Santa Clara County, CA • Seattle, WA • Boulder, CO • San Antonio, TX • North Miami Beach, FL • Santa Fe, NM • Las Vegas, NV • Mono County, HI • Maui County, HI • City of Charleston, SC • Metro Gov't of Nashville, TN • Virginia Beach, VA • Norfolk, VA • Walton County, FL • Hollywood, FL • Grand County, CO • Kauai County, HI • Summit County, CO • Fort Myers Beach, FL • South Padre Island, TX • Mammoth Lakes, CA • Chatham County, GA • Big Bear Lake, CA • Monroe County, FL • El Dorado County, CA • Alexandria, VA In addition to these major metropolitan areas with more complex STR conditions — which proves our ability to work with some of the largest local governments in the United States—Granicus Host Compliance also has a large footprint in the state of California with more than 100 different local government clients choosing to use Host Compliance services for their short-term rental compliance efforts, including: granicus.com I info©aranicus.com page 8 0 GRANICUS • City of Dana Point, CA • City of Petaluma, CA • Town of Yucca Valley, CA • Town of Mammoth Lakes, CA • City of Orinda, CA • Santa Cruz County, CA • San Mateo County, CA • Mono County, CA • Marin County, CA • Del Norte County, CA • Shasta County, CA • Madera County, CA • City of Malibu, CA • City of Yorba Linda, CA • City of Buena Park, CA • City of San Rafael, CA • City of Mill Valley, CA • City of Alhambra, CA • City of Pismo Beach, CA • City of Atascadero, CA • City of Coronado, CA • City of Imperial Beach, CA • City of Benicia, CA • City of Carlsbad, CA • City of South Lake Tahoe, CA • Mariposa County, CA • Nevada County, CA • City and County of Monterey, CA • City of San Luis Obispo, CA • City of Hermosa Beach, CA • City of Napa, CA Granicus has been working with cities in the Coachella Valley for years helping them reach many different goals for their communities. Granicus offers a wide range of products, and we have helped several cities (such as Indian Wells, Coachella, Indio, La Quinta, Cathedral City, Palm Springs) with developing, hosting and maintaining their websites through our govAccess CMS. Some of these Cities also use our govMeetings suite of products for agenda and meeting management. More importantly, among their other Granicus services, the Cities of Rancho Mirage, Desert Hot Springs, and Indian Wells have also been utilizing Granicus Host Compliance for their short-term rental enforcement efforts in your own neighborhood. REFERENCES Client Reference Address Main Contact Phone Number Email Address Client since Rancho Mirage, CA 69-825 Highway 1 1 1, Rancho Mirage, CA 92270 Brian Kephart, Senior Code Compliance Officer (760) 770-3220 briank@ranchomiraaeca.aov 6/1/2018 granicus.com I info@aranicus.com page 9 0 GRANICUS Description of the Solution Client Reference Address Main Contact Phone Number Email Address Client since Description of the Solution Client Reference Address Main Contact Phone Number Email Address Client since Description of the Solution Address Identification, Compliance Monitoring, Mobile Permitting and Registration, Tax Collection, Hotline Desert Hot Springs 65950 Pierson Blvd, Desert Hot Springs, CA 92240 Arnold Herrera - Finance 760-329-6411 Ext:249 aherrera@citvofdhs.ora 5/8/2019 Address Identification, Compliance Monitoring, Mobile Permitting & Registration, Tax Collection, Rental Activity Monitoring, 24/7 Hotline Berkeley, CA 1947 Center Street, Berkeley, CA 94704-1169 Jim Frank - Planner (510) 542-6031 ifrank@citvofberkelev.info 6/7/2017 Address Identification, Compliance Monitoring, Rental Activity Monitoring, Hotline, Tax Collection granicus.com I info@aranicus.com page 10 0 GRANICUS Firm Staffing and Key Personnel STAFFING The City of Palm Desert will mainly be working with our Implementation Services team. The Granicus Implementation Services team consists of over 200 people distributed across our core offices, and remotely. The team is primarily composed of implementation specialists and consultants that handle small to mid -level projects. Additionally, we have a broad team of project managers that handle projects that are more complex or incorporate multiple Granicus solutions or product families. Our Implementation Services team also includes a cross-section of technical experts with specific expertise similar in size, scale, and scope as that of the proposed work for the Customer. Along with substantial investments in technology, knowledge enablers and learning resources for our professionals, the quality controls and safeguards we have established enable us to deliver the high -quality services that are valued by our clients. Our program management approach is agile in nature, collaborative and applies a process of continuous monitoring to achieve Palm Desert's goals and objectives. For each task, Granicus will design, align, and define the work steps needed to execute and report upon the services being provided. As our current partnership with the City has proven, our collaborative approach is inclusive of the application of industry standards and leading practices, and our short- term rental permitting and compliance experience. Our approach enables disciplined management of concurrent tasks, applies leading practices, captures lessons learned, and focuses on delivering results. Throughout the relationship between Granicus and Palm Desert, an account manager will continue to be available to the City to ensure smooth communication and continuity. The project manager will oversee all concurrent implementations, and coordinate with junior project managers, implementation team leads and other Granicus staff. As the single point of contact, this resource gathers the requirements, translates requests into user stories, prioritizes the backlog, and drives the work to completion. Palm Desert will benefit from our transparent and collaborative management process through regularly scheduled meetings and detailed status reports. We believe this flexible partnership approach will allow us to continue to perform at levels of increased efficiency and provide opportunities to identify and manage shifting priorities as the City's goals and needs evolve. In addition to the City's Project Manager and Customer Success manager, City staff will also be supported by the Granicus Customer Support Team which is focused on a single common mission: provide our clients with high quality, responsive support across all our product families. We are a diverse team of dedicated professionals driven by the mission and call to public service who strive to be on the cutting edge of technology and innovation. We employ a host of systems that enable our team to better support customers, including skill -based call routing, centralized ticketing and knowledge base, remote support and desktop tools, and 24/7 monitoring of our cloud -based infrastructure. granicus.com I info©aranicus.com page 11 0 GRANICUS KEY PERSONNEL While Granicus' proposed solution is primarily delivered in the form of a SaaS offering, the ongoing project management, relationship management, and servicing work will be led by some of North America's leading experts on STR regulation, compliance monitoring and enforcement. Ulrik Binzer - General Manager, Compliance Services Ulrik is a pioneer in the STR enforcement solution space, Ulrik developed the first STR compliance amok monitoring tools in early 2015 and now uses his expertise and insights to help local governments across North America implement, monitor, and enforce STR regulation. Ulrik frequently speaks on the topic of STRs and has been featured at several conferences including the American Planning Association's National Planning Conference, The University of Minnesota's Symposium on the Sharing Economy and at numerous events organized by the American Planning Association and the California Association of Code Enforcement Officers. Prior to founding Host Compliance, Ulrik served as Chief Operating Officer of Work4 Labs - an 80-person Venture Capital backed technology company with offices in Silicon Valley and Europe, and Soligent Distribution LLC - the largest distributor of solar equipment to local governments and businesses in the Americas. Before assuming executive management roles in technology companies, Ulrik served as Vice President of the private equity firm Golden Gate Capital, as a strategy consultant at McKinsey & Company and as an Officer in the Danish Army where he commanded a 42-person Platoon and graduated first in his class from the Danish Army's Lieutenant School. Ulrik received his M.B.A. from Harvard Business School where he was as a Baker Scholar (top 5% of his class) and earned his Bachelor of Science degree in International Business from Copenhagen Business School and New York University. granicus.com I info©aranicus.com page 12 0 GRANICUS David Marcus - Chief Data Scientist David is Granicus' Chief Data Scientist and the technical cofounder of Host Compliance. He is a Caltech Applied and Computational Math graduate specialized in geospatial data science and information management. He has more than 13 years of experience building well-architected, scalable GIS applications. Prior to Host Compliance, David founded PointsOnAMap.com, a database of travel attractions from around the world based on the analysis of hundreds of millions of photos, and Routefriend.com, a web -based application for planning trips on buses and trains, serving 1.5 million monthly users. David's most recent experience was at DwellAware where he served as the Lead Data Scientist, developing models of risks and costs in the residential real estate sector. Prior to DwellAware, David served in various technical roles at several software companies including aboutLife, Urban Mapping, American Towns, Nielsen Analytic Consulting, and Hewitt Associates. David earned his Bachelor of Science degree in Applied & Computational Mathematics at the California Institute of Technology and his Master of Science in Anthropology from the University of Kent. Jeffrey B. Goodman — Policy Analysis and Development Jeffrey is an urban planner and considered one of the nation's leading authorities on short-term rentals and how they impact communities. He has worked with Host Compliance since early 2016. Jeff has previously contracted with the Cities of Vancouver, BC; Pasadena, CA; West Hollywood, CA; New Orleans, Los Angeles, CA and Airbnb, and advised researchers on STRs in a range of other cities, including: San Francisco, Portland, and New York. Jeff has spoken about STRs across North America, including at the APA's National Planning Conference, and he is the author of a featured article in Planning Magazine on the topic of STR regulation'. He graduated from Yale College and his Masters of Urban Planning from Harvard University. earned ' httos://hostcompliance.com/resources-aallerv/2016/4/22/could-vou-bnb-mv-neighbor-a-planners-take- on-the-sharing-economv granicus.com I info©aranicus.com page 13 oGRAN ICUS Jasmine Slivka - Sr. Product Owner Jasmine Slivka is Sr. Product Owner at Host Compliance. She has nearly a decade of experience building web and mobile products. Her experience ranges from startups to software agencies, across industries including retail, SaaS, government, and real estate. As a previous owner of a property management company, she is keenly aware of the ever -changing short term rental space. At Host Compliance, her role is to work directly with the engineering team to support customer needs and continue leading the way in the STR compliance market. Elizabeth "Betsy" Sachs — Account Manager Betsy is your Account Manager on the Host Compliance team at Granicus. She works exclusively with current Host Compliance customers, particularly those in California, to make sure they have the tools and resources to successfully address short-term rental markets and associated challenges in their jurisdictions. After majoring in government and legal studies as an undergraduate at Bowdoin College, Betsy received her Master's degree in Public Policy from Trinity College. Currently Betsy lives in Denver, CO where she enjoys running, hiking and skiing as often as possible Molly Brand — Assigned Customer Success/Software Implementation Manager Molly is a member of our Customer Success and Implementation Project Management team. Previously, she worked for several years in advertising technology consulting and political campaign consulting, and is known for being an effective strategic partner. She is also experienced in client relations, project management and training. Molly earned her B.A. in politics from Oberlin College, and has a longstanding interest in cities and urban public policy. She currently lives in Denver, Colorado and focuses on our mountain west and west coast accounts. Molly will be your main point of contact for the duration of your contract. You will contact your POC with any questions regarding Host granicus.com I info@aranicus.com page 14 0 GRANICUS Compliance services, and they will work with the rest of the team to provide an answer and a solution to any problems that may occur. Your assigned Customer Success and Implementation Consultant will be responsible for meeting with the City and providing advice on how to best manage your short-term rentals. In combination, Granicus' Host Compliance management team provides a unique and differentiated skillset and set of experiences that can greatly improve Palm Desert's ability to execute a successful STR compliance monitoring and enforcement program. TEAM ORGANIZATION We cannot provide a comprehensive organization chart for both competitive and privacy reasons, so we have provided our executive leadership org chart for your review. Molly Brand will continue to be your assigned project principal/project manager for the City of Palm Desert, and Betsy Sachs will continue to work with you on your account to make sure your needs are always met. They will pull in the rest of team mentioned above as needed. r Scott MacFee Chief Operating Officer Raj Amin Chief Financial Officer SUBCONTRACTORS Mark Hynes - Chief Executive Officer I Susan Ganeshan Chief Marketing Officer Bob Ainsbury Chief Product Officer Granicus will not be subcontracting any of the work. Came Cisek Chief Human Resources Officer Howard Langsam Executive Vice President of Sales granicus.com I info©aranicus.com page 15 0 GRANICUS Proposed Method to Accomplish the Work TECHNICAL APPROACH Granicus is proposing the modules Address Identification, Compliance Monitoring, 24/7 Hotline and Rental Activity Monitoring. Below you can first review descriptions of each of the modules and then we will address each of the requirements listed in the scope of work. Address Identification Over the last 5 years, we have invested over $1 million to develop our industry -leading STR Address Identification technology and artificial intelligence that enables us to create a more accurate inventory and match more STR listings to STR units than any of our competitors. In fact, since our inception we have successfully identified the exact addresses of more than a million STR listings! Our Address Identification data is made available to City staff via our cloud -based software platform, a combined CRM and big -data analytics platform utilizing some of the most cutting -edge Al technologies to create tangible results for our clients, while delivering a "consumer -grade" user experience to City staff. We continuously scan all the applicable short-term rental websites operating in the City every 3 days, de - duplicate the listings, and then identify the addresses of the properties listed for short- term rental. While some competitors would have you believe that a service such as Address Identification is a commodity, the reality is that our solution provides dramatically better data. As of the time of writing, Host Compliance monitors 60+ websites including: • 9flats • Abritel • Accomable • Agoda.com • Airbnb.com • AlugueTemporada • Atraveo • B&B Fusion • BedandBreakfast.com • Bookabach • BookANook4Me • Booking.com • BringFido • Bud and Breakfast • CanadaStays • Choice Vacation Rentals • CoastRentals • Corporate Housing • CyberRentals • Expedia.com • Great Rentals • Hello Relaxation • Hipcamp • HolidayLettings.com • HomeEscape • Homelidays.com • Home & Villas • Marriott • Homestay • Hotwire • HouseTrip.com • HRS Holidays • Hundredrooms • Kid and Coe • Lake Rentals • LuxuryRetreats.com • MisterBandB • MountainSkiRentals. com • Muchosol • MyBookingPal • OnlyApartments • Orbitz • Owner Direct • PerfectPlaces • RedAwning • Rentals United • Resortquest • Stayz.com.au • Toprural.es • Travel Pro Rentals • travelmob.com • Tripadvisor.com • TripBeat • Tripping.com • Tripz • Tui Villas • Turnkey • Vacasa • VacationHomeRentals • Vacationrentalpeople • VacationRentals.com granicus.com I info©aranicus.com page 16 oGRAN ICUS • Flipkey.com • NextPax • FeWo-direkt • Niumba.com • Villas.com • VRBO.com In combination, we believe the listings on these 60+ websites represent -99% of the total universe of vacation rentals in the City's jurisdiction. If required due to City - specific circumstances, we would be able to add additional electronic or manual monitoring capabilities to ensure even more comprehensive coverage of the City's STR market. Mel] Ve Satellite ,IN•clrel Urn. m�ber • TrIpaev,sonewN C • Prlrellne-owned • Caber • E-0 dla-owned in • Nmnb d,o 9zr,, ®Cub&ResonCe nuy sa + .• As described earlier, our analysis shows 3,159 listings in the City as of April 2021. While the City of Palm Desert has 3,159 listings, a number of STR units were simultaneously advertised on 2 or more different websites (e.g., Airbnb and Flipkey). After eliminating duplicate listings, we believe these 3,159 listings therefore represent 1,635 unique listings. To eliminate duplicate listings, we use our proprietary de - duplication models that are more accurate than the models used by any other provider in the industry. Specifically, while other vendors use simplistic models that simply detect overlaps in listing descriptions, we use far more accurate distributed deep learning algorithms to identify duplicate listings. To provide additional detail, we currently use models based on XGBoost, a random forest machine learning library used in the world's leading machine learning competitions and currently considered to be the most advanced machine learning technology available. Using these advanced models has allowed us to algorithmically identify duplicate listings across platforms with 97% match accuracy. Once Host Compliance has identified all active STR listings within the City's jurisdiction, the next step is to leverage our data science to identify the exact location (e.g., parcel number, situs address, unit number, coordinates, host/ operator name, and property owner information). To do this, we combine the City's property databases with both simple parcel number matching algorithms and more advanced matching techniques such as: • "Levenshtein edit distance matching": Match records based on the Levenshtein measure of dissimilarity between two text strings. The Levenshtein edit distance is the number of operations (deletions, insertions, or replacement) of a single character that are required to transform string-1 into string-2 • "GIS Informed matching": Inform records matching by overlaying GIS data (e.g., distances between address points, etc.) granicus.com I info@aranicus.com page 17 0 GRANICUS In tandem, these advanced matching techniques produce higher match rates and more accurate matching than what can be achieved using less sophisticated methods. Our comprehensive inventory includes several criteria, such as: listing URL, location address, owner name, contact information, property type, room type, as well as other information we collect from the STR listing to support matching with the actual STRs (including maximum advertised occupancy, listing descriptions, number of bedrooms and bathrooms, reviews, rental rate, minimum and maximum stays, and other pertinent information). Host Compliance generally collects more than 150 columns of data for listings, and we analyze and segment short-term rental listings by all relevant dimensions including zip codes, neighborhood (as defined by SHAPE files), usage type, and property type. Host Compliance's data can be filtered, segmented and analyzed by many parameters including each of the data points listed in the RFP, as well as: • Listing platform • Compliance level • # of Bedrooms and Bathrooms • Maximum advertised occupancy • Maximum permitted occupancy • Minimum # of nights available for rent • Host Name/ID • Listings of Other Rentals Offered by the Host • # of Reviews • First and Last Review dates • The date the property was first active • Nightly rental rate • Contact information, when available • A limited number of key words that may be identified by the City as being of interest • ...and many other parameters Given the trade secret nature of additional sources of data and cross - tabulations that could enrich the dataset, we would prefer to further discuss those potential sources in an interview setting. With regard to leveraging the data for other purposes, the Host Compliance platform provides an easy way for users to export the data in CSV or Excel to enable the predictive modeling, cluster analysis, etc., or allows the City to append notes in Granicus' cloud -based inventory and database as the City may take action on different STRs. All information is continuously acquired and stored in our secure, cloud - based database, which contains an inventory of listing information granicus.com I info©aranicus.com page 18 0 GRANICUS (e.g., property type, room type, maximum advertised occupancy, number of rooms, rental rate, and minimum/maximum stay), high -resolution images and screen captures of each active listing (including reviews), and for identified properties, parcel number, address, and contact information and address for property owners. The listings are continuously monitored and given the importance of hard, irrefutable evidence. Host Compliance automatically captures full -screen, high -definition screenshots of all active listings every 3 days (on average) and attaches these screenshots to each property's "file" in the database. The screenshots are captured on a random time and day during the week to eliminate the risk of non -compliant short-term rental operators "gaming the system" by making their listings temporarily inactive on certain days and times. Our screenshots are time -stamped and include everything related to the listings, including: photos, maps, reviews, and descriptive information. To our knowledge, no other provider of short-term rental monitoring software captures full -screen, time -stamped, weekly screenshots; instead, they only take screenshots upon address identification or on an ad -hoc basis. This is problematic as it leaves City staff with much less actionable evidence than what is provided by our solution. The address, parcel number, and owner identification are done by using a combination of proprietary data sources, geospatial algorithms and our more than 200 trained address identification analysts, each of whom have passed rigorous quality control testing. This process is very quick and precise as compared to doing the same work manually (or exclusively algorithmically), and for comparison, we have more than 5 times as many data analysts as our closest competitor. To ensure high quality, each address match needs to be documented in great detail, and each analyst is required to find at least two pieces of information linking a given ad to a property, before determining it as a match. To us, this is incredibly important as it ensures a 99% match accuracy and makes it easy for City staff to audit our work. granicus.com I info©aranicus.com page 19 oGRAN ICUS Matched Details Analyst rxMJ Explanation The exierirr shown in me listing photo has all of the identical rea ,res to the ort shown on me assessor wehSille. The propetCy IS rtOned ty Wercry ono Deena.. which meicries Erie two owners listed by the issessor. Listing Pltiatos Same exterror. • • MalchIng 3rd Parry Sourcas Wendy and Deane men Toned as hosiG, whey are owners of property. Figure 1: Address Identification Match Having the rationale and evidence is critical if there is ever a dispute with a homeowner over the availability of his/her property for vacation rental. We are so confident in our address matching capabilities that in the event the City ever needs help bringing non- compliant operators to justice, we can help support such cases by providing written testimony or other expert testimony as required. In fact, we have successfully provided expert testimony several times, in Nashville, TN; Monterey, CA; Hermosa Beach, CA; Charleston, SC; and Imperial Beach, CA, and our data and methods have always stood up to the test. For an example, please see this (redacted) copy below of sworn testimony provided by Host Compliance to support enforcement efforts in the City of Imperial Beach, CA. granicus.com I info@aranicus.com page 20 oGRANICUS 3 5 6 7 4 to 11 12 13 14 ]6 ][S 17 124 19 20 21 22 23 24 25 26 27 2K cfl-f I}I' 15.1111•:Rr,1l. r}I:,1C'll- XI7 lItilti7l~ 1•!1 o. cif' 1•1'I(5.L1'1`I;rk1. In de Aral Of cii; iiurl \wniki 4y1. CRY OF IrIPERIAL BEACH_ Ro:pondent. t'ude E'.ufurrrnrnrr L'lick!! llk{1..4k.Afl0OF 1 l:lllh' R1\;?'RR !klati. 3i1, 20l1k 11:00 1.111. I or'e Oftlee 825 imperial Bid 131sd. Gnpxrial Beach_ CA 91932 1, dazlarn ax follows.: l_ I Sun ih.r Chief F.:Nee-alive OfroDer of IIum Campiiance, I.I.C. ] have Terminal Loou•ledg: of all IL6friailters ai,•d ]r4 rein lad_ if ca]Ied as a wiincee. I call comp Lmllx iti liR llrti rclo. 2` Hot C'amplinnco. 1.1.C` {'}loFt Compliance") iF a C'alili1Tria Limilcd Liability L'omnpacS%• 0121 wax fornmd Lill Sk u&r 15, 2.1115 with its prirkglall pI rc of #wixiraa k ai.d al 735 3�iarl.c[ .7r,kI, Fllrar #, $ ui E'T: lL1 L' . CA 9492li. ] ]raSC Vio k.d for Host Complimr x NIK,2ibc in~ rpi;orti. 3_ IV tlic. CEO, my dialia at Hoyt Complian#ti include managing all a;pe61 orilre Companyic apprngionx, I. am aIsc11w Fournier arrd CEO cif Ik#4 rernpliaro.m. i pneti•iousr}• r 4 DECLARATI ON11 CJLR/K 1tir k Figure 2: Redacted sworn testimony granicus.com I info@aranicus.com page 21 oGRAN ICUS Address Identification Dashboard ads contELwvice 351 STR Rental Units in or near Jurisdiction 7 STR Rental Units Added Last Month 93.4% STR Rental Units with Street Address Identified Listings Funnel • Total Listings in or near Jurisdiction (482) • STR Listings In or near Jurisdiction [482] • STR Rental Units in or near tuned icti on (3511 • Identified STR Rental Units in Jurisdiction (326) Land Use Compliance Status O • Compliant STR (la) • Compliant MR (0) • Nat yet determined STR(23) • Not yet determined LTR (0] • Noncompliant STR [1S7] • Non -compliant LTR CO) Bedrooms / Bathrooms • 0 bedrooms(054] • 1 bedroom [6%] • 2 bedrooms [2291,] • 3 bedrooms [3596] • 4 bedrooms [1936] • 5+ bedrooms t109k] • unknown [4%] • 0 bathrooms [n%] • 1 bathroom [33%] • 2 bathrooms [36%] • 3 bathrooms [15%] • 4+bathrooms [T%] • unknown [B%] • birder map Earl • snm 2616e611 snolk rahyow+xsom rd5 Smnberrl sprmgbroock nobleton ' 3 ogle Birch 93 •• W itdale Meteor QQ ulCirgar • E.erand • COMPLIANT w. land use regulations • NON -COMPLIANT w. land use regulations • UNKNOWN COMPLIANCE STATUS • NOT YET IDENTIFIED • coaderay 0•OPo I prong -ton Redisson • Wile. • Flambeau Pver State Forest 002emut Park Lugerolle f Listing types 0 O • Single Family[82%l • Multi Family [16%] • Unknown[2%] Partial Home F2%1 • Entire Home [9B%] • unknown [u%] Minimum Nights Stay 100% 50% a • %of Listings IPA MA 01i ••• q lr YfH a o• �y 4� Figure 3: Real-time dashboards Listings / Week STR Listmys In Jurisdiction • • Total Listings In Jurisdiction STR Rental Units in Jurisdiction sod 250 May 31201fi Jan092018 Jul 2020 Identified STR Rental Units in Jurisdiction / Week • Identi9ed rental units Sao 250 0 I May 312o16 Nov 082016 Apr 132017 Sep 26201I Mar ofi 2018 A 1 granicus.com I info©aranicus.com page 22 oGRAN ICUS 10 N Rental Units 1 miens) applied, 511owing 1 to 50 et 1,589 entries Has en Advertise] Listing (II v Meets STR Detlnno, lead v Lend Use CorriuMase Status ISay) Fen Anletly Any) v F.r, Meant. Inn, '✓ Rag Mailing DauerAry) v Iden,Lcaeon sans(Ann v Mellaml1y Carus Aryl v Registration Number l9nyl Host Parcel Land Use Has Nee Identfficat First First Marlabilit First Last Address Como an tswn Status Activity Meat. La .mYStalus MVP, MAP, fiance er ce steins Ads 5Tea Date Date Remo R ed red ID !Unit Usti IMP ng 5,01 COMPUA Yes Y Street Las.. Lam AA Lam., Rental urn NIA NIA oEyr address 365 365 365 owner KIM avand identified days de, days dreCtly regrsne50 elmier mailable reeWL COMP RE Mr ;A Yes Yes Street More Moire More Rental unit More Marc e address tn. entiriad ectly One NAVJ IS a MNT remstlto year year year mailable year cderroaed ago ago ago ago ago gESLI COMPLIA Ws Yes Street More More More Rental unit NIA NIA mem adtlress Pan tan tan owner TOW is valid aerated one one ondirectly e eg snauo owner year year year mailable iden9fred age eago 90 A Rental Units HOST COAMOMICE Showing 1 to 50 of 507 entries Q 0 Mee an Adv.. Lining -vas Geer ell filters T Select Filters... G Land Use Gomra/tut e5ialrul 4 Has an Advertised Listing Ic G Meets STR Definition 4 Identification SN11ns Last PosleinPeposlerl First Mailing Date 4 Last Mailing Date • Identified Unit Number • last Documented Slay • Registration Ntunbers on Listings Case Number Maranon Rental DPIricl Most -Likely Faradic lion Max Sleeping Capacity Registration Holder Registration Holder Mailing Address Zoning or Use Code OK • ulak binzer Ti G ▪ 2 3 4 5 34 > Seel Case Veto Most May Reaistrati Realer.] Zoni strut Numb Dos amy SI, on Haller on Haider ng comment ionerReam Meseta cpi Alailing or Num nrrn, Address Use Imo DEP Cap Cod oat Lae nns NIA N/A TOWN Truckee 14 Not N/A Q • OF proatletl MAC KEE NA MA TOWN Tmcke 2 Laurer Not MA OF Shearer provided THUG KEE wA WA TOWN OF TR EE Truckee 4 Snarl Not Stage provided N/A • binzer • T m .+. < 2 3 4 5 I1 > Host Parcel Land Use Has Identifiratio First First Last Mailability First Last Address Idenlife Owner Listings Last Regisl Most- Mar Num AdtWew Cerupli Number Compliance an n 5lntirw Activity Identifie Posted/R Status Mailing Mailing d Unit Nacre Docucnen ration Likely Slue bur Continents ante 9latus Adve d eposled Date Date Number lad Slay Numb Jurisdic ping of Recital retied er ton Capa Cnnl UPI ID Lisiin city plain g 15 zYMYaP NON- Yes Street More than Last 31- More than Rental unit N/A WA - N/A biEuAA COMPLIANT', address one year 60 days one year owner 58gU Assessor Identified: ago ago directly Hayward WI record Owner mailable 54843. USA identified teen1Aee and we don't And a registration ORuYpM COMPLIANT Yes Street Last181- Last31- Last 181- Rental unit WA WA PBGBFI There Is a address 365 days 60 days 365 days owner 9 RW valid Identified: directly Hayward, WI registration Owner mallable 54843. USA idemlled retOkg COMPLIANTYes Street Last 61- Last 31- Last 61- Rental unit WA WA M81gpg There is address 120 days 60 days 120 days owner AMID valid Identfed; dl ectly Hayward, WI reglstratc9n Owner mallable 54843, USA idenrlrled Figure 4: Easy filtering, sorting and grouping N A NIA Round 6 Lake town Ronne 7 Lake leer Lake Q I1 granicus.com I info@aranicus.com page 23 0 GRANICUS Address Identification: Host Compliance's system makes it easy to track the status of individual rentals and create case notes as needed. 8•t. Add or review eamments r .r...r.i.. VIV.111I .r.a,rr crr.•. —�� .Va Cesare c Figure 5: Ability to add City notes Compliance Monitoring Via our Compliance Monitoring module, Host Compliance continuously identifies the exact addresses of all identifiable short-term rental properties and stores all the relevant property, owner and host information in our secure cloud -based database. To make this data actionable, our systems compare it against Palm Desert's registration records, and then automatically categorize and label all advertised short-term rental units based on their compliance level: • Fully -compliant properties (i.e., properties that meet all regulatory requirements) • Partially -compliant properties (i.e., properties that satisfy some, but not all the City's regulatory requirements) • Non -compliant properties (i.e., properties that do not satisfy any of the City's regulatory requirements) • Properties for which the compliance status is still to be determined due to lack of data Based on these regular scans and the registration records, our software will automatically classify all STR units and listings into "active" and "inactive" based on the then current online availability of ads for each unit. Our system will provide easy to understand real-time reporting on new and removed listings and short-term rental units to make it easy for staff to quickly identify and generate lists of: • Newly listed compliant and non -compliant short-term rentals granicus.com I info©aranicus.com page 24 0 GRANICUS • Short-term rentals that have eliminated all advertising on all the websites monitored by Host Compliance • Re -listings of non -compliant properties • Short-term rentals that have become compliant because of outreach • Short-term rentals that are still listed despite initial or repeated outreach In addition, the lists enable prioritization of the automated outreach feature of our Compliance Monitoring module. Although the City did not specifically reference the need for Outreach Letters, we thought we would share our best practices for outreach initiatives intended to bring non -compliant properties into compliance with the City's STR regulations. The exact specifics of this communication plan can be adopted to accommodate the City's exact needs and communication preferences, but as a rule, such a plan will include the following types and sequence of highly targeted activities: • When new non -registered properties are first identified, we will first mail the owner an "initial warning" letter to remind them of the City's STR requirements and provide instruction on how to get into compliance. • In the event that the owner does not comply with the rules within 30 days of receiving the "initial warning" letter, we would follow up with a more sternly worded "Notice of Violation" letter. • If an owner does not comply with the rules after receiving the second letter we would refer the case to the City for follow-up. The City's follow-up will be greatly aided by our data, screenshots, etc. which are available to City's personnel through the previously described online data portal. We would recommend that the letters include high -resolution color screenshots, "good neighbor information", registration forms, tax registration forms, and other advanced features that we could share with you from our library of best practice letters. With this approach, we typically see compliance rates of 70-80% after 2 letters. Rental Activity Monitoring As occupancy/lodging tax compliance can be a major source of government revenue, our Rental Activity Monitoring can be a big help in identifying and reaching out to hosts who fail to report or underreport taxes. For each STR listing the software identifies, it calculates and analyzes the applicable tax revenue. Our Rental Activity monitoring service operates through: • Automatic monitoring of calendar and review activity across STR websites • Weekly screenshots of reviews and calendars for each active listing • Calculating the estimated tax revenue of each property based on our proprietary algorithms • Comparing such estimated taxes to the City's reported taxes, and identifying candidates for outreach • Upon approval by the City or within pre -established parameters, quarterly pro - activity, systematic, and data -informed outreach to STR operators regarding granicus.com I info©aranicus.com page 25 0 GRANICUS supporting documentation for their tax remittance obligations (using your form letters) • Follow-up outreach to properties who do not submit sufficient documentation • Generating up-to-date lists of STR operators suspected of under- or not reporting taxes • Documentation of information that serves as the foundation for the suspicion of tax underreporting. We will readily admit that estimating rental activity and corresponding revenue for tax collection based on reviews, calendar information, and nightly rates is challenging using traditional computation methods. Luckily, with a much larger engineering team we now have the ability to use of advanced artificial intelligence and have developed far more robust models to do this that surpass anybody else in the industry. These artificial intelligence models have a far better ability to accurately estimate rental frequency and stay duration than more basic models (such as the San Francisco model) that simply extrapolate rental activity based on review counts and other "obvious" variables. Our advanced models recently helped one of our clients bring 97% of non -compliant short-term rental operators into compliance. While beyond the scope of this document, Host Compliance's rental frequency and active algorithms were developed by developing advanced statistical models and deep -learning artificial intelligence across our vast historical dataset and have been rigorously back -tested. In total, these new models improve our ability to accurately estimate rental frequency and stay durations by more than 300% over traditional methods, while keeping type-1 errors ("false positives") at approximately the same levels as the ones achieved using less sophisticated models. As a result, Host Compliance's rental frequency data is much more accurate than our competitors' data. In addition, since our models are self -learning, they will adapt to the unique rental frequency and stay duration characteristics of Palm Desert and will improve over time. We can also supplement and incorporate data from similar neighborhoods in other similar communities we work with to further inform our models. Finally, since we have been collecting global data on more STR platforms for longer than any other provider of these types of services, Host Compliance simply had much more data than any other provider in this space. Having more data allows us to train our self -learning models on larger and more accurate datasets, which dramatically improves our ability to continue to build and refine our already market -leading models for estimating rental frequency and stay duration. granicus.com I info©aranicus.com page 26 oGRAN ICUS a ••.w 644+61 y•enFlw r + F - C 0 11030.2,11wA9s10eap•elcaoom... lit .. Z Ree0rv2e Esto Ie b/ Reryal U^ • snowr19Ito So M 2.3137 ertres doa 4.w Mn v us: Nrr59.0.5r vroes A,yv Oa 87 Faroe Adv., 1.191.E 041M1 1a•nw n.. Revenue Estimate by Rental Unit since January 01, 2018 .14e91co9rr.7s 11.3rarrlw MK736361WW/Ym w v..A,3.y....,,,Arta• 901 1719 tanx:506L1e0dal en 9Wu1Y61,4/F 611 w91110117O/1107 49 c360.