HomeMy WebLinkAbout2000-07-25; City Council; 15840; Business License Consulting Services ContractI , :
CITY OF CARLSBAD - AGEN;Dfi BILL
AB# - T’TLE: AGREEMENT FOR BUSINESS LICENSE DEPTH .
MTG. 07/25/00 CONSULTING SERVICES WITH MBIA yw% CITYATTY. l
DEPT. FINANCE MUNISERVICES COMPANY/MRC (MMC) CITY MGRS
RECOMMENDED ACTION:
Adopt Resolution No. m-a49 authorizing Agreement for Business License consulting
services with MBIA MuniServices Company/MRC (MMC).
ITEM EXPLANATION:
One of the goals, as set by the Carlsbad City Council, is to develop and implement proactive
strategies to ensure the financial health of the Community and the City. One of the City’s many
revenue sources is business license tax; a tax imposed upon persons engaged in certain businesses
within the City limits.
Staff recently began new programs to:
1. Educate the public as to the requirements of having a business license;
2. Actively pursue the licensing of all businesses in Carlsbad; and
3. Make it easier to calculate the amount due.
In order to actively pursue the license of businesses, staff would like to use software to match our
database of licensed businesses against a number of other databases. These would include the
State of California resale permits, business white pages, the secured property tax roll and the
Thomas Register. This available software is the Business Inventory Management System (BIMS),
and it is offered through MBIA MuniServices Company/MRC (MMC). This software will allow the City
to identify and follow-up on any potentially unlicensed businesses.
The Business Inventory Management System (BIMS) will provide significant information to the City.
BIMS creates and maintains a comprehensive and valid inventory of current businesses operating
within the City’s boundaries. The inventory is created by extracting relevant business data from a
large variety of data sources (telephone listings, property tax records, sales tax payments, the Thomas Register, etc.), including the City’s existing business license records. As part of the current
sales tax contract that the City has with MMC, MMC also physically canvasses the City to capture firms that elude electronic data sources.
The combined data is corrected, standardized, enhanced, and formatted into one file. Each quarter,
the data will be updated and delivered to the City. The City’s business inventory will be placed on a
personal computer and accessed by City staff to provide pertinent information about Carlsbad
businesses. MMC will provide staff with training and ongoing software support.
With the business license inventory provided by MMC, staff will be able to easily locate businesses
requiring a City of Carlsbad business license, and be able to create additional management reports
on City businesses. Information about firms conducting business in Carlsbad will be available for
audit purposes. Accessing BIMS will provide information on closed businesses and ownership and address changes, which will allow cost savings on processing and postage.
Preliminary estimates indicate that there could be up to 1,000 unlicensed businesses in the City of
Carlsbad. Based on the average tax paid, if at least 228 of these 1,000 businesses are identified and brought into compliance with the ordinance during the five year contract period, the increase in
business license revenue will exceed the cost of the software.
Page 2 of Agenda Bill # 1~ ,8 %)
For the past seven years, MMC (formerly Municipal Resource Consultants) has provided the City with
sales tax audit and information services. Staff has found MMC to be very responsive and beneficial
to the City. Their services to the City have been professionally handled, with advice, information, and
other assistance provided in a timely and knowledgeable manner.
Since MMC is currently performing sales tax audits for the City, and has the data available to
incorporate into the BIMS software, it would not be cost effective for any other company to provide
this service. Thus, staff is recommending that MMC be selected to provide the inventory of current
businesses operating in Carlsbad. The purchasing officer has waived the requirement for solicitation
of multiple proposals as allowed by Carlsbad Municipal Code chapter 3.28.150.
FISCAL IMPACT:
The annual cost to provide business license inventory services to the City is $36,000 for the first and
second year of the contract, $18,000 in the third year, and $12,000 per year for the final two years.
Fees shall be paid in quarterly installments upon the City’s receipt and successful implementation of
the quarterly updates. The City may terminate the contract at any time with thirty (30) days notice.
