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City of Pleasanton Page 8 RFP for Collection Agency Services returned to the City, regardless of status or payment arrangements made with customers. 31. Agency shall meet with City staff upon execution of contract to discuss all the goals of the relationship, the services to be provided, and other topics relevant to performing collections on behalf of the City. Furthermore, Agency shall meet with City staff on an annual basis (or as-needed if issues arise) to discuss all services and how the Agency and City can work together to further reduce debt owed. The City will provide overall guidance on the conduct of collection services, as it reflects upon the City’s policies and reputation. Agency will also provide updates to the City on changes in federal and state laws related to credit and collections. IV. PROPOSAL REQUIREMENTS AND CONTENT The proposal must contain the following specific information. Any additional information that the Agency wishes to include should be included in an appendix to the proposal. Respondents may include relevant attachments or exhibits. Responses should be presented in a clear and concise format. A. Letter of transmittal signed by an individual authorized to bind the proposing entity stating the Agency has read and will comply with all terms and conditions of the RFP. B. General information about the Agency, including the size of the organization, location of offices, number of years in business, organizational chart, name of owners and principal parties, number and position titles of staff. Information regarding any collection associations of which the Agency and its staff are members should be included. C. Qualifications of staff proposed for the assignment, their position in the Agency, and types and amount of equivalent collection experience. Be sure to include any municipal agencies they have worked with and their level of involvement. A description of how overall supervision will be provided should be included (this can be included as part of an attachment). D. A description of the methodology that would be followed in carrying out the Agency’s responsibilities. Clearly describe all collection services you propose to provide to the City. As a part of the description, identify the responsibilities of the City and the responsibilities of the Agency. Also describe the coordination required between customer, the City, and the Agency if an account is assigned. Please provide any additional information or suggestions that will aid in the City’s selection process. E. Provide sample copies of the type of reports the City could expect to receive from the Agency for each major source of revenue (previously listed). Each report should be clearly marked as to the type of information the particular report is trying to convey (this can be included as part of an attachment). A monthly report on the amount assigned, the amount collected, the amount returned, and Docusign Envelope ID: 3E0A76A7-438F-46D4-8461-55205D93623D