••Fwv7'Ma In ca,0NN71p0•nF 19 aPd5966** **Ve 672 nvall3P0daidadahlaa 651 Yt8g66.5J549NJD 77.3 901e66071a6110 17.20 ABxb0•56371/• 63160000402091 raQNA 0XE17a4 692 y1106.401407 1293 3716 1911kNbfUhVL 565 1159103096d911* 1163 6AA13546311,5C114 62.11 1.03360370G7Cia61 1729 166a0)29904w 2111 027 16•p99 cELIN aS 751.17 1697 IaDaaa ndW• 122a oa(a3101raeaaoa 1616111 6400 , 1219VK 51951040020-92 $Lc.Oe••13aH1 135 171291 4 1691061 S17 n0 4 W5777 41211 136 772 1 11610 51761 4 RSaLS NA 4156 4 Q36316 NA 121711 4 5253315 WA 146119 120056 1146501 NA 4 4 51663K 116 110e9+9 615319 5161019 NA 171 e01 171 e09 1140360 WA 560726 43700 1116303 NA (33641 4 5114237 WA 135600 515600 511)632 1.A 516 041 519124 5109 499 WA 419E 119210 1106036 NA 139370 119 561 3102 197 WA LW lad 4316 S1e/0a NA 136161 571711 196661 NA 160 061 vale) 5961e6 NA 54275 140215 195315 WA 41711 529161 11100 NA 137 369 526 973 110 Ida NA 511761 4 47916 NA 195613 522314 4/600 NA p147 1263E 47022 546 S3a 6711 520 600 616 54 Figure 6: Revenue Estimates by Rental Unit 24/7 Hotline For local governments looking for ways to improve their ability to resolve STR-related neighbor concerns in real time, our 24/7 Hotline (a staffed telephone and online hotline) is a cost- effective solution that enables the City to quickly set up and operate a cost-effective code enforcement hotline and online complaint reporting system at a fraction of the cost of doing so using traditional means. With this service, we set up a hotline for neighbors to report non -emergency problems related to STR properties, while at the same time getting our local government partners the data, they need to root out non -neighborly STR hosts: • Incidents can be reported by phone or online • Full documentation of all reported incidents, with digital recordings and written transcripts of all calls • Ability for neighbors to include photos, video footage, and sound recordings to document complaints • Real-time outreach to owners of problem properties • Weekly staff reports containing: the # and types of reported incidents, list of reported properties, and custom reports and analysis of hotline -related activities The core of our Host Compliance hotline solution is a sophisticated call center and online reporting platform that allows neighbors to easily report noise, parking, trash, and other vacation rental related issues 24/7/365. The call flow can be customized to the City's exact needs, but our recommended call flow is shown below, including several innovative features described in more detail below the flow diagram. Note that the call granicus.com I info@aranicus.com page 27 oGRANICUS flow is partially automated to ensure 100% consistency and make the service cost- effective. you are reporting an issue at specific short -tern rental property. please press 1. If you are cal]ing with a general question on short-term rentals, please press 2 (T-o report an issue related to'\ specific property you will need to know its full address. If you do not know the address of the property you are calling about. please hang up now and cal] back when you have the address. Code enforcement may want to follow up with you. Please press 1 if you are OK with sharing your name and phone number with them. Please press 2 to remain anonymous. we agent records• address. name and \ issue details 1 4-t r � OK. Would you like us to try to contact the person responsible for this property right away to resolve this issue? Press 1 for yes and 2 for no 1 1 Would you like us to give you a call back at {callback_phone} in 30 minutes to see if this issue has been resolved? Press 1 for yes and 2 for no. � 1 Request phone number rTo report an unlicensed short - tern rental. press 1. To report a nuisance such as noise. . parking. or trash issues press 2. (hat best describes the issue you are reporting? Press 1 to report a loud party. Press 2 10 file a general noise complaint. Press 3 to report a disturbance or trespassing situation. Press 4 to report a parking related issue. Press 5 to report a trash related issue. Press 6 to report any other type of nuisance. To hear this list again. press 9. rive agent records\ address name and issue details 1 dive agent records\ address. name and \ issue details � 1 Thank you Would you also be willing to share photo. video or audio recordings to support your report/ Press 1 for yes or 2 for no Great. We will send you a link to upload evidence after this call. Press 1 to receive this link by text or two to receive this link by email. ( Confirm/request phone number note that live agent needs to collect email Figure 7: Short -Term Rental Hotline Call Flow Automatic Evidence Collection: Our systems allow the City to automatically request evidence of the alleged code violation directly from the complainant via text message granicus.com I info©aranicus.com page 28 0 GRANICUS or email. This evidence can take the form of images, videos, audio recordings, or any other electronic evidence that can help substantiate the complaint. The evidence is requested via text message or email, and the provided evidence is uploaded straight into our online system in real time. Requesting this evidence directly from the complainant immediately after they submit their complaint has many benefits: • It greatly improves City's ability to prove ordinance violations • It makes it easier to differentiate between real and frivolous complaints • It can eliminate the need to dispatch zoning enforcement officers and thereby dramatically reduce the cost of obtaining the evidence Automatic Outbound Calls to the Owners/Managers of Problem Properties: Our system automatically cross references complaints with the City's database of registered short- term rentals to: • Automatically call the owner or designated contact person for the short-term rental property that is causing problems within minutes of receiving the complaint • Easily identify serial offender's noise/parking/traffic and other ordinances and use this data to initiate further actions against these "bad actors" Automatic Collection of Data on Complaint Outcomes: Our system incorporated the ability to automatically call back complainants after a designated amount of time to: • Collect data on the outcome of the complaint and the property owner's responsiveness • Allow the complainant to easily escalate the complaint to zoning enforcement or the police department in the event the issue has not been resolved within the designated timeframe • Requesting this data automatically and directly from the complainant within a certain time frame of him or her submitting the initial complaint has many benefits: It greatly improves the City's ability to prioritize complaints and only devote costly on -the -ground personnel where appropriate and necessary It makes it easier to document serious code violations and differentiate these from less severe problems It makes it easy to identify responsive and non -responsive property owners and managers and initiate further actions against those that do not respond to complaints and issues in a timely manner It can eliminate the need to dispatch zoning enforcement officers and thereby dramatically reduce the cost of obtaining the evidence Automatic Call Recordings: Our system records all calls and saves the recordings in the cloud for instant playback and future retrieval. Having real-time access to all call recordings makes it easy for zoning enforcement staff to quickly get up to speed on the situation and if necessary, initiate immediate on -the ground follow-up actions granicus.com I info©aranicus.com page 29 oGRAN ICUS Gu enr A evil Play CaII Recording u" + 2:-6 4 Close SOWER Vtli nn iy Figure 8: Recording 24/7 Real-time Dashboard: All calls to the hotline are automatically logged in our online dashboard which is available 24/7/365 from both desktops and mobile devices. The dashboard includes all pertinent information, including: • Time and date of the call • Complaint type • Address of the property that the complaint pertains to • Whether the address is associated with a registered STR property • Complainant's contact information (if given) • Any evidence submitted by the complainant • A link to a recording of the call granicus.com I info@aranicus.com page 30 oGRAN ICUS Real-time Email and Text Message Notifications: If desired, our system can provide immediate email notifications to the City's designated personnel whenever a new complaint is received. The figure below shows an example. New Short-term Rental hotline call received regarding , Estes park, Co From To Sent February 13, 2017 12:46 PM HOST COMPLIANCE You got a new Short-term Rental Hotline call! We wanted to let you know that we just received a new call on the Short-term Rental Hotline . You'll find the details below. Listen to call recording CaII Details Call ID 1477575 Call Time 2017-02-13 13 41 19 Caller Name Caller's Callback Property's Contact Person Called False Property's Contact Person's # None Reported Issue Details Reported Address , Reported Issue Details : Caller wants to know more about the property she received information about in the mail. callback: Permit/Registration # None Figure 9: Hotline Notification granicus.com I info@aranicus.com page 31 oGRAN ICUS In addition to the many features outlined above, the Host Compliance solution also provides the ability to easily run custom reports to shed light on complaint patterns, geographical hotspots, and other relevant data points that can help optimize the City's enforcement efforts. The data will be updated in close to real-time and the information can be easily downloaded into CSV/Excel format. di Short-term Rental Hotline HOST COMPLIANCE • bin=er - Q Quick Search Showing 1 to 50 of 2,090 entrees T m r 0 2 _ 42 Cell Time Caller Name Caller Cell Reported Address Reported Issue Unit Unit Caller Unit Contact Caller Caller Caller Caller -Provided Source Add0ew Comments A Callback Recording PermOR Ereergenc Request Ereergen Person Request Indicated Transferr Evidence Phone eg151raho y COMMA ed Cy Atk0001 ed Problem ed to Number Number NOIi0000 Contact edged Automat Received Police on ot was Call Unit Notified Callback E meccryygen Contort 2018-02-13 Call Nuisance at a Short- Yes No Yes No No Caller-Provded hotline 11 54AM Recording term Rental perking Evidence %1 mere are to tare Y parked by a rental pro:lady the address PIea56 fall 208.01AM5 Perking GOBS!. 00 fare NIA Evidencep1ed web lOrre rblocking access! - parking al the alley way instead OI in the o1street parking area o us ing the street Perking. 2018.09-11 Uneutrion0O0 short- NO NO ISA Caller -Provided weblorre 05-57PM terra rental, Operating Evidence 1 l a short term rental }� without a permit 2017-12-31 Un-permitted short- - NO N-A Caller -Provided web to. 08'.00AM term rental This Evvirence 1 tinting has an Caller -Provided EXPIRED PERMIT Evidence 2 they have been Caller -Provided rebut E "'EAT" tines Evidence 3 NOVEMBER why are they still booking? There ate reviews for December_ They have iMakings Into Mardi on their calendar WHY IS NOBODY DOING ANYTHING. They post their listing on weekends and holidays only. They KNOW they are doing meshing wrong here_ What is the point of HOST see It these people are still booking, 201B-09-12 Trash related Yes Yes Caller -Provided web to. Figure 10: Sample Reporting Data granicus.com I info@aranicus.com page 32 oGRAN ICUS OPTIONAL ADD ON Mobile Registration and Tax Collection The foundation of an STR management and compliance program should be a seamless, easy -to -use permitting and tax collection system that provides robust document management and educates the applicant on STR requirements. Given the tech -savvy nature of STR hosts, and the likely large volume of permit applications and tax payments, we recommend our Registration and Tax Collection solution to enable the ability to apply, pay, and track status online in real-time. Palm Desert's configuration would not need to include Tax Collection, but we describe it here only because it is included in the product). Equally important, the online forms need to be mobile friendly, as -50% of short-term rental hosts prefer to handle their business from their mobile devices (our solutions are mobile -enabled). Our solution makes it easy for STR hosts to register, renew permits and licenses, and calculate and remit taxes to City of Palm Desert. We have applied the best of user - centered design principles to our online Permitting and Tax Collection module which may seem to be a "nice -to -have", but actually leads to increased completion rates and constituent satisfaction, while reducing errors and decreasing the amount of time spent by the staff in supporting applicants through the process. Moreover, we work closely with our clients to ensure that all appropriate permit requirements and tax remittance calculations are captured in the system, as well as decide upon the right balance of review and validation between our team and City staff. If desired, we can also provide links to live versions of our permitting and tax collection system. Host Compliance l AT&T tiiP 1217 PM 4 M Welcome to Pasadena's Short-term Rental Permit registration and tax collection system. What would you like to do? Register for a Short-term Rental Permit For technical Issues contact s u ppon ahostcomplls nce,com. Pay Transient Occupancy Tax or Submit Quarterly Report Optimized for mobile, e.g., responsive design, resized Figure 6: Host Compliance: Short -Term Rental registration system granicus.com I info@aranicus.com page 33 oGRAN ICUS !PAJ'ADENA .. �.:: - :1 ..a.al Permit Registration and fax Payment Form To proceed, you will creed to provide the following documents. Please confirm you have them on hand. • Piept'Xl-1iptLldt5liCtrLfr[o:a- + Compkted Nei:Miro Food Nv.co ▪ 3pnalas of the untrou are rer'rirq (rrenor,iwnerlrance antl ene,la7 ▪ Nola,2ed Snort -term Peru, amdeirt Clearly lays out necessary documents for permit PIC& dr prlennry reidt my idtltett} o rht k.11errrhg: Cru rtrrybdtre Mitt udd dhmlrtetblrear re011retbi kcal lex de[uhIFrr1 rsaeiel Setvxly durabhi riddtlid) utrIty Bil. [fl pterft nn Please affirm that the following is correct before proceeding.l_ I resae srr s plaperyiora minimum a/9 moans per yea' —w If applicant is not eligible for short- term rental permit (i_e-, not a - - • primary residence in Pasadena), site does not allow user to proceed (and waste hislher time) Figure 7: Screen 2 with built-in compliance and clear instructions We highly recommend that you take the opportunity to compare this user experience with the user experience offered by our competitors to judge for yourself who offers the best solution to this problem. Host Compliance's focus on ease of use, error -proofing, and legal compliance results in a clearly superior experience and better data. We believe that accessibility and inclusiveness are critical to an open government, and so we strive to adhere to the principles of Web Content Accessibility Guidelines 2.0, and we are compliant with the California Consumer Privacy Act of 2018. Please also note: • Mobile optimization/responsiveness (e.g., responsive design, resized text) • Clear and easy -to -read instructions and navigation • Error -proofing via input validation • Integrated credit/debit card payment functionality • Ability to collect electronic signatures. All payments are processed through a third -party payment processor called Stripe. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1. This is the most stringent level of certification available in the payments industry. To accomplish this, Stripe makes use of best -in -class security tools and practices to maintain a high level of security. Staff may search for past payments and registration applications, request corrections to applications with additional information; data may be downloaded in Excel files and data in the form of Excel, CSV, or GIS/shapefiles can be uploaded on their behalf. granicus.com I info@aranicus.com page 34 0 GRANICUS SCOPE OF WORK 1. Monitoring and analyzing Palm Desert's STR market. Our Address Identification data is made available to Palm Desert staff via Host Compliance's cloud -based software platform, a combined CRM and big -data analytics platform utilizing some of the most cutting -edge artificial intelligence technologies to create tangible results for our clients, while delivering a "consumer - grade" user experience to Palm Desert staff. We continuously scan all the applicable short-term rental websites operating in Palm Desert's jurisdiction every 3 days, de -duplicate the listings, and then identify the addresses of the properties listed for short-term rental. While some competitors would have you believe that a service such as Address Identification is a commodity, the reality is that our solution provides dramatically better data. 2. Create and maintain a database of STR units (both permitted and non -permitted). All information is continuously acquired and stored in our secure, cloud -based database, which contains an inventory of listing information (e.g., property type, room type, maximum advertised occupancy, number of rooms, rental rate, and minimum/maximum stay), high -resolution images and screen captures of each active listing (including reviews), and for identified properties, parcel number, address, and contact information and address for property owners. The listings are continuously monitored and given the importance of hard, irrefutable evidence. 3. Aggregation of non -duplicative STR listings for STR properties operating in Palm Desert from STR websites. We continuously scan all the applicable short-term rental websites operating in Palm Desert (60+ websites at the time of writing) every 3 days, de -duplicate the listings, and then identify the addresses of the properties listed for short- term rental. 4. Quick and accurate identification of STR properties in the City including identification of the exact physical addresses, unit numbers, and parcel numbers. Once Host Compliance has identified all active STR listings within Palm Desert's jurisdiction, the next step is to identify the exact addresses of these properties and store all the relevant property and owner information, including the parcel number, situs address, owner name, owner address, and other pertinent information in our secure, cloud -based database. The identification of parcel numbers is critically important at this stage, as it makes it possible to match the identified addresses with the addresses of permitted and non -permitted properties based on Palm Desert's (unofficial) digital GIS layer of zoning designations, Palm Desert's permit database, Palm Desert's list of grandfathered properties, as well as the State's database of self -reported GET and TAT tax account holders. granicus.com I info©aranicus.com page 35 0 GRANICUS The address, parcel number, and owner identifications are done by utilizing a combination of proprietary data sources, geospatial algorithms, and our more than 200 trained address identification analysts. This process is very quick and precise as compared to doing the same work manually (or exclusively algorithmically) 5. Differentiation of monitoring and enforcement activities based on the different requirements dictated by the City's zoning and related municipal code regulations. Host Compliance's Compliance Monitoring module consistently monitors short-term rentals for compliance with Palm Desert codes, requirements, and statutes with regard to registration of short-term rentals. This allows staff to take the appropriate action. 6. Capture of full -resolution, full -screen screenshots of all active STR listings in the City on a weekly basis. Provide a link to the website of the STR properties advertised in the City. All information is continuously acquired and stored in our secure, cloud -based database, which contains an inventory of listing information (e.g., property type, room type, maximum advertised occupancy, number of rooms, rental rate, and minimum/maximum stay), high -resolution images and screen captures of each active listing (including reviews), and for identified properties, parcel number, address, and contact information and address for property owners. 7. Provide an easy -to -use interface for STR market data, allowing City staff to search, correct, and append additional information to identified address matches. Our data is updated every day, with the ability for Palm Desert staff to search, enter information, correct, append with additional information, as well as use the data for outreach, monitoring and compliance purposes. To streamline Palm Desert's workflows and reporting process, Host Compliance has many standard reports and in case additional custom reports are needed, we can create those at no additional cost, and Palm Desert staff can access and run them through our platform. For concerns about confidential information, reports can be generated with certain specific identifying fields excluded (e.g., host last name). 8. Accurately and continuously, cross-reference STR database of active STRs with the City's database of registered STRs. Our Address Identification module identifies all identifiable STRs in the jurisdiction. To make this data actionable, our Compliance Monitoring module compares the data against Palm Desert's registration records, and the automatically categorize and label all advertised short-term rental units based on their compliance level. granicus.com I info©aranicus.com page 36 0 GRANICUS 9. Identify Transient Occupancy Tax (TOT) under -reporting based on publicly available information. As occupancy/lodging tax compliance can be a major source of government revenue, our Rental Activity Monitoring can be a big help in identifying and reaching out to hosts who fail to report or underreport taxes. For each STR listing the software identifies, it calculates and analyzes the applicable tax revenue. Our Rental Activity monitoring service operates through: • Automatic Monitoring of calendar and review activity across STR websites • Weekly screenshots of reviews and calendars for each active listing • Calculating the estimated tax revenue of each property based on our proprietary algorithms • Comparing such estimated taxes to Palm Desert's reported taxes, and identifying candidates for outreach (i.e., STR operators utilizing a platform that does not have a tax collection agreement with Palm Desert) • Upon approval by Palm Desert or within pre -established parameters, monthly proactive, systematic, and data -informed outreach to STR operators regarding supporting documentation for their tax remittance obligations (using your form letters) • Follow-up outreach to properties who do not submit sufficient documentation • Generating up-to-date lists of STR operators suspected of under- or not reporting taxes • Documentation of information that serves as the foundation for the suspicion of tax underreporting. 10. Provide a 24/7, 365-day telephone hotline service, with a live person for reporting alleged violations of municipal codes related to STRs and work with the City's Code Compliance Division. Relay content of calls received to appropriate parties (STR owner, STR manager, Code Compliance Officer (or message phone), and police) immediately upon receipt of a call. For local governments looking for ways to improve their ability to resolve STR related neighbor concerns in real time, our 24/7 Hotline (a staffed telephone and online hotline) is a cost- effective solution that enables Palm Desert to quickly set-up and operate a cost-effective code enforcement hotline and online complaint reporting system at a fraction of the cost of doing so using traditional means. With this service, we set up a hotline for neighbors to report non -emergency problems related to STR properties to, while at the same time getting our local government partners the data, they need to root out non -neighborly STR hosts: • Incidents can be reported by phone or online • Full documentation of all reported incidents, with digital recordings and written transcripts of all calls granicus.com I info©aranicus.com page 37 0 GRANICUS • Ability for neighbors to include photos, video footage and sound recordings to document complaints • Real-time outreach to owners of problem properties • Weekly staff reports containing: the # and types of reported incidents, list of reported properties, and custom reports and analysis of hotline related activities The core of Host Compliance's hotline solution is a sophisticated call center and online reporting platform that allows neighbors to easily report noise, parking, trash and other vacation rental related issues 24/7/365. The call flow can be customized to Palm Desert's exact needs, but our recommended call flow is shown below, including several innovative features described in more detail below the flow diagram. Note that the call flow is partially automated to ensure 100% consistency and make the service cost-effective. 11. Obtain from complainants and share with the City, evidence of alleged STR ordinance violations (i.e. video, photo, and audio evidence). With our 24/7 hotline service, we set up a hotline for neighbors to report non - emergency problems related to STR properties to, while at the same time getting our local government partners the data, they need to root out non -neighborly STR hosts: • Incidents can be reported by phone or online • Full documentation of all reported incidents, with digital recordings and written transcripts of all calls • Ability for neighbors to include photos, video footage and sound recordings to document complaints • Real-time outreach to owners of problem properties • Weekly staff reports containing: the # and types of reported incidents, list of reported properties, and custom reports and analysis of hotline related activities 12. Provide City personnel 24/7 access to the City's STR-related data and services through a secure web interface. All data is made available through an online data portal that provides a fully functional, real-time interactive and fully integrated cloud -based data management system. This user-friendly interface provides reporting and sorting capabilities that are easy to access and navigate all STR-related activities for a single property. The user interface will allow Palm Desert personnel to update and edit records in the database directly in real time. As an example, the proposed solution's user interface will allow Palm Desert's personnel to: granicus.com I info©aranicus.com page 38 0 GRANICUS • Enter information on new short-term rentals that have been reported by concerned neighbors • Upload additional picture and other evidence that needs to be associated with identified and new short-term rental properties • Add additional notes related to identified short-term rental properties • Add or change addresses, owner information, unit numbers, parcel numbers, and other important information stored on the records in the database • Validate the accuracy and internal consistency of all manually entered data to eliminate data entry errors and other mistakes that can negatively impact data quality PROJECT MANAGEMENT a. Kick-off Meeting. Proposer will schedule a kick-off meeting with City staff to discuss project expectations for coordination, reporting, deliverables, and all relevant project information. Proposer will prepare a meeting summary with project goals, objectives and action items. Deliverable(s): Meeting Summary. This is part of our implementation process. However, the Host Compliance software has already been implemented with the City of Palm Desert so we do not expect a complicated implementation process. Below we have provided additional detail regarding our implementation process and the team that you will continue to work with throughout your contract with Granicus. The management of a customer project can be divided into three phases: implementation of services, ongoing support and account maintenance, and customer success services. All of our project managers are "technical," but we do have specialized team members reserved for designing and programming the products with online reporting or payment interfaces. The project manager for a customer is active in all three management phases. They oversee the initial specifications gatherings during a project kick-off, track action items and required inputs for products to "go live," and deliver the products to Palm Desert users through training and usage follow-up. For implementation of a new customer on the foundation Address Identification product, much of the work is leveraged early -on for the labor-intensive listing identification process; the project manager hands off this specialized work to a core team of analysts that review new and historic listings system -wide. The building of the customer's STR database, as informed by their jurisdiction boundaries, assessor and zoning data, previously registered properties, and short-term rental rules, incorporates the listing identification results into the familiar cloud -based interface. The number of analysts working on the address identification phase varies with the size of the customer's STR market. We aim to achieve a 50-60% identification rate before we release the product for launch, and we do focus analytical resources as needed to achieve these results. The other product modules, including Compliance Monitoring, Online Complaints & 24/7 Hotline, Mobile Permitting, Tax Collection, and Rental Activity Monitoring, granicus.com I info©aranicus.com page 39 0 GRANICUS require differing levels on input from technical or administrative team members during implementation. Compliance Monitoring consumes more operational/administrative hours in set-up and continued maintenance, while Mobile Permitting, Tax Collection, and the full Rental Activity Monitoring module with Auditing requires more dedicated oversight from the project manager and the software engineer assigned to the build. Having the same project manager own the implementation phase, hand-off, maintenance, and success program for the client allows them build institutional knowledge and become an "expert" in their needs. This is a typical breakdown of managerial, technical, and administrative staff assigned to each module's implementation. Address Identification: 25% Project Manager (oversight and some technical responsibility), 85% Analytical Team Compliance Monitoring: 30% Project Manager, 70% Operations/Administrative Team Online Complaints & 24/7 Hotline: 80% Project Manager (technical completion), 20% Technical Team member, if required Mobile Permitting: 40% Project Manager (specifications and customer requirement alignment), 60% Technical/Software Team Tax Collection: 40% Project Manager (specifications and customer requirement alignment), 60% Technical/Software Team Rental Activity Monitoring: 30% Project Manager, 60% Technical/Software Team, 10% Operations/Administrative Team b. Project Schedule. Proposer will work with City staff to finalize a project schedule ("Schedule") within five (5) working days after the kick-off meeting Upon selection, Granicus will work directly with the City to develop a realistic schedule and milestones based on the resources required to complete the project. REVIEW AND EVALUATION a. Evaluation of STR Ordinance No. 1360. Proposer will review and evaluate the current STR Ordinance and policies to fully understand the City's rules and regulations, including zoning. The evaluation shall include a discussion of the effectiveness of the existing policies. Proposer will be responsible to compile and review any existing documents (including maps, tables, etc.) necessary to provide background material and aid in understanding local conditions and the community's needs. Deliverable(s): One (1) electronic copy in Microsoft Word. Included in this proposal is consulting services with our in-house consultant Jeffrey Goodman who will review the City's current STR Ordinance and share best granicus.com I info©aranicus.com page 40 0 GRANICUS practices with the City of Palm Desert during an hour-long call. The deliverable will be a memo in the form of a Microsoft Word document. Housing analysis will be conducted by tracking longitudinal trends using both proprietary software - the Host Compliance system - as well as public data sources in order to build a typology of short -term -to -long-term and long -term -to - short -term rental dynamics. Using this database, along with resources like the City's Housing Needs Report, the consultants will be able to estimate the number of units leaving and entering the short-term rental market and describe some of the dynamics affecting the marketplace. Besides using the proprietary data generated through the Host Compliance system, the consultants will develop a categorical analysis to better model and examine the trends of the STR market. (More granular data, as available, can be used to generate case studies or more targeted analysis, as relevant.) Reports created through market analysis will appraise the particular characteristics of housing and short-term rentals, including seasonality, market entrances and exits, and longer -term trends as sufficient data develops granicus.com I info©aranicus.com page 41 0 GRANICUS Fee Proposal Since our services are delivered in the form of SaaS offerings, we do not charge separately for labor hours nor do we have hourly billing rates for our software algorithms. While we have explored the "bounty" method of pricing for ID's, without our ability to control to whom and when to send out outreach letters (or even set penalties), we are not able to reliably capture the value of our services. Instead, Granicus' proposed STR software and services are offered as an annual subscription service, and our pricing model is driven by the volume of STRs to be monitored. Base Solution Address Identification Compliance Monitoring 24/7 Dedicated Hotline Rental Activity Monitoring TOTAL Optional Add on: Mobile Permitting and Tax Collection Price Notes (if applicable) $14,530/yr $6,054/yr $ 4,844/yr $8,072/yr $33,500/yr $8,704/yr This is the module we do not currently have implemented for your account. Our pricing philosophy is always to be fair and transparent, and work in a partnership to ensure a high ROI on our services for our clients. For the avoidance of doubt, the proposed annual prices also include all the cost of implementing and customizing the software and services, associated reporting, dashboards, data exports, and all training, support, maintenance, telephone, and software licensing fees. In other words, there is no separate pricing for yearly maintenance, data conversion, training costs, or any other associated costs, nor is there an implementation cost (as we spread the cost over the expected life of the contract through our subscription). Concerning competitiveness of pricing, with the relatively small number of entrants in this space and government proposals subject to public records requests, there is substantial transparency into how each competitor prices. The pricing provided here is consistent with our general pricing practices, and given our RFP "win" rate, we believe that our pricing is a good value proposition that ensures a high ROI, a quality product, a top-notch staff experience, industry -leading security, and cutting edge "big data" technology. While you may receive a lower price quote, we do not believe it is sustainable, and encourage you to carefully check references and financial stability. granicus.com I info©aranicus.com page 42 0 GRANICUS Moreover, our better performance in identification and eliciting short term lodging compliance will typically more than offset any difference in subscription fees (e.g., the difference in fees is typically outweighed by our identifying <5% more STRs). granicus.com I info©caranicus.com page 43 0 GRANICUS Appendices LITIGATION Granicus does not have anything to disclose. granicus.com I info©aranicus.com page 44 oGRAN ICUS PROJECT TEAM RESUMES granicus.com I info@aranicus.com page 45 G GRAN ICUS Ulrik Binzer Work Location: Camas, WA Phone: 857 - 928- 0955 Email: binzer@hostcomdliance.com EDUCATION Harvard Business School Master of Business Administration - 2009 (Baker Scholar - top % of graduating class) Copenhagen Business School Bachelor of Science in International Business - 2003 New York University (Leonard N. Stern School of Business) Exchange student on a full scholarship - 2002 EXPERIENCE Host Compliance Founder and CEO, 2015 - present With -300 local government clients, Host Compliance is the world's leading provider of short-term rental compliance monitoring and enforcement solutions to local governments. At Host Compliance, Ulrik is responsible for strategy and execution and oversees the company's executive management team. Work4 Labs Chief Operating Officer and Interim CEO (2012 - 2014) Work4 is the global leader in social and mobile recruiting. With operations in Silicon Valley and Paris, the 80 person startup company helps thousands of clients amplify their employer brands and quickly fill their open positions by placing and optimizing targeted job content on social networks. Golden Gate Capital Vice President (2005 - 2012) Golden Gate Capital is a top tier middle -market private equity firm with $12B under management and a proven track -record of significantly enhancing value. McKinsey & Company Analyst - Corporate Finance & Strategy Practice (2003 - 2005) Developed customized solutions to finance- and strategy related problems facing senior level client executives across multiple industries. The first Scandinavian pre -MBA consultant hired by McKinsey & Company worldwide. SHORT-TERM RENTAL RELATED PROJECTS Select Short-term Rental Data. Enforcement and Reaulatory Consulting Proiects City of Hermosa Beach, CA - 2016 to today City of Newport Beach, CA - 2016 to today City of West Hollywood, CA - 2016 to today City of Alhambra, CA - 2016 to today City of Oceanside, CA - 2016 to today City of Carlsbad, CA - 2017 to today City of Arlington, TX - 2017 to present City of Vancouver, BC - STR Data Analysis - 2016 to present Shasta County (CA) Vacation Rental Ordinance - 2017 to present City of Pasadena, CA - STR Policy Analysis - 2016 City of West Hollywood, CA - STR Policy Analysis - 2016 City of Oakland, CA - STR Policy Analysis - 2016 G GRAN ICUS David Marcus Work location: San Francisco, CA Ph: 203 - 233 - 9940 Email: dmarcus@hostcompliance.com EDUCATION California Institute of Technology (Cal Tech) Bachelor of Science in Applied and Computational Math - 2003 University of Kent Masters of Art in Anthropology - 2005 EXPERIENCE Host Compliance, LLC Co -Founder, Chief Technology Officer and Chief Data Scientist (2016 - present) With -300 local government clients, Host Compliance is the world's leading provider of short-term rental compliance monitoring and enforcement solutions to local governments. At Host Compliance David is applying his deep software engineering, geospatial data science and information management experience to build the company's well-architected, scalable software. Routefriend, LLC Founder, Chief Technology Officer and Chief Data Scientist (2008 - present) Routefriend is a web -based application for planning trips on buses and trains, serving 1.5 million monthly users. The app is specifically designed to showcase the fastest way to get from point a to point b using public inter -city transportation (buses, trains, ferries etc.) and was the first of its kind when it launched in 2008. DwellAware, Inc. Lead Data Scientist (2015) DwellAware helps home buyers and renters uncover hidden facts about any home in the United States, including: socially sourced neighborhood data and reviews, crime and walkability data, hard to find data about noise from traffic, aircraft and train sources, traffic volume for every block of every street in the United States, and hidden home costs, including commute costs, utility bills, insurance costs, maintenance costs and HOA fees. UrbanMapping, Inc. Director of Engineering (2012 - 2013) Urban Mapping provides mapping functionality and on -demand data services to simplify the development and deployment of sophisticated online mapping applications. Nielsen Analytic Consulting and Hewitt Associates Before moving to San Francisco to found and work at technology startups, David served in various Project Management and Business Analyst roles at two of the world's largest technical consulting firms. SELECT SHORT-TERM RENTAL RELATED PROJECTS Select Short-term Rental Data and Enforcement Software Projects City of San Antonio, TX - 2018 to today Los Angeles County, CA - 2018 to today City of Newport Beach, CA - 2016 to today City of West Hollywood, CA - 2016 to today City of Alhambra, CA - 2016 to today G GRAN ICUS JEFFREY B. GOODMAN Work location: New Orleans, LA Ph: 714-742-0622 Email: jbg@jbgoodman.com EDUCATION Harvard University Graduate School of Design Master of Urban Planning — 2011 Housing & Urban Design concentration Yale University Bachelor of Arts in History - 2006 EXPERIENCE Host Compliance, LLC Policy Consultant, 2016 Short -Term rental regulation and enforcement consulting and best practices research. Social Agency Lab Editor+ Designer, 2011-2015 Graphic design and research focused on urban issues, from participation to corridor planning. One Voice LA Director of Research & Design, 2012-2016 State -level policy advocacy, base -building and training on housing, voting, and equity issues. Planetizen Content Writer - 2005 Writer and editor for urban planning -focused news service. PUBLICATIONS "Can You BnB My Neighbor?"