Funds are available in the Finance department budget for the first year of the contract. Continuation
of the contract beyond one year would be subject to annual appropriation of funds by the City Council.
EXHIBITS:
1. Resolution No. m approving agreement with MBIA MuniServices Company/ MRC (MMC).
2. Agreement with MBIA MuniServices Company/MRC (MMC).
d
AGREEMENT BETWEEN THE CITY OF CARLSBAD
AND MBIA MUNISERVICES COMPANY
THIS AGREEMENT is made and entered into as of the 3rd day of
Auqust , 2000, by and between the CITY OF CARLSBAD, a municipal corporation,
hereinafter referred to as “City”, and MBIA MuniServices Company/MRC (MMC), a
corporation, hereinafter referred to as “Contractor.”
RECITALS
City requires the services of a business license management service Contractor
to provide the necessary consulting services for preparation of business license
inventory management and reports; and Contractor possesses the necessary skills and
qualifications to provide the services required by the City;
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. CONTRACTOR’S OBLIGATIONS
The Contractor will provide a Business Inventory Management System (BIMS),
under the program described in Exhibit “A” to this Agreement. Contractor will develop
and maintain a computerized inventory of businesses operating in the City.
2. GRANT OF LICENSE
Contractor grants to City, as part of and pursuant to, the terms and conditions of
this Agreement, a license to use Contractor’s software, database, and other property
described in Exhibit “A” (collectively “Property”) at the time, place and manner
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described in Exhibit “A.” The Property may only be used by the City for the purposes
described in Exhibit “A,” and the City may not sublet, duplicate, modify, or transfer the
Property without the written consent of Contractor.
The license does not imply any ownership by the City of the Property and the
City may not sell the Property or use the Property for the benefits of others. Upon
termination of this agreement, the City will return the Property to Contractor and delete
the BIMS software from all City computer systems.
3. CITY OBLIGATIONS
The City shall provide a quarterly listing on electronic media of all businesses
currently licensed with the City and access to staff time as needed.
4. PROGRESS AND COMPLETION
The work under this contract will begin within ten (10) days after receipt of
notification to proceed by the City and be completed after each calendar quarter.
Extensions of time may be granted if requested by the Contractor and agreed to in
writing by the Finance Director. The Finance Director will give allowance for
documented and substantiated unforeseeable and unavoidable delays not caused by a
lack of foresight on the part of the Contractor, or delays caused by City inaction or other
agencies’ lack of timely action.
5. FEES TO BE PAID TO CONTRACTOR
The total fee payable for the services to be performed shall be $36,000 per year
for the first two years of the contract, $18,000 in the third year, and $12,000 per year in
years four and five, subject to the annual appropriation of funds by the City Council. No
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other compensation for services will be allowed except those items covered by
supplemental agreements per Paragraph 8, “Changes in Work.”
6. DURATION OF CONTRACT
This agreement shall extend for a period of five (5) years from date thereof,
subject to the provisions of Paragraph 11, “Termination of Contract” and annual
appropriation of funds by the City Council.
7. PAYMENT OF FEES
Quarterly payments will be made to the Contractor upon successful delivery and
implementation of the business license inventory quarterly updates, at the City’s offices.
8. CHANGES IN WORK
If, in the course of the contract, changes seem merited by the Contractor or the
City, and informal consultations with the other party indicate that a change in the
conditions of the contract is warranted, the Contractor or the City may request a change
in contract. Such changes shall be processed by the City in the following manner: A
letter outlining the required changes shall be forwarded to the City by Contractor to
inform them of the proposed changes along with a statement of estimated changes in
charges or time schedule. A Standard Amendment to Agreement shall be prepared by
the City and approved by the City according to the procedures described in Carlsbad
Municipal Code Section 3.28.172. Such Amendment to Agreement shall not render
ineffective or invalidate unaffected portions of the agreement.
9. COVENANTS AGAINST CONTINGENT FEES
The Contractor warrants that their firm has not employed or retained any
company or person, other than a bona fide employee working for the Contractor, to
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solicit or secure this agreement, and that Contractor has not paid or agreed to pay any
company or person, other than a bona fide employee, any fee, commission,
percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting
from, the award or making of this agreement. For breach or violation of this warranty,
the City shall have the right to annul this agreement without liability, or, in its discretion,
to deduct from the agreement price or consideration, or otherwise recover, the full
amount of such fee, commission, percentage, brokerage fees, gift, or contingent fee.
10. ANTI-DISCRIMINATION AND ANTI-HARASSMENT CLAUSE
The Contractor shall comply with all applicable state and federal laws and
regulations prohibiting discrimination and harassment.
11. TERMINATION OF CONTRACT
In the event the Contractor, after being notified by the City and given thirty (30)
days to cure, fails to prosecute, deliver, or perform the work as provided for in this
contract, the City Manager may terminate this contract for nonperformance by notifying
the Contractor by certified mail of the termination of the Contractor. The Contractor,
thereupon, has five (5) working days to deliver said documents owned by the City and
all work in progress to the Finance Director. The Finance Director shall make a
determination of fact based upon the documents delivered to City of the percentage of
work that the Contractor has performed which is usable and of worth to the City in
having the contract completed. Based upon that finding as reported to the City
Manager, the Manager shall determine the final payment of the contract.
This agreement may be terminated by either party upon tendering thirty (30)
days written notice to the other party. In addition, if, for any of the five (5) years
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covered by this agreement, the City Council elects not to appropriate funds for the
agreement, the City shall notify the Contractor within five (5) business days of the
City Council’s decision. In such instance, this agreement will terminate automatically
at the end of the last fiscal year for which funds have been appropriated.
In the event of voluntary or automatic termination of this agreement, and upon
the request of the City, the Contractor shall assemble the work product and put
same in order for proper filing and closing and deliver said product to City. The
Contractor shall be paid for work performed to the termination date; however, the
total shall not exceed the appropriate annual fee payable under paragraph 4. The
City Manager shall make the final determination as to the portions of tasks
completed and the compensation to be made.
12. CLAIMS AND LAWSUITS
The Contractor agrees that any contract claim submitted to the City must be
asserted as part of the contract process as set forth in this agreement and not in
anticipation of litigation or in conjunction with litigation. The Contractor acknowledges
that if a false claim is submitted to the City, it may be considered fraud and the
Contractor may be subject to criminal prosecution. The Contractor acknowledges that
California Government Code sections 12650 et seq., the False Claims Act, provides for
civil penalties where a person knowingly submits a false claim to a public entity. These
provisions include false claims made with deliberate ignorance of the false information
or in reckless disregard of the truth or falsity of information. If the City of Carlsbad
seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its
litigation costs, including attorney’s fees. The Contractor acknowledges that the filing of
a false claim may subject the Contractor to an administrative debarment proceeding
wherein the Contractor may be prevented to act as a Contractor on any public work or
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improvement for a period of up to five years. The Contractor acknowledges debarment
by another jurisdiction is grounds for the City of Carlsbad to disqualify the Contractor
from the selection process. & (Initial)
The provisions of Carlsbad Municipal Code sections 3.32.025, 3.32.026,
3.32.027 and 3.32.028 pertaining to false claims are
incorporated herein by reference.
13. JURISDICTION
The Contractor agrees and hereby stipulates that the proper venue and
jurisdiction for resolution of any disputes between the parties arising out of this
agreement is San Diego County, California.
14. STATUS OF THE CONTRACTOR
The Contractor shall perform the services provided for herein in Contractor’s own
way as an independent Contractor and in pursuit of Contractor’s independent calling,
and not as an employee of the City. Contractor shall be under control of the City only
as to the result to be accomplished, but shall consult with the City as provided for in the
request for proposal. The persons used by the Contractor to provide services under this
agreement shall not be considered employees of the City for any purposes whatsoever.