— Planning Magazine, February 2016 Overview article of current issues as well as present and future policy directions "Airbnb Pits Neighbor Against Neighbor in Tourist -Friendly New Orleans"— New York Times Source for discussion of policy proposals on regulation and accountability "Short-term rental debate heads to City Council"— New Orleans Times -Picayune, 2014 Independent commentator on regulatory development for T-Ps ongoing coverage "How much does Airbnb Impact rents in NYC"— The Real Deal, 2015 Data development for real estate analysis of the effects of STRs on housing affordability "Equipping Communities for Action"— American Planning Association National Conference 2015 "Datascape: Maps & Diagrams as Landscape Agents"— Representing Landscapes: Digital, 2015 PROJECTS Short-term rental ordinance consulting (Arlington, TX 2019) Short-term Rental Report (New Orleans, LA) -2016 HUD National Disaster Recovery Competition — 2016 Louisiana Citizen's Guide to Urban Design — 2012 Elizabeth Sachs elizabeth.a.sachs@gmail.com • 215-350-3265 • httns://www linkedin.com/in/elizabeth-sachs-8b3b8861/ Inside SaaS Sales, Client Consultant, & Upsell Professional A Sales professional with over four years of client management and upselling experience in the tech industry with well -established ability to consistently exceed personalquota while achieving team goals. Proven effective when prospecting for opportunity, identifying customerneeds, performing lead qualification calls, and securing new business to hit retention goals and grow customer revenue. • 11+ years leadership experience • Driven, self -motivated mentality • 9+ years customer service experience • Creative & critical thinking • Adaptable, eager to learn personality • Excellent written & verbal skills Work and Leadership Experience Granicus, Denver, CO October 2020 — Present Account Manager— Host Compliance Sales Team • Responsible for quarterly sales quota into a portfolio of current Host Compliance customers to increase ARR and retention. • Review software and services with customers to add value, identify product gaps, and highlight importance of a unified platform. • Requires extensive product knowledge, prospect qualification, relationship management, contract negotiation, and closing skills. WordStream Inc., Boston, MA January 2018 — August 2020 Team Lead - Upsell Sales Team • Accountable for monthly "upsell" into a portfolio of current and former WordStream customers to increase MRR and retention. • Provides consultation to customers to help increase customer lifetime, value, and reinforce overall WordStream experience. • Presidents Club dinner winner (achieve over 110%of monthly quota)in Q1, Q2, Q3, & Q4 of2019. • President's Club trip winner (achieve over 120% of yearly quota) in 2019. WordStream Inc., Boston, MA August 2016 — January 2018 Senior Customer Success Specialist • Managed portfolio of 175+ WordStream SaaS and consulting paid search client accounts with MRR totaling over $85K. • Led the onboarding, training and ongoing consulting of WordStream clients of all sizes, industries and spend levels. • Helped Sales team identify qualified Upsell and cross -sell client opportunities, while maintainingpositive client relationships. • Assisted in interviewing potential Customer Success team members as well as quickly and effectively training new hires. • Member of a WordStream cross-functionalteam responsible for providing product feedback and improvement suggestions. • Senior Consultant role required extensive PPC knowledge and certifications in the Google, Microsoft, and Facebookplatforms. Trinity College, Hartford, CT July 2014 — August 2016 Women 's Lacrosse Assistant Coach (NCAA Runners -Up in 2015, 2016) • Worked with the head coach to support growth and success of student -athletes both in the classroom and on the field. • Managed all social media accounts and posts while also responsible for communications to parents and alumnae about the team. • Regularly met with prospective student -athletes to discuss the merits of the student -athlete experience at Trinity College. • Solely responsible for the semi-annualwomen's lacrosse clinics including fundraising efforts, marketing, and communication. Bowdoin College Student -Employee, Brunswick, ME August 2012 — June 2014 Sports Information Assistant, Alumni Relations Student Ambassador and Bowdoin College Lifeguard • Operated efficiently and professionally to advance the College and its policies in an enthusiastic and positive manner. • Extended a hospitable and professional attitude toward all college patrons, students, alumni and guests. Varsity Women's Lacrosse, Bowdoin College September2010 — May 2014 Captain (2013-2014), All American (2013, 2014), First Team All-NESCAC (2014) • Team -voted representative to the Bowdoin Student -Athlete Advisory Council, 2010-2014. • Role demanded dedication, discipline, the capacity to work within a team, motivation, and the ability to accept criticism. • Spearheaded the annual fundraising efforts for the lacrosse nonprofit Lacrosse the Nations. Education Bowdoin College, Brunswick, ME Trinity College, Hartford, CT B.A., Government & Legal Studies,Sociology, May2014 M.A., Public Policy, May2016 Additional Skills and Interests Competencies and Certifications: Salesforce, Microsoft Office Suite, Mac & Windows OS, Slack, Jira, Google Drive systems, and all digital advertising platforms (and current LGD, CPR, AED and Waterfront Skills in case I need to save a life). Interests: On the weekends you'll probably find me hiking or skiing and then cooking a delicious (if I do say so myself) meal! Molly Brand PROFESSIONAL EXPERIENCE Granicus Host Compliance, Denver, CO Implementation Project Manager • Launch customers on Host Compliance platform; provide training and strategic advice • Collaborate on developing and updating processes for rapidly growing team November 2020 — Present Adswerve, Denver, CO July 2019 — November 2020 Implementation Success Specialist • Managed launch of digital ad campaigns; hosted kick-off calls to understand strategy and oversaw the trafficking and QA process to ensure campaigns were able to launch on time • Participated in product development of Bulkdozer tool to export campaign data from ad server UI into a more user-friendly format • Developed internal tools such as a QA toolkit for campaign launches that standardizes and automates the process; seek out feedback from multiple internal teams to ensure that the tools function for their purposes Digital Support Analyst • Solved complex problems for clients, from data discrepancies and technical issues to how to design the campaign structure in order to accomplish strategic goals • Trained clients for onboarding and advanced use of the Campaign Manager ad serving platform; empowered them to traffic and optimize their digital ad campaigns • Provided support with an emphasis on understanding long-term goals in order to customize recommendations Anne Lewis Strategies, Washington, D.C. April 2017 —June 2019 Digital Strategist • Managed non-profit and political client accounts, raising over $10 million in small donations through multi- channel digital fundraising campaigns • Coordinated with internal teams to develop website components like pop-up lightboxes and fundraising pages; translated technical needs from software engineers to non -technical clients for asset preparation and final QA • Oversaw CRM migrations for multiple clients; scheduled and ran meetings with stakeholders to ensure migration was completed and QA'd before the deadline • Tested designs and tactics in each fundraising program to constantly iterate and improve results • Used BSD, Luminate, Mobile Commons, ActBlue, Classy, Salesforce, Pardot and Google Analytics GMMB, Washington, D.C. June 2015— April 2017 Media Buying Assistant • Managed tracking of competitive advertising spending for 2016 Primary and General Presidential Elections • Trained 15 other assistants; provided support to media buyers as needed; directed two summer interns in 2016 • Collected and summarized competitive spending information for use in clients' strategic buying decisions GOVERNMENT AND POLITICAL EXPERIENCE • Internship in the Office of Representative Jared Polis, Washington, D.C. • Research internship for the Democratic Congressional Campaign Committee, D.C. • Communications Associate for John Connolly Campaign for Mayor, Boston, MA January 2015 May — August 2014 June — November 2013 EDUCATION Oberlin College, Oberlin, Ohio II Graduated May 2015 with Honors in Politics II Proficient in French & Spanish oGRAN ICUS CHANGES TO AGREEMENT granicus.com I info@aranicus.com page 51 0 GRANICUS April 27, 2021 Palm Desert 73-510 Fred Waring Drive Palm Desert, CA 92260-2578 Subject: Exceptions to Short -Term Rental Monitoring and Enforcement RFP Dear Palm Desert: Thank you for providing us with the opportunity to review and respond to Short -Term Rental Monitoring and Enforcement RFP ("RFP"). After reviewing the RFP, we kindly request the following changes: RFP Document: • E.4: Granicus project managers are assigned after the award is made based on availability. • J.S: Granicus will only indemnify, defend, and hold harmless the city as part of a negotiated contract made after award. Attachment "A" Proposed Scope of Services: • I.B: Project schedule will be determined as agreed during the kick-off meeting. Attachment "B" Professional Services Agreement • Introductory Paragraph: Please list Granicus as "Granicus LLC, a Minnesota Limited Liability Company". Our address is 408 Saint Peter Street, Suite 600, Saint Paul, MN 55102. • 3.2.2: Revise section as follows: "Consultant shall will use reasonable efforts to perform the Services in a prompt and timely manner in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. The Schedule of Services is an estimate only. Consultant is committed to ensure implementations are completed in a timely manner but is reliant on the City's availability and responsiveness. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services." • 3.2.3: Add the following to the end of the section: "Consultant provides commercial -off -the -shelf software which is not customized to the City's needs and is provided "AS IS" and as available. Consultant does not warrant that the software will meet the City's needs or its fitness for a particular purpose." • 3.2.4: Revise third sentence as follows: "...City shall be entitled to terminate this Agreement for cause in accordance with to Section 3.6." • 3.2.8: Revise final sentence as follows: "Any employee of the Consultant may be removed from the Project only by mutual agreement of the Parties." • 3.2.9: Strike final sentence in its entirety. • 3.2.10: Revise section as follows: "Consultant shall keep itself fully informed of and in compliance with all applicable local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, and shall give all notices required by law. Qoraal antz.. all be liable for all violations granicus.com I info@granicus.com page 1 0 GRANICUS of such laws and regulations in conncction with thc Services and this Agreement. All violations of such laws and regulatiorr kx ll be grounds for thc City to terminate the Aare' n: for cause." • 3.2.11 Insurance: Strike section in its entirety and replace with Granicus' general commercial coverage. Please see our standard Certificate of Insurance. Note that as a standard Granicus does not agree to name but rather agrees to include clients as an additional insured. Granicus is unable to provide cancelation notice endorsements but is willing to provide such notice. We are also required to include our standard limitation of liability language in contracts with customers and vendors. Granicus does not own any automobiles. • 3.2.2: Revise section as follows: "Consultant shall submit to City monthly annual upfront invoices which provide a detailed description of the Services and hours rendered by Consultant. City shall, within 30 days of receiving such invoice, review the invoice and pay all non -disputed and approved charges. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein. Consultant shall submit its final invoice to City within thirty (30) days from the last date of provided Services or termination of this Agreement and failure by the C.-,\.-Aaltvnt tc £ckmit c timly invoice may constitute a waiver of its right to final payment. Payrrnt s�:ll not constitutc acceptance of any Services completed by Corc<:It'nt. The making of firwl imy .t still not constitutc a waiver of any c�ires Icy thc City for any reason whatsoever." • 3.4 Labor Code Requirements: Strike section in its entirety. Does not apply. • 3.6.1.1: Strike section in its entirety and replace with the following: "Either Party may terminate this Agreement for cause upon written notice if the other Party is in material breach of this Agreement and fails to cure such breach within thirty (30) days after the notifying Party provides written notice of the breach. Either Party may terminate this Agreement for convenience by giving at least ninety (90) days' written notice to the other party." • 3.6.3.1: Strike section in its entirety and replace with the following: "Consultant reserves all right, title and interest in the Consultant products and services, the documentation and resulting product including all related intellectual property rights. Further, no implied licenses are granted to City. The Consultant name, logo, and the product names associated with the services are trademarks of Consultant and no right or license is granted to use them." • 3.6.3.2 — 3.6.3.4: Strike sections in their entirety. • 3.6.3.5: Strike second and third sentences in their entirety. • 3.6.3.6: Strike second sentence in its entirety. • 3.6.3.6: Revise final sentence as follows: "City shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Cr,t' ltant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City h.1mlv:y from any legal action brought to cam cb:ch release; and/or (2} a final and non - appealable order by a court of competent jurisdiction requires that City release such information." • 3.6.6.1: Revise section as follows: "To thc fullest extent permitted by law, Consultant shall defend {with counsel of City's choosing}, indemnify and hold the City, its officials, officers, and employees, volunteers, arrnl minty free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, granicus.com I info@granicus.com page 2 G GRAN ICUS in any manner arising out of, pertaining to, or incident to any acts, crrors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subconsultants or agents in connection with the performance of the Consultant's Services, the Project or this Agreement, including without limi ct aR the payment of all expert witness fees, attorney's fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. Cori✓.4I :,nt%:. obligation to indemnify rh.11 c' rvive expiration or t rminction of this Agreement and ch�l not be restricted tc ir.urance proceeds, if any, received by Ccr It�t, th City, its officials, officers, employees, agents, or volunteers. IN NO INSTANCE SHALL EITHER PARTY'S LIABILITY TO THE OTHER PARTY FOR DIRECT DAMAGES UNDER THIS AGREEMENT (WHETHER IN CONTRACT OR TORT OR OTHERWISE) EXCEED THE FEES PAID BY CITY FOR THE CONSULTANT'S PRODUCTS AND SERVICES DURING THE SIX (6) MONTHS IMMEDIATELY PRECEDING THE DATE THE DAMAGED PARTY NOTIFIES THE OTHER PARTY IN WRITING OF THE CLAIM FOR DIRECT DAMAGES. CONSULTANT SHALL NOT BE RESPONSIBLE FOR ANY LOST PROFITS OR OTHER DAMAGES, INCLUDING INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR ANY OTHER DAMAGES, HOWEVER CAUSED. NEITHER PARTY MAY INSTITUTE AN ACTION IN ANY FORM ARISING OUT OF NOR IN CONNECTION WITH THIS AGREEMENT MORE THAN TWO (2) YEARS AFTER THE CAUSE OF ACTION HAS ARISEN." • 3.6.6.2: Strike section in its entirety. • 3.6.12: Add to the end of first sentence: "...provided, however, that either Party may assign this Agreement without the other Party's consent in the event of any successor or assign that has acquired all, or substantially all, of the assigning Party's business by means of merger, stock purchase, asset purchase, or otherwise." Additionally, we have attached our template Master Subscription Agreement and standard Certificate of Insurance for your review. Granicus is willing to negotiate the exceptions being made and any requested changes to the Master Subscription Agreement. We look forward to having the opportunity to work with and support Palm Desert. Sincerely, GRAN ICUS granicus.com I info@granicus.com page 3 0 GRAN ICUS Master Subscription Agreement This Master Subscription Agreement ("Agreement) is made and entered into as of the latter date of the signatures below ( the "Effective Date") by and between Company ("Client") and Granicus, LLC, a Minnesota Limited Liability Company d/b/a Granicus ("Granicus"). Client and Granicus may each be referred to herein as "Party" or collectively as "Parties". By accessing the Granicus Products and Services, Client accepts this Agreement. Due to the rapidly changing nature of digital communications, this Agreement may be updated from time to time at Granicus' sole discretion. Notification to Client will be via email or posting to the Granicus website. 1. Definitions. In addition to terms defined elsewhere in this Agreement, the following terms shall have the meaning specified: "Agreement Term" means the total time covered by the Initial Term and all Extension Terms for each Order or SOW under this Agreement, further specified in Section 7.1. "Extension Term" means any term that increases the length of the Initial Term of this Agreement or an Order Term of an Order or SOW. "Granicus Products and Services" means the products and services made available to Client pursuant to this Agreement, which may include Granicus products and services accessible for use by Client on a subscription basis ("Software -as -a -Service" or "SaaS"), Granicus professional services, content from any professional services or other required equipment components or other required hardware, as specified in each Order or SOW. "Initial Term" shall have the meaning specified in Exhibit A or Order or SOW between Granicus and Client for the first duration of performance that Client has access to Granicus Products and Services. "Order" means a written order, proposal, or purchase document in which Granicus agrees to provide and Client agrees to purchase specific Granicus Products and Services. "Order Term" means the then -current duration of performance identified on each Order or SOW, for which Granicus has committed to provide, and Client has committed to pay for, Granicus Products and Services. "Statement of Work" or "SOW" means a written order, proposal, or purchase document that is signed by both Parties and describes the Granicus Products and Services to be provided and/or performed by Granicus. Each Order or SOW shall describe the Parties' performance obligations and any assumptions or contingencies associated with the implementations of the Granicus Products and Services, as specified in each Order or SOW placed hereunder. "Support" means the ongoing support and maintenance services performed by Granicus related to the Granicus Products and Services as specified in each Order or SOW placed between the Parties. 2. Ordering and Scope 2.1. Ordering Granicus Products and Services. The Parties may execute one or more Order or SOW related to the sale and purchase of Granicus Products and Services. Each Order or SOW will generally include an itemized list of the Granicus Products and Services as well as the Order Term for such Granicus Products and Services. Each Order or SOW must, generally, be signed by the Parties; although, when a validly -issued purchase order by Client accompanies the Order or SOW, then the Order or SOW need not be executed by the Parties. Each Order or SOW shall be governed by this Agreement regardless of any pre-printed legal terms on each Order or SOW, and by this reference is incorporated herein. Denver, CO 800.314.0147 St. Paul, MN Washington, DC United Kingdom 800.314.0147 800.314.0147 +44.0845.467.2972 2 2.2. Support. Basic support related to standard Granicus Products and Services is included within the fees paid during the Order Term. Granicus may update its Support obligations under this Agreement, so long as the functionality purchased by Client is not materially diminished. 2.3. Future Functionality. Client acknowledges that any purchase hereunder is not contingent on the delivery of any future functionality or features. 2.4. Cooperative Purchasing. To the extent permitted by law and approved by Client, the terms of this Agreement and set forth in one or more Order or SOW may be extended for use by other municipalities, school districts and governmental agencies upon execution of an addendum or other duly signed writing setting forth all of the terms and conditions for such use. The applicable fees for additional municipalities, school districts or governmental agencies will be provided by Granicus to Client and the applicable additional party upon written request. 3. Use of Granicus Products and Services and Proprietary Rights 3.1. Granicus Products and Services. The Granicus Products and Services are purchased by Client as subscriptions during an Order Term specified in each Order or SOW. Additional Granicus Products and Services may be added during an Order Term as described in Section 2.1. 3.2. Permitted Use. Subject to the terms and conditions of this Agreement, Granicus hereby grants during each Order Term, and Client hereby accepts, solely for its internal use, a worldwide, revocable, non-exclusive, non-transferrable right to use the Granicus Products and Services to the extent allowed in the relevant Order or SOW (collectively the "Permitted Use"). 3.2.1. Data Sources. Data uploaded into Granicus Products and Services must be brought in from Client sources (interactions with end users and opt -in contact lists). Client cannot upload purchased contact information into Granicus Products and Services without Granicus' written permission and professional services support for list cleansing. Granicus certifies that it will not sell, retain, use, or disclose any personal information provided by Client for any purpose other than the specific purpose of performing the Services outlined within this Agreement. 3.2.2. Passwords. Passwords are not transferable to any third party. Client is responsible for keeping all passwords secure and all use of the Granicus Products and Services accessed through Client's passwords. 3.2.3. Content. Client can only use Granicus Products and Services to share content that is created by and owned by Client and/or content for related organizations provided that it is in support of other organizations but not as a primary communication vehicle for other organizations that do not have a Granicus subscription. Any content deemed inappropriate for a public audience or in support of programs or topics that are unrelated to Client, can be removed or limited by Granicus. 3.2.3.1. Disclaimers. Any text, data, graphics, or any other material displayed or published on Client's website must be free from violation of or infringement of copyright, trademark, service mark, patent, trade secret, statutory, common law or proprietary or intellectual property rights of others. Granicus is not responsible for content migrated by Client or any third party. 3.2.4. Advertising. Granicus Products and Services shall not be used to promote products or services available for sale through Client or any third party unless approved in writing, in advance, by Granicus. Granicus reserves the right to request and review the details of any agreement between Client and a third party that compensates Client for the right to have information included in Content distributed or made available through Granicus Products and Services prior to approving the presence of Advertising within Granicus Products and Services. G GRANICUS 3 3.2.5. Granicus Subscriber Information for Communications Cloud Suite only 3.2.5.1. Data Provided by Client. Data provided by Client and contact information gathered through Client's own web properties or activities will remain the property of Client ("Direct Subscriber"), including any and all personally identifiable information (PII). Granicus will not release the data without the express written permission of Client, unless required by law. 3.2.5.2. Granicus shall not disclose the client's data except to any third parties as necessary to operate the Granicus Products and Services (provided that the client hereby grants to Granicus a perpetual, noncancelable, worldwide, non- exclusive license to utilize any data, on an anonymous or aggregate basis only, that arises from the use of the Granicus Products and Services by the client, whether disclosed on, subsequent to, or prior to the Effective Date, to improve the functionality of the Granicus Products and Services and any other legitimate business purpose including the right to sublicense such data to third parties, subject to all legal restrictions regarding the use and disclosure of such information). 3.2.5.3. Data Obtained through the Granicus Advanced Network 3.2.5.3.1. Granicus offers a SaaS product, known as the Communications Cloud, that offers Direct Subscribers recommendations to subscribe to other Granicus Client's digital communication (the "Advanced Network"). When a Direct Subscriber signs up through one of the recommendations of the Advanced Network, that subscriber is a "Network Subscriber" to the agency it subscribed to through the Advanced Network. 3.2.5.3.2. Access to the Advanced Network is a benefit of the GovDelivery Communications Cloud subscription with Granicus. Network Subscribers are available for use only on the GovDelivery Communications Cloud while Client is under an active GovDelivery Communications Cloud subscription. Network Subscribers will not transfer to Client upon termination of any Granicus Order, SOW or Exhibit. Client shall not use or transfer any of the Network Subscribers after termination of its Order, SOW or Exhibit placed under this Agreement. All information related to Network Subscribers must be destroyed by Client within 15 calendar days of the Order, SOW or Exhibit placed under this Agreement terminating. 3.2.5.3.3. Opt -In. During the last 10 calendar days of Client's Order Term for the terminating Order, SOW or Exhibit placed under this Agreement, Client may send an opt -in email to Network Subscribers that shall include an explanation of Client's relationship with Granicus terminating and that the Network Subscribers may visit Client's website to subscribe to further updates from Client in the future. Any Network Subscriber that does not opt -in will not be transferred with the subscriber list provided to Client upon termination. 3.3. Restrictions. Client shall not: 3.3.1. Misuse any Granicus resources or cause any disruption, including but not limited to, the display of pornography or linking to pornographic material, advertisements, solicitations, or mass mailings to individuals who have not agreed to be contacted; G GRANICUS 4 3.3.2. Use any process, program, or tool for gaining unauthorized access to the systems, networks, or accounts of other parties, including but not limited to, other Granicus Clients; 3.3.3. Client must not use the Granicus Products and Services in a manner in which system or network resources are unreasonably denied to other Granicus clients; 3.3.4. Client must not use the Services as a door or signpost to another server. 3.3.5. Access or use any portion of Granicus Products and Services, except as expressly allowed by this Agreement or each Order or SOW placed hereunder; 3.3.6. Disassemble, decompile, or otherwise reverse engineer all or any portion of the Granicus Products and Services; 3.3.7. Use the Granicus Products and Services for any unlawful purposes; 3.3.8. Export or allow access to the Granicus Products and Services in violation of U.S. laws or regulations; 3.3.9. Except as expressly permitted in this Agreement, subcontract, disclose, rent, or lease the Granicus Products and Services, or any portion thereof, for third party use; or 3.3.10.Modify, adapt, or use the Granicus Products and Services to develop any software application intended for resale which uses the Granicus Products and Services in whole or in part. 3.4. Client Feedback. Client assigns to Granicus any suggestion, enhancement, request, recommendation, correction or other feedback provided by Client relating to the use of the Granicus Products and Services. Granicus may use such submissions as it deems appropriate in its sole discretion. 3.5. Reservation of Rights. Subject to the limited rights expressly granted hereunder, Granicus and/or its licensors reserve all right, title and interest in the Granicus Products and Services, the documentation and resulting product including all related intellectual property rights. Further, no implied licenses are granted to Client. The Granicus name, the Granicus logo, and the product names associated with the services are trademarks of Granicus or its suppliers, and no right or license is granted to use them. 4. Payment 4.1. Fees. Client agrees to pay all fees, costs and other amounts as specified in each Order or SOW. Annual fees are due upfront according to the billing frequency specified in each Order or SOW. Granicus reserves the right to suspend any Granicus Products and Services should there be a lapse in payment. A lapse in the term of each Order or SOW will require the payment of a setup fee to reinstate the subscription. All fees are exclusive of applicable state, local, and federal taxes, which, if any, will be included in the invoice. It is Client's responsibility to provide applicable exemption certificate(s). 4.2. Disputed Invoiced Amounts. Client shall provide Granicus with detailed written notice of any amount(s) Client reasonably disputes within thirty (30) days of the date of invoice for said amount(s) at issue. Granicus will not exercise its rights under 4.1 above if Client has, in good faith, disputed an invoice and is diligently trying to resolve the dispute. Client's failure to provide Granicus with notice of any disputed invoiced amount(s) shall be deemed to be Client's acceptance of the content of such invoice. 4.3. Price Increases. Any price increases not negotiated in advance shall be provided by Granicus to Client at least thirty (30) days prior to the end of the Order Term. Upon each yearly anniversary during the term of this Agreement (including the Initial Term, all Extended Terms, and all Order Terms), the Granicus Product and Services fees shall increase from the previous term's fees by up to ten (10) percent per year. G GRANICUS 5 5. Representations, Warranties and Disclaimers 5.1. Representations. Each Party represents that it has validly entered into this Agreement and has the legal power to do so. 5.2. Warranties. Granicus warrants that it takes all precautions that are standard in the industry to increase the likelihood of a successful performance for the Granicus Products and Services; however, the Granicus Products and Services are provided "AS IS" and as available. 5.3. Disclaimers. EXCEPT AS PROVIDED IN SECTION 5.2 ABOVE, EACH PARTY HEREBY DISCLAIMS ANY AND ALL OTHER WARRANTIES OF ANY NATURE WHATSOEVER WHETHER ORAL AND WRITTEN, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, NON -INFRINGEMENT, AND FITNESS FOR A PARTICULAR PURPOSE. GRANICUS DOES NOT WARRANT THAT GRANICUS PRODUCTS AND SERVICES WILL MEET CLIENT'S REQUIREMENTS OR THAT THE OPERATION THEREOF WILL BE UNINTERRUPTED OR ERROR FREE. 6. Confidential Information 6.1. Confidential Information. It is expected that one Party (Disclosing Party) may disclose to the other Party (Receiving Party) certain information which may be considered confidential and/or trade secret information ("Confidential Information"). Confidential Information shall include: (i) Granicus' Products and Services, (ii) non-public information if it is clearly and conspicuously marked as "confidential" or with a similar designation at the time of disclosure; (iii) non-public information of the Disclosing Party if it is identified as confidential and/or proprietary before, during, or promptly after presentation or communication and (iv) any information that should be reasonably understood to be confidential or proprietary to the Receiving Party, given the nature of the information and the context in which disclosed. Subject to applicable law, each Receiving Party agrees to receive and hold any Confidential Information in strict confidence. Without limiting the scope of the foregoing, each Receiving Party also agrees: (a) to protect and safeguard the Confidential Information against unauthorized use, publication or disclosure; (b) not to reveal, report, publish, disclose, transfer, copy or otherwise use any Confidential Information except as specifically authorized by the Disclosing Party; (c) not to use any Confidential Information for any purpose other than as stated above; (d) to restrict access to Confidential Information to those of its advisors, officers, directors, employees, agents, consultants, contractors and lobbyists who have a need to know, who have been advised of the confidential nature thereof, and who are under express written obligations of confidentiality or under obligations of confidentiality imposed by law or rule; and (e) to exercise at least the same standard of care and security to protect the confidentiality of the Confidential Information received by it as it protects its own confidential information. If a Receiving Party is requested or required in a judicial, administrative, or governmental proceeding to disclose any Confidential Information, it will notify the Disclosing Party as promptly as practicable so that the Disclosing Party may seek an appropriate protective order or waiver for that instance. 6.2. Exceptions. Confidential Information shall not include information which: (i) is or becomes public knowledge through no fault of the Receiving Party; (ii) was in the Receiving Party's possession before receipt from the Disclosing Party; (iii) is rightfully received by the Receiving party from a third party without any duty of confidentiality; (iv) is disclosed by the Disclosing Party without any duty of confidentiality on the third party; (v) is independently developed by the Receiving Party without use or reference to the Disclosing Party's Confidential Information; or (vi) is disclosed with the prior written approval of the Disclosing Party. G GRANICUS 6 6.3. Storage and Sending. In the event that Granicus Products and Services will be used to store and/or send Confidential Information, Granicus must be notified in writing, in advance of the storage or sending. Should Client provide such notice, Client must ensure that Confidential Information or sensitive information is stored behind a secure interface and that Granicus Products and Services be used only to notify people of updates to the information that can be accessed after authentication against a secure interface managed by Client. 6.4. Return of Confidential Information. Each Receiving Party shall return or destroy the Confidential Information immediately upon written request by the Disclosing Party; provided, however, that each Receiving Party may retain one copy of the Confidential Information in order to comply with applicable laws and the terms of this Agreement. Customer understands and agrees that it may not always be possible to completely remove or delete all personal data from Granicus' databases without some residual data because of backups and for other reasons. 7. Term and Termination 7.1. Agreement Term. The Agreement Term shall begin on the date of the initial Order or SOW and continue through the latest date of the Order Term of each Order or SOW under this Agreement, unless otherwise terminated as provided in this Section 7. Each Order or SOW will specify an Order Term for the Granicus Products and Services provided under the respective Order or SOW. Client's right to access or use the Granicus Products and Services will cease at the end of the Order Term identified within each Order or SOW, unless either extended or earlier terminated as provided in this Section 7. Unless a Party has given written notice to the other Party at least ninety (90) days prior to the end of the then -current Order Term, the Granicus Products and Services will automatically renew at the end of each term for an Extension Term of one (1) year. 7.2. Effect of Termination. If the Parties agree to terminate this Agreement and an Order or SOW is still in effect at the time of termination, then the terms and conditions contained in this Agreement shall continue to govern the outstanding Order or SOW until termination or expiration thereof. If the Agreement is terminated for breach, then unless otherwise agreed to in writing, all outstanding Orders or SOWs shall immediately terminate as of the Agreement termination date. Unless otherwise stated in this Agreement, in no event shall Client be entitled to a refund of any prepaid fees upon termination. 7.3. Termination for Cause. The non -breaching Party may terminate this Agreement upon written notice if the other Party is in material breach of this Agreement and fails to cure such breach within thirty (30) days after the non -breaching Party provides written notice of the breach. A Party may also terminate this Agreement immediately upon notice if the other Party: (a) is liquidated, dissolved, or adjudged to be in a state of bankruptcy or receivership; (b) is insolvent, unable to pay its debts as they become due, makes an assignment for the benefit of creditors or takes advantage of any law for the benefit of debtors; or (c) ceases to conduct business for any reason on an ongoing basis leaving no successor in interest. Granicus may, without liability, immediately suspend or terminate any or all Order or SOW issued hereunder if any Fees owed under this Agreement are past due pursuant to Section 4.1. 7.4. Rights and Obligations After Termination. In the event of expiration or termination of this Agreement, Client shall immediately pay to Granicus all Fees due to Granicus through the date of expiration or termination. 7.5. Survival. All rights granted hereunder shall terminate upon the latter of the termination or expiration date of this Agreement, or each Order or SOW. The provisions of this Agreement with respect to warranties, liability, choice of law and jurisdiction, and confidentiality shall survive termination of this Agreement and continue in full force and effect. G GRANICUS 7 8. Limitation of Liability 8.1. EXCLUSION OF CONSEQUENTIAL AND RELATED DAMAGES. UNDER NO CIRCUMSTANCES SHALL GRANICUS BE LIABLE FOR ANY SPECIAL, INDIRECT, PUNITIVE, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, WHETHER AN ACTION IS IN CONTRACT OR TORT AND REGARDLESS OF THE THEORY OF LIABILITY, EVEN IF A PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. FURTHER, GRANICUS SHALL NOT BE LIABLE FOR: (A) ERROR OR INTERRUPTION OF USE OR FOR LOSS OR INACCURACY OR CORRUPTION OF CLIENT DATA; (B) COST OF PROCUREMENT OF SUBSTITUTE GOODS, SERVICES OR TECHNOLOGY; (C) LOSS OF BUSINESS; (D) DAMAGES ARISING OUT OF ACCESS TO OR INABILITY TO ACCESS THE SERVICES, SOFTWARE, CONTENT, OR RELATED TECHNICAL SUPPORT; OR (E) FOR ANY MATTER BEYOND GRANICUS' REASONABLE CONTROL, EVEN IF GRANICUS HAS BEEN ADVISED OF THE POSSIBILITY OF ANY OF THE FOREGOING LOSSES OR DAMAGES. 8.2. LIMITATION OF LIABILITY. EXCEPT FOR CLIENT'S BREACH OF SECTION 3.3, IN NO INSTANCE SHALL EITHER PARTY'S LIABILITY TO THE OTHER PARTY FOR DIRECT DAMAGES UNDER THIS AGREEMENT (WHETHER IN CONTRACT OR TORT OR OTHERWISE) EXCEED THE FEES PAID BY CLIENT FOR THE GRANICUS PRODUCTS AND SERVICES DURING THE SIX (6) MONTHS IMMEDIATELY PRECEDING THE DATE THE DAMAGED PARTY NOTIFIES THE OTHER PARTY IN WRITING OF THE CLAIM FOR DIRECT DAMAGES. GRANICUS SHALL NOT BE RESPONSIBLE FOR ANY LOST PROFITS OR OTHER DAMAGES, INCLUDING DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR ANY OTHER DAMAGES, HOWEVER CAUSED. NEITHER PARTY MAY INSTITUTE AN ACTION IN ANY FORM ARISING OUT OF NOR IN CONNECTION WITH THIS AGREEMENT MORE THAN TWO (2) YEARS AFTER THE CAUSE OF ACTION HAS ARISEN. THE ABOVE LIMITATIONS WILL NOT LIMIT CLIENT'S PAYMENT OBLIGATIONS UNDER SECTION 4 ABOVE. 9. Indemnification 9.1. Indemnification by Granicus. Granicus will defend Client from and against all losses, liabilities, damages and expenses arising from any claim or suit by a third party unaffiliated with either Party to this Agreement ("Claims") and shall pay all losses, damages, liabilities, settlements, judgments, awards, interest, civil penalties, and reasonable expenses (collectively, "Losses," and including reasonable attorneys' fees and court costs), to the extent arising out of any Claims by any third party that Granicus Products and Services infringe a valid U.S. copyright or U.S. patent issued as of the date of the applicable Order or SOW. In the event of such a Claim, if Granicus determines that an affected Order or SOW is likely, or if the solution is determined in a final, non - appealable judgment by a court of competent jurisdiction, to infringe a valid U.S. copyright or U.S. patent issued as of the date of the applicable Order or SOW, Granicus will, in its discretion: (a) replace the affected Granicus Products and Services; (b) modify the affected Granicus Products and Services to render it non -infringing; or (c) terminate this Agreement or the applicable Order or SOW with respect to the affected solution and refund to Client any prepaid fees for the then -remaining or unexpired portion of the Order or SOW term. Notwithstanding the foregoing, Granicus shall have no obligation to indemnify, defend, or hold Client harmless from any Claim to the extent it is based upon: (i) a modification to any solution by Client (or by anyone under Client's direction or control or using logins or passwords assigned to Client); (ii) a modification made by Granicus pursuant to Client's required instructions or specifications or in reliance on materials or information provided by Client; or (iii) Client's use (or use by anyone under Client's direction or control or using logins or passwords assigned to Client) of any Granicus Products and Services other than in accordance with this Agreement. This section 9.1 sets forth Client's sole and exclusive remedy, and Granicus' entire liability, for any Claim that the Granicus G GRANICUS 8 Products and Services or any other materials provided by Granicus violate or infringe upon the rights of any third party. 9.2. Indemnification by Client. Client shall defend, indemnify, and hold Granicus harmless from and against any Claims, and shall pay all Losses, to the extent arising out of or related to (a) Client's (or that of anyone authorized by Client or using logins or passwords assigned to Client) use or modification of any Granicus Products and Services; (b) any Client content; or (c) Client's violation of applicable law. 9.3. Defense. With regard to any Claim subject to indemnification pursuant to this Section 9: (a) the Party seeking indemnification shall promptly notify the indemnifying Party upon becoming aware of the Claim; (b) the indemnifying Party shall promptly assume sole defense and control of such Claim upon becoming aware thereof; and (c) the indemnified Party shall reasonably cooperate with the indemnifying Party regarding such Claim. Nevertheless, the indemnified Party may reasonably participate in such defense, at its expense, with counsel of its choice, but shall not settle any such Claim without the indemnifying Party's prior written consent. The indemnifying Party shall not settle or compromise any Claim in any manner that imposes any obligations upon the indemnified Party without the prior written consent of the indemnified Party. 10. General 10.1. Relationship of the Parties. Granicus and Client acknowledge that they operate independent of each other. Nothing in this Agreement shall be deemed or construed to create a joint venture, partnership, agency, or employee/employer relationship between the Parties for any purpose, including, but not limited to, taxes or employee benefits. Each Party will be solely responsible for the payment of all taxes and insurance for its employees and business operations. 10.2. Headings. The various section headings of this Agreement are inserted only for convenience of reference and are not intended, nor shall they be construed to modify, define, limit, or expand the intent of the Parties. 10.3. Amendments. This Agreement may not be amended or modified except by a written instrument signed by authorized representatives of both Parties. 10.4. Severability. To the extent permitted by applicable law, the Parties hereby waive any provision of law that would render any clause of this Agreement invalid or otherwise unenforceable in any respect. In the event that a provision of this Agreement is held to be invalid or otherwise unenforceable, such provision will be interpreted to fulfill its intended purpose to the maximum extent permitted by applicable law, and the remaining provisions of this Agreement will continue in full force and effect. 10.5. Assignment. Neither Party may assign, delegate, or otherwise transfer this Agreement or any of its rights or obligations hereunder, either voluntarily or by operation of law, without the prior written consent of the other Party (such consent not to be unreasonably withheld); provided, however, that either Party may assign this Agreement without the other Party's consent in the event of any successor or assign that has acquired all, or substantially all, of the assigning Party's business by means of merger, stock purchase, asset purchase, or otherwise. Any assignment or attempted assignment in violation of this Agreement shall be null and void. 10.6. No Third -Party Beneficiaries. Subject to Section 10.5 this Agreement is binding upon, and insures solely to the benefit of the Parties hereto and their respective permitted successors and assigns; there are no third -party beneficiaries to this Agreement. 10.7. Notice. Other than routine administrative communications, which may be exchanged by the Parties via email or other means, all notices, consents, and approvals hereunder shall be in writing and shall be deemed to have been given upon: (a) personal delivery; (b) the day of receipt, as shown in the applicable carrier's systems, if sent via FedEx, UPS, DHL, or other G GRANICUS 9 nationally recognized express carrier; (c) the third business day after sending by U.S. Postal Service, First Class, postage prepaid, return receipt requested; or (d) sending by email, with confirmed receipt from the receiving party. Either Party may provide the other with notice of a change in mailing or email address in which case the mailing or email address, as applicable, for that Party will be deemed to have been amended. The mailing and email addresses of the Parties are as follows: Granicus ATTN: Contracts Address: 408 St. Peter Street Suite 600 Saint Paul, MN 55102 Phone: (651) 757-4154 Email: contracts@granicus.com Company ATTN: Address: Phone: Email: 10.8. Force Majeure. Any delay in the performance by either Party hereto of its obligations hereunder shall be excused when such delay in performance is due to any cause or event of any nature whatsoever beyond the reasonable control of such Party, including, without limitation, any act of God; any fire, flood, or weather condition; any computer virus, worm, denial of service attack; any earthquake; any act of a public enemy, war, insurrection, riot, explosion or strike; provided, that written notice thereof must be given by such Party to the other Party within twenty (20) days after occurrence of such cause or event. 10.9. Choice of Law and Jurisdiction. This Agreement shall be governed by and interpreted under the laws of the State of Minnesota, without reference to the State's principles of conflicts of law. The Parties expressly consent and submit to the exclusive jurisdiction of the state and federal courts of Ramsey County, MN. 10.10. Entire Agreement. This Agreement, together with all Orders or SOWs referenced herein, sets forth the entire understanding of the Parties with respect to the subject matter of this Agreement, and supersedes any and all prior oral and written understandings, quotations, communications, and agreements. Granicus and Client agree that any and all Orders or SOWs are incorporated herein by this reference. In the event of possible conflict or inconsistency between such documents, the conflict or inconsistency shall be resolved by giving precedence in the following order: (1) the terms of this Agreement; (2) Orders; (3) all other SOWs or other purchase documents; (4) Granicus response to Client's request for RFI, RFP, RFQ; and (5) Client's RFI, RFP, RFQ. If Client issues a purchase order, Granicus hereby rejects any additional or conflicting terms appearing on the purchase order or any other ordering materials submitted by Client. Upon request, Granicus shall reference a purchase order number on its invoices, provided, however, that Client acknowledges that it is Client's responsibility to provide the corresponding purchase order information (including a purchase order number) to Granicus upon the creation of such a purchase order. Client agrees that a failure to provide Granicus with the corresponding purchase order shall not relieve Client of its obligations to provide payment to Granicus pursuant to Section 4.1 above. 10.11. Reference. Notwithstanding any other terms to the contrary contained herein, Client grants Granicus the right to use Client's name and logo in Client lists and marketing materials. G GRANICUS 10 10.12. Injunctive Relief. Granicus is entitled to obtain injunctive relief if Client's use of Granicus Products and Services is in violation of any restrictions set forth in this Agreement. IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed by their respective duly - authorized representatives on the Effective Date as set forth above. Granicus By: Name: Title: Date: (Authorized Signature) Company By: (Authorized Signature) Name: (Print or Type Name of Signatory) (Print or Type Name of Signatory) Title: Date: (Execution Date) (Execution Date) G GRANICUS INSR LTR TYPE OF INSURANCE A x COMMERCIAL GENERAL LIABILITY CLAIMS -MADE x OCCUR G EN'L AGGREGATE LIMIT APPIJES PER: POLICY X JERO- X LOC OTHER: B AUTOMOBILE LIABLTTY C C ANY AUTO OWNED AUTOS ONLY x HIRED AUTOS ONLY X Comp $100 UI IRELLA LIAB EXCESS IJAB ACt1RD CERTIFICATE OF LIABILITY INSURANCE DATE (MMUDNYYY) 10/2012021 I 10/20/2020 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(iea) must have ADDITIONAL INSURED provisions or be endoraed. If SUBROGATION LS WAIVED. subject to the terma and conditions of the policy, certain policies may require an endorsement. A atatement on thia certificate doea not confer rights to the certificate holder in lieu of ouch endorsement(&. PRODUCER Lockton Insurance Brokers, LLC CA License it0F15767 Three Embarcadero Center, Suite 600 San Francisco CA 94111 (415) 568-4000 INSURED 1418581 Granicus, LLC 408 Saint Peter Street Suite 600 Saint Paul MN 55102 COVERAGES GBAIN01 LY)NI ACI [NNACM�E: PEHONE END: I ADDRESS: FAX WC. Not: INSURERS) AFFORDING COVERAGE INSURER A :National Fire Insurance Co of Hartford INSURER B :Continental Casualty Company INSURER c :The Continental Insurance Company INSURER D : INSURER E INSURER F CERTIFICATE NUMBER: 17071387 REVISION NUMBER: XXXXX)0( NAIC & 20478 20443 35289 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 ANDCONDTTIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ADDL SUBB PULJCT EFF POLICY EW risD wvD POLICY NUIMIER [MDDDIYYYY) IYMIDLYYYYYI N N 6043664103 10f20/2020 10/20/2021 N N 6043664084 SCHEDULED AUTOS NON -OWNED AUTOS ONLY Co11$1,0001i d OCCUR CLAIMS -MADE DED R ETENT ON WORKERS COMPENSATION AND EMPLOYERS' LJABILTTY ANY PROPRIETOR+PARTNERIEXECUTIVE OFFICER/MEMBER EXCLUDED? [Mandatory In NH} If yes. desonbe under DESCRIPTION OF OPERATIONS below YIN N NIA NOT APPLICABLE N 6043364067 (ADS) 6043364070 (CA) 10/20/2020 10/20/2021 10f20/2020 10/20/2021 10f20/2020 10/20/2021 EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL it ACV INJURY GENE RAL AGGREGATE PRODUCTS - COMP(OP AUG COMBINED SINGLE LIMIT (Ea aociolsnt] BODILY INJURY Leer person) BODILY INJURY [Per accident) PROPERTY DAMAGE Per sodden[] EACH OCCURRENCE AGGREGATE X STATUTE ERH E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE E.L. DISEASE -POLICY OMIT DESCRIPTION OF OPERATIONS ( LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may he attached it more space is required) CERTIFICATE HOLDER 17071387 Evidence Only CANCELLATION See Attachment LIMES $ 1,000.000 $ 1.000.000 $ 15,000 $ 1.000.000 $ 2.000.000 $ 2.000.000 $ 1000.000 $ XXXXXKX * KXXXSZXX t XXXXXXX $ XXXXXKX $ XXXXXKX II: XXXKXXX t X0003t $ 1 000.000 $ 1.000.000 $ 1.000.000 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 REPR E ATIVE IVI� © 1988-2015 ACORD CORPORATE . All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Attachment Code: D568356 Master ID: 1418581, Certificate ID: 17071387 To whom it may concern: In our continuing effort to provide timely certificate delivery, Lockton Companies is transitiouing to paperless delivery of Certificates of Insurance. To ensure electronic delivery for future renewals of this certificate, we need your email address. Please contact us via one of the methods below, referencing Certificate ID 17071387. s Email: PacificeDelivery(a7,lockton.com ■ Phone: (213) 689-2300 If you received this certificate through an internet link where the current certificate is viewable, we have your email and no further action is needed. In the event your mailing address has changed, will change in the future, or you no longer require this certificate, please let us know using one of the methods above. The above inbox is for automating electronic delivery of certificates only. Please do NOT send future certificate requests to this inbox. Thank you for your cooperation and willingness in reducing our environmental footprint. Lockton Insurance Brokers, LLC — Pacific Series Lockton Insurance Brokers, LLC License #0F15767 777 S Figueroa Street, 52nd Fl / Los Angeles, CA 90017-5524 213-689-0065 / FAX: 213-689-0550 lockton.com DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF I DECKARD ' .21 TECHNOLOGIES Professional Consulting Services / Systems for Short -Term Rental Monitoring and Enforcement Deckard Technologies, Inc. Proposal Request for Proposal No. 21-20 May 6, 2021 Submitted by: Deckard Technologies, LLC 1620 Fifth Ave #400 San Diego, CA 92101 Attn: Eyal Leeder Phone: (858) 740-0442 Email: eyal@deckard.com www.rentalscape.solutions ‘i DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF COVER LETTER May 5, 2021 RFP # 21-20 The City of Palm Desert Community Development Department Contract and Purchasing Services Division 73-510 Fred Waring Drive Palm Desert, CA 92260-2578 Hello Mr. Swartz, Deckard Technologies, LLC ("Deckard") is pleased to submit this proposal to The City of Palm Desert ("the City") for Short -Term Rental (STR) Monitoring and Enforcement Services. Deckard's unmatched team of data scientists and engineers and their ability to apply advanced data analytics, machine -learning, automated image analysis and years of software development experience put the company in an optimal position to provide the City with property identification and analytical services to manage the City's short term rental activity. Deckard has the experience and the technical ability to not only provide the City the most advanced solution for managing short-term rentals but also work with the City to customize the platform to fit the City's specific needs and allow for city staff to provide input in future developments. The highlight of Deckard's Rentalscape platform is its unique ability to provide forward looking tools, allowing for identification of future rental bookings. This ability vastly improves the speed of addressing non -permitted STRs, since they can be discovered and resolved as soon as the booking is made, prior to guest arrival and long before any neighbor complaints can be made. Future booking detection also improves compliance for licensed STRs (ensuring that upcoming rentals shorter than the minimum allowable are addressed immediately, at booking time), as well as projections for upcoming rental activity and revenue, enabling the City to more accurately plan and budget. We have closely reviewed the City's Request for Proposal, including all addendums, and we attest that we have the expertise, skills, and capabilities to successfully provide the City with all services contained therein. ii DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Deckard is best qualified to provide these services to the City for these reasons: Experience: The team brings with it unparalleled experience, we are a full -service provider and leader of revenue enhancement and administration services. Deckard has scraped, documented and stored almost 13 million unique STR listings in the past sixteen months alone, and has tracked over 3.1 billion rental night bookings. Most Advanced, Comprehensive, Customizable Solutions: The Rentalscape platform represents the future of STR monitoring an enforcement. Since all other providers focus on reporting past activities, sometimes months after the actual rental took place, and often after the neighbors have already complained about the illegal rental activity, Deckard realized early on that cities need to be PROACTIVE in managing STR activity. Afterall, the property that has rented 30 times in the past twelve months, and already has 6 bookings in the upcoming sixty days is much more important than the property who had a single booking seven months ago and has no upcoming bookings at all. As a result, Rentalscape is the only platform that identifies future rentals for each active property, in addition to documenting past activity, reviews, and more. Each and every scraped listing in Rentalscape shows a unique calendar, with the ability to review future months as well as the past year of bookings. This unique feature enables the city to reach out to unpermitted hosts as soon as they accept a booking, long before the guests arrive, and educate the host, resolve any issues, and significantly reduce neighbor complaints. Rentalscape's one -of -a -kind calendar tracking service also differentiates between separate bookings, enabling the user to see back-to-back rentals as separate bookings (instead of one long reservation, the way it appears on the listing ad). Rentalscape even identifies the actual date each separate booking was made, for all past and future bookings. No other platform is capable of providing this type of detailed analysis. Rentalscape platform is designed to be configured to meet each unique client's specific needs. The Deckard development team will work with Palm Desert staff to make additional changes and add new features as needed. The platform includes client -specific reports as well as compliance definitions, which enable detection and assertion of each property's compliance status automatically. As a result, the platform makes it simple and quick to determine non-compliance with specific local ordinances for each short-term rental property in an automatic fashion. Rentalscape is also the most visually appealing and intuitive platform on the market, and was designed to allow users to easily and quickly identify issues, find problem -properties, and manage the entire process. Any user who has seen the system for the first time commented how well it is designed, and what a difference it was from the competitors' offerings. In-depth Data Analysis: Deckard can access a vast number of public data sources in an efficient and expedient manner, which allows it to provide the highest -level analysis and results to its clients, based on the latest iii DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF data science models. Several municipalities have put Deckard's data and identification ability up against its peers, and Deckard has come out on top in each and every comparison. In fact, a few current Deckard customers contracted with Deckard while still under contract with a competitor, simply because they desired access to the best systems and data available. Additional Innovations: In addition to the standard information all providers supply in regard to identified properties, Deckard's Rentalscape solution also provides clients pertinent assessment information about the property, including Assessor record information, to allow for better management of code compliance and homeowners exemption records, as a built-in part of its Rentalscape solution. At Deckard, we believe that the only way to solve a problem is by partnering with the client at every step of the way and listening to their needs and wants. We believe that constant innovation is required in order to face the challenges of today and of tomorrow, especially in light of the anticipated post-COVID travel surge. The Palm Springs International Airport is already seeing increased traffic due to the raise in vaccinations (as well as the recent addition of Southwest Airlines flights), and most hotels and other accommodations in the Coachella Valley were sold out this past Easter weekend. This trend is expected to continue throughout 2021, and the city of Palm Desert needs to have the best tools to measure and manage this STR activity growth. Deckard's top priority is to partner with the City and provide the highest level of customer service. We attest to our willingness to enter into an Agreement under the terms and conditions prescribed by this RFP and the Agreement without any exceptions. Thank you, Nickolas R. Del Pego, CEO DocuSigned by: ±idatiaS V a ptip 8C1 C64FD6EB7489... Address: 1620 Fifth Ave #400 San Diego, CA 92101 Telephone No.: (858) 333-7835 Email Address: nrd@deckard.com Federal Tax ID: 83-0532773 Name of Authorized Representative: Eyal Leeder Title of Authorized Representative: VP of Business Development Email of Authorized Representative: eyal@deckard.com Signature of Authorized Representative: Date: 05/05/2021 iv DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF TABLE OF CONTENTS COVER LETTER II 2. CERTIFICATION OF PROPOSAL 1 3. EXPERIENCE AND TECHNICAL COMPETENCE 1 A. BACKGROUND 1 B. CUSTOMER REFERENCES 2 4. STAFFING AND KEY PERSONNEL 3 5. SCOPE OF WORK 4 a. Rentalscape System Benefits - Summary 4 b. Creation of Database for all Short -Term Rentals 5 c. Tracking of Complaints 7 d. Assistance with Code Enforcement Activities 7 e. Continually Conducting ongoing Assessment of STRs 8 f. Coordinate with City Staff 8 g. Essential Features — Unique to Rentalscape 8 h. Specific Benefits for The City of Palm Desert 10 i. Implementation Timeline 11 6. FEE PROPOSAL 12 7. ESSENTIAL FEATURES TOUR 13 8. APPENDICES 15 a. Litigation 15 b. Resumes of Key Personnel 15 v DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF 2. CERTIFICATION OF PROPOSAL Deckard Technologies hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP 3. EXPERIENCE AND TECHNICAL COMPETENCE A. BACKGROUND Deckard Technologies, Inc. is a corporation registered in the state of CA (C4155141), whose mission is to help local communities provide essential services by ensuring more equity and fairness in regulatory compliance. Since its founding in 2018, Deckard's growing team of over 30 employees has applied its considerable knowledge and data science experience to utilizing the latest big data analysis techniques in pursuit of its mission. As part of the Loeb NYC portfolio of companies, which was founded by Michael Loeb, billionaire founder of Priceline.com, Deckard enjoys the financial backing and support of over 30 different portfolio companies, providing services to different markets and industries. Deckard is headquartered in San Diego, California, with offices in Sydney, Australia and Medellin, Colombia. It was founded by a team of seasoned, senior -level data scientists and software engineers formerly employed with a Fortune 200 technology company, working on advanced research areas like machine learning, artificial intelligence, and data analytics for more than a decade. The company's goal is to harness the vast amounts of data that local governments have at their disposal in order to solve critical problems facing cities and counties, such as the rapid growth in short term rentals, tax payments and assessments, and unreported property changes to name a few. The team has also recently added Boris Stark as a consultant, increasing its knowledge base and specifically enhancing its understanding of the local Coachella Valley environment, as Mr. Stark was instrumental in building the city of Palm Spring's nationally recognized STR management program (Mr. Stark's resume is included in the appendix section of this proposal). Deckard has been able to assist several Coachella Valley cities manage STR activity, including working with Cathedral City in its current process of phasing out STRs as well as enhancing La Quinta's ability to manage its STR activity as it moves on with its current freeze of new STR permits, while allowing it to accurately detect illegal operators. The city of La Quinta has used several other providers for these services and was so impressed with the Rentalscape suite that they contracted with Deckard while still under agreement with another vendor. I DECKIIRD r. TECHNOLOGIES 1 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF B. CUSTOMER REFERENCES Deckard has been consistently growing its client base and is currently at 100% customer retention rate. Coming out of the Covid-19 initial response period, Deckard has won multiple RFP's and added several cities and counties as direct -contract clients. Many of the new clients are local governments moving away from other service providers and choosing Deckard's Rentalscape solution instead, such as Placer County, CA. Cathedral City, CA • Contact - Sandra Molina, Code Compliance/Development Manager • Phone - 760-202-2433 o Service Dates — December 2019-Present o Description of Services - STR Identification & Compliance Services City of La Ouinta, CA • Contact — Gilbert Villalpando, Assistant to the City Manager • Phone - 760-777-7094 o Service Dates — November 2020 - Present o Description of Services - STR Registration, Compliance and Tax Services Placer County, CA • Contact — Doug Jastrow, Revenue Services Manager • Phone - 916-543-3945 o Service Dates —November 2020 - Present o Description of Services - STR Registration, Compliance and Tax Services San Bernardino County. CA • Contact — Joana Cavazos, Code Enforcement Supervisor • Phone — 909-884-4056 o Service Dates — January 2021 - Present o Description of Services - STR Identification & Compliance Services City of Eastvale, CA • Contact — Johnny Terfehr, Community Enhancement & Safety Manager • Phone — 951-703-4482 o Service Dates — September 2020 - Present 0 Description of Services - STR Identification & Compliance Services "It is easy to use and doesn't take much training. The data you are looking for to enforce your municipalities' ordinances is easily accessible. Staff at Rentalscape is very responsive." Johnny Terfehr, Community Enhancement & Safety Manager City of Eastvale, CA I DECKARD TECHNOLOGIES 2 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF 4. STAFFING AND KEY PERSONNEL Deckard is proposing a cohesive and highly qualified project team to The City of Palm Desert. Most of the team has worked together for years prior to joining Deckard, working on multiple large and extraordinarily complex data gathering and analysis projects. The team, and the Deckard culture, have been the key driver behind the growth the company is currently experiencing. The implementation process is directed by the Project Manager, working hand in hand with the technical and design team. Project Team Jess Flanagan — VP Engineering Ms. Flanagan is a career software engineer, technical manager, public speaker, gamer, women - in -tech advocate and former white hat hacker, bringing over 12 years of software engineering experience to the team. Tony Moriarty — VP Data Science Over the past thirteen years, Mr. Moriarty served as a machine Learning & Data Science Lead, Big Data native & software research engineer and an Open Source contributor. He now oversees the company's data science division. Eiling Ferdaws (PMP) - Project Manager Ms. Ferdaws coordinates all aspects of a project from conception to execution and feedback, working alongside people on her team to ensure each target is met. Dustin Reilich — VP Sales & Government Affairs As the head of Sales, Mr. Reilich follows the implementation process ensuring all client needs are met and all feedback is received and implemented throughout the process. Eileen Zimmerman — VP Product & Design Ms Zimmerman has over a decade of expertise leading complex, data -centric, client implementations for government entities, banks, and wireless carriers. She has a passion for working with customers, designers, and engineers to deliver insight -driven solutions that exceed expectations. Eyal Leeder — Account Manager Mr. Leeder is responsible for developing strong relationships with customers, connecting with key business executives and stakeholders, he works with sales and marketing teams and ensures client's voices are heard. Boris Stark — Public Policy Consultant Mr. Stark has over a decade's experience in the property management space, and is the former Vacation Rental Compliance Officer for the city of Palm Springs, where he created one of the nation's premier Short -Term Rental Management programs in the country. In his current role, Mr. Stark helps Deckard clients address local challenges and develop tailored solutions using the Rentalscape platform. I DECKIIRD it. TECHNOLOGIES 3 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Q 5. SCOPE OF WORK Deckard's approach is a result of top -tier talent coupled with cutting edge software, utilizing advanced data analytics and machine -learning to identify, monitor and analyze deep real estate data and property activity. Deckard estimates there are currently over 2600 unique active rental properties and seeing as there are less than 800 licensed ones, Deckard is offering to assist the City in ensuring all the unlicensed properties become registered, or cease activity. Deckard's cutting -edge technology and industry -leading processes will accomplish what the City needs, and has not been able to achieve to date! a. Rentalscape System Benefits - Summary 1. Provide address identification for over 98% of active STR listings. 2. Highest level of cyber security available. 3. Ability to add as many users as needed, and create different user profiles based on desired access level and functionality. 4. All information (including screenshots of scraped ads) is securely maintained for as long as needed, and can be accessed and downloaded anytime. 5. The platform includes a dynamic map of the City and region, showing all STR properties. The City map also includes customer -defined overlays that can be used for reviewing and reporting purposes (see example map below — each dot signifies a listing, and the color indicates actionable status — identified/unidentified, active/recently active/inactive) Frank 5 natra Dr • • • • • •• d•T *•• • • i • t+,•• li• • r. • • ▪ • • Y ••. • • •▪ 5 If •• •• .fit• f • •: • Pally �seA•••" •b l • ••+ • _ • •• (y••�� • u rT •q.0. 21 I"gm • " VA•' 2J L. ♦.4A tat ►�i !• •.•�� • •_ _ ____ •• • • • • •j • • •� • • :• • ••• • •• • Ra ai' Indian WelLs • •o ? Indifiestb Odrpewrt 611436.. 25 properties (53911464iN6t 74049 Alpine UY Palm Desert. Ca. 92211 3 ha 3 b 55.250 AP13 694391023 1111 n 74110 College View Cir, Palm 0ecerr, Ca. 92211 dG 2b 52.600 APN' 694381002 CO N RenlMcape poce,e4 by 4r,Wpbm9 OpenareelMap Immore Ihlamap 2 3 4 5 540 ) 6. Rentalscape allows users to create and generate a large number of reports at any time. The reports can be easily printed and downloaded, as the system ensures the formatting is maintained in the printed version. Deckard is quick to add any additional features or reports that are needed by any client, as part of the partnership. Among the existing reports are: I DECKIIRD'% TECHNOLOGIES 4 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF a. Activity Data (for individual parcels or the entire population) b. Compliance Data (for individual parcels or the entire population) c. General Property Information Data d. Daily future booking activity report (to assist in planning and projections) 7. Cloud based system - no hardware or software to purchase/install. 8. Export data in GIS, CSV, PDF, or Excel. 9. Accessible on desktop, tablet, and mobile devices. b. Creation of Database for All Short -Term Rentals Rentalscape is cloud -based and provides analytical tools for the City to manage all information related to its short-term rental enforcement program. The database archives all information and allows for on -demand retrieval at any time. Deckard scrapes all major short-term and long-term rental sites at high frequency. While other companies spend time and effort "scraping" listing aggregator sites (ones that only reshare Airbnb and VRBO listings, such as HomeToGo.com, Tripping.com, etc.) in order to increase the "number of sites scraped". Deckard has proven that its scraping algorithm covers approx. 