The Contractor is an independent Contractor of the City. The payment made to
the Contractor pursuant to the contract shall be the full and complete compensation to
which the Contractor is entitled. The City shall not make any federal or state tax
withholdings on behalf of the Contractor or its employees or subcontractors. The City
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which the Contractor is entitled. The City shall not make any federal or state tax
withholdings on behalf of the Contractor or its employees or subcontractors. The City
shall not be required to pay any workers’ compensation insurance or unemployment
contributions on behalf of the Contractor or its employees or subcontractors. The
Contractor agrees to indemnify the City within 30 days for any tax, retirement
contribution, social security, overtime payment, unemployment payment or workers’
compensation payment which the City may be required to make on behalf of the
Contractor or any employee or subcontractor of the Contractor for work done under this
agreement or such indemnification amount may be deducted by the City from any
balance owing to the Contractor.
The Contractor shall be aware of the requirements of the Immigration Reform
and Control Act of 1986 and shall comply with those requirements, including, but not
limited to, verifying the eligibility for employment of all agents, employees,
subcontractors and Consultants that are included in this agreement.
15. CONFIDENTIALITY OF INFORMATION
Any license information provided by CITY to CONTRACTOR under the
Agreement may only be used by CONTRACTOR for the purpose of fulfilling
CONTRACTOR’S obligations under this Agreement and may not be disclosed to any
third party without the advance CITY’S written consent.
Similarly, the CITY shall hold in confidence, using levels of effort consistent with
its own policies applicable to its confidential information, and shall not disclose to any
other party any Contractor Proprietary Information obtained by CITY in connection with
this Agreement, unless CONTRACTOR consents to the disclosure in writing or the
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disclosure is required by law. In the event the CITY receives a third party demand for
disclosure of Contractor Proprietary Information, the CITY will promptly notify
CONTRACTOR of the demand and CONTRACTOR will defend, indemnify, and hold
the CITY harmless against all claims, damages, costs of litigation, and attorney’s fees
arising out of the demand.
As used in this Paragraph, “Contractor Proprietary Information” means any
information which relates to internal controls, computer, or data processing programs;
data that has been modified by CONTRACTOR proprietary techniques resulting in
standardized, specifically correlated, or integrated information; or business affairs and
methods of operation or proposed methods of operation of CONTRACTOR, except
information which is not obtained through this Agreement or which is in the public
domain at the time of its disclosure.
16. OWNERSHIP OF DOCUMENTS
All plans, studies, sketches, drawings, reports, and specifications as herein
required are the property of the City, whether the work for which they are made be
executed or not. In the event this contract is terminated, all documents, plans,
specifications, drawings, reports, and studies shall be delivered forthwith to the City.
Contractor shall have the right to make one (1) copy of the plans for its records.
17. HOLD HARMLESS AGREEMENT
Contractor agrees to indemnify and hold harmless the City of Carlsbad and its
officers, officials, employees and volunteers from and against all claims, damages,
losses and expenses including attorneys fees arising out of the performance of the
work described herein caused by any willful misconduct, or negligent act, or omission of
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the contractor, any subcontractor, anyone directly or indirectly employed by any of them
or anyone for whose.acts any of them may be liable.
18. ASSIGNMENT OF CONTRACT
The Contractor shall not assign this contract or any part thereof or any monies
due thereunder without the prior written consent of the City.
19. SUBCONTRACTING
If the Contractor shall subcontract any of the work to be performed under this
contract by the Contractor, Contractor shall be fully responsible to the City for the acts
and omissions of Contractor’s subcontractor and of the persons either directly or
indirectly employed by the subcontractor, as Contractor is for the acts and omissions of
persons directly employed by Contractor. Nothing contained in this contract shall
create any contractual relationship between any subcontractor of Contractor and the
City. The Contractor shall bind every subcontractor and every subcontractor of a
subcontractor by the terms of this contract applicable to Contractor’s work unless
specifically noted to the contrary in the subcontract in question approved in writing by
the City.