99% of all nationwide listings. then augments the data using multiple location -specific public sources, including Riverside County Assessor records. Rentalscape utilizes APN as the ID of record in order to make it easier to share information with the city, and uses advanced machine learning, image analysis and data mining techniques to identify property address and assign any additional listings for the same property to a single APN. The platform creates a complete portfolio of all rental properties within the City, segmenting them automatically into `active' and 'non -active' properties (`non -active' are properties that have not had rental activity in over 60 days). Rentalscape is the only platform capable of this automatic segmentation. For each property, Rentalscape presents all the available data on a separate property screen, starting with a compliance box highlighting any challanges that were detected based on the City's specific ordinance and guidelines. For example, the system can automatically identify, flag and report any booking that is shorter than the minimum stay of three days, two nights, or any listing that does not include the permit number, or the required language regarding noise compliance and respecting the neighbors' privacy. Information shown for each property includes: • Property Characteristics a. Property address b. Property APN c. Permit number d. Owner name and address e. Ownership type (primary residence, Secondary/investment property) f. Property Type g. Property Zone h. Property square footage, per appraiser data i. Number of bedrooms and bathroom at the property, per appraiser data j. A map showing the property's location k. Maximum occupancy per The City of Palm Desert guidelines I DECKIIRD '2 TECHNOLOGIES 5 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF • Listing Characteristics a. Listing URL for each ad associated with each specific property b. Listing ad ID for each ad associated with each specific property c. Rental calendar showing current month's activity as well as last twelve months and upcoming ninety days booking activity (calendars update daily). The Deckard's AI system also differentiates between regular bookings and host - blocked dates that are not revenue generating. d. Host name e. Stay limitations (minimum/maximum) f. Permit number (if included in the ad), or highlight the lack thereof. g. Daily Rental rate h. Rental frequency i. Link to active listing for each separate ad for the property j. PDF copy of each listing, as well as a history of all previous versions of the ad, to identify any possible changes, as well as keep a record in case the listing is taken down by the host. Each image has a date -stamp showing when it was created, and is kept indefinitely. k. Rental type (Whole homes, shared home) 1. Square feet, bedrooms and bathrooms advertised m. Maximum occupancy, per ad n. Minimum/Maximum stay • Estimated Sales Tax Based on Rental Activity a. Occupancy rate b. Estimated rental income c. Estimated TOT • Record of complaints & compliance activity a. License and enforcement records b. Renewal status c. VHR Permit number • Ability to filter listings by HOA, zone, or neighborhood Rentalscape also includes a dynamic map of the City, showing all STR properties, active as well as inactive (historical) ones, and their location. The overall map includes the ability to show user -defined map overlays that can be used for highlighting different zones, subdivisions, HOA's, etc. In addition, Rentalscape provides a separate dynamic reporting dashboard, showing various activities and aspects of STR's in the City for planning and analysis purposes. • Industry's most flexible and comprehensive search engine Rentalscape allows users to search listings and properties using many different criteria, such as address (even a partial address), Listing ID, APN, Permit/License number, and more. I DECKIIRD it. TECHNOLOGIES 6 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF c. Tracking of Complaints 1. Deckard, in collaboration with the City, can facilitate the enforcement of the City's short- term rental requirements and regulations. Rentalscape provides the City with information and insight into enforcement methods and best practices developed within the regulatory community. a. Deckard can administer a 24-hour, 365 day phone hotline service for receiving complaints and reports of alleged violations of municipal codes and referring these top the owner of the property, STR manager, Code Enforcement, the Community Development Department, or Police Department, as appropriate. b. Complaints can also be reported via Deckard's mobile application or the website, where audio and/or video files can be uploaded in support of the complaint. c. All complaints are documented and reported to the City. A consolidated weekly report of complaints will also be provided to the County's Community Development Department with the associated permit or unpermitted STRs d. Deckard will then send communication to non -compliant owners, informing them of the apparent issue and the actions needed to resolve it. e. Deckard will also provide audit assistance and weekly reports to the City, including reports summarizing and showing the volume of complaints received d. Assistance with Code Enforcement Activities 1. Deckard will assist the City in monitoring short-term rentals for compliance with the City's ordinances and municipal code regulations a. Rentalscape monitors and presents all instances of non-compliance, based on City - specific regulations, guidelines and ordinances. The following reports can be generated automatically on a daily/weekly/monthly basis: i. Non -Compliant Properties report: identify any non -complaint properties/hosts and provide indisputable evidence of the violation, supporting the case. The report includes the following information for each property: 1. Property address 2. License number (if one exists) 3. Complaint & Enforcement History, if any 4. Estimated Transient Occupancy Tax due 5. Future calendar activity and status, including future bookings 6. Documented information that serves as basis for suspicion of non- compliance or under -reporting of fees and taxes ii. Compliant Properties report: show properties and hosts that are in compliance with the City 's codes and requirements. The report includes the following information for each property: 1. Property address 2. Permit number and expiration date 3. Estimated taxes due iii. All non -compliant property reports come with multiple supporting documents, including weekly PDF images of the ad, street and aerial view, previous sale listings, previous long term rental listings, and more. I DECKIIRD it. TECHNOLOGIES DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF e. Continually Conducting ongoing Assessment of STRs 1. Deckard will monitor short-term rentals for compliance with City codes and requirements regularly. All global listings (new and existing) are scraped weekly, and data is pulled from identified listings on a daily basis. 2. Deckard will also cross reference its data with the City's database of registered STRs 3. Rentalscape will generate and submit a monthly report to The City of Palm Desert of all STR units known or suspected of operating in violation of City codes, while indicating if Deckard has already notified the owner f. Coordinate with City Staff 1. The Rentalscape platform is designed to allow users to create and generate a large number of reports at any time, and Deckard is quick to add any additional features or reports that are needed by any client, as part of the partnership. Among the existing reports are: a. Activity Data (for individual parcels or the entire population) b. Compliance Data (for individual parcels or the entire population) c. General Property Information Data d. Daily future booking activity report (to assist in planning and projections) 2. Any desired reports can also be automatically generated and distributed, at the City's request 3. Deckard differentiates itself from its competitors not only by providing its users with extensive support, but also allowing for the client to be part of the new feature design process as well as offering rapid response to any technical issues at any time/any day. Clients are assigned a dedicated Account Representative who is the first point of contact for any issues, questions and suggestions. 4. Deckard will also participate in periodic in -person meetings or calls with City staff. 9• Essential Features - Unique to Rentalscape • Future Booking Detection: Rentalscape can alert the users of STR reservations as soon as they are booked, long before any guests arrive. This allows the client to communicate with the host and resolve any potential issues in a proactive manner. It also allows the city to identify back to back single night bookings before they happen, and resolve the issue with the host/owner. • Rental Activity Projections: Rentalscape's ability to identify future rentals as soon as they are booked allows for the creation of detailed projection reports showing upcoming rental activity on a City-wide basis, and enable the City to plan and budget accordingly. I DECKIIRD it. TECHNOLOGIES 8 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF • Dynamic Mapping: Rentalscape's map view can be used to zoom in for closer inspection for individual properties, offers 360-degree view of the map (including perspective viewing), and includes a satellite view for a more detailed depiction of the area and the relevant properties. The map can also highlight relevant zones where rentals are allowed or prohibited, as well as block areas that are out -of -jurisdiction. • Custom Layouts and Reports: Rentalscape's provides the flexibility to customize all reports and layouts as needed. • Ease of Documentation: any system view, screen or report can be downloaded and saved in a clear, complete PDF format that does not need any additional editing and is ready to use for any future purposes. • Ease of Sharing: any system view, document or report can be shared using a dedicated one - click "Share" button. • Backups and Historical Archiving: All listings are scraped at least weekly, and data is scraped off listings every single day. All scrapes are saved as PDF's in the Rentalscape system forever. As a result, any and all ad history can be easily viewed and retrieved by the users at any time, even if the actual ad is taken down. All images and information are the users' fingertips 24/7. • Property Characteristics: Rentalscape can verify a property's advertised characteristics match City, Assessor, and license records. • Customizable Rules and Fields: Rentalscape can be customized to include any violation fields needed, and then automatically identify which ads and properties are complying, highlighting the ones that are not. • Ad Hoc Reports: Rentalscape's flexible, dynamic reporting mechanism allows any user to choose multiple criteria and easily create different reports, which can then be saved and printed as needed. No need to request a report be created or run — users can do it all themselves! • Mobile Application: Rentalscape's mobile enrollment application allows users to access registration and complaint forms for short-term rentals from anywhere. • Unique filters and Dashboard Reports: Rentalscape provides its users over 25 unique filters and 15 built-in graph reports as part of its dashboard, including top hosts (by nights and by revenue, top owners, booking rates, etc.). New filters and reports can be added at any time for no additional cost. • Public Data Sources: Deckard only uses public data sources to establish address and ownership. Deckard will never utilize any private data sources that may create a legal risk for the company or the city (such as privacy protected Facebook pages). I DECKIIRD TECHNOLOGIES DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF h. Specific Benefits to the City of Palm Desert • Tracking of Short Term Rentals based on Booking Date: Rentalscape is the only platform that tracks all bookings as soon as they are made, and is able to distinguish between guest bookings and host blocking of dates. We have seen stations in Palm Desert where a host accepted a one night booking and at a later date went in and blocked the flowing (or previous) night to make the calendar appear like it is in compliance. No other service provider can identify these situations and document them. A clear example of this is Airbnb ad #4357964, where a one-night booking for May 14-15 was made on April 9th, and then owner blocked May 16th on April 21 st, in order to avoid showing a two-day/one-night rental on the Airbnb calendar. Only Deckard can detect those occurrences and alert the City. A link to the ad - www.airbnb.com/rooms/4357964. • Automatic Property Type Identification: The Rentalscape platform can identify ADU's being used for STR purposes and flag these as non -compliant. • Automatic Permit Identification: The Rentalscape platform automatically identifies the permit information in each listing, and confirms that the permit does indeed match the property and owner on record with the city, including verifying compliance with On -Site Permit requirements for those owners possessing such a license. • Automatic and Clear Zoning Distinctions: For each property, Rentalscape determines the correct zone and applies the relevant guidelines and license limitations in verifying compliance. The system also includes a map overlay that highlights the different zones within the City. "Deckard has been a great organization to work with. We have worked with several previous vendors that provided a product that was not flexible and provided limited information. Deckard has gone above and beyond to help us with a product that is easy to use and flexible for our team. They also have great customer service and are there for any questions from our team. They have been a great addition to our family." Gilbert Villalpando, Assistant to the City Manager City of La Quinta, CA I DECKIIRD rtr4 TECHNOLOGIES 10 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF i. Implementation Timeline Start End Planned Contract Executed Date (CED) CED CED STVR Identification Processing CED CED + four weeks Construct Localized Database (including city - specific features) Quality Assurance Testing CED + Six Weeks CED + Seven Weeks Rentalscape Launch and Training Violation & Complaint Reporting Customization Design and Build (including call line) Violation & Complaint Customization Testing Violation & Complaint Implementation & Training CED + Four Weeks CED + Six Weeks CED + Seven Weeks CED + Nine Weeks CED + Nine Weeks CED + Eleven Weeks CED + Eleven Weeks CED + Twelve Weeks CED + Twelve Weeks CED+Thirteen Weeks I DECKARD at, TECHNOLOGIES 11 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF 6. FEE PROPOSAL Rentalscape system setup, Including: - Quick and accurate address identification for all existing and new STR properties* - Zoning Map Overlays - TOT estimation by property - Rental ctivity and calendar tracking - Cross reference with the City's database of registered STRs System Access, Including: - Unlimited users - Secure Web interface - Unlimited Reports - City -specific modifications and updates - Dedicated Account Manager 24/7 Complaint Line, including: - Issue verification, referral and escalation - Online app, allowing for video, photo and audio evidence submittals - Weekly complaint reporting Unit cost — Year 1 $13,000 $65,000 $13,000 Secure Web Portal Included Daily calendar updates for all listings in the city Included Future Booking Detection Included Weekly screenshots of all active ads in the city, saved indefinitely Included Reporting Module with unlimited reports and report generation Coordination with City Staff Included Included Unit cost — Year 2 Total Cost $91,000 * Deckard only charges once to identify the address of each rental property. Other amount annually, even though most properties are already identified after year 1. $1,300 Unit cost — Year 3 $1,450 $71,500 $78,650 $13,000 $13,000 Included Included Included Included Included Included $85,800 Included Included Included Included Included Included $93,100 providers charge this same I DECKIIRD' TECHNOLOGIES 12 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF 7. ESSENTIAL FEATURES TOUR Violation summary, automatically highlighting any violation of local ordinances. Summary of all ads for each property, including lick to live ad and all PDF scrapes stored internally Riverside Assessor property information, including APN, owner, and ccharacteristics. • Pending identification v.on 5..., fasa ry naanwn 7x aI Rsteg to. t rs avp.q. Not a,oifGi 7ri, .:., PiotpwlaMe ,.- Hot Avaigie Nut+WNhle M flh 19a111 listing-ED 1106293 19 IfstvY G lire liskn9 Not ar> . 6I Unit Loarlum Detail, Property 6 Ana»-, 20211-01-01 Not Ava/able Property page, showing all information relating to a single property in one location (including all listings and real time past and future booking activity M r 11 J3 ;itt tix s as bme PO s is Y sr >t _ CNN ZIAsax s. 1111 Host Raven. Sole Average 6 . kite $250 srsr 2; IT 1• n ,. Book*, irtivrtes 27% Transient Occupancy T. $200 -..t. Detailed calendar, showing all bookings 90 days forward as well as 12 previous months. Each booking shows the actual date the booking was made. Property specific graphs, highlighting past activity, nights and revenue. 13 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Customizable dashboard showing all aspects of the city's STR activity in a single page. • • . uentakzepe • C Y renlaIsea pe.deckard tachnoldeeh6olard P pI • 96 Most Active eiosas C.crrfFa.rc4ty O $91,242 ti lean Pierre Cruz a $75 Oa Robert o S40,392 6 Vanessa Ortega o $20,241 866,496 Most Active Owners Ca<9t Gwan Suzanne Lindley $948.14! o $82.731 Dennis Ant WI■ EI Rental Type ■ Sell CcnCW d ■ Room . Unknown ReeieentihI Type ■ Plume, • acilewes Rental Structure • Maln$In,CV.MC • PDU ■ KASifamry : unknown Top Online Platronnt Airbnb p- Booking 7f, 4. U. I i, H Homeawav others 14 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF 8. APPENDICES 9. LITIGATION Deckard has no claims filed by the firm, or against the firm, and no litigation history. 10. RESUMES OF KEY PERSONNEL Craig Brown I Chief Technology Officer Professional Profile A technologist and leader who is: • Technical lead of a start-up mining data to gain insight into the US real-estate market • Responsible for delivery and operation of cloud -based data collection information systems Leading a team applying data science solutions to real world problems Passionate about building great teams and great software Has a track record of melding leading -edge technology and business strategy Has excellent communication and consensus building skills Inventor for 28 patent families, yielding over 100 patents and/or applications in 12 territories Professional Experience Deckard Technologies Inc. Chief Technology Officer February 2019 - Present Leading development of cloud -based system ingesting over 200 million images and 100 billion rows of data. ■ Developing ML system to gain insight into US real-estate big data. Telstra Head of Data Science & Networks Big Data Enabiement July 2018 - February 2019 Ran big data collection and analysis efforts for optimising investment and operations of the Telstra mobile and fixed networks. Qualcomm Senior Director, Technology November 2010 - May 2019 Head of Applied Data Science & Australian Research Responsible for data science and software development: Advanced data analysis including machine learning for Litigation support ■ Qualcomm patent management systems Chipset test and yield analysis Qualcomm advanced driver assist data management I DECKARD TECHNOLOGIES 15 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Developed systems for identifying Qualcomm software in 3rd party devices through both binary and source code analysis Detection through behaviour analysis Detection through binary extraction and reverse engineering Qualcomm Engineer, Principal/Mgr May 2009 - November 2010 Created strategic information systems for multiple organisational divisions. Lead operational research group applying simulation methods to drive business decisions Developed data mining systems collecting and analysing international patent office practices Qualcomm Engineer, Principal May 2007- May 2009 Founded company -wide patent information system • Lead Qualcomm big -data information systems identifying patterns in worldwide patent data ■ Involved in the formation of the Qualcomm Open Source group to ensure compliance to Open Source licensing terms Qualcomm Engineer, Senior Staff (Product Security) July 2006 - May 2007 • Evangelised secure techniques catalysing culture change • Developed tools for large scale detection of vulnerabilities in software through static analysis • Instigated Qualcomm software scanning & black -list system to block shipping vulnerabilities in Qualcomm software Adobe Consultant 2004 - 2005 ■ Developed precursor to HTML5 layout system rendering and editing rich text & graphics CISRA Principal Engineer 1991 - 2004 (13 years) Sydney, Australia Author of SVG 1.0 Contributed to JPEG2000, MPEG and UPnP standards Project lead of Canon Exchange document management system Rendering systems engineer for Canon colour photocopier software Education and Qualifications University of Melbourne BCom, BSc, Computer Science • (1987 - 1991) Melbourne High School High School • (1981 - 1986) I DECKARD at, TECHNOLOGIES 16 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Jessica Flanagan I VP of Engineering Analytical, innovative, highly adaptable professional with extensive experience providing vision, leadership, analysis and design expertise in creating and executing enterprise data strategy to drive revenue creation and service solutions. Passionate about exploring, optimising and utilising best practices to develop, deploy and evaluate systems aimed at improving quality and efficiency. Collaborate with internal and external stakeholders to understand structural requirements and define standards for how data will be stored, consumed, integrated, and managed across organization. Skilled troubleshooter continually focused on identifying, isolating and resolving technical issues. Accomplished communicator experienced in developing and mentoring teams while building and strengthening relationships across functions to drive cohesive, strategic operations. PROFESSIONAL EXPERIENCE Deckard Technologies Inc. Chief Data Architect June 2018 - Present Deckard Technologies designs and develops analytical reporting systems using modern deep data mining, machine learning, and predictive analytical algorithms to help cities and institutions become smarter. My role within Deckard has been to develop the overall data architecture of our system including: • Designing scalable and economic data pipeline process that ensures reliability and consistency for a large number of data feeds. • Creating both a data warehouse and a database environment to empower data scientists. ■ Developing approaches to unify and align disparate data sources. Processes and importing GIS data. Qualcomm Build creative, reliable big data solutions ranging from wireless communications and intellectual property to financial analysis. ENGINEERING SERVICES GROUP Data Analytics Lead Data Architect (Senior Staff Engineer) 2017 — 2018 Both tech lead/developer for internal project and lead data architect within ESGDA providing oversight across projects within group. Evaluate technologies, develop and advise on architecture standards and best practices. ■ Prototyped Kylo/Nifi pipelines for operator services and chipset testing groups. ■ Reviewed and advised on porting a previous in-house Apache Airflow pipeline to Google Cloud for self -driving car division. • Advised on building AWS pipeline for 5G testing group. ■ Improved AWS prototype for network monitoring team. Established formal data retention and archiving policies. Defined and managed data governance system. Defined data security classification schemes for critical data. I DECKARD at, TECHNOLOGIES 17 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Determined common keys and integration models to allow cross- dataset analytics. Ran Proof of Concept project around centralised metadata repository. Developer Solution Architect (Senior Staff Architect) 2014 - 2017 Tech lead for Avante - Self -Driving Cars Data pipeline. Managed team of data scientists and developers to build Unified Database by combining information from many sources, purchased, web scraped and inferred from other data sets. Developed modules for importing operator data dumps for DIRBS - Device Identification and Reporting ■ Initiated and implemented group -wide transition from traditional use of VMs to infrastructure as code using rancher, docker and jenkinsfiles. ■ Retrained 30 staff members. Developed Jenkinsfile template for reuse. Encouraged and automated use of flake 8 throughout department. Popularised use of open API between restful APIs. ■ Demonstrated use of ELK stack and writing customised docker - compose files. ■ Created ESGDA rancher catalogue and added custom templates. ■ Contributed patch for CSV Validator released by British Archives that increased parsing speed and removed a memory leak that prevented parsing large files https://github.com/JessFlan/csv- validator/wiki/Speed-testing. SOFTWARE TOOLS INNOVATION GROUP Tech Lead (Staff/Senior Staff Engineer) 2011 - 2014 Project IP Manager Tasked by Chief IP Strategist at Qualcomm to find way of "making IP a project deliverable across company." Had company -wide impact that influenced how projects are evaluated. • Achieved goal by providing visual customizable way for projects to define what intellectual property they produce and to display it consistently. Examined type of intellectual property reporting being done by research focused areas of company and combined that with other visualisations that would answer the kinds of questions asked by PMs, senior management and legal. • Found need to incorporate data feeds from both inside and outside the company. ■ Interacted with Postgres DB via SQL alchemy to simplify development. ■ Built website initially in Google Web toolkit and then evolved to Javascript Bootstrap and backbone.js. ■ Utilized D3.js to create visualisation and included ability to export powerpoint reports for review meetings. ■ Had company -wide impact that influenced how projects are evaluated. Gathered requirements from diverse parts of company. ■ Coordinated team of developers and testers to produce stable software as service environment (SaaS). ■ Interacted with Senior VPs to align with broader company goals. I DECKARD at, TECHNOLOGIES 18 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF PRODUCT SECURITY INITIATIVE Developer/Security Researcher (Engineer/Senior Engineer) 2008 - 2011 Participated in code and security architecture reviews for Alljoyn, a universal software framework for device -device communication. Developed website and backend data processing to allow Qualcomm's Engineers to view status of patent applications. ■ Experimented with finding vulnerabilities in Bluetooth stack and demonstrated how powerful malware can be while operating within limited permission set. ■ Presented research at three internal security summits. Additional Professional Experience includes Developer (Engineer) with Seeker Wireless; and Developer (Associate Engineer/Engineer) with Canon Information Systems Research EDUCATION 1 PROFESSIONAL TRAINING 1 PATENTS! APPLICATIONS UNIVERSITY of NEW SOUTH WALES, Kensington, Australia Graduate Diploma of Engineering Science, Telecommunications, 2014 THE UNIVERSITY OF QUEENSLAND, Brisbane, Australia Bachelor of Engineering, Software Recent Professional Training Data AWS Solution Architect Training 20181 TOGAF Training 20181 Data Modeling Zone (DMZ) Australia, 2018 'Data Modeling Master Class with Steve Hoberman, 2018 I Developer Training for Spark & Hadoop, 2018 I Leveraging Unstructured Data with Cloud Dataproc on Google Cloud Platform, 2018 I Google Cloud Platform Big Data and Machine Learning Fundamentals, 2017 I Core Elasticsearch: Operations, 2017 Patents 1 Applications US 9,325,949 Intrusion Detection: Anthony MORIARTY, Joel BEACH, Jessica FLANAGAN I (2016) SUS 9,186,071 Unlocking a Body Area Network: Anthony MORIARTY, Jessica FLANAGAN, Cameron MCDONALD (2015) I US 9,106,623 Method and Apparatus for Transmitting Bulk Emergency Data While Preserving User Privacy: Michael PADDON, Craig BROWN, Craig NORTHWAY, Jessica FLANAGAN (2015) I US 8,943,571 Method and Apparatus for Protecting a Single Sign/On Domain from Credential Leakage: Jessica FLANAGAN, Craig BROWN, Michael PADDON (2015) I US 8,886,152 Emergency Override of Battery Discharge Protection: Michael PADDON, Craig BROWN, Craig NORTHWAY, Jessica FLANAGAN (2014)1 US 8,886,157 Mobile Device Having an Emergency Mode: Philip HAWKES, Miriam WIGGERS DE VRIES, Craig BROWN, Alexander GANTMAN, Jessica FLANAGAN, Cameron MCDONALD, Craig NORTHWAY, Michael PADDON (2014) I US 8,774,761 Mobile Device to Detect Unexpected Behaviour: Michael PADDON, Matthew DUGGAN, Jessica FLANAGAN (2008) I AU 2005246932 A Method of Configuring a Computing Device: Jessica M. Purser (2005) I DECKARD at, TECHNOLOGIES 19 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Tony Moriarty I VP of Data Science Overview Given my software engineering background, I know the importance of reliability, continuous delivery and production -ready systems ■ 10+ years experience in fast-moving Software and Data science engineering world ■ 8 years Spearheading the data acquisition and machine learning effort at a fortune 500 ■ Published scholar on the intersection of Big Data, NLP and Criminology ■ A leader, bringing data -focussed projects from inception to fruition and mentoring reports ■ An innovator - 4 granted US Patents; 1 pending Big Data Native; Hadoop, Spark, AWS-EMR; pySpark is my second language after English ■ Contributor to SOLR search Open Source project Australian Government Student's Prize (top 500 grade 12 students in Australia) Publications ■ "Predicting Crime Rates Using Demographic Data and Features Derived From Social Media" - Australia and NZ Society of Criminology (ANZSOC) 2018 Conference Qualifications Masters of Data Science, University of Sydney ■ Bachelor of Computer Systems Engineering/IT dual degree, University of Queensland ■ High Distinction for thesis: "Best Working Hardware" faculty prize Career Summary Chief Data Scientist, Deckard June 2018 - Present Deckard Technologies designs and develops analytical reporting systems using modern deep data mining, machine learning, and predictive analytical algorithms to help cities and institutions become smarter. As Chief Data Scientist I spearhead the DeckardML project, having architected the initial data science roadmap for DeckardML ■ Developed DeckardRlSK v1 heuristic for identifying target properties Prototyped Natural Language model for recognizing renovated properties from text descriptions Senior Staff Machine Learning Engineer, Qualcomm June 2010 - May 2018 Led the Machine Learning effort in Chip Testing; Forecasting & Finance. Designed and built systems to analyze, join, and visualize data from disparate sources using pySpark, AWS-EMR, scikit-learn, Postgres and ELK. Deep Learning & Natural Language Processing to classify documents. Excellent communication skills required to convey conclusions to internal departments and CEO of a fortune 500. SW Engineer at Canon Information Systems R&D I DECKARD at, TECHNOLOGIES 20 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF January 2007 - June 2010 Embedded design in the field of display rendering. Implementation, analysis and optimization of a large system; liaising with customers: communication and negotiation. Key Skills Intimate understanding of Machine Learning & Data Discovery Highly skilled in classical Natural Language Processing techniques; word embedding, POS-tagging; Named Entity Recognition, along with related Deep Learning techniques ■ Detailed knowledge of Python, Java, Javascript, SQL Data visualization and story -telling with D3 and Matplotlib Big -Data system design - Hadoop, Spark; AWS Native - Step, EMR, Glue, Batch, Athena, Lambda ■ Experience mining, joining and analyzing disparate datasets; applied machine learning Intimate knowledge of Postgres, Netezza, AWS RedShift datastores Patent evaluation, creation and evaluation of new ideas Experienced with communications, signals and systems analysis; Fourier analysisPage Break I DECKARD at, TECHNOLOGIES 21 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Eyal Leeder I VP of Business Development Professional Profile An innovative, creative leader and mentor who uses a unique blend of marketing, operations and people development skills and experiences to create and enhance strong, productive, goal -oriented business environments, teams, and companies. A focused, dynamic, and disciplined self-starter, Eyal has been successful in creating new lines of business and enhancing existing lines while increasing overall morale, productivity, and revenues. He has achieved this by utilizing a distinctive mix of creative, analytical thinking, inclusive decision -making approach and a healthy dose of humor... Professional Experience Vice President, Marketing and Business Development, Deckard Technologies January 2020 - Present Create and guide the company's overall marketing strategy Manage the sales team and ensure company sales goals are achieved Establish and enhance partner relationships with industry companies where synergies exist Work with design group on product development and design EVP, Business Development and Compliance, The Mortgage Law Firm December 2011 - December 2019 Joined a small, local, single office firm and helped grow it to various achievements, including: o Client base increase of over 500% o Revenue increase of over 400% o Offices in six different states ■ The largest in its industry in the state of Hawai'i o Most advanced compliance framework in the industry Page BreakVice President, Marketing, Superior Home Services March 2008 - December 2011 Joined a mid -level general contractor and helped it grow by: o Adding several new large clients o Increasing product offering by developing two new services utilizing existing processes o Create and implement a leadership program for new supervisors and managers Vice President, Business Partner Management, LandAmerica Title Company June 2007 - March 2008 o Assisted in adding 2 new clients o Helped launch a new service offering designed to streamline client processes Operations Manager, GMAC-RFC February 2005 - June 2007 I DECKARD at, TECHNOLOGIES 22 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF o Supervised the insurance service department, and assisted in growing the department by 25% while reducing costs by 17% Education ■ MBA with Honors in Marketing and Management - San Diego State University ■ B.A in Physics and Mathematics (dual major) - Bar -Ilan University, Israel I DECKARD at, TECHNOLOGIES 23 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Eiling Ferdaws I Head of Program Management & Operations Self -motivated and result -focused professional with extensive experience managing global and large-scale data science, hardware and software integration programs. Recognized for high -quality deliverables that meet or exceed timeline and budgetary targets and providing leadership and organizational skills when focused on tackling complex problems with dynamic solutions. CAREER PROGRESSION Deckard Technologies, Inc. Head of Program Management & Operations 2019 - Present Lead all business operations and software engineering efforts for the organization of 30+ employees. Establish and maintain operational processes and procedures to help streamline the business life cycle, prioritize projects, and drive new solutions introductions. ■ Oversee and coordinate activity across multiple departments including Sales, Marketing, Product & Design, Data Science, Data Architecture & Engineering, and Data Analysis. ■ Effectively manage multiple programs involving data science, architecture, UX and process improvements from initiation through final implementation. Directly impact customer experience by managing program deliverables starting during sales engagement throughout duration of program. ■ Daily engagement with executive team with the ability to lead senior stakeholder meetings and initiate action and deliver solutions while mitigating or removing obstacles. Product Manager Consultant Evaluate design and development product improvement opportunities of analytical reporting systems using modern deep data mining, machine learning, and predictive analytical algorithms to help cities and institutions become smarter . Ensure alignment between development teams and company's objectives by working with development, UX design, and marketing teams to define the product vision and requirements. ■ Develop technical requirements and connect them to the program objectives to ensure all program outcomes have been met. ■ Operationalize data and insights gathering by supporting the build of data collection, analysis and reporting capabilities. Develop and maintain reports and dashboards, perform ad -hoc reporting requests to support leadership with key insights. QUALCOMM INCORPORATED Program Manager 2017-2019 Managed cross -functional data engineering and data scientist teams responsible for delivering multi -million, bigdata platforms and solutions from initiation through delivery. Develop and monitor plans of records, including schedules, budgets, resources, deliverables, and risks for new and product redesigns. I DECKARD TECHNOLOGIES 24 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Managed data infrastructure and reporting platforms leveraging experience with system implementation projects, from requirements gathering, design, build, testing, implementation and user training. ■ Coordinated development of complex statistical learning models and integration with wireless devices, enabling data -driven decision -making processes reducing man-hours by up to 90%. ■ Led highly -scalable batch processing end -to -end solution replacing legacy data analytics platform which reduced data processing time over 50%. ■ Drove migration on chip testing ETL processes to AWS, facilitating data expert analysis of results, behaviors, and KPI performance, realizing $1.8M cost savings. THALES, In -Flight Entertainment, Program Manager II 2014-2016 Governed overall direction, coordination, implementation, execution, control, and completion of multi -million, large-scale international in-flight entertainment systems and aircraft components programs, with moderate complexity from sales transition handover through delivery of final aircraft. Safeguarded consistency with company strategy, commitments, and goals. ■ Liaised with internal organizations to communicate requirements for hardware, software and graphical user interface (GUI) upgrades improving customer experience by introducing trickle loading features and enhanced user -interface that increased passenger satisfaction 30+%. ■ Delivered first system of newest Thales handset product that was fully accepted by original equipment manufacturer (OEM) for linefit airplane certification. ■ Oversaw cross -functional teams and promoted clear program vision and objectives including scope, budget and risks leveraging the work breakdown structure to ensure program deliverables and objectives were met. Program Manager I Acted as engineering focal point for customer programs and interfaced with OEM, customer, and internal groups and facilitated product delivery to airlines. Scheduled, coordinated, and led communication of cross -functional engineering teams. Defined and tracked project charter, including technical requirements and customer acceptance. ■ Enriched coordination between Thales engineering and OEM, driving product operability by acting as single focal point for Thales engineering and delivering cross -program communication on technical issues and process improvements. ■ Coordinated replies to Airbus on technical notes / specification related to engineering processes, final system acceptance tests, and product operability, confirming compliance with airworthiness requirements and linefit offerability. ■ Organized engineering response for quarterly reviews with OEM, providing improvement action plan that enabled Thales to continue as lead supplier. CAPGEMINI CONSULTING, SAP Consultant 2013-2014 I DECKARD at, TECHNOLOGIES 25 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Facilitated implementation and maintenance of SAP customer relationship management business applications for major media and entertainment studio. Collaborated with client management and business users by analyzing customer's needs, defining and managing change implementation, testing functionality, and achieving solutions that catered to needs of 600+ users. Functioned as point of contact for identification and resolution of high priority issues that prevented business users from cutting financial checks to talent with average value of over $250K+. EDUCATION & CREDENTIALS Bachelors in Business Information Management, Donald Bren School of Information and Computer Science, University of California, Irvine, CA PMI-Certified Project Management Professional (PMP), 2016 Scaled Agile Framework (SAFe) 4.0 Practitioner Certification, 2015 ITIL Certification, 2013 I DECKARD at, TECHNOLOGIES 26 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Dustin Reilich 1 VP of Sales & Government Relations RENOVATE AMERICA, INC (San Diego, CA) January 2013 to Present Vice President of Market Development • Hired to expand the California marketplace for a start-up (2010) organization that had a small Southern California presence in a sub -region of Western Riverside County only. • When hired the company had 17 Cities working with us in the Western Riverside sub -region and had completed 1,226 home upgrades for $22 Million worth of funding. • Shortly after I was hired, I began to expand our boundaries and scope of business expanding the company into a majority of the California marketplace. We presently operate in a combination of 473 CA jurisdictions of the 482 Cities and 58 Counties of CA due to my Governmental Relationships. This accounts for over 90% of the California Population. My advancement of our company into these markets has allowed for over 135,000 homes to be upgraded with energy and water conservation products for over $3.5 Billion worth of financing. • I was responsible for creating and maintaining strong governmental relationships with the League of California Cities, California State Association of Counties, Southern California Association of Governments as well as many of the local Regional Council of Governments in South Bay, San Gabriel Valley, Riverside, San Bernardino, Orange and San Diego County. • I am responsible for Relationship Management and Market Expansion for the entire United States with operations presently in CA, FL, MO and OH with many strong relationships through NACo (National Assopciation of Counties) and NLC (National League of Cities). SMART HOME SECURITY, INC (San Clemente, CA) July 2012 to Present President and Co -Founder • Co -Founded with my wife Erin a local Security and Home Automation Company to compete in the highly competitive Alarm Security Industry. • In the first year the company was recognized as one of the fastest growing and largest producer of alarm receivable by Security Networks, LLC growing to a ranking of 12 in the nation with monthly installations that exceeded 100 a month and Gross Revenue in excess of $870,000 for the first year. We had 38 field representatives operating in CA and AZ marketplace. • The organization has since down sized significantly due to the full time dedication I placed on growing Renovate America and Erin has assumed day to day operations of the organization. She presently concentrates on local accounts in CA and AZ with only 4 representatives that she manages sales and service with, while raising two great children. SKYLINE SECURITY MANAGEMENT, INC (Downey, CA) January 2011 to July 2012 Vice President of Sales • Hired to assist in direction and growth of a stagnant sales force. In January of 2011 Sales were $350,000 monthly and I was brought in for my expertise in expansion and growth for the company. I DECKARD at, TECHNOLOGIES 27 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF • I began as acting COO and Vice President of Sales to help reorganize and restructure the company to ready it for the extreme growth that I was expecting from my focused growth plan for expansion. • Shortly thereafter I began to expand our boundaries and scope of business expanding the company into a multi -state organization, with quarter over quarter double digit growth consistently while achieving sales which exceed $1,350,000 monthly. I created cross sell opportunities and created a sales force that overcame the age old obstacle of selling on price and began creating value propositions for Home Automation and Energy Conservation products within the Residential and Small Business marketplace. • Scope of authority was managing 35 direct report Sales Managers with 180 Sales Representatives. I was also indirectly responsible for our 28 installers, and 38 Internal Customer Service, Funding, Collections and Inventory Personnel. • I was Responsible for maintaining strong national vendor relationships and controlling pricing structure with those vendor relationships. I worked closely with Vendors to optimize our product offerings and competitiveness in the marketplace while growing the business by over 400% in just 18 months. ADT NORTH AMERICA (Southern CA) June 2010 to December 2010 Small Business Manager • Hired to manage, coach and assemble team members that solicit sales from over 202,000 small business owners in Orange County and Los Angeles County for Security, Camera and Access Control Systems in addition to cross selling Residential Systems. • The position entailed all aspects of hiring, firing, coaching and developing sales personnel while providing guidance and troubleshooting solutions for the team. I was recognized for assembling and leading the 4th highest producing small business team in the entire nation. I coordinated with internal departments such as HR, Admin, Sales, Installation and Inventory Management. . • Responsible for setting up and maintaining strong vendor relationships and providing weekly training seminars on best practices and uses of products, sales and referrals. BROADVIEW SECURITY/BRINKS HOME SECURITY (Irving, TX) March 2009 to June 2010 Account Executive for Western Division (14 Western States) • Hired as Western Regional Recruiter to nurture relationships with Independent dealers in the western territory of the U.S. Extensive relationship building and team building to accomplish corporate goals on a recruitment level. Facilitated the needs of the dealer while optimizing growth for both their company and Broadview Security. Primary responsibilities included site visits to over 50 dealers per month to recruit and/or assist them with the growth of their organization. Accomplished growth of dealers' volume and locations by over 115% in 1st year of territory assignment. • I was also responsible for the conversion of all Western States Broadview Security Dealers to the ADT North America Dealer Program upon merger and acquisition of Broadview/Brinks by ADT/TYCO. I DECKARD at, TECHNOLOGIES 28 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF GLOBEFUNDER VENTURES, INC (Kalamazoo, MI) September 2008 to March 2009 Vice President of Retail Financial Services • Hired to assist company as a consultant to roll out a national financing product for the Medical Billing and Collections Sector. Globefunder was a start-up venture in need of consulting direction on how to nationally penetrate the marketplace with their financial solution products. • I was able to utilize relationships and personal experience to design a national roll out of their program but the financing of the company was not solidified and caused a false start in the marketplace. • The financial solution products and sales execution vision were exceptional but the financing available at this time was not secured by the company which caused their demise. SAG ACCEPTANCE COMPANY/SECURITY ALARM GROUP: (Lancaster PA) 2006 to 2009 Vice President of Sales • Hired as the company's Vice President of Sales to build, hire, train and supervise 8 national regions for Security AlarmGroup, a firm that specialized in providing consumer financing to residential and commercial security alarm companies and home automation system integrators. • Employed 8 Senior Regional Directors to deploy the company's sales plan. Traveled extensively to train Regional Directors in their respective territories and visit hundreds of prospects on a national basis. Conducted weekly sales performance conference calls. • Grew a network of 110 Independent dealers nationwide with monthly production of over 1700 consumer contracts a month in less than 2 years creating $440,000 in Recurring Monthly Revenue to the company. • Created key relationships with both manufacturers and distributors in the security industry to provide national account pricing and volume discounting for independent dealers within the SAG dealer network. CRITICAL PERIOD INSURANCE MANAGING GENERAL AGENCY: (San Diego, CA) 2003 to 2009 Executive Vice President of Sales: • Began in 2003 as an insurance, warranty and financial services marketing executive. • Participated in the company's product development consulting practice for OEM Manufacturers, underwriting insurance companies and working with Municipalities and Joint Power Authorities to implement Warranty Products for their Affiliate Cities and Residences. • Consulted and collaborated on new insurance, warranty and risk management programs for a wide range of clients. (Including but not limited to: National Burglar and Fire Alarm Association, Bank of America/General Fidelity Insurance, Assurant/American Bankers, Balboa Insurance Company, Marsh USA, Lockton, S.A.F.E, Fred A. Moreton & Co., Brakke Schafnitz, William/Stazzone, Gill & Roeser, JF Sutherland & Associates, Sweet & Baker, Sullivan -Curtis -Monroe, Equiguard, Heritage, Fireman's Fund/Interstate, Zurich, Colonial Penn, Acceleration National, Cambridge General, Employers Reinsurance and USre. • Specialty Lines Program: Participated in the development of the agencies proprietary program developments which included: Municipal Sewer and Water Service Plan Programs for Joint Power Authorities and Individual Cities, Home Owner's Association Commercial Insured Service Plans, Electric Utility Transmission Cable OEM Warranty, Electric Power I DECKARD TECHNOLOGIES 29 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Wind Turbine Extended Warranty, Auto Loan Involuntary Unemployment Insurance, Unemployment Tuition Insurance, Marital Dissolution Insurance, PlaySafe Golfers Protection Insurance, Landlord Tenant Insurance, Car Buyer's Protection Plan, Condominium Insured Extended Warranty, Security Alarm System Insured Extended Warranty Programs, Airline In Flight Entertainment Device OEM Warranty. • Clients included: Textron Financial, EZ-GO, 7/Eleven, Westec Interactive, National Burglar & Fire Alarm Association, Linear Corporation/Westinghouse, Honeywell/ADI, Composite Technology Corporation, DeWind Turbines, Edigital Corporation, CUDirect Connect, General Cable Corporation, Cal Spas, Smith & Wesson Security, King Central, House of Fabrics, Ferguson Fixtures, and Saleen Automobiles. AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA: (San Diego, San Clemente, CA) 1990 to 2003 Sales Agent and Front Line Underwriting Manager • Career Property and Casualty Insurance Agent • Award winning performer. Was in Top 10% of Producers for over 9 years • Created my own book of business consisting of over 4,200 self -generated clients. • Maintained a combined 72% loss and expense ratio. BROOKLAND FINANCIAL CORPORATION & BFC INSURANCE AGENCY, INC. (Irvine CA) 1985 to 1989 Credit Underwriting and Collections: • Worked part time in the credit and collections department for this national automobile finance company. EDUCATION UNIVERSITY OF SAN DIEGO: San Diego, CA Bachelor of Science Degree in Business Administration: 1993 Alpha Kappa Psi (professional business fraternity) LICENSES Alarm Contractors Qualifying Managers License for CA and AZ Fire & Casualty Broker -Agent: California Life Agent: California I DECKARD at, TECHNOLOGIES 30 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF Boris Stark - Public Policy Consultant EXPERIENCE Acme House Company, Palm Springs, CA Chief Operating Officer, February 2019 — March 2021 As the Chief Operating Officer at Acme House Company my responsibility is to support the company president and C-suite positions in execution of the company's vision by developing policies and procedures with department managers. In this position, my direct responsibility is the oversight of Client Relationship, Guest Services, Concierge Services, Property Care (Maintenance), Housekeeping Portfolio Development, Marketing departments. In addition to ensuring day to day operational policies are followed for managing 170 middle to high end rental properties, I am responsible for financial performance of the direct report departments, staffing, and compliance. Implemented staff training programs and policies resulting in excellent guest experience for Guest Services, Housekeeping and Property Care departments • Implemented new guest texting features for Guest Services for immediate guest assistance ■ Implemented new software for Guest Services, Property Care and Housekeeping team through training and reward programs • Established recurring training programs for Housekeeping and Property Care to ensure properties are in excellent condition for guest arrival • Managed escalated guest stays experiences • Implemented new guest experience amenities and guest stay enhancement packages • Staffing departments, evaluating employee performances, recognizing employees delivering excellent service • Increased Housekeeping department profitability by $80,000 ■ Found additional revenue sources generating $180,000 for FY 2020 • Collaborated with C-Suite team members to establish and implemented 2020 company vision, mission and core values • Project managed implementation and distribution of properties for Marriott Homes and Villas City of Palm Springs, Palm Springs, CA Vacation Rental Compliance Official, November 2016 — February 2019 As a Vacation Rental Compliance Official, I was responsible for establishment of a new department of Vacation Rental Compliance, staffing of nine team members (five admin, four code officers) and implementing a new City ordinance governing vacation rentals. My responsibilities included management and training of staff, meeting with residents and the vacation rental industry, implementing operational processes that include enforcement of the vacation rental ordinance. In addition, I prepared and presented Staff Reports to City Council and City Manager, Administrative Appeals Board and held monthly community meetings. I DECKARD at, TECHNOLOGIES 31 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF ■ Established educational campaigns for the community members and vacation rental operators on the new ordinance requirements • Worked closely with City attorney on drafting of municipal code relating to vacation rentals ■ Hosted monthly community and vacation rental meetings to take in feedback on community issues, vacation rental compliance challenges ■ Established department policies and guidelines for responding to community member complaints, issuing administrative citation and the appeal of administrative citation. • Established policies and procedures which resulted in 45% decrease of vacation rental property complaints • Defended administrative fines issued by the City in front of Administrative Appeals Board • Published weekly Complaint Hotline Reports, quarterly Vacation Rental Hotline analysis measuring the impact of compliance on the vacation rental industry. Acme House Company, Palm Springs, CA Vice President of Property Management, June 2013 — November 2016 As VP of Property Management for the one hundred rental homes, the corporate headquarter office and apartment buildings I was responsible for daily operation. My responsibilities were: management of owner, guest and neighbor relations, quality control of potential new client homes, vacation home owner financial statement analysis, direct management of Property Care Department (includes Housekeeping Department and Concierge Services) staff and profitability of each department. In addition, I provided recommendations and oversight of capital improvements for new client homes. • Ensured guest policies were followed to deliver great service and great guest stays ■ Worked with owners of properties on capital improvements resulting in increased guest satisfaction ■ Developed property maintenance programs and bi-annual inspections ■ Responsible for hiring and training of new team members in Property Care, Housekeeping and Concierge Department ■ Developed and implemented inspecting, stocking and reporting processes for vacation homes by Housekeeping Team • Created, implemented, and maintained programs, procedures and software to support growth of the company from 53 homes in 2014 to 103 homes in 2016, while increasing the quality of stay and conditions of the properties. • Monitored and evaluated the efficiency and effectiveness of services provided, developing and maintaining procedures resulting -in the highest service levels in the company history for vacation rental owners, vacation rental guests and vacation rental neighbors. Delivered 94% guest satisfaction with the help of dedicated field staff. I DECKARD at, TECHNOLOGIES 32 DocuSign Envelope ID: 392CFE49-C9D5-433C-AED1-2229D5A598BF 133 Promenade Walk Corporation, Long Beach, CA General Manager, May 2009 - 2013 General Manager for high -end mixed -use property (97 units Residential & Commercial and Public Parking Garage) As a General Manager of 133 Promenade Walk Corporation I was responsible for the day-to-day operation of the property and the homeowner's association. My duties included but were not limited to: the financial reporting & forecasting, enforcement of the governing CC&R's & Rules and Regulations of the association, oversight and management of employees and vendors, oversight of association's assets and financial performance and worked closely with various departments within City of Long Beach (RDA, DLBA, and Public Works) on downtown community & property issues. ■ Implemented & improved CC&R's and Rules and Regulation guidelines for the property and its residents. ■ Increased Promenade Walk Public Parking Garage profits in 2011 by 100% and in 2012 by 14% with a structured price plan. • Processed payroll and utilized Human Resource Management as needed. • Supervised and directed both the corporation and affiliate employees (up to 20 employees). • Prepared and implemented annual operating budget (of 1.5 million dollars). • Reviewed and analyzed monthly financial statements for the corporation management of parking garage assets, to ensure compliance with state & federal tax liabilities. • Prepared and implemented weekly & monthly reports for Board of Directors on the status of the property, but not limited to advice and guidance on current real estate markets, short sales, and provide guidance on delinquent accounts. • Oversight SB800 Building Defect Claim against the building developer. VOLUNTEER WORK Vacation Rental Taskforce, Cathedral City 2019-2020 City Manager appointed a task force of vacation rental managers, community members, and individual owner operators with the goal to bring forth to City Council a set of recommendations on the vacation rental legislature. I DECKARD at, TECHNOLOGIES 33 1 COVER LETTER City of Palm Desert, Department of Community Development 73-510 Fred Waring Drive, Palm Desert, CA 92260-2578 Attention: Kevin Swartz Project Manager/Associate Planner Dear Kevin, HARMARI STR is pleased to provide the following proposal for Short Term Rentals (STR's) Identification, Monitoring and Web Portal Services, requested by City of Palm Desert. I am the Sales Executive at HARMARI STR, which was founded in 2011. We provide the Harmari STR Short Term Rentals (STR's) Software and Consulting Services. Scope Item How Harmari Exceeds Minimum Specifications Address ✓ Identification for 60+ websites including Airbnb Identification ✓ Non-crowdsourced, non -Amazon MTurk trained analysts ✓ At least 2 overlapping supporting evidence screenshots provided up front without special inquiry and spoliation of evidence ✓ Accuracy guarantee of 95% for houses, 75% for condos/apartments Compliance ✓ Monitor 60+ websites 4 times per week Monitoring ✓ Archive folder with time -stamped evidence ✓ Up to 2 letters and 2 phone calls to each non -compliant STR operator ✓ Calendar bookings data for revenue modeling ✓ Insights Module to track parties, overcrowding, COVID-19, taxes/fees, pests, mold, fire 24/7 ✓ Route complaints to the proper jurisdiction and to PM / Code / Police Complaints where applicable Hotline ✓ Human inbound, human outbound call center ✓ Unlimited nuisance STR calls We look forward to discussing the project in further detail with you. Sincerely, Allen Atamer CEO and Founder allen@harmari.com 1-877-352-3277 x 1 1 TABLE OF CONTENTS 1 COVER LETTER 1 TABLE OF CONTENTS 2 2 CERTIFICATION OF PROPOSAL 3 3 EXPERIENCE AND TECHNICAL COMPETENCE 4 3.1 BACKGROUND 4 3.2 REFERENCES 5 4 FIRM STAFFING AND KEY PERSONNEL 6 4.1 STAFFING 6 4.2 KEY PERSONNEL 6 4.3 TEAM ORGANIZATION 7 4.4 SUBCONTRACTOR INFORMATION 7 5 PROPOSED METHOD TO ACCOMPLISH THE WORK 8 5.1 ADDRESS IDENTIFICATION AND REPORTING 8 STR ANALYTICS AND DASHBOARD 10 5.2 IDENTIFICATION WORKFLOW 11 5.3 CASE HISTORY- EVIDENCE AND REPORTING 13 5.4 COMPLIANCE MONITORING AND ENFORCEMENT 15 5.5 24/7 NUISANCE HOTLINE 17 5.6 TAX COLLECTION ASSISTANCE 17 5.7 REVENUES BY OWNER AND PLATFORM 18 5.8 WARRANTY/MAINTENANCE AND SERVICE 18 5.9 PROPOSED PROJECT SCHEDULE 19 6 FEE PROPOSAL 20 7 APPENDICES 21 7.1 LITIGATION 21 7.2 PROJECT TEAM RESUMES 21 7.3 CHANGES TO AGREEMENT 22 2 2 CERTIFICATION OF PROPOSAL The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP. Summary: We believe that Harmari STR is well positioned to help Palm Desert achieve its objectives. This is what differentiates us to other similar Service Providers: 1 Upfront Supporting Evidence: We are the only compliance vendor that guarantees a minimum of 2 Supporting Evidence Screenshots for every non -compliant Short -Term Rental. Some vendors provide a "lower tier" list service which does not include proof unless you request it. That short-cut can be very costly to your municipality in the event of a dispute or litigation. Harmari provides evidence upfront without need for special request. Quality Guarantee: We have heard horror stories of vendors providing Community staff with half -completed, error -riddled data resulting in mis- identifications and returned mail. Then Community staff have to "massage" the data after the fact. This is unacceptable for a professional data -services company. We guarantee both accuracy and completeness of at least 95% on houses, 75% on condos. Incentive to Move the Needle: Beware of competitors that charge a flat rate for every year of a contract, hand -waving a 100% turnover of new listings each year that need to be identified. Real estate turns over between 10% to 20% which means year 2 and onward should be less work. Our prices are based on the 3 E's framework of compliance: Establish, Enforce and Endgame. Endgame is our lowest price tier. Experience and Capacity: Our 30 analysts are personally recruited and trained at our company's head -office by Harmari executive and senior analysts on the trade -craft of online investigations. Our team has a capacity of up to 2,000 identifications per week, including proof. Competitors "crowdsource" their consultants in a take -all -comers platform like Amazon Mechanical Turk. After 9 years of online investigation tools, we do not crowd -source our core competency. Collaboration: In Harmari, it takes 5 seconds to edit a Case History record, and save it. Adding Compliance Notes is also quick and easy, notifying team members of feedback from community or STR hosts, and next steps in enforcement. Email notifications of pertinent details like maximum occupancy violations, listings going up after being taken down, etc. 3 3 EXPERIENCE AND TECHNICAL COMPETENCE 3.1 BACKGROUND LTAS Technologies Inc. was incorporated in Ontario, Canada on January 7, 2011. The company office is located at 505 Consumers Road, Unit #314, Toronto, Ontario, M2J 4V8. LTAS employs 12 part time and full-time employees, none of which reside in the City of Palm Desert. All staff assigned to the Community account are based in Toronto. The primary contact is Allen Atamer at 647-892-6477. Jennifer Guan is the Customer Service contact at 1-877-352- 3277 x 5. Harmari has real world experience with a world -class application. We have successfully helped over 60 government agencies with STR compliance activities in the past 6 years and is ready to leverage this experience and know how to support the City of Palm Desert through this project. Specific experience in Coachella Valley include: • A one year project with City of La Quinta to provide STR identification, monitoring, outreach and 24/7 nuisance hotline. As of October 2017, only 910 short term vacation rental properties (STVRPs) had a business license, while at the same time 3400 listings were advertised on the big 3 short term rental platforms (AirBnB, VRBO/HomeAway, Flipkey/TripAdvisor). Harmari brought into compliance 325 new STRs that did not have a Business License or a TOT number beforehand. By project completion in October 2018, Harmari helped bring in at least $180,000 of unpaid TOT which easily paid for the cost of the project. Furthermore, Harmari's call center fielded 125 separate nuisance hotline calls during this time, and the call center coordinated with Code compliance staff and Riverside County Sheriff to resolve complaints happening all hours of the night during the Coachella music festival. • An ongoing 24/7 Nuisance hotline with the City of Coachella, operational since April 2018 to today. Harmari is a technologically advanced leader in the STR compliance industry. We may have bigger competitors, yet no one is up to the technical capabilities of Harmari STR at a dollar -for - dollar comparison. We encourage you to compare for yourself, and you will soon realize that Harmari STR provides the most value, dedicated customer service at a competitive price. 4 Below we have selected references related to the scope of this project, who can confirm the effectiveness and quality of Harmari Short Term Rental Compliance suite. Sonoma County, CA Mimi Davis, Supervising Acct Phone: 707.565.1658 Email: Mimi.Davis(a�sonoma- countv.orq City of Ventura, CA Yesania Anderson Management Analyst Tel: (805) 654-7717 Email: vanaerson(a�citvofventura.ca.gov Manatee County Tax Collector, FL Michele Shultz Director, Tourism Development Tax P: (941) 741-4801 E: MicheleS(c,Taxcollector.com City of Fort Lauderdale, FL Porshia Williams Code Compliance Manager P: (954) 828-5249 E: PorshiaW(&fortlauderdale.aov • Contracted since February 2018 to provide data for Short Term Rentals for permitting and TOT • Estimated 5000 STR listings with 1614 permitted and 2245 remitting Lodging Tax • Within the first year, Harmari found 800 unlicensed STRS, which resulted in an increase of permits from 1187 to 1614 (36%), and increase of lodging tax remitters by 3% • Finance department has collected $250,000 in TOT using Harmari data • Contracted since October 2017 for monitoring, identification, outreach, and 24/7 complaints hotline • Subscribed to Harmari STR identification, outreach, and 24/7 Nuisance Hotline • Found 70 unlicensed STRs out of 500 detected so far, which has brought 40 listings into compliance. • 9500 STR listings, 11000 Active Accounts, discovered • Deployed on -site license checker with easy maintenance for IT department • Found 200+ unlicensed STRs, achieving 99% compliance in the County for Tourism Tax • Used competitor's product for 2 years, bringing them to 1000 STR permits out of 4500 listings (about 30% compliance) • From April 2019 to today, Harmari STR has discovered 380 additional unlicensed STRs with documented evidence resulting in 55% compliance • Provided custom Zoning/HOAs reporting to each of 30 different code officers LTAS Technologies Inc. proposal for City of Palm Desert Page 5/22 4 FIRM STAFFING AND KEY PERSONNEL 4.1 STAFFING Please find below the number and role of staff for this project. The Years of Experience listed below are directly attributed to Short Term Rental compliance and not other work experience. Project Role Name of the Years of Guaranteed Major Proposed Experience Time Responsibilities Staff Commitment Data Discovery Lead/Project Manager Allen Atamer 6 STR Product Architect Software Engineer STR Customer Support Lead STR Quality Assurance Research Analysts Tom Lee 5 Atlantida Sanchez 5 Jennifer Guan 3 Valeria Aguilar 5 Nicholas Sachdev, Vrinda Oberoi, Richard Liu, Jo -An Lee, Andrew Trous, Michelle Achibald, Kat Sladic, Jen Zhou, Ali Hasnain, Salman Shahid, Robert Voronov, Christina Mo 4.2 KEY PERSONNEL Meeting City's project 15% goals Ensuring advanced clustering and modeling features work to 25% satisfaction Web portal, archiving, 25% crawlers Direct customer service contact for support, training 20% contact, and onboarding Quality assurance over 20% analyst work Complete identification with minimum supporting evidence required, detect non-compliance, respond to QA concerns and fix 1-3 50-75% deficiencies Below are our key personnel for the project, with detailed resumes in the Appendix • Allen Atamer (Project Manager) • Tom Lee (Product Architect) • Jennifer Guan (Customer Support Lead) LTAS Technologies Inc. proposal for City of Palm Desert Page 6/22 TEAM ORGANIZATION Below please find the list of roles and their hierarchy within our company, along with the Organizational Chart. • Project Manager • Product Architect • Software Engineer • Customer Service Lead • Research Analysts • Quality Assurance Atlantida Sanchez Software Engineer Allen Atamer Project Manager Tom Lee Product Arch itect Jennifer Guan Custom Service Lead Research Analysts ... Quality Assurance SUBCONTRACTOR INFORMATION Harmari shall subcontract to the following companies: • Central Communications for the 24/7 Telephone Call Center based in Riverside, CA. They are the same call center used by City of Palm Springs to handle hundreds of nuisance calls for the City each month. • Info Sharp Printing based in Sanborn, NY for printing and mailing services. They have mailed out hundreds of pieces of mail on our behalf and our clients and are very meticulous and detailed in their preparation of the mail. LTAS Technologies Inc. proposal for City of Palm Desert Page 7/22 5 PROPOSED METHOD TO ACCOMPLISH THE WORK 5.1 ADDRESS IDENTIFICATION AND REPORTING Harmari STR is one of the only vendors that executes listing data collection for over 60 UNIQUE websites. To maximize data capture, we go beyond the "Big 4" platforms (AirBnB, Expedia, TripAdvisor, and Booking.com) to acquire listings from nation-wide vacation rental management companies (ex: Evolve, Sonder, Vacasa, Turnkey) who have weaned themselves off the Big 4, alongside the hundreds of local Vacation Rental Management Agencies nationwide that have their own booking and advertising pages. Harmari STR reviews search engine results 5 pages deep with different keywords/destination combinations to find organic STR inventory which allows us to go above and beyond our competitors. Harmari STR executes listing data collection 4 times per week, once in each of the four -time intervals: • Weekday • Weeknight • Weekend -day • Weekend -night By staggering data collection, we acquire "vampire" listings that become active at night and removed during the day to avoid detection. This is another example of how Harmari STR rises above competitors to truly collect all listing that are active on STR websites. With our years of expertise, we are solving STR monitoring problems many of our customers didn't know they had! Harmari STR covers 60 different websites shown in Figure 1. Figure 1: Sample of 60 websites monitored by Harmari STR Inventory CANADAST^AYS. TgALfr,-krfy'Ird"r,-r Jvillas.com Booking.com COMMUNITY OG HOMESTAY.COM bookabach agoda.com Belvina • by HorneAway ` + LOVE tripadvisor Bung10 co�OVO 1--ALFRED ( HOME rRB/TZ BedandBreakfast com19 C% Ex edia® travelmob P I vacasa H(iusE 0 HRS Holidays nomelhke airbnb• TRIP has Ferienhausportal n©kiumba •• cai rrJ�a/om IR B travelstaytionaeatn�yn holidaylettings wiPad" soNOVASOL e evo Lve VACATION RENTAL PERE ECT PLACES — & SPACES— :C7� Owners Direct :Duvet HomeAway® Sfayz l'FLIPKEY RETREATS _MOUNTAIN SONDER rrom HomeAway. Toprural-domizil TURNKEY perfec�iPlaaeo�1 rom "`°' Vacat]onRentals.corn"` ° °°""° VACATION RENTALS Tar-o.::z,Zo to, 'e"1P�p`0v��+es w°rnwrm. Homelidays only -apartments 6:' Finan montee.why F arnHy de la Familia HomeAway KOZAZA AbritelCI EMI Att,9t,e tripbeat Temporada EndtessVaration Using a shapefile of Palm Desert's boundaries, below is an inventory of STRs from 60 different websites in the consolidated Table 1: STR Inventory for and heatmap in Figure 2. Furthermore, LTAS Technologies Inc. proposal for City of Palm Desert Page 8/22 we also inserted a heatmap and current and historical STR inventory count for Palm Desert shown in Table 1 and Figure 2. Table 1: STR Inventory for City of Palm Desert site 2018 Listings 2021 Listi Airbnb 873 1,757 HomeAway/VRBO + Affiliates 1,839 1,055 FlipKey/TripAdvisor + Affiliates 826 251 Booking, Craigslist, Other 100 119 Total 3,638 3,454 Figure 2: Short Term Rental Heatmap for City of Palm Desert Map Satellite Ranrw, MirDV ▪ J.rkdlctbr for ttlarles Small mice k rotor oiprcpe tes rledlrm mice I Valbr oiprcpe riles ▪ H J 1 mice 11rab1 oiprcpe rues Thousand Pi4ms shadow it jga C•, .k • 1 oacAe.12. � f 'JailCr �r�; M1'a rf��l, La Du inla .i d'*^ Alao data BQ021 Termsof Use Furthermore, we also inserted a heatmap and inventory count for Palm Desert based on Zoning Designation, shown in Table 2 and Figure 3. In the short period allotted for response, we focused as closely as possible to the Zonings relevant to enforcement. Upon project award, proper shapefiles from the GIS department shall be used, and identification efforts will be definitive in placing each STR in its proper zoning. Therefore, a segment of STRs has an "Unknown" compliance objective. Table 2: STR Inventory for City of Palm Desert (Counts by Zonings) ZONING P.R. R-1 Compliance Objective Listings Allowed / Transition to Ord. 1360 2,242 Restricted 326 LTAS Technologies Inc. proposal for City of Palm Desert Page 9/22 ZONING Compliance Objective Listings R-2 R-3 Other STR ANALYTICS AND DASHBOARD Restricted Restricted Unknown 149 43 422 Harmari STR understands the power of Dashboards and a summary of information that is useful when determining the effectiveness of a STR compliance program. We offer several different property and data source analytics and revenue and occupancy statistics based on the data collected. Below depicts a small sample from a menu of options to choose from. If Palm Desert is looking for certain analytics, let us know and we will be more than happy to discuss. In the below tables please find sample charts from our dashboard related to Property Type, Room Type, Bedrooms, Nightly Rate, and Occupancy Percentage. Overview - Palm Desert,Riverside County,CA - 2021/04/26 3486 STR active and intermittent listings in Palm Desert,Riversi< 484 STR listings added in the past 30 days 550 STR listings added in the past 90 days 903 STR listings added in the past 365 days 3103 entire home STR listings 383 shared -home STR listings $226,557,468.86 estimated gross revenue per year $24,921,321.57 estimated lodging taxes due per year (11 %) Estimated Annual Occupancy% 40% average 350 300 ▪ 250 ▪ 200 c 150 Z 100 50 II h1ii1iii IIIIIIIIII IIIIII1 IJIII I010 15 20 25 30 35 a0 45 5j0l5 0 95 100 • Percent Booked Calendar (91) Room Type Property Type Number of Bedrooms a•reaq e ern sp sq •(s.bsr 1125 sL a rasa LTAS Technologies Inc. proposal for City of Palm Desert Page 10/22 De -duplication There are many listings posted online that are duplicates of one another. Without de -duplication of listings, several issues arise including: 1. Unable to accurately assess estimated sales and taxes owed to the Community 2. Unable to verify that the correct permit is being used for the specific advertised rental unit Harmari STR has developed proprietary matching technology coupled with human analyst verification to mitigate this issue. Harmari STR first deploys its matching technology that deciphers duplicates through metadata found in a listing including but not limited to business license numbers, locations and listing photos. Anything not caught by the system will automatically have a secondary review by human analysts who will categorize them in the following manner: 1. Rent out the exact same house/condo 2. Rent out different bedrooms in the same house/condo 3. Rent out different condo/houses Our solution leverages advanced techniques based on Artificial Intelligence algorithms to detect duplicates and enhance identification capabilities. A sample of a de -duplication Comparison View is shown in Figure 3. Figure 3: Sample Comparison View io=fie 6a • 0 it> 9A m 10 0 in so a ..mow-.m.h.. rew...te.e.-.e 10.0 MO ivy :aeNa.,.R..,,�.. io"®� n1.r-«x... oea, Knee, nnrv.r1.1t .a. I. 01u„w.nw. y a o M.. bma. ate- w.a, x1K.e• i�i-.I.A. .1.. aelw .dw `mw` 1.0„1.114w1 VA..* M.S..ri mtiopyel ry bp.,. Rti.[.prle] [.-[,.ayrf ryleupaye] {W.upye] PO,. mY Amer. e The - .I> UNbTer ART vuig unren,. Iw IkmJe Nmm Ocean [M Ire 2 .reens Creembeb nem,. Gel.y.eed Spare,Vxnien IreeeptieeHOUSE ram ere heed her. beer. Rene,. Hee. Cer.rete beacb LOLIDEreaber Peratere Venue EFACILI MG. W ▪ WI Green .Re teR m. xaa ma 211R.Re Rama RRR SBA eeaiaa 2MIRA AM/. .earm 25. rioroxestem TM 11.24.9.21w 7351.reeerbe.w OS rdannual. 