20. PROHIBITED INTEREST
No official of the City who is authorized in such capacity on behalf of the City to
negotiate, make, accept, or approve, or take part in negotiating, making, accepting, or
approving of this agreement, shall become directly or indirectly interested personally in
this contract or in any part thereof. No officer or employee of the City who is authorized
in such capacity and on behalf of the City to exercise any executive, supervisory, or
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similar functions in connection with the performance of this contract shall become
directly or indirectly interested personally in this contract or any part thereof.
21. VERBAL AGREEMENT OR CONVERSATION
No verbal agreement or conversation with any officer, agent, or employee of the
City, either before, during or after the execution of this contract, shall affect or modify
any of the terms or obligations herein contained nor entitle the Contractor to any
additional payment whatsoever under the terms of this contract.
22. SUCCESSORS OR ASSIGNS
Subject to the provisions of Paragraph 18, “Hold Harmless Agreement,” all
terms, conditions, and provisions hereof shall inure to and shall bind each of the parties
hereto, and each of their respective heirs, executors, administrators, successors, and
assigns.
23. EFFECTIVE DATE
This agreement shall be effective on and from the day and year first written
above.
24. CONFLICT OF INTEREST
The City has determined, using the guidelines of the Political Reform Act and the
City’s conflict of interest code, that the Contractor will not be required to file a conflict of
interest statement as a requirement of this agreement. However, Contractor hereby
acknowledges that Contractor has the legal responsibility for complying with the
Political Reform Act and nothing in this agreement releases Contractor from this
responsibility.
25. INSURANCE
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The Contractor shall obtain and maintain for the duration of the contract and any
and all amendments insurance against claims for injuries to persons or damage to
property which may arise out of or in connection with performance of the work
hereunder by the Contractor, his agents, representatives, employees or subcontractors.
Said insurance shall be obtained from an insurance carrier admitted and authorized to
do business in the State of California. The insurance carrier is required to have a
current Best’s Key Rating of not less than “A-:V’ and shall meet the City’s policy for
insurance as stated in Resolution No. 91-403.
A. Coverages and Limits.
Contractor shall maintain the types of coverages and minimum limits
indicated herein, unless a lower amount is approved by the City Attorney or City
Manager:
1. Comprehensive General Liability Insurance. $1 ,OOO,OOO combined
single-limit per occurrence for bodily injury, personal injury and property damage. If the
submitted policies contain aggregate limits, general aggregate limits shall apply
separately to the work under this contract or the general aggregate shall be twice the
required per occurrence limit.
2. Automobile Liability (if the use of an automobile is involved for
Contractor’s work for the City). $1 ,OOO,OOO combined single-limit per accident for bodily
injury and property damage.
3. Workers’ Compensation and Employer’s Liability. Workers’
Compensation limits as required by the Labor Code of the State of California and
Employer’s Liability limits of $1 ,OOO,OOO per accident for bodily injury.
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4. Professional Liability. Errors and omissions liability appropriate to
the contractor’s profession with limits of not less than $1,000,000 per claim. Coverage
shall be maintained for a period of five years following the date of completion of the
work.
B. Additional Provisions.
Contractor shall ensure that the policies of insurance required under this
agreement contain, or are endorsed to contain, the following provisions.
1. The City shall be named as an additional insured on all policies
excluding Workers’ Compensation and Professional Liability.
2. The Contractor shall furnish certificates of insurance to the City
before commencement of work.
3. The Contractor shall obtain occurrence coverage, excluding
Professional Liability which shall be written as claims-made coverage.
4. This insurance shall be in force during the life of the agreement and
any extension thereof and shall not be canceled without 30 days prior written notice to
the City sent by certified mail.
5. If the Contractor fails to maintain any of the insurance coverages
required herein, then the City will have the option to declare the Contractor in breach, or
may purchase replacement insurance or pay the premiums that are due on existing
policies in order that the required coverages may be maintained. The Contractor is
responsible for any payments made by the City to obtain or maintain such insurance
and the City may collect the same from the Contractor or deduct the amount paid from
any sums due the Contractor under this agreement.
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26. RESPONSIBLE PARTIES
The name of the persons
receive written notice on behalf
1 who are authorized to give written notices or to
of the City and on behalf of the Contractor in
connection with the foregoing are as follows:
For City: Title
Name
Address
For Contractor: Title
Name
Address
27.
Architect/License Number:
Architect/License Number:
BUSINESS LICENSE
Finance Director
Lisa Hildabrand
1635 Faraday Avenue
Carlsbad. California 92008
Risk Manager
Monica Keller
714 Market Street, Third Floor
Philadelphia, PA 19106
Contractor shall obtain and maintain a City of Carlsbad Business License for
the duration of the contract.
28. ENTIRE AGREEMENT
This agreement, together with any other written document referred to or
contemplated herein, along with the purchase order for this contract and its provisions,
embody the entire agreement and understanding between the parties relating to the
subject matter hereof. In case of conflict, the terms of this agreement supersede
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subject matter hereof. In case of conflict, the terms of this agreement supersede
Exhibit “A” and the purchase order. Neither this agreement nor any provision hereof
may be amended, modified, waived or discharged except by an instrument in writing
executed by the party against which enforcement of such amendment, waiver or
discharge is sought.
Executed by Contractor this 26th day of July ,200o .
CONTRACTOR:
MBIA MuniServices Company/MRC
(MMC)
/+?Acc l%&HA/ C&O
(print name/title)
CITY OFA CARLSBAD, a municipal
ATTEST:
City Clerk
(Proper notarial acknowledgment of execution by Contractor must be attached.
Chairman, president or vice-president and secretary, assistant secretary, CFO or
assistant treasurer must sign for corporations. Otherwise, the corporation must attach a
resolution certified by the secretary or assistant secretary under corporate seal
empowering the officer(s) signing to bind the corporation.)
APPROVED AS TO FORM:
RONAL 9 R. BALL, City Attorney
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RESOLUTION NO. 2000-244
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, AUTHORIZING AGREEMENT
FOR BUSINESS LICENSE CONSULTING SERVICES WITH
MBIA MUNISERVICES COMPANY/MRC (MMC)
WHEREAS, a goal of the City Council is to develop and
implement proactive strategies to ensure the financial health of the
Community and the City; and
WHEREAS, business license tax guidelines are outlined in
City Council Ordinance 5.04; and
WHEREAS, staff is making a concerted effort to minimize
the number of unlicensed businesses in Carlsbad; and
WHEREAS, MBIA MuniServices Company/MRC (MMC)
developed a business license reporting system and information service
which will provide data on City of Carlsbad businesses; and
WHEREAS, staff believes our needs can best be met by
the services offered by MBIA MuniServices Company/MRC (MMC); and
WHERAS, Carlsbad Municipal Code chapter 3.28.150
states that the purchasing officer may waive the requirements for
solicitation of multiple proposals if only one individual or firm can provide
the professional service.
NOW, THEREFORE, BE IT RESOLVED by the City
Council of the City of Carlsbad, California, as follows:
1. That the above recitations are true and correct.
2. That Council authorizes the Mayor to execute the
Agreement for Business License consulting services
with MBIA MuniServices Company/MRC (MMC).
1 III
2 /JJ
3 III
4
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PASSED, APPROVED AND ADOPTED at a regular
meeting of the City Council on the 25th day of JU~V ,2000, by
the following vote, to wit:
AYES: Council Members Lewis, Hall, Finnila, Nygaard,
and Kulchin
NOES: None
8
ABSENT: None
14 ATTEST:
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(SEAL)
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EXHIBITA
BUSINESS INVENTORY MANAGEMENT SERVICE
MBIA MuniServices Company (MMC) proposes to provide to the City of Carlsbad
(City) a Business Inventory Management Service (SIMS). The objectives, scope,
procedures, system requirements, custom specifications, software license, timing
support and compensation are set forth as follows:
1. OBJECTIVES
MM3 BIM!S is designed to assist the City achieve the following objectives:
0 Build and Maintain an Accurate Business Inventory
0 Increase License Registration and Renewal Efficiency
cl Improve Efficiency in Business License Audits
0 Increase Revenue through Greater Registration Compliance
2 SCOPE OF SERVICE
MMC shall provide the City with a Business Inventory Management Service which
includes:
0 Creation and maintenance of a comprehensive and valid inventory of the
City’s businesses that is continuously updated
0 Quarterly progress reports to the City on the status of the business
inventory which shall include the current business inventory
cl License to use MMC’s proprietary business inventory management
software
0 Ongoing software upgrades, training and support
3. PROCEDURES
MMC responsibilities:
cl Secure from the City on electronic media a current listing of all businesses
registered with the City, and convert the data to a BIMSreadable format
cl Develop and maintain a computerized inventory of businesses operating
in the City by:
0 Preparing an aggregated list of business entities on electronic
media; this list is derived from multiple private and public hard
copy and electronic sources, including specialized business listings
and directories, and the City’s business tax and other confidential
revenue payment files
0 Cleaning and standardizing, in address-order, each entity’s
business name, address, and payment file information to eliminate
redundancies
0 Provide quarterly data cleaning, standardization and multiple source
integration using MMC’s proprietary software for compliance and
enforcement
0 Install the BIMS software, provide ongoing software upgrades, training
and support
City staff responsibilities:
cl Establish a record for each registered business;
a Each quarter provide MMC with a current listing of all businesses
registered with the City on electronic media;
4. SYSTEM REQUIREMENTS
The BIMS software component requires the following hardware:
0 Any 486 based IBM or compatible PC with 4 MB RAM
0 Hard disk with a minimum free space of 1 MB per 1,000 licenses
0 3.5” disk drive (1.44 MB)
0 SVGA or VGA monitor
0 Parallel (Centronics compatible) printer interface
0 Any Centronics-compatible parallel printer
0 Modem (min. 14.4 baud rate 28.8 preferred) and dedicated
telephone line
Software required includes:
0 MS or PC DO!3 version 5.0 or later
0 Communications software for the modem (PC Anywhere
recommended)
0 Word processing software with mail merge capability, i.e.,
WordPerfect, Microsoft Word, etc. for optional business license
administration service
Should the City desire, MMC will assist in evaluating and procuring the necessary
hardware and/or software.
5. SOFTWARE LICENSE, TIMING AND SUPPORT
Within 60 working days of contract authorization and receipt of necessary
information, MMC shall:
0 Install BIMS software on City hardware
0 Provide staff with up to 16 hours of training with easy-to-use operating
manuals
MMC shall also provide ongoing software and documentation upgrades, data
up&es, and up to 12 hours of annual support onsite or remotely by telephone
and/or modem on an as-needed basis.
6. COMPENSATION
The total five (5) year fee payable for the services to be performed shall be
$114,000. Payments will be made quarterly upon successful implementation of
the updates, in the amount of $36,000 for the first and second years, the third
year shall be $18,000, and years four and five shall be $12,000 each.
7. AUTHORIZATION
EXECUTED as of this day
CITY OF CARLSBAD MBIA MuniServices Company
By: By: iL--L?. (?fJYuu
Title:
Date:
Title:
Date:
Director of Client Services
Mav 20,200O
4
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City of Carlsbad
Records Management Department
August 7,200O
Monica Keller
MBIA MuniService Company
714 Market St, Third Fl
Philadelphia PA 19 106
Re: Agreement
Dear Ms. Keller,
The City of Carlsbad has approved the agreement for “consulting services for preparation of
business license inventory management and reports.” A fully executed copy is enclosed for your
records.
If you have any questions, please feel free to contact the finance director, Lisa Hildabrand.
Debra Doerfler
Enclosure
1200 Carlsbad Village Drive - Carlsbad, CA 92008-l 989 - (760) 434-2808 CB