7121.11rWeerbil MO Ir. mm [m NA Ea.. wooylemaps] .v. wayl. R96St w .iet]o9�e [.bog.1 coR9la++m] nagIRww] omeNagle [wog* Ma Ibee. a'm] `NM] n Iwo.e AKA blerben Piseenerhmelmbenr ierN III II PI IithC—� 1 ' M'� AIL '"' to _- De -duplication of listings is important to verify that the correct permit is being used for each advertised rental unit, and also to accurately assess estimated sales and taxes owing by summing reviews on each STR website. • 5.2 IDENTIFICATION WORKFLOW Z After collecting all the raw data and putting it through our various proprietary systems and processes, Harmari STR has a team of human analysts, who are personally trained by Senior Analysts with over 14 years of combined identification experience, to conduct full identifications that provides the Community with a court -defensible case history evidence report for each listing. Harmari's trained analysts use dozens of different public record sources to LTAS Technologies Inc. proposal for City of Palm Desert Page 11/22 establish first/last name, business name, and exact address of the STR operator. Our proprietary toolbox includes: • Matching up host information on social media or any other public website • Using public records to search phone number, business name, person name, property address • Use mapping and property data to identify the property put for rent and homeowner Harmari STR's unmatched effectiveness is based on two key points: • High data collection frequency: allows for close STR monitoring, accurate calendar and bookings data, and prevents "vampire" STRs • At least 2 supporting evidence screenshots have to overlap for a correct identification If an Analyst cannot successfully identify the STR, she will escalate it to our Senior Analysts who then complete the identification relying on their expertise. Our progress bar of identification is front and center in the Dashboard report, showing you how we're working hard every day to identify rentals to get you to 100% compliance. Harmari leads the industry with a minimum standard of 2 pieces of supporting evidence for every single non -compliant STR operator identified. For example, consider the evidence -�` in a typical case showing 5 pieces of supporting evidence: 1. The VRBO listing of the STR with the external view of the house 2. The matching photo on the Facebook page of the same STR 3. The Google Street View of the same STR 4. The County Appraiser Record showing ownership, exact address, sale data, square footage and more. Our competitors typically do not provide this screenshot and thus your staff will need to do it themselves 5. The profile photo from VRBO matches the photo on the host's Facebook page 6. The host's spouse has a similar picture on her Facebook page. LTAS Technologies Inc. proposal for City of Palm Desert Page 12/22 5.3 CASE HISTORY- EVIDENCE AND REPORTING Figure 4: Case History Report Example In Figure 4 is a Case History report with links for the listing and the operator respectively. The case history contains the following features: • 17 Unique Sections including 67 data points assisting the Community to determine tax and code compliance • Access to all extracted data from original listing including high quality photos and metadata • Listing Browser Simulator that directly simulates the live listing based on the extracted data • Clear, organized format of all verified data from human analysts including links to the data sources of the supporting evidence • Easy access to license and compliance information right at the top • Ability to add compliance notes tools that are automatically attached to the case history when working on a specific case, including when a customer phones in to agree/dispute letters • Edit Mode allowing Community staff to enter any additional information as necessary • Print to PDF function that is fully customizable by section • Mobile -enabled interface for tablets and smartphones for in -field access including ability to upload supporting evidence from a smartphone or tablet • Track changes features including exact date, time and user that allows for easy understanding of all edits done by different users Harmari STR interface has been designed following two main principles: • Be as simple as possible while covering all the needs of the user. We have iterated with users until finding the optimum design implemented in the current version of Harmari STR. • Be as intuitive as possible, so that the learning curve can be accomplished in few hours. None of the Community's employees will require more than 2 hours to become familiar with the tool and to leverage its potential. LTAS Technologies Inc. proposal for City of Palm Desert Page 13/22 Sebastopol Harmari Web Portal - Sample View 5arvm tea. l 3-Line Corner Menu to access all modules Bubble Map showing STR density Charts for compliance and analytics G 0 CZE 0 IstinuEinSmoma Dz. numo, o1151,, LS91 eme • Identification Progress Bar — shows you how hard we're working including escalations Sonoma County - Demo ENDGAME - 80% compliant Search by listing ID, name, address English Identification Status License Status Active Status Wehsite uply filter Display Bounds Di s rla circles Display HeatmapG Dr Legend Show l 10 vi entries Listing ID • Title a_1004050 Sebastopol Wine r In v 0 Country Guest Suite e-4$49205 • az 0 4469606 • Fstone J 0 Barlow O s ES'2055 Status 1117?.'T© 1a = „ V O 0 C°1 70aS feral. 387 gaunt pee unidentified I Partially identified I • s Fully identified 000 Fully identified with duplicates 004301 D Duplicate WWI Escalated unidentified Other a II to to 0 Easy navigation from start to information: • Minimum number of clicks required to get to Case History • Mobile -friendly interface • Edit Mode — perfect for field work by Code Compliance LTAS Technologies Inc. proposal for City of Palm Desert Page 14/22 5.4 COMPLIANCE MONITORING AND ENFORCEMENT Figure 5 is a sample Licensing Workflow, which includes a cross-check of all STR data sources, against the business license and STR permit database and produces a report. Active -licensed listings won't be reported to you. They will simply be filtered out to not waste your time. Unlicensed and Inactive Licensees will be sorted by priority score and reviewed by our trained analysts if required. Once the review is completed, the Notice letters can be auto -generated by our software. Once the STR operator receives the notice letter, she can then go through the registration process and become compliant. The new licensee will then be fed back into the database for next month's cross-checking report and will no longer be sent any Notice letters. `i5 STR Sources: • Airbnb Figure 5: STR Compliance Review Workflow IListing INice Beach House 4 BR Bun•alow License Check Matc UNLICENSED 95% INACTIVE 85% NInfir^c Pc riictrnf Dn‘irnonf gaixaisft 4® Manual Collections / Below presents an auto -generated mail merged letter, and activities questionnaire with pre - populated listing ID #s to assist with addressing the compliance gap. Auto -generated Mail Merge v€NTua VEN RJRA LTAS Technologies Inc. proposal for City of Palm Desert Page 15/22 Harmari STR will accept monthly uploads of STR operators that are filing Lodging Tax and/or permit and/or business license data, to measure which STR operators are now in compliance and who has not. Figure 6: STR Compliance Activity Reports Other (1_ ) Referred To Code Compliance (7_1%) Error P-4,4 1st Notice 2nd Notice (27_ Figure 6 presents example results for Harmari's phone and letter -based outreach and the Brought Into Compliance (4 .8%) positive outcomes obtained by bringing new and unregistered STR operators into compliance. As mentioned above, LTAS has the capacity to make the initial contact to educate the STR operator of their obligations. We will support both English and Spanish to simplify the phone outreach process. Harmari's web portal also has add -on offerings to enhance the compliance effort. • Calendar booking analytics which track when bookings are made on the STR operator's booking calendar. Example in Figure 7 shows statistics on average stay frequency and stay duration. • Timestamp PDFs which are web -browser rendered • Track Changes records, which enumerates how all information changes, when it changes (date/time, field, old value, new value). This is useful for code compliance cases when the number of rooms listed exceeds the maximum. Fi ure 7: Bookin and Reviews data includin avera e sta len th and sta fre uenc Minimum Nights Shortest Booked Dates Number of Booked Days in Calendar Year Average Stay length Booking Calendar 2026-01-12 to 2020-01-12 67 323 days Shortest Booked Number ol Days Number o16eviey Days in Calendar Year Average Stay Frequency 33.68 Loma/year $ is Ego. ■�1��1 �111�1111111111 Community staff may generate their own ad -hoc reports with 25+ columns available, using 15+ different filters. The filters are designed to be user-friendly and quick to use and report. LTAS Technologies Inc. proposal for City of Palm Desert Page 16/22 Sonoma County - Demo Short Term Rentals Search by listing ID, name, address Report Template Columns Master Public Jurisdiction% Identification Status% License Status% Active Status% Listing URL. Property Type% Room Size. Minimum Nights% Listing ID. Address% Unit% City% Room Type% Number of Guests% Filters Update report Copy CSV Shaw 110 vl entries Address a Unit City 2937 Cavedale Rd Glen Ellen 344 OAK ST EL EL VERANO VERANO CA 95433 O Listing ID O Listing URL Titte 0 Jurisdiction 0 Address 0 Unit O City 0 Identification Status O License Status O Active Status Compliance Status Website 0 Property Type 0 Room Type O Room Size 3 0 Number of Guests ( 0 Minimum Nights 5.5 24/7 NUISANCE HOTLINE License Active Property Status Status Type n/a n/a Common nuisance problems such as noise, parking or garbage can harm a community. Secondly, handling of� xJw x.wc these complaints should be primarily the responsibility of RfSVLVfD- S.x635SN _ the host, not the Community. Therefore a 24/7 nuisance „x �`" A. �°�°`°'°`""' hotline is the best way for the public to voice their complaints, and simultaneously hold the hosts accountable. The hotline works like this: a complaint is reported by a neighbor to the operator. The operator 1304ATEDTOr 15.60. then dispatches an outbound call to the host's 24-hour designated emergency contact. If the host does not respond within 1 hour, then the complaint is escalated to Code Compliance or the Police Department. Audio and transcripts are recorded for non -anonymous complaints. Harmari STR provides both live human inbound and outbound, where the competition cuts corners by robo-calling outbound. 5.6 TAX COLLECTION ASSISTANCE Active Room Type Villa Entire home/apt 3 Active guesthouse Entire guesthouse 2 Minimum Nights Incident Results Harmari STR's Full Report already contains data on what is owed each month in LODGING TAXES. Estimated revenue fall into 2 categories. A sample report is found in Figure 8. • Review -based revenue, which is an under -estimate due to many stays not resulting in a review • Calendar -based revenue, which is an over -estimate due to possible cancelation and personal use of the property LTAS Technologies Inc. proposal for City of Palm Desert Page 17/22 Sonoma County - Demo Short Term Rentals - Revenues by Owner Search by listing ID, name. address 1=111 600106� FLIPNEY REVENUES SUMMARY OTHER TO 202D 41,479,206.00 S24,75900 SD00 5627.402.00 2015 S28,237,581.00 S341,098.00 S10,435.00 S11,737,02900 2018 S29,575,470.00 $341,801.00 S73,019.06 59,641,325.0D 2017 $23,702.580.00 $326.475 00 1126.193.00 S10.455,575 00 201E $14,480,16800 0000 3280,96800 001855,51800 Total 091464.38300 51 036 924 DD 550521500 544,317,44900 Figure 8: Monthly Revenue Estimates Report 5.7 REVENUES BY OWNER AND PLATFORM SO OD SO 00 SO 00 50.00 $0 00 SO 00 $255,754.04 44,840,261.55 S4,755,865.80 S4.153,566.88 $3,195,7913.24 $17,201 27852 S2,367,131.04 445,175,774.58 444,388,080.8D S38.766,610 88 $29,927,450.24 S160,545.247 52 Harmari STR can deliver reports each month across platforms and broken down by operator. This way you can monitor whether STR platforms that do not have a VCA with the Community are remitting an accurate amount of lodging taxes. By comparing the estimated revenue from booked days against actual revenue filed on the tax return monthly, quarterly or annually. Staff can look for under -reporting as shown in Figure 9. Figure 9: STR Revenues by Owner and by Platform Report Sonoma County - Demo FT, c -n r 9y calendar blocked • .., Lamh by listing ID. name. address OWNER Name' Address — — 4E1VONT, CA 94539 AIRBAG • BOOKING FLIPNEY REVENUES SUMMARY mil OTHER ' TOT HMI TOTAL 2020 2019 2018 Total $.11,135.00 537.335 00 537.990.00 $88p6000 $25,24500 $84,64500 $86.130.00 $196,02000 54,365.60 414,837 00 $14,804 40 S33,857 00 S40 745.60 4136,817.00 $139.01440 3316,377.00 7m0 REVENUES BY LISTING Us14r91.79e 0 51aa5 Lsense 5 Perm, Addrerr Ran Nights 5 Sum Reneeg r4gnlseiecbed Uesed Ny14567ch4 Rate 1O1 Eilimaa'4 when only the Rss1 a_1521756 w41 Do (True Ocean 10 BSA) When ONLY THE BEST wit Do (rue Ocean 10 ROI with Romance and luxury) When ONLY THE BEST v 995355ha Will Do (True Ocean BSA mrh Romance and Luxury) v_399033 33685 Yardarm ID4 The Sea Bauch 33577 Yardarm Or The Sea Ranch 2 33685 YARDARM DR The Sea Rands 0 5.8 WARRANTY/MAINTENANCE AND SERVICE 44 45 45 t7 5655 11.336.20 112,471.20 3495 $1,009.60 39,424.00 1495 31.009.60 39.424.130 The Harmari STR identification process maintains a high level of reliability and accuracy. Our procedure requires at least 2 pieces of overlapping information to corroborate the information in the STR listing. Harmari STR goes the extra mile to make sure the information identified objectively overlaps with corroborating information. LTAS guarantees accuracy in its Service Level Agreement with penalties applied if Harmari goes below certain accuracy thresholds. For Identifiability, Harmari guarantees that it will provide the full name and exact address of the STR operator a minimum percentage of total STR inventory for Year 1 of the contract. LTAS Technologies Inc. proposal for City of Palm Desert Page 18/22 Listing Building Type Target Penalty House, Villa, or Single-family dwelling 95% Apartment, Condo, or unit of Multi -family dwelling 75% Tent, Tree -house, RV, or other dwelling N/A 5.9 PROPOSED PROJECT SCHEDULE 1% of contract per 1 % below target to a maximum of 25% of contract Year 11 N/A Date Milestone —� Community Inputs & Harmari Deliverables Signing Date +10 days +30 days +60 days +90 days +120 days +150 days Contract Signature — Implementation Phase Starts Registration portal Identification Phase Outreach Phase Outreach Phase Outreach Phase Lodging Tax Audit Phase Monthly from Maintenance +150 days to Phase Starts end of contract • Community provides Harmari with Permit and Taxpayer Data • Harmari begins weekly monitoring, dashboard reports • Reporting portal ready • 24/7 Hotline and Tipform goes live • Training for staff via webinar • Harmari analysts complete 50% of identifications • Harmari analysts complete 100% of identifications • Round 1 of letters sent to remaining non -compliant STRs • Round 2 of letters sent to remaining non -compliant STRs • Round 1 of phone calls made to remaining non- compliant STRs • Round 2 of phone calls made to remaining non- compliant STRs • Final list of non -compliant STRs escalated to Community • Assist Finance with Lodging Tax audits • Updated Harmari report with identifications • Verify, archive, identify new STRs and operators LTAS Technologies Inc. proposal for City of Palm Desert Page 19/22 6 FEE PROPOSAL Below are costs of each Component over a 1-Year Term. Years 2 and 3 are optional Years. Annual Cost of Components are below. Pricing below expires on Sep. 31, 2021 Component Description* Year 1 Optional Optional Year 2 Year 3 Address Identification and Reporting • (Airbnb, VRBO/HomeAway, FlipKey/Trip Advisor, Booking, Craigslist + 55 other websites) • 4x per week monitoring, weekly identification report • Calendar booking data collection • Archive folder with all images, ad content, and time -stamped evidence • Insights Module to track parties, overcrowding, COVID-19, taxes/fees, pests, mold, fire Compliance Monitoring / Enforcement • Up to 2 rounds of letters per violator • Up to 2 rounds of phone calls per violator 24/7 Enforcement Hotline • US -based Human inbound, human outbound call center • Unlimited nuisance STR calls • Mobile Tip Form and Evidence Upload Review and Commentary on Ordinance 1360* • Up to 8 hours of consultancy work Total Not to Exceed Cost $65,000 $50,000 $50,000 $28,000 $20,000 $20,000 $16,000 $16,000 $16,000 Included Included Included $109,000 $86,000 $86,000 * on -site work is not permitted until COVID-19 travel restrictions have been lifted LTAS Technologies Inc. proposal for City of Palm Desert Page 20/22 7 APPENDICES 7.1 LITIGATION LTAS Technologies Inc. has no current or pending litigation. 7.2 PROJECT TEAM RESUMES • Allen Atamer, Founder, CEO and Principal Engineer Allen did his Bachelor of Science in Aerospace Engineering at the University of Toronto and graduated from MIT with a Master's Degree in Aeronautics/Astronautics. Having spent the past 17 years working on software engineering, artificial intelligence, and text mining, he is able to apply his experience in building LTAS Technologies. He has 2 patents involving artificial intelligence and guided aircraft diagnostics. Allen founded LTAS Technologies in 2011 to make an impact on how the Internet is regulated and kept safe for everyone. The Harmari Tools that are developed by LTAS are used by hundreds of customers in state and municipal government, insurance, retail loss prevention, and law enforcement. Evidence procured by investigators from Harmari Search has proven case law in Ohio and Virginia. Allen has testified in Court as a subject matter expert for clients' multiple times in the US and Canada, with each time the Court admitting into evidence investigative work performed by LTAS. Allen has made presentations at the APA National Planning Conference, California Municipal Revenue Tax Administrators, Federation of Tax Administrators, and dozens of other conferences and insurance, government and law enforcement training events over the past 7 years. Allen will act as the Proiect Manager for this project. • Tom Lee, Product Architect Tom completed a PhD in Computer Science from the University of Toronto in 2016, specializing in computer vision and machine learning, preceded by a Bachelor of Mathematics degree with Honors from the University of Waterloo in 2009. Tom joined LTAS in July 2015 to research and develop the Harmari Skycrawler that detects exotic and recreational vehicles where sales tax was evaded using satellite view technology. Tom now works as the Product Architect of our Harmari STR codebase and has been instrumental across all aspects including user interface design, database design, debugging, testing, deployment. Tom is also leading the effort to apply machine learning on STR images, such as Comparison View and metadata analysis to make our process more efficient. He will be the Internal Technical Director for our team on this project, reporting to the Project Manager. • Jennifer Guan, QA and Customer Support Jennifer graduated from the University of Toronto with a Bachelor of Science in Statistical Science. She has worked at the Bank of Montreal and as a Teaching Assistant. She has strong organizational and communication skills and has demonstrated exceptional skills with about 2 years of STR identification and investigation experience. Jennifer will be the QA and Customer Support Lead for our team on this project, reporting to the Project Manager. Besides the key personnel described above, our management organization will appoint a team of specialized in-house analysts and will count on additional contractors specially trained to identify STR operators based on scraped data and leads generated by Harmari STR. Our full- time analysts will verify the work provided by external contractors as part of the quality assurance tasks. LTAS Technologies Inc. proposal for City of Palm Desert Page 21/22 CHANGES TO AGREEMENT LTAS Technologies Inc. accepts all terms in the RFP Attachment B. LTAS Technologies Inc. proposal for City of Palm Desert Page 22/22 LODGINGRev CAPTURE EVERY RENTAL Powered by MUNIRev SHORT-TERM RENTAL MONITORING & ENFORCEMENT PALM DESERT, CA REQUEST FOR PROPOSAL RESPONSE PRESENTED BY: LODGINGREVS Table of Contents Section viMi Page Cover Letter Certification of Proposal Experience and Technical Competence Firm Staffing and Key Personnel 2 3 3 5 Proposed Method to Accomplish the Work 6 Fee Proposal 18 Exhibit A — LODGINGRevs Sample Conversion Timeline 19 Exhibit B — LODGINGRevs Complaint Hotline Feature Tiers 20 Appendices A. Litigation B. Project Team Resumes C. Changes to Agreement 1 This proposal contains confidential and proprietary information and is not to be shared with a third party. Community Development Department 73-510 Fred Waring Drive Palm Desert, CA 92260-2578 LODGINGRevs C/O Daniel Watts 1040 %2 Main Avenue Durango, CO 81301 Dear Palm Desert Evaluation Team: LODGINGRev CAPTURE EVERY RENTAL Powered by MUNIReve Thank you for the opportunity to propose LODGINGRevs' Short -Term Rental Monitoring and Enforcement solution. The needs of Palm Desert align directly with the features of our solutions and expertise of our team. Our company, MUNIRevs, was founded in 2011 and we serve clients all across the country, including Oceanside, CA; Hawai'i County, HI; Aspen, CO; and Washington, D.C. MUNIRevs has more than 95 clients nationwide, including state -level contracts with the Alaska Municipal League and the State of Colorado. Having started a decade ago with the objective to pioneer short-term rental compliance solutions, we know compliance and short-term rental data inside and out. In the short-term rental industry, a vendor compliance rate is the defining measure in delivering on a community's objectives. All of our clients enjoy a 90%+ compliance rate in the first year of service with many achieving 98% to 99% compliance. Because of this excellent compliance rate and the support that we provide to both clients and property owners, LODGINGRevs has a 99% client renewal rate. We have also been delivering industry -leading tax collection and licensing services to jurisdictions since 2011. Currently, more than 200,000 property and business users utilize our online licensing and tax system to manage their compliance. Our expert team and the best practices we employ in delivering solutions to our clients, would undoubtedly empower the Palm Desert team as well. We encourage you to visit our website ( vw.lodginerevs.com) where you can read more about the services we offer, view our current client list and watch videos about how our team and solutions are helping communities across the country. The LODGINGRevs team is excited at the prospect of collaborating with Palm Desert to achieve the desired outcomes regarding enforcement, and to implement the best solution in the industry to aid in community safety and Palm Desert revenue increases. Again, thank you for the opportunity to propose our solution which we are confident can best meet the City's needs. Sincerely, _ WiA517177 Daniel Watts Community Partnership Manager and Proposal Coordinator Phone: (970) 708-1861 Email: 3niel@lodgingrevs.com 2 This proposal contains confidential and proprietary information and is not to be shared with a third party. Certification of Proposal The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP. Experience and Technical Competence Company Overview Headquartered in Durango, Colorado, with a team of experts located across the country, LODGINGRevs has been delivering vacation rental compliance to communities longer than any other provider. We couple our experience with our powerful solution to deliver short-term rental regulation compliance rates above 90%, fostering more effective processes and safer communities. MUNIRevs I LODGINGRevs founder and CEO, Erin Neer, plays an active role in daily operations, and remains an integral part of the ongoing software enhancements and overall client success. As a CPA and former finance director, Erin's extensive experience in municipal finance and thorough understanding of what it takes to build an effective solution has been at the core of the MUNIRevs I LODGINGRevs software since 2011. Qualification. Backed by a decade of delivering the highest results to jurisdictions across the nation, LODGINGRevs has become the industry standard in short-term rental compliance, secure tax collection and business licensing. We currently employ more than 30 dedicated individuals with strong backgrounds in finance, customer service and project management. Each of our valued team members was hand -selected for their extensive experience and commitment to providing ongoing, personalized support to each of our client communities. LODGINGRevs is now in its tenth year delivering short-term rental compliance, automated licensing and tax remittance to communities, and currently partners with more than 95 independent jurisdictions. With a 99% client renewal rate and proven results to back the software, clients who have implemented the LODGINGRevs solution for the first time, as well as those who have made the switch from other providers, are seeing the results they deserve. Inclusion Statement LODGINGRevs is committed to preserving a company culture of inclusion and connectedness. As an equal opportunity employer, we strive to ensure that our place can be anyone's place. We hire great people with a wide variety of backgrounds because it makes our company stronger. Our company celebrates the unique contributions that our employees and our customers bring in terms of education, opinions, culture, ethnicity, race, sex, gender identity and expressions, age, veteran's status, color, religion, disability, sexual orientation and beliefs. We thrive on diversity for the benefit of our employees, our products and our communities. LODGINGRevs and the Coachella Valley LODGINGRevs currently partners with Indio, CA to provide compliance services and with La Quinta, CA to provide compliance, registration and tax collection services, as well as a 24/7 US -based bilingual complaint hotline for local residents. As with Indio and La Quinta, the LODGINGRevs solution will be similarly customized to meet the specific needs and regulations of Palm Desert. Our identification, reconciliation and notification efforts are leveraged for targeted enforcement, helping the City gain proactive engagement and adherence to new and existing policies. Implementing the LODGINGRevs solution will provide City staff with live data dashboards and property status insight that's easily accessible at all times. 3 This proposal contains confidential and proprietary information and is not to be shared with a third party. References Indio, CA Compliance Point of Contact: Ivan Ivanov, Accountant I (760) 391-4136 Indio has 5,307 STR ad listings that LODGINGRevs accurately matched to 982 unique properties. La Quinta, CA Compliance / Registration / Tax Collection / 24/7 Hotline Point of Contact: Tommi Sanchez, Hub Manager I (760) 777-7077 La Quinta has 7,258 STR ad listings that LODGINGRevs accurately matched to 1,520 unique properties. Newport Beach, CA Compliance / 24/7 Hotline Point of Contact: Monique Navarrete, License Supervisor I (949) 644-3148 Newport Beach has 6,186 STR ad listings that LODGINGRevs accurately matched to 995 unique properties. Oceanside, CA Compliance / Registration / Tax Collection / 24/7 Hotline Point of Contact: Dana McMillen, Management Analyst I (760) 435-3841 Oceanside has 5,437 STR ad listings that LODGINGRevs accurately matched to 583 unique properties. Sedona, AZ Compliance / Registration / 24/7 Hotline Point of Contact: Megan McRae, Management Analyst I (928) 203-5199 Sedona has 6,560 STR ad listings that LODGINGRevs accurately matched to 1,238 unique properties. More details related to these contracts can be provided upon request. 4 This proposal contains confidential and proprietary information and is not to be shared with a third party. Firm Staffing and Key Personnel The entire MUNIRevs I LODGINGRevs team is here to support your efforts as you work to address the evolving needs of the community. Below is a brief introduction to your dedicated Palm Desert team members who will provide ongoing, specialized support to you and your staff at every stage. Haleigh Lyon, CPA, Director of Product — 2018 to Present Haleigh puts her accounting background to work, leveraging her critical attention to detail and effective process management. She understands the conversion process from A to Z and leads the team in implementing solutions to provide clients with the most efficient and accurate compliance product available. Guy Ewing, Director of Engineering — 2017 to Present Guy has extensive knowledge of the coding and features built into our software. He leads a team of programmers and software quality assurance (QA) specialists to continually enhance the dynamic platform. The QA team and software engineers work closely with our Director of Product to ensure all engineering and QA resources are efficient. Kyra Fosnot, Director of Support — 2013 to Present Kyra has been handling jurisdiction and business owner needs on our support team for the last eight years. She leads the support team in delivering high -quality customer service, responsiveness and efficient operations. Under Kyra's leadership, the support team continually receives accolades from business owners and jurisdiction staff. Orion Olin, Account Manager — 2019 to Present Orion holds a degree in Business Administration —Engineering Management and specializes in jurisdiction staff support. He has been on the MUNIRevs LODGINGRevs team delivering excellence for the last two years. His attention to detail ensures the ongoing tax module support exceeds expectations. He works closely with city or county staff in review and training. Eren Yar, Conversion Specialist — 2019 to Present Eren comes from a mechanical engineering and product management background. His ability to plan, implement conversion strategies and deliver on timelines never fails to impress clients. Eren's expertise lies in initiating the client experience and establishing clear communication and effective deliverables. 1116 Daniel Watts, Community Partnership Manager — 2019 to Present Daniel leads the partnership team as it fosters ongoing relationships with current and prospective clients. His experience in customer success management elevates community relations through process analysis, critical listening and results -driven solutions. The partnership team drives customer experiences with thorough understanding, insight and delivery. 5 This proposal contains confidential and proprietary information and is not to be shared with a third party. Proposed Method to Accomplish the Work Palm Desert's Proposed Scope of Services (from RFP Attachment A) Monitoring and analyzing Palm Desert's STR market Create and maintain a database of STR units (both permitted and non -permitted) See pages 7 -10 See pages 7-9 Aggregation of non -duplicative STR listings for STR properties operating in Palm Desert See pages 7-9 from STR websites Quick and accurate identification of STR properties in the City including identification See pages of the exact physical addresses, unit numbers, and parcel numbers 7-9 Differentiation of monitoring and enforcement activities based on the different See pages requirements dictated by the City's zoning and related municipal code regulations 7-9 Capture of full -resolution, full -screen screenshots of all active STR listings in the City on a weekly basis. Provide a link to the website of the STR properties advertised in the City Provide an easy -to -use interface for STR market data, allowing City staff to search, See page correct, and append additional information to identified address matches 8 Accurately and continuously, cross-reference STR database of active STRs with City's See page database of registered STRs 9 Identify Transient Occupancy Tax (TOT) under -reporting based on publicly available information Provide a 24/7, 365-day telephone hotline service, with a live person for reporting alleged violations of municipal codes related to STRs and work with the City's Code Compliance Division. Relay content of calls received to appropriate parties (STR owner, STR manager, Code Compliance Officer (or message phone), and police) immediately upon receipt of a call. See page 12 See page 11 See page 14 Obtain from complainants and share with the City, evidence of alleged STR ordinance See page violations (i.e., video, photo, and audio evidence) 13 Provide City personnel 24/7 access to the City's STR-related data and services through See pages a secure web interface 7-14 *Sample Conversion Timeline — See Exhibit A on page 19 Please refer to Exhibit A — LODGINGRevs Sample Conversion Timeline to review a detailed schedule of tasks and milestones. 6 This proposal contains confidential and proprietary information and is not to be shared with a third party. Create and Maintain Database of Short -Term Rental Units PALM DESERT Rental Size 3500 3000 2500 2000 1500 1000 500 0 • V O CPS • • • • Pa: ()Vas o • :�,. ;.qB0, .. •0 0 O a o.'. o European Villa with Pool/Spa-minutes from El Pasea a � AirBna-E843.01NIght Ad#10886u0' :*• O • 0 9 5tatu5' Uncertain License 51AiUS 0 SO• • • O 0• -• `•• •� 1•300 4 • 161.0 Vintage • :• - r •.4•„ •. C1atr 4• �• •M®e $o o© • �1b 0 • 00 d• • •' ••i • ®�Io • it,* • 0 • • s ; il• l.ML ovi •iry •p 1. •• • ,.• _ • New Listings (Currant Month) Average Daily Rate 141 $365.66 Advertisements Pending Review VRBO FlipKey AirBn8 Other All TOTAL 2.833 493 3.303 1,239 7.868 The sample internal dashboard map above is an example of the short-term rental ad listings that our automation team will review to determine the location of the properties advertised. This view of the dashboard map shows aggregated data for the short-term rental market in and near the City, with each dot representing a clickable ad listing. The depicted data is prior to the implementation of our automated compliance jobs and our expert team review that organizes and determines which listings are connected to properties outside the City's jurisdiction. As of 4/29/21, our system has discovered 7,868 total ads in the broader city limits of Palm Desert. The majority of these listings were found on just the top 4 ad platforms (Airbnb, Vrbo, FlipKey and Craigslist) out of the 30+ ad platforms our system monitors, scrapes and updates twice a week. During the initial census, our automation and expert review team will review each advertisement to determine which listings/properties fall within Palm Desert's jurisdiction and which do not. Based on our preliminary review, we estimate that the —7,000 short-term rental ad listings we anticipate are within the City's jurisdiction, will equate to an estimated 1,500 unique short-term rental properties. This is the number of short-term rental properties that our proposal and quote are based on as we will bring virtually all of these into compliance. As part of our initial and ongoing census, our system and team identify all ad listings and the remaining ads will be reconciled to City property, zoning and registration data (de -duping ads). This STR inventory will be compatible with the City's GIS systems via export/import data formats. 7 This proposal contains confidential and proprietary information and is not to be shared with a third party. Site Palm Desert's Individual Property Property Location and Physical Address Property Type (Whole House vs. Condo) Average Daily Rate Estimated Calendar Booking Activity Link to Online Advertisement Number of Rooms Cross Reference City Permit Data Advertised vs. Max Occupancy Data and Compliance Database Owner Mailing Address seol Operator Name Operator Contact Information seol Minimum/Maximum Stay Limits Platform(s) where Property is Listed Parcel Record/GIS data Import actual TOT collection data Y I And more...! Monitor Internet Ad listings LODGINGRevs uses enhanced automation to pull in internet ad listings twice a week across 30+ of the most important short-term rental listing platforms (Airbnb, Vrbo, FlipKey, Craigslist, etc.). Our proprietary data mining technology pulls in all the text from each listing, including property type, listing contact, amenities, reviews and more. The City will be able to be able to navigate the entire database to search, correct, and append any of the information. AirEn8 Rental Activity Link Ell to Listing Exclude From County ❑ Property ® F Advertisement Title Reviews Notitications(1) Notes (4) Advertisement ID 6005666 Case (RFS) Number I I LOCAL LUXURY - Centrally located in the town of Telluride and has plenty of space for the whole family! Property Description: Conveniently nestled in downtown Telluride this incredible, private home makes experiencing all that the area has to offer easily accessible. This Victorian residence showcases Telluride"s history while fully embracing a modern renovation, and guests are sure to adore the handmade wooden furnishings, elegant finishes, impressive architectural design and amazing artwork found throughout the home. lust right for a Telluride visit during any season of the year, Local Luxury is in easy walking distance to much of tha town"c mnct nnn,ihr .11 Bedrooms 13 People Sleeps I Minimum Night Stay 14 nights Average Rate 1888 Property Type Entire vacation home CMS Compliant Start Date N/A Complaints Evidence Compliance Status Manage Type Professionally Managed vI Date Removal Confirmed N/A ia,1.1-1.• .a-n xIhui� License Name from Automation Check Advertised License # I I State License # .1 Confirmed Business <:a .id 1 Most Recent Capture Date 03/13/2021 Capture Dates Past 6 Months 03/13/2021, 03/06/2021, 02/23/2021, 02/13/2021, 02/07/2021, 01/23/2021 Hosted or Unhosted Unhosted Earliest Review Date 101/03/2021 I Advertised Registration Number Search for a business Iby name, Elba, account) to connect to this user. I: Advertised Owner/Manager: Exceptional Stays Business User: Name Email Host Id: 1145764838 Company Management Company Name al Exceptional Stays, Inc I; To support the City in court cases and proactive code enforcement efforts, our system offers Evidence Capture and Listing Tracker Tools. The combination of these tools allows the City to capture and archive a timestamped high - resolution screenshot of every listing in its entirety —new, active, non -compliant and upon request. More information about these tools and Code Enforcement support is included below. 8 This proposal contains confidential and proprietary information and is not to be shared with a third party. Completing Initial Census and Identification LODGINGRevs has proven our capability to deliver on average 98% property matching after the initial census (8-10 weeks). With a combination of experienced property review analysts and enhanced automation that incorporates reverse geocoding of each listing "location bubble" and photo recognition software, we are able achieve the most successful property identification rates in the industry. For instance, after the initial census for the City of New Braunfels, TX was completed, we reached out to City staff for assistance with only 3% of listings. For the majority of our clients, including Telluride, CO and Big Sky, MT, our property matching rate is 99%. Our system and team achieve nearly 100% of verified property matches on new ad listing data which comes into the database twice a week. With our ad listing to property matching accuracy, our clients can rest assured that the right letter/e-notification for the right compliance status is sent to the correct property owner/manager every time. Once ad listings are matched to property and parcel records in the database, we can run automated compliance designation jobs to assign specific compliance statuses to each property and listing. I on 1=1 Determine Property Compliance Status Palm Desert's dedicated LODGINGRevs Account Manager works closely with City staff to develop a thorough understanding of the local ordinances and community goals. We then design logic into the system that automatically determines compliance statuses of properties and listings as they come into the database. This includes the permit data that the City can upload into the system in order to continuously and accurately cross reference active permits to determine every property's permit status. Other providers may offer canned compliance statuses that don't always accurately reflect the nuances of a community's ordinance or outreach messaging. The compliance statuses we design with Palm Desert will align directly with the granular details of the local ordinance, GIS zoning database and corresponding zoning regulations. Once assigned a compliance status, the City and LODGINGRevs team can determine the appropriate outreach template and instructions for the owner to come into compliance. Examples of common and potential compliance statuses: • Compliant • Outreach — New Property. Permit Required • Outreach — Non -Compliant Zone/Property Type • Outreach — Advertised Occupancy exceeds Property Occupancy Limit • Property Manger Outreach — Expired Permit • Excluded — Long -Term Rental, >27 days • Pending — Hardship Extension Unlimited Support and Dedicated Account Manager LODGINGRevs provides the best client engagement and support in the industry, and our clients will attest to this. Our entire process, from kickoff meeting to your compliance review years down the road, is managed by your dedicated Palm Desert Account Manager, ensuring that our communication and deliverables are as efficient as possible. The Account Manager serves as the City administration's primary point of contact. Our support team provides responsive and thorough training and resolution on all support inquiries from City staff and business users. If necessary, City staff can establish a regular schedule for the LODGINGRevs Account Manager to deliver reports or staff can access the reports at any time through the online system. As the City begins to conduct outreach and provide STR owners and operators with instructions on how to come into compliance, our team will provide the frontline support as the initial point of contact for users with questions about the notification they received and/or the new process. Unlimited, high -quality support has been the cornerstone of our company for the last decade, and we take pride in our commitment to always delivering this level of service to current and future clients alike. 9 This proposal contains confidential and proprietary information and is not to be shared with a third party. Targeted Outreach and Notifications The LODGINGRevs system is designed to make outreach simple and effective. Palm Desert will be able to issue batched notifications based on compliance status, suspension notices, zoning, property type, specific owner/manager, etc. The details compiled in the database are used to quickly populate the smart fields within notification templates that our team will design with City staff. The City is then able to issue e-notifications and track the open rates or print letters to send physical mail. The City of Palm Desert will have the ability to create an unlimited number of notification templates that can be used in any number of STR-related situations. These notices can be issued to send owners/managers information about the City's STR regulations, instructions about how to come into compliance with the City, a description of a violation and the consequences if the property continues to advertise, as well as any other information the City would like to send as a notification. LODGINGReu MUNIRev� Notifications Templates • Unlimited templates • Branded to the jurisdiction o Logo o Signature o MUNIRevs URL • Easy to use "Word" like interface to build and edit with MUNIRevs "smartfields" Audience • Save regular notice selections- i.e. delinquency tax forms sent each month • Can easily send single notices • Notifications by taxpayer type- i.e. Notify all short-term rentals to submit Local Emergency Contact Info Delivery • Paper a Jurisdiction downloads the PDF and mails to recipients • Email Archive • Admin Users o Reproduce exact notice as PDF in either view o View all notifications in MUNIRevs system archive with the emails recipient ability to filter by • Track open • Business date and time • Template ■ Delivery date • Delivery status and time • Open data for • Business Center each business a Publish directly user • All paper filers • Business Users in last 30 days o Archive of all • All unopened notices that have emails been sent o Alert to unread messages "What sold us on LODGINGRevs was their level of professionalism and customer service. This is exactly what we wanted to reflect out to our community." - La Quinta, California 10 This proposal contains confidential and proprietary information and is not to be shared with a third party. Data Reporting The City will have complete ownership of all data captured and compiled by the LODGINGRevs system. The database provides extensive reporting and filtering functionality to provide City users with readily available short-term rental owner/manager contact data, compliance status reports and marketplace booking activity reports. City staff can always access the compliance data via our online system and/or we can generate weekly reports for the code compliance staff. See examples below of Compliance Module reports including the Non -Compliant Property Notification/Status report and the Advertisement report. All reports can be exported to Excel/CSV at any time. Remittance Audit Tool — Occupancy Booking Reporting Our Remittance Audit Tool allows your team to compare data from the marketplace booking report that displays information pulled in from the publicly available booking calendar activity using listing data. The City can then upload its TOT data with actual tax remittances and the tool will then compare the estimated TOT amounts with the actual data to uncover large under -reported variances. Code Enforcement Activities Effective documentation and enforcement of non-compliance offences contribute to high compliance rates, and our solution will help Palm Desert manage these offences. Our listing tracker feature tracks the removal and re -activation of all non -compliant listings every ten minutes, and we document each non -compliant ad listing instance with our evidence capture. By clicking a compliance status in the dashboard or in our advertisement filer, our team or City staff can access reports specific to each compliance status to bring them into compliance. Your Account Manager and our team are always here as a resource for the Code Compliance Division to assist with system resources and best practices. The LODGINGRevs team can also attest to the validity of our ad -matching to parcel and contact information. If necessary, we can provide affidavits to this effect. Non -Compliant Property Report The Non -Compliant Property report is a code -enforcement command center. This report aggregates non -compliant properties according to non-compliance status. The report contains the STR property information, violations, complaints (clickable), outreach notifications (clickable) and action notes. Compliant Statuses _I Compliant I Excluded I Hotel/Motel _iLong Term Rental I_I Not Active I] Third Party Lister - Licenses Curtailed I Timeshares Search) Von -Compliant Statuses fa Need More Research Q Request Jurisdiction Review Q Send to Legal p Unlicensed Per Page 15 " Copy Excel CSV Bus. Id •- Acct. # 1948 001948 8616 008616 14304 014304 Violation Unlicensed 0 Unlicensed 0 Unlicensed 0 0 0 0 Complaints Manage Type Owner Managed Professionally Managed Outreach Performed Date Discovered Corrective Action Taken Sent: 12-03-2020, Aspen Registration Letter 1 11-27-2018 7308926 Add New Note Sent: 12-03-2020, Aspen Registration Letter 7J 04-13-2018 6025980 Add New Note 05-23-2018 6023920 Add New Note 11 This proposal contains confidential and proprietary information and is not to be shared with a third party. Evidence Capture Tool The evidence capture tool runs on all listings for your community twice a week. The evidence includes all text on the page (including items under "show more" links), every single page of reviews and every single high -resolution photo from the listing. Evidence is archived on our server and is easily accessible through our archive menu which is stored on our secure server. All data is backed up twice daily on our server, including one backup copy in an offsite location — providing you with complete redundancy. Your team can even export an entire batch of PDFs for a single property or date range to provide to your attorney's office or for other compliance use outside of our system. Review Fage 1 of 33 7953276-026G76 hnps' 'mrw.a:rb ..b corc•roomg.2164512$ May Kith 2426, 1:4S:26 am airbnb .-dd a IOCatlon Add dates Add guests Ct Sedona Domes 5-Star Landmark Extreme Home 5edona 6 guests 2 bedrooms 5 beds 2 baths 4ite $2451, ";fine •1.97 bete% Check•in Listing Tracker Feature Report Our Listing Tracker is a feature that leverages the evidence capture tool. It also runs every 10 minutes on non -compliant properties so we can capture evidence as soon as one of these properties has an active listing, unless the evidence was already captured within the last 24 hours. As shown below, you can filter to include notifications previously sent — our clients find this really helpful if a property has been sent a "cease and desist" letter to stop renting but evidence is showing they are still advertising. Evidence Capture Advertisement Id Url I Previous' 1 1...1 4 15 1 6 In 8 19 1101...160991 ❑ Ad Id Url ❑ 9428670 https://www.vrbo.com/9433794ha ❑ 9428.568 https://www.vrbo.com/1952704 Next Date Created From i To ❑ 7912190 https://www.vrbc.com/983125? ad ultsCou nt=1&ch ildre"Count=1&noDates=true&petlncl uded=fa Ise ❑ 9427878 https://www.vrbo.com/1953119 Date Captured From To Report Search Reset File File Size City � Lf"Jy LI 4.3MB 4.8MB 1.6M8 7.5MB Results 121 - 140 of 121976 I Date Captured Date Created Sedona ]an 19, 2021 7 50 ]an 19, 2021 7:50 pm MST pm MST Sedona ]an 19, 2021 7:48 ]an 19, 2021 7:49 pm MST pm MST Sedona ]an 19, 2021 7:33 ]an 19, 2021 7:33 pm MST pm MST Sedona Jan 19, 2021 4:45 ]an 19, 2021 4:45 — MST r- MST 12 This proposal contains confidential and proprietary information and is not to be shared with a third party. Online Complaint Form The online complaint form is made available to the public to submit their short-term rental related complaints. When a complaint form is submitted, it enters the centralized online complaint database. This database functions as a code enforcement dashboard and offers additional reporting functions. The online complaint form will enable the City to collect the following information directly in the LODGINGRevs compliance dashboard: • Problem property street address • Contact information from complainant • Audio, video and image uploads • Complaint reason (trash, noise, parking, etc.) • Description of complaint • • • The database includes tracking methods for complaints and compliance actions taken regarding each short-term rental: • Date, time and reported concern for any complaints lodged against a short-term rental location • Name and contact information for persons lodging complaints against a short-term rental location • All relevant information regarding complaints, including but not limited to documents, photographs, and audio and video recordings • Copies of any correspondence with short-term rental operators • Copies of all notifications and notices Complaint Type Property Type Business Area Illegal Rental 7 Apartment Noise 53 Apartment (<5 units) Occupancy / Number of Guests 3 Apartment (>5 units) Other 24 B&B (Bed & Breakfast) Parking 6 Commercial - Other Trash 61 Condo / Townhouse 174 Condo / Townhouse - Private Room Guest House/Caslta Form Type Hotel Hotline 91 Not Yet Set Online B3 RV 174 Single Family Home Manage Complaints Date Of Complaint 01/01/2021 1101/31/ 2021 Business Area Address Search I Q Complaint Status Property Type 0 8 0 0 0 2 1 1 0I 16 0 1351 CO In Town No Response Not Yet Set Out of Town PD RM-3 RMH RS-10 Complaint Type Type 1 0 0 2 4 2 1 3 108 Export to Excel Add Notification Search Reset Newer Complaint ID Advertisement ID Compliance Status ID Business [D Account # Date 01 Complaint Complaint Type / Reason Type Reporting Party Email Results 1 - 20 of 24 Phone Complaint status J 2014 9900630 ❑ 2062 9608982 ❑ 2040 E 2016 Compliant fi— 0.1.11M Compliant rM 9472660 Compliant M. ■ 8675626 Compliant f 11:24 am Jan 8, 2021 MS T Jan 18, 2021 5:52 pm MST Jan 15, 2021 10:17 pm MST Jan 8, 2021 12:07 pm MST lan S 9m1 7.12 Trash Other Noise Other online 1 ftrM . . . . -1 online online •~i_ — T_— hotline 1. Under Review Under Review 17 LW' Open ! p4 No Violation 13 This proposal contains confidential and proprietary information and is not to be shared with a third party. 24/7/365 Live -Operated Bilingual Complaint Hotline • Live, bilingual, US -based operators who receive complete training on the Palm Desert workflow • Supports customized scripts and progressions for operators that can be updated as necessary to fit the City's needs • Fully integrated into compliance dashboard so inbound complaints are accurately matched to identified properties Based on the scope of services outlined in the RFP, our team has determined that Palm Desert will require our Tier 3 feature set to successfully perform the tasks described. See Exhibit B for more information on Hotline Feature Tiers. The complaints module aggregates all complaints received on a property from any source. Whether the complaint is logged via our online complaint form (that can be embedded on the City's site), or through the 24/7/365 bilingual phone hotline, all complaints for each property are logged within the system. The hotline is based in the US and operators are trained on the call script and custom progression designed by City staff. For example, after an inbound noise complaint the operator might make three outreach calls and texts to the property owner. If there is no response from the property owner, the operator can notify the on -call code enforcement member or Police Department. See the example custom progression below: neMARVDMiTe# M IZATI SR COMPLAINT Inbound Complaint Call RESOLVED ANSWERED LIVE OPERATOR Answers Call with Custom Communtity Script OPERATOR INITIATES PROGRESSION Designed by each community fora tailored response LIVE OPERATOR Places Outbound Call to STR Owner NO ANSWER PHASE 1 Text Sent to Owner & Email Notification to Code Enforcement ANSWERED PHASE 2 NO ANSWER Call to Owner RESOLVED ESCALATE TO POLICE DEPARTMENT Coordination and Communication with City Staff Palm Desert's dedicated LODGINGRevs Account Manager will be the primary point of contact for City staff. The City can determine a schedule for virtual meetings with their Account Manager to review reports, discuss status updates, or general briefings. The City will have unlimited access to live reporting and up-to-date online data through the database, or the Account Manager can deliver reports to City staff on a periodic basis. LODGINGRevs processes advertisement data twice a week from all 30+ platforms for our clients. We time this frequency to ensure that data is processed no longer than three days apart. All listing compliance statuses are updated each week so the City has the most up-to-date STR marketplace information and we can issue timely notifications as often as weekly. 14 This proposal contains confidential and proprietary information and is not to be shared with a third party. MUNIRevs I LODGINGRevs Modules for Consideration in the Future A crucial aspect of any vacation rental compliance effort includes an ease of use for the owner/property manager, while also being an effective registration system for Palm Desert. The robust portal and dynamic task -based system described in this section will demonstrate how the registration and tax collection modules could help the City capture tax payments, provide robust financial reporting tools, e-signatures and document uploads, review and approval mechanisms and outline how each step in the process contributes to the comprehensive database accessible to City staff at all times. System Automation: Registration and Tax Collection Portal LODGINGRevs' Registration and Tax Collection Portal, powered by the MUNIRevs automation system, ensures that business owners are always assigned the correct administrative tasks and assessed the proper liabilities. Any incomplete task is presented to the business in their Business Center, and our system sends reminders for open tasks as well. The Notifications Module discussed previously allows the City to easily send notices to businesses for incomplete items using our smart field templates to ensure the business owner has all the correct legal information and details to become compliant. Reminders Custom language and frequency settings for each jurisdiction. Fully branded to jurisdiction • When task is available • # of days before due date • # of days late • Missing information relating to business 1 i MIL Business Settings Business settings are the heart of automation. Through proper use of fields, automation can integrate with every aspect of the platform. LODGINGRev C/Yrr EVERY RFNra Automation Registration & Licensing Custom settings for each of the jurisdiction's registration / license type. Unique workflow, year end or rolling renewal, which day to release to business, expiration date. etc. Transient Occupancy Tax Forms Based on frequency and due date of jurisdiction and business. "MUNIRevs/LODGINGRevs has been handling our vacation rental compliance since 2011 and we continue to be impressed with their innovation and new solutions that they develop as the industry needs change." - Mountain Village, Colorado 15 This proposal contains confidential and proprietary information and is not to be shared with a third party. Registration/Permitting Module Our dynamic workflows allow the customized registration requirements based on property type or location. This structure allows the City staff or Palm Desert's LODGINGRevs support team to make nimble changes in the future should the City decide to implement the other modules within the solution. The task steps that are used to design the City's registration application and renewal workflows that will be presented to property owners/operators include the following: LODGINGRev STR Property OwnerlOperator Interface TOT Registration Process - New & Renewal Fees Calculated based on required inputs or a flat rate fee 0 Generates required workflow based on Business settings (new or renewal) . Clicks on workflow in Action Center (new or renewal) . Completes workflow which can include the following Info Forms Such as local contact, ad listing/property details, etc. 1 1 Document Upload Securely upload affidavit, parking/occupancy limit, tax certifications, etc Info Messages Jurisdiction can present instructions or important messages Admin Approval Process Our approval process allows staff members to review submitted documentation and enables easy -to -use inter- departmental collaboration (including inspections, account edits and customized business owner outreach). Staff users have granular user rights so their system and access can be restricted to their role. All information collected in the workflow process is available to be viewed in the approval process. Once a registration/permit application has been approved by the City, the details are populated in the business profile. The approval also activates the underlying automated renewal settings associated with the registration. "Your entire team is always there for training, support and difficult scenarios. The amount of relief this provides is unexplainable." - Finance Department, Town of Avon, Colorado 16 This proposal contains confidential and proprietary information and is not to be shared with a third party. Transient Occupancy Tax Collection Module The online tax collection module conveniently operates through the same portal system described in the previous section. Implementing the LODGINGRevs online tax remittance system enables the City to gain efficient user task management, present simple auto -calculating tax forms online, collect payments online and access robust reporting. This solution creates one system of record, staff efficiencies and enables a complete and intuitive online property owner experience. Our tax remittance system and our administrative team have delivered $300 million per month in taxes and fees to our clients. Taxpayer Experience The tax collection module automation functions similar to the registration module. Based on the business settings determined upon registration, business users are automatically presented with any outstanding tasks every time they log in to their Business Center. Custom Tax Form Creation Palm Desert's Conversion Specialist and Account Manger will work closely with City staff to design the layout and logic of the tax form that will be presented to business users. Auto -calculations, exemption explanations, penalty and interest fees will all align with the City's tax form requirements. LODGINGRev CAPTURE EVERT RENTAL Pa* In MUNIRev? 0 Generates required Transient Occupancy Tax form 1 Property Owner/Taxpayer Interface Transient Occupancy Tax Remittance . Clicks on open form in Action Center J. . Completes workflow AIwhich can include the following -o Selects payment method Tax form validation runs to check for required fields, calculations, ensure timeliness and add late charges ACH Credit Indicates date they will transmit funds from their bank to Jurisdiction E-Check or ACH Debit Inputs routing and account # 119_ __ --CD Credit Card Taxpayer enters required fields Pricing Details As these modules are not a requirement outlined in the scope of work for this RFP, pricing details for the online registration and tax collection modules can be discussed in more detail with the City upon request. 17 This proposal contains confidential and proprietary information and is not to be shared with a third party. Fee Proposal Modules Year One Year Two Short -Term Rental Detection, Monitoring and Compliance • Initial census, including reconciliation by our team of experts to each registration, and initial registration compliance notices. Also includes training of staff on utilizing the platform and accessing reports. • Vacation rental census monitoring and discovery, and ongoing compliance database. Includes reconciliation by our team of experts. • Non -compliant evidence capture • Listing tracker — evidence capture every five minutes on non- compliant properties • Notifications module — unlimited notification templates, targeted and customized notices by compliance status • Online complaint form 24/7/365 Live -Operated Complaint Hotline — Tier 3 Feature Set • 24/7 US -based bilingual complaint hotline with dashboard integration • Custom progressions to relay, respond, and escalate complaints $15,000 $15,000 through City admin and property emergency contact • Custom script for operator $23,400 $18,720 (20% discount) Tota I $38,400 $33,720 Year 1 Fees: The one-time implementation fee has been waived. With ongoing fees of $3,200/month, the Year 1 total is $38,400. Year 2 Fees: With ongoing fees of $2,810/month, the Year 2 total is $33,720. Monthly billing of annual ongoing fees commences at the lesser of (1) the completion of implementation or (2) 45 days after the contract signature date. The above ongoing fees for per property pricing will be locked in for the first two years of the contract and 90 days before renewal, the number of properties will be reviewed with Palm Desert to determine if there is any price change needed for a contract extension. Above pricing assumes up to 1,500 STR properties and —7,000 advertisements. 18 This proposal contains confidential and proprietary information and is not to be shared with a third party. Exhibit A — LODGINGRevs Sample Palm Desert Conversion Timeline Palm Desert CONVERSION TIMELINE I*Timeline is based on a contract execution date of 6/1/2021 LODGINGRev CAPTURE EVERY R ENTA1 PerirepWw MUNIRevZ. I WEEK 1 6/1/2021 WEEK 2 6/8/2021 WEEK 3 m'ram"- WEEK 4 6/22/2021 WEEK 5 witra 4I WEEK 6 7/6/2021 WEEK 7 WEEK 8 7/13/2021 7/20/2021 INITIAL TASKS Contract Execution and Kickoff Meeting Palm Desert Sends Parcel and Currently Licensed STR Data Palm Desert Confirms Custom Hotline Script CONFIGURATION LODGINGRevs Loads Parcel and Currently Licensed STR Data LODGINGRevs Builds out the Hotline Script LODGINGRevs Completes the Initial Advertisement Census USER ACCEPTANCE TESTING Palm Desert Tests Hotline Weekly User Acceptance Testing (UAT) Meetings TRAINING & GO -LIVE LODGINGRevs Training Go -Live *A delay from the City on these items will result in a delayed Go Live date. 19 This proposal contains confidential and proprietary information and is not to be shared with a third party. Updated 5/4/2021 Exhibit B — Complaint Hotline Feature Tier Details LODGINGRev LA.PlURE EVERY RENTAL MUNIReve US -Based Complaint Hotline guage gual - Spanish & English ublic Web Complaint orm nline complaint form is accessible to the public to -ubmit themselves. reeting ustom, recorded greeting ecording II incoming calls to the otline are recorded. perators .hared resource included. ptional Dedicated operators available, see next page. otline Operator umentation otline agents complete and ubmit a complaint form for incoming complaint calls. Time of call recorded. Hotline Operator Outreach 24/7 Hotline agents call emergency contact ONE time, right after a complaint call to report the complaint for resolution. If emergency contact doesn't answer, a voicemail is left. Time of call recorded. 4-hour response time on voicemails. 4-hour response time to the emergency contact on the emailed complaint outreach. Tier 3 24/7 Hotline agents call emergency contact up to TWO times right after complaint call to report the complaint for resolution. Calls happen back-to-back. Hotline agents can call dispatch. Immediate notification through email of submitted hotline complaint to code/dispatch. 24/7 Hotline agents call AND text local 24/7 contact to report the complaint. Agent will call the Emergency Contact up to TWO times. Agent can text the Emergency Contact ONE time. Calls and text happen back-to- back. Hotline agents can call dispatch. Immediate notification through email of submitted hotline complaint to code/dispatch. Emergency Contacts can call back to file a resolution. 20 This proposal contains confidential and proprietary information and is not to be shared with a third party. LODGINGRev= CAPTURE EVERY RENTAL Powered by MUNIRev Appendix A 5 years of Litigation History LODGINGRev CAPTURE EVERY RENTAL Powered by MUNIRev 0 MUNIRevs, Inc., d.b.a. LODGINGRevs does not have a history of an claims filed by the firm nor against the firm related to the provision of Services in the last five (5) years. LODGINGRev= CAPTURE EVERY RENTAL PowereRed by MUNIv Appendix B MUNIRevs I LODGINGRevs Project Team Resumes GOVERNMENT RFP COMMUNITY PARTNERSHIP MANAGER MUNIRev CAPTURE EVERY DOLLAR PROFESSIONAL HISTORY ..u.iiii1unity Partnership Manager MUNIRevs I LODGINGRevs - August 2019 to Present • Collaborating with local governments to understand and address the goals and challenges they face in managing their specific short-term rental landscape. • Leveraging experience in customer success management to elevate community relations through critical listening, process analysis, and result driven solutions. Territory Sales Manager Telluride Brewing Company - January 2018 to August 2019 • Developed trusted relationships with key accounts to secure static product placement at high -volume locations. • Launched a dynamic marketing strategy to increase brand awareness and encourage sustainable growth within the territory. Business Operations Manager CentralReach, LLC - November 2016 to January 2018 • Facilitated cross -functional relationships with Sales, Marketing, Customer Experience, and Engineering to maintain consistent quality of data, functionality, and reporting across the platform. • Managed the financial planning and execution of various strategic initiatives and projects across entire organization and its subsidiaries. Internal Sales Director Victory Capital Management - July 2015 to August 2016 • Developed efficient and resourceful prospecting strategies to fill sales pipeline with qualified leads on behalf of this investment management firm. • Proactively communicated with current and prospective clients to provide answers to product questions, performance analysis, identify new sales opportunities, and launch new products. Senior Financial Services Specialist Fidelity Investments - June 2014 to July 2015 • Acted as Technical team lead to develop and implement complex trading initiatives designed to improve team accuracy and understanding of in-depth trading strategies. • Analyzed call statistics, customer survey data, and trading process reviews to assist management in coaching team of Financial Service Representatives. EDUCATIONAL HISTORY Colorado State University BA Communication Studies Minor in Spanish Language f�l VAN CONVERSION SPECIALIST MUNIRev CAPTURE EVERY DOLLAR PROFESSIONAL HISTORY Conversion Specialist MUNIRevs I LODGINGRevs - 2019 to Present • Transition cities to new software via data conversion, customizing to their needs, quality control & live training. Project Engineer Durango Machining Innovations - 2019 • Design and deliver large projects to customers, managing vendors, and ensuring nothing falls behind. Mechanical Engineer & Product Manager Ska Fabricating - 2018-2019 • Product manager for Half Pint and Can -I -Bus machines which account for 73% of company revenue.• Doubled Half Pint production via DFM, SOPs, assembly drawings, LOP, Kanban & poka-yoke methods. • Designed & delivered 5 machine add -on products and 6 new machine versions to customers from concept.* Implemented and trained on Kanban inventory system, cutting workload 46% and eliminating stockouts. • Led forward -thinking culture change w/ documentation reducing need for communication about 27%. Director of Engineering & Manufacturing Waterfi - 2012-2018 • Led development of multiple consumer electronic devices, reducing time to market by 83% along the way. • Reduced product -market fit testing from months to 2 weeks (-91%) with an online market research process. • Coordinated live product testing and customer feedback efforts to inform design iterations. • Managed embedded software development using a Kanban task board, reviewing every pull request myself. • Recruited, hired, and trained 11 engineering, production, and OA direct reports, ensuring cohesion. • Automated corrosion testing w/ 71% faster Ferris wheel invention, ending hourly work interruptions. • Reduced iPod waterproofing lead time from 4 days to 1 hr via material changes, automation & 1 piece flow. • Ran production time studies, organized cells, balanced flow to Takt & improved tooling, raising FTY 20% EDUCATIONAL HISTORY Unix,arsity of Arizona BA Mechanical Engineering _J DIRECTOR OF ENGINEERING MUNIRev CAPTURE EVERY DOLLAR PROFESSIONAL HISTORY President & Owner Durango Computers Inc. Ewing Computer Consulting, LLC - 2007 to Present • Full stack software development and implementation • AWS/Linux system administration • Design and implementation of custom web applications utilizing MySQL and PHP. • Web application customization and support for ecommerce web sites written in PHP, Cold Fusion, or C# • ASP.NET Custom Medical Record information transfer programming. • Custom iPad, Android, Windows, Mac application development. Web/Domain setup and hosting. • Office support for workstations/servers/networks for local businesses. • Consultation for enterprise software suite purchases, including accounting software and electronic health record (EHR) software. • Custom business application development utilizing relational databases (MySQL, Access, SQL Server) and C# architecture. • Custom Web applications utilizing relational databases (MySQL, Access, SQL Server) and ASP.NET architecture. I/T Director Sports Express, LLC - 2008 to 2009 • Support/Maintain and Improve Data Center Consisting of 12 Servers • (2 Web Servers, Firewall, Exchange Server, 2 MS Sql Servers, Call Center Server, 2 Development servers, Custom Utilities Server, Email filtering server, Backup server) • Design, develop and implement disaster recovery plan using VMWare software. Design and develop custom applications to improve daily operations (C#) • Design and implement changes/updates to ecommerce web site (C#, ASP.NET and ASP) • Design and implement changes to database configurations to enhance e- commerce functionality (MS SQL Server 2000). • Create overall IT strategy for the future of the company. • Manage daily activities and monitor progress of all IT projects and employees. Communicate status of all IT projects directly to company Officers. • All IT project management. Senior Software Engineer Stellent, Inc. (Oracle, Inc.) - 2006 to 2007 • System programming, integration, and regression testing for .NET based Enterprise Content • Management programs using Oracle/SQL Server backends. • Database (Oracle 9i & 10g, SQL Server 2000 &2005) installation, testing and analysis. • Create and maintain detailed programming and test plans and procedures based on defined input data and expected results. • Complete installation & configuration of Windows Server (2000 & 2003), Exchange Server 2003, SharePoint 2003. • Track testing progress and defects. • Work closely with development team and test team for project resolution. DIRECTOR OF PRODUCT MUNIRev CAPTURE EVERY DOLLAR PROFESSIONAL HISTORY IJII LLUI UI rivuuu MUNIRevs I LODGINGRevs - 2018 to Present • Utilizing my accounting background to leverage my critical attention to detail and effective process management. • Project management skill set and clear communication and collaboration with Cities to produce results. • Leading our expert compliance team and implements solutions in the most efficient, accurate vacation rental compliance product for our clients. Audit Associate Anton Collins Mitchell, LLC - 2018 • Experience in corporate audits and reviews for a wide variety of industries • Utilized APT, Caseware, and Practice Management accounting software • Advanced Excel skills • Work in a team environment at the client location, as well as remotely utilizing Skype screen sharing Tax Intern Fredrick Zink & Associates - 2016 to 2017 • Prepared individual income tax returns and assisted with bookkeeping services • Worked with Lacerte and Adobe TTC tax and accounting software Teller Alpine Bank - 2013 to 2016 • Provided value to customers through positive experiences and needs based selling • Started as youngest employee of all the Alpine Bank branches • Volunteer Coordinator for Alpine Bank employees • Had over 150 two minute conversations per day • Complied with numerous rules and regulations EDUCATIONAL HISTORY Fort Lewis College BA Accounting • GPA: Overall 3.86, Accounting 4.0, 156 credit hours • Beta Alpha Psi -Vice President for Internal Affairs • Beta Gamma Sigma member CPA KYRA FI 1 DIRECTOR OF SUPPORT MUNIRev CAPTURE EVERY DOLLAR PROFESSIONAL HISTORY 13II CLLUI UI .�UN1JUI L MUNIRevs I LODGINGRevs - October 2013 to Present • Handling property and business owner needs on our support team for MUNIRevs for over four years. • Leads the support team by instilling the highest quality of customer service, responsiveness, and efficient operations. • My support team continuously receives accolades from property owners and jurisdiction staff. Sweetbooks LLC October 2013 to Present • State sales tax assistance and filling. Talon Pumping Services LLC February 2011 to May 2012 • Managed Limited Liability Company. Including set up LLC, quarterly tax payments, reconciling accounts, tracking expenses, and paying invoices. Building Manager Colorado Mesa University Student Center - August 2010 to September 2012 • Managed information desk, answered phones, sold university passes, and assisted/answered student question . Managed cash registers and reconciled cash account. EDUCATIONAL HISTORY Colorado Mesa University BA Accounting - Public Accounting • GPA: Overall 4.0 • Graduated Summa Cum Laude MEMBERSHIPS & AFFILIATIONS • President's List at Colorado Mesa University 2010-2014 • Member of Alpha Chi National College Honor Scholarship Society o Membership is limited to the top 10 percent of an institution's juniors, seniors, and graduate students. • Colorado Mesa University Accounting Club 2013-2014 Vice President r L ACCOUNT MANAGER MUNIRev CAPTURE EVERY DOLLAR PROFESSIONAL HISTORY Account Manager MUNIRevs I LODGINGRevs - 2019 to Present • Collaborate with municipalities to achieve their operational goals • Conduct staff training • Draft custom procedures and notifications • Provide ongoing support to city/county staff Assistant Manager Carver Brewing Company - 2011 to 2019 • Assistant to the manager to ensure smooth operation; provided superior customer service and help where needed Communications Technician City of Durango - 2016 to 2018 • Served as Warehouse/Facilities Coordinator before being promoted to Communications Technician in the City Operations and Communications Center Engineering/Physical Science Assistant I Colorado Department of Transportation, Region 5 - 2014 to 2015 • Durango, CO Warehouse Associate Grainger Industrial Supply - 2008 to 2010 • Anchorage, AK EDUCATIONAL HISTORY Fort Lewis College BA Business Administration -Engineering Management SKILLS & ABILITIES • Management and leadership • Customer service • Written and verbal communication • Attention to detail • Systems: LODGINGRevs, Microsoft Office, various computer programs LODGINGRev= CAPTURE EVERY RENTAL Powered by MUNIRev Appendix C Requested Changes to City Agreement LODGINGRev CAPTURE EVERY RENTAL Powered by MUN1Rev The items below outline our requested changes to the standard contract provided by the City of Palm Desert. 1.1.1 Insurance 1.1.1.1. Minimum Requirments (A) Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non -owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. The City's Risk Manger may modify this requirement if it is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement. (F) Fidelity Coverage. Consultant shall provide evidence of fidelity coverage on a blanket fidelity bond or other acceptable form. Limits shall be no less than $1,000,000 per occurrence. What other forms would be acceptable? We can supply with the City with our Hartford Business Owners Policy for review to determine if the coverage is acceptable. 3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least scvcn (7) thirty (30) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause.