HomeMy WebLinkAboutResolution - 2020-R0178 - Collectech Diversified, Contract 15109Resolution No. 2020-RO178
Item No. 7.1
Jane 9, 2020
IZESOLUTION
BE' IT RESOLVED BY THE CITY COUNCIL. OFI1E CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute for
and on behalf' oi' the City of Lubbock, Service Contract No. 15109 for Financial Collection
Services as per RI-P 20-15109-KM, by and between the City of Lubbock and Collectech
Diversified. Inc., of Lubbock, Texas, and related documents. Said Contract is attached hereto and
incorporated in this resolution as if fully set firth hcrcin and shall be included in the minutes oi'
the City COL11161.
Passed by the City Council on _ _ _ _ June 9, 2020
DANIEL M. POPE. MAYOR
A"1 11`ST:
Rebecc Garza, City Secreta Y-
APPROVED AS TO CONTENT:
i). 1 u Kostel ch, Chief Financ 11 icer
APPROVED AS TO FORM:
Array L. S S. De City A orney
vwxcdocs/RES.Contract 15109- Uinancial Collection Services
March 9, 2020
Resolution No. 2020-RO178
City of Lubbock, TX
Financial Collection Services
Agreement
Contract 15109
This Service Agreement (this "Agreement") is entered into as of the 9thday of June ,2020
("Effective Date") by and between Collectech Diversified, Inc._, (the Contractor), and the City of Lubbock
(the "City").
RECITALS
WHEREAS, the City has issued a Request for Proposals 20-15109-KM, Financial Collection
Services.
WHEREAS, the proposal submitted by the Contractor has been selected as the proposal which best
meets the needs of the City for this service; and
WHEREAS, Contractor desires to perform as an independent contractor to provide Financial
Collection Services, upon terms and conditions maintained in this Agreement; and
NOW THEREFORE, for and in consideration of the mutual promises contained herein, the City and
Contractor agree as follows:
City and Contractor acknowledge the Agreement consists of the following exhibits which are
attached hereto and incorporated herein by reference, listed in their order of priority in the event of
inconsistent or contradictory provisions:
1. This Agreement
2. Exhibit A— General Requirements
3. Exhibit B —Best and Final Offer
4. Exhibit C — Insurance
Scope of Work
Contractor shall provide the services that are specified in Exhibit A. The Contractor shall comply with all
the applicable requirements set forth in Exhibit B and C attached hereto.
Article 1
1.1 The contract shall be for a term of one year, with the option of four, one-year extensions, said
date of tern beginning upon formal approval. All stated annual quantities are approximations
of usage during the time period to be covered by pricing established by this bid. Actual usage
may be more or less. Order quantities will be determined by actual need. The City of Lubbock
does not guarantee any specific amount of compensation, volume, minimum, or maximum
amount of services under this bid and resulting contract. The Contractor must maintain the
insurance coverage required during the term of this contract including any extensions. It is
the responsibility of the Contractor to ensure that valid insurance is on file with the
Purchasing and Contract Management Department as required by contract or contract may
be terminated for non-compliance.
1.2 The Contractor shall not assign any interest in this Agreement and shall not transfer any
interest in the Agreement, whatsoever, without prior consent of the City.
1.3 All funds for payment by the City under this Agreement are subject to the availability of an
annual appropriation for this purpose by the City. In the event of non -appropriation of funds
by the City Council of the City of Lubbock for the goods or services provided under the
Agreement, the City will terminate the Agreement, without termination charge or other
liability, on the last day of the then -current fiscal year or when the appropriation made for
the then -current year for the goods or services covered by this Agreement is spent, whichever
event occurs first. If at any time funds are not appropriated for the continuance of this
Agreement, cancellation shall be accepted by the contractor on 30 days prior written notice,
but failure to give such notice shall be of no effect and the City shall not be obligated under
this Agreement beyond the date of termination.
1.4 This contract shall remain in effect until the first of the following occurs: (1) the expiration
date, (2) performance of services ordered, or (3) termination of by either party with a 30 day
written notice. The City of Lubbock reserves the right to award the canceled contract to the
next lowest and best bidder as it deems to be in the best interest of the city.
Article 2 Miscellaneous.
2.1 This Agreement is made in the State of Texas and shall for all purposes be construed in
accordance with the laws of said State, without reference to choice of law provisions.
2.2 This Agreement is performable in, and venue of any action related or pertaining to this
Agreement shall lie in, Lubbock, Texas.
2.3 This Agreement and its Exhibits contains the entire agreement between the City and
Contractor and supersedes any and all previous agreements, written or oral, between the
parties relating to the subject matter hereof. No amendment or modification of the terms of
this Agreement shall be binding upon the parties unless reduced to writing and signed by
both parties.
2.4 This Agreement may be executed in counterparts, each of which shall be deemed an original.
2.5 In the event any provision of this Agreement is held illegal or invalid, the remaining
provisions of this Agreement shall not be affected thereby.
2.6 The waiver of a breach of any provision of this Agreement by any parties or the failure of
any parties otherwise to insist upon strict performance of any provision hereof shall not
constitute a waiver of any subsequent breach or of any subsequent failure to perform.
2.7 This Agreement shall be binding upon and inure to the benefit of the parties and their
respective heirs, representatives and successors and may be assigned by Contractor or the
City to any successor only on the written approval of the other party.
2.8 All claims, disputes, and other matters in question between the Parties arising out of or
relating to this Agreement or the breach thereof, shall be formally discussed and negotiated
between the Parties for resolution. In the event that the Parties are unable to resolve the
claims, disputes, or other matters in question within 30 days of written notification from the
aggrieved Party to the other Party, the aggrieved Party shall be free to pursue all remedies
available at law or in equity.
2.9 At any time during the term of the contract, or thereafter, the City, or a duly authorized audit
representative of the City or the State of Texas, at its expense and at reasonable times,
reserves the right to audit Contractor's records and books relevant to all services provided to
the City under this Contract. in the event such an audit by the City reveals any errors or
overpayments by the City, Contractor shall refund the City the Poll amount of such
overpayments within 30 days of such audit findings, or the City, at its option, reserves the
right to deduct such amounts owing the City from any payments due Contractor.
2.10 The City reserves the right to exercise any right or remedy to it by law, contract, equity, or
otherwise, including without limitation, the right to seek any and all forms of relief in a court
of competent jurisdiction. Further, the City shall not be subject to any arbitration process
prior to exercising its unrestricted right to seekjudicial remedy. The remedies set forth herein
are cumulative and not exclusive, and may be exercised concurrently. To the extent of any
conflict between this provision and another provision in, or related to, this do.
2.11 The contractor shall not assign or sublet the contract, or any portion of the contract, without
written consent from the Director of purchasing and Contract Management. Should consent
be given, the Contractor shall insure the Subcontractor or shall provide proof of insurance
from the Subcontractor that complies with all contract Insurance requirements document, this
provision shall control.
2.12 Contractor acknowledges by supplying any Goods or Services that the Contractor has read,
My understands, and will be in full compliance with all terms and conditions and the
descriptive material contained herein and any additional associated documents and
Amendments. The City disclaims any terns and conditions provided by the Contractor
unless agreed upon in writing by the parties. In the event of conflict between these terms
and conditions and any terms and conditions provided by the Contractor, the terms and
conditions provided herein shall prevail. The terms and conditions provided herein are the
final terms agreed upon by the parties, and any prior conflicting terms shall be of no force
or effect.
2.13 Section 2270.002, Government Code, (a) This section applies only to a contract that: (1)
Is between a governmental entity and a company with 10 or more full-time employees;
and (2) has a value of $100,000 or mom that is to be paid wholly or partly from public
funds of the governmental entity. (b) A governmental entity may not enter into a contract
with a company for goods or services unless the contract contains a written verification
from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during
the term of the contract.
2.14 SB 252 prohibits the City from entering into a contract with a vendor that is identified by
The Comptroller as a company known to have contracts with or provide supplies or service
with Iran, Sudan or a foreign terrorist organization.
---INTENTIONALLY LEFT BLANK----
IN WITNESS WHEREOF, the parties hereto have caused this Contract to be executed the day and
year first above written. Executed in triplicate.
CITY OF LUB CK
Daniel M. Pope, Mayor
ATTEST:
kAll I
cGarza, City Secr
APPROVED AS TO CONTENT:
Linda Cuellar, Director of Accounting
APPROVED AS TO F*P
i
CACTOR
BY: I/ J.iS Ate✓
Authorized Representative
J kAy ,J OV-Ag nj
Print Name
/ -702/ 46-4
Address
4"J'Loa :�c ?-)41Z
City, State, Zip Code
Exhibit A
City of Lubbock, TX
RFP 20-15109-KM
Financial Collection Services
GENERAL REQUIREMENTS
1 INTENT
a) The City of Lubbock (hereinafter called "City") is seeking proposals from interested financial collection
agency and individuals, (hereinafter called "Agency') to provide Financial Collection Services.
b) Proposers are invited to submit demonstrated competence and qualifications of their firm for providing
these services.
c) The information contained within this document is intended to provide interested firms with the
requirements and criteria that will be used to make the selection.
2 ACCOUNT COLLECTION
a. LP&L Accounts
The Agency will perform all normal collection services on overdue accounts owed to LP&L
on a continuous basis. An overdue account is a final account which is approximately 45 days
old. All written collection procedures shall be prepared under the Agency's letterhead, name,
mailing address, physical address, and phone number. The LP&L Chief Executive Officer
(LP&L CEO), LP&L Chief Financial Officer (LP&L CFO), or authorized designee must
approve all written communications. Current volume consists of approximately 587 overdue
LP&L accounts per month with an average of $ 550 per account. If the collection rate falls
below 10% during any 2 consecutive months, the agreement may be terminated.
ii The Agency shall remit to LP&L the gross amount of all monies received on LP&L accounts
once per month using our current billing system. LP&L is currently in the process of
upgrading their billing system. As a result, an interface will be established between LP&L
and the selected Agency that allows the Agency to remit the gross amount of all monies
received on LP&L accounts electronically on a daily basis. The Agency will bill LP&L
monthly for any service fee due by LP&L. All fees are on a contingency basis.
iii The Agency shall honor requests by LP&L to withdraw accounts from collection upon
LP&L's request. Once an account has been mined back over to LP&L, the Agency is relieved
of all responsibility and rights of collection.
iv The Agency shall notify LP&L of any legal expense prior to incurring such expense. No
legal action shall be taken without written approval from the LP&L CEO, LP&L CFO, or
authorized designee. Account information shall be made available to LP&L personnel upon
request.
v LP&L will provide data on accounts to be collected via email using our current billing
system, and electronically through the interface when the new billing system becomes
available.. Collection payment information is to be returned to LP&L via the same format.
vi Frequency of Notices. The Agency at a minimum shall send three written notices according
to the following schedule with respect to each customer for which there is an address in which
mail has not been previously returned:
City of Lubbock, TX
RFP 20-15109-KM
Financial Collection Services
Within seven (7) business days of initial assignment of an account
Within twenty-one (21) business day of initial assignment of an account
Within forty-five (45) business days of initial assignment of an account
vii Frequency of telephone efforts for delinquent accounts. The Agency shall attempt to contact
customer not less than six (6) times on six separate days and at different times. The intention
is for the Agency to continue to locate the customer to encourage him/her to resolve their
outstanding debt. The Agency upon reaching the customer shall make every effort to collect
the delinquent amount owed. The agency must complete these telephone efforts within forty-
five (45) days of the assignment of the account from LP&L. The Agency must maintain
Spanish speaking staff to assist Hispanic customers. The Agency shall provide a toll free
phone line to assist customers in resolving their delinquent bills; this phone number must be
provided on all forms and correspondence and adhere to Local, Federal and State laws. The
hours of operation must be described in detail to LP&L as well as to the public.
viii The Agency, upon receipt of any notices that are mailed and returned because of incorrect
information, shall obtain appropriate address and phone number prior to resuming noticing
efforts.
ix At least 30 days before submission of delinquent debtor data to a credit bureau, the debtor
must be notified in writing of the following: (1) that payment of the claim is overdue; (2)
that, not less than 30 days after sending the notice, the City intends to disclose to a credit
bureau that the person is responsible for the claim; (3) the specific information to be disclosed
to the credit bureau; and (4) of the rights the person has to complete explanation of the claim
and to dispute information about the claim.
x Accounts may not be compromised by the Agency; however, Agency may enter into payment
arrangements with customer not to exceed 6 months without prior approval of LP&L. It is
the intent of LP&L that the Agency work with cooperative customers who enter into and
comply with the terms of a payment agreement. Such accounts shall not be referred to the
credit bureaus unless the customer fails to make payments in accordance with the agreement.
b. Water and Sewer Pro-Rata Accounts - Accounting
i The Agency will perform all normal collection services on current and overdue water and
sewer pro -rota accounts. Current volume is approximately 120 accounts averaging $409.
The installment billing shall consist of a statement sent at least once a month prior to the due
date. All written collection procedures shall be prepared under the Agency's letterhead,
name, mailing address, physical address and phone number. The Director of Financial
Planning & Analysis, Fiscal Policy must approve all written communications. Water and
sewer pro -rota accounts are considered delinquent on the I Oth day following the due date.
ii The Agency shall remit to the City the gross amount of all monies received on City accounts
once per month The Agency will bill the City for any fee due the Agency on regular monthly
statements. All fees will be on a contingency basis. The Agency shall honor requests by the
City to withdraw accounts from collection. The Agency must keep the appropriate City
personnel advised of any and all payment terms agreed upon by the Agency and the Payee.
City of Lubbock, TX
RFP 20-15109-KM
Financial Collection Services
Once an account has been turned back over to the City, the Agency is relieved of all
responsibility and rights of collection. If the Agency receives monies on the account
following the return of the account to the City, all monies will be forwarded to the City within
3 days.
c. Paving —Accounting
The Agency will perform all normal collection services on overdue paving accounts. Current
volume is approximately 325 accounts averaging $685. All of these accounts are delinquent
and are no longer receiving installment billings. The most recent of these accounts is fifteen
years old. If the City resumes installment billings, the installment billings shall consist of a
statement sent at least once a month prior to that due date. All written collection procedures
shall be prepared under the Agency's letterhead, name, mailing address, physical address and
phone number. The Chief Financial Officer must approve all written communications.
Paving accounts are considered delinquent on the I Oth day following the due date.
The Agency shall remit to the City the gross amount of all monies received on City accounts
once per month. The Agency will bill the City for any fee due the Agency on regular monthly
statements. All fees will be on a contingency basis. The Agency shall honor requests by the
City to withdraw accounts from collection. The Agency must keep the appropriate City
personnel advised of any and all payment terms agreed upon by the Agency and the Payee.
Once an account has been turned back over to the City, the Agency is relieved of all
responsibility and rights of collection. If the Agency receives monies on the account
following the return of the account to the City, all monies will be forwarded to the City within
3 days.
d. Civic Center/Civic Lubbock, Inc.
i The Agency will perform all normal collection services on current and overdue Civic Center
accounts which the City desires handled by a collection Agency. Civic Center accounts
consist mainly of rent accounts. The agency will also collect on overdue accounts I'or Civic
Lubbock, Inc. (CLI), a component unit of the City. These accounts consist mainly of food,
beverage, and contracted labor charges that are incurred as additional charges for rental of
events at City facilities.
ii All written collection procedures shall be prepared under the Agency's letterhead, name,
mailing address, physical address, and phone number.
iii The Agency shall keep separate records for City accounts and CLI accounts. The Agency
shall remit to the City the gross amount of all monies received on City and CLI accounts
once per week. The Agency may bill the City monthly. All fees will be on a contingency
fee basis. The Agency shall honor requests by the City to withdraw accounts from collection.
Once an account has been turned back over to the City, the Agency is relieved of all
responsibility and rights of collection and monies received on an account that has been
withdrawn will be forwarded to the City within 3 days. The Agency shall notify the City of
any legal expense prior to incurring such expense. No legal action shall be taken without
written approval from the Chief Financial Officer. Account Information shall be made
available to City personnel upon request.
City of Lubbock, TX
RFP 20-15109-KM
Financial Collection Services
RESPONSE FORMAT
All responses must be presented on the standardized "Financial Collection Services Response Form"
which has been provided as an attachment to this document. Selection will be based on an evaluation
of the standardized proposal forms received and accompanying information. The City reserves the
right to reject any and all proposals or to formally negotiate certain points of the final contract with
the selected agency.
4 EVALUATION CRITERIA
The following criteria will be used to evaluate and rank submittals:
a) Cost of services (fees) — 50 Points
b) Proven collection services capabilities (i.e. proven ability to handle large accounts
successfully based upon feedback received from references.) and overall quality and
completeness of services — 30 Points
c) Understanding of the City's needs, problems, tasks, availability for training and personal
services —10 Points
d) Automation capabilities —10 Points
5 PROPOSAL FORMAT
a) Proposals should provide a straightforward, concise description of the Offeror's capabilities
to satisfy the requirements of the RFP. Emphasis should be on completeness, clarity of
content, and conveyance of the information requested by the City.
b) The proposal should be bound in a single volume where practical. All documentation
submitted with the proposal should be bound in that single volume.
c) If the proposal includes any comment over and above the specific information requested in
the RFP, it is to be included as a separate appendix to the proposal.
d) The proposal must be organized into the following response item sections and submitted in
an indexed binder.
e) Cover letter addressed to the Ilonorable Mayor and City Council that states the Offeror's
understanding of the services to be provided. Include any additional information believed
necessary that is not requested elsewhere in the RFP.
I) A description of the methodology to be used to complete the project to include, but not be
limited to, how recommendations will be formulated and commitment of adequate
appropriate resources to the project.
g) Offeror's specific expertise in areas pertinent to the project to include a listing and brief
description of similar projects completed (with the dates of completion) or in progress and a
list of references by name, address, and telephone number for each project listed. This list
of projects in progress shall include the phase of work that each project is currently in (i.e.
design, bid, construction), and the estimated completion date.
City of Lubbock, TX
RFP 20-15109-KM
Financial Collection Services
h) A brochure of past work, with emphasis on comparable projects.
List of principal(s) of the Proposer and amount of time that principal(s) will be involved in
the project.
j) List of other professionals to be used, if applicable, with a record of experience in projects
of this nature. Identification of principal(s) and percentage of time the principal(s) will be
involved in the project.
k) The organizational structure of the employees who will be assigned to this project along with
resumes of those individuals. If a joint venture is expected, then provide the organizational
structure of the sub -contractor and resumes of those persons who will be involved in the
project.
The Proposer most assure the City that he/she will to the best of his/her knowledge,
information and belief, be cognizant of, comply with, and enforce, where applicable and to
the extent required, all applicable federal or state statutes and local ordinances.
m) Describe the Offeror's methodology for handling errors and omissions.
n) Disclosure of any obligations posing a potential conflict of interest, including service on City
boards and/or commissions and any current contracts with the City of Lubbock. This would
apply to the Proposer as well as consultants subcontracted by the Proposer.
o) Any material which the proponent wishes to submit and which is not specifically requested
in the above categories.
p) Offerors are strongly encouraged to explore and implement methods for the utilization of
local resources, and to outline how they would address outreach issues in their proposal. It
is also the desire of the City that the City of Lubbock program serve, as much as practicable,
to stimulate growth in all sectors of the local business community. Describe how your firm
would facilitate this process, and provide any relevant information about similar efforts on
previous projects.
Exhibit B
City of Lubbock, TX
RFP 20-15109-KM
Financial Collection Services
Best and Final Offer
FINANCIAL COLLECTION SERVICES RESPONSE FORM
(To be completed by bidder and attached with your proposal)
(To be completed and returned with Proposal)
Agency name: Collectech Diversified, Inc.
Official submitting (type):
ud at Jard
Official signature: �--J-/�y
Tide of official: President/CEO
Telephone number: 806-747-1122
Rate Schedule:
ITEM
ACCOUNT COLLLECTIONS
Fees
1.
Lubbock Power & Light
19.0 %
2.
Water & Sewer Pro-rata
9.0 %
3.
Paving
9.0%
4.
Civic Center/Civic Lubbock, Inc.
9.0%
*All fees are on a contingent basis and unit price is per account.
Exhibit C
City of Lubbock, TX
RFP 20-15109-EM
Financial Collection Services
INSURANCE
SECTION A. Prior to the approval of this contract by the City, the Contractor shall furnish a completed Insurance Certificate to
the City, which shall be completed by an agent authorized to bind the named underwriter(s) to the coverages, limits, and
termination provisions shown thereon, and which shall famish and contain all required information referenced or indicated
thereon. THE CITY SHALL HAVE NO DUTY TO PAY OR PERFORM TINDER THIS CONTRACT UNTIL SUCH
CERTIFICATE SHALL HAVE BEEN DELIVERED TO THE CITY.
INSURANCE COVERAGE REQUIRED
SECTION B. The City reserves the right to review the insurance requirements of this section during the effective period of the
contract and to require adjustment of insurance coverages and their limits when deemed necessary and prudent by the City based
upon changes in statutory law, court decisions, or the claims history of the industry as well as the Contractor.
SECTION C. The Contractor shall obtain and maintain in full force and effect for the duration of this contract, and any extension
hereof, at Contractors sole expense, insurance coverage written by companies approved by the State of Texas and acceptable to
the City, in the following type(s) and amount(s):
TYPE OF INSURANCE
COMBINED SINGLE LIMIT
VERAL LIABILITY
Commemial General Liability (] Other
General Aggregate
$1.000.000
Claims Made ® Occurrence
Products-Comp/Op AGG
X
W/Heavy Equipment
Personal & Adv. Injury
X
To Include Products of Complete Operation Endorsements
Contactual Liability
N
Promises Operations
x
Independent Contractors
X
OFESSIONAL LIABI I.1 FY
Crime, Employee Dishmu,0,
TOMOTIVE LIABILIIY
Any Auto ❑ All Owned Autos
Scheduled Autos ❑ Hired Autos
Non -Owned Amos
CESS LIABILITY
Umbrella Form
CAGE LIABILITY
Any Auto
General Aggregate $1,000.000
Combined Single Limit
Each Occurrence $
Each Occurrence
Aggregate _
Auto Only - Each Accident _
Each Accident Aggregate _
BUILDER'S RISK ❑ 100%of the Toml Qmtact Prim
INSTALLATION FLOATER ❑ 100%.fthc Total Material Costs
POLLUTION
CARGO
WORKERS COMPENSATION — STATUTORY AMOUNTS OR OCCUPATIONAL MEDICAL AND DISABILITY
EMPLOYERS' LIABILITY $500,000
COPIES OF ENDOSEMENTS ARE REQUIRED
City ofLubbocknamed as additionalinsured art Ama Genoa/ Liability anapfi a, andiron-emadbu., basis.
Ta incbule prmlucis ofmmplered operadmis andomoracat
Waiver ofsubrogodon in favor ofthe City of Lubbock on all coverages, escepJ
The City of Lubbock shall be named as an additional insured on a primary and non-contributory basis and shall include waivers
of subrogation in favor of the City on all coverage's. Copies of the Certificates of Insurance and all applicable endorsements are
required.
ADDITIONAL POLICY ENDORSEMENTS
The City shall be entitled, upon request, and without expense, to receive copies of the policies and all endorsements thereto and
may make any reasonable request for deletion, revision, or modification of particular policy terms, conditions, limitations, or
exclusions (except where policy provisions are established by law or regulation binding upon either of the panics hereto or the
underwriter of any of such policies), Upon such request by the City, the Contractor shall exercise reasonable efforts to accomplish
such changes in policy coverages, and shall pay the cost thereof.
REQUIRED PROVISIONS
The Contractor agrees that with respect to the above required insurance, all insurance contracts and certificate(s) of insurance will
contain and state, in writing, on the certificate or its attachment, the following required provisions:
a. Name the City of Lubbock and its officers, employees, and elected representatives at additional insureds, (as the interest
of each insured may appear) as to all applicable coverage;
b. Provide for thirty (30) days' notice to the City for cancellation, nonrenewal, or material change:
c. Provide for notice to the City at the address shown below by registered mail;
d. The Contractor agrees to waive subrogation against the City of Lubbock, its officers, employees, and elected
representatives for injuries, including death, property damage, or any other loss to the extent same may be covered by
the proceeds of insurance;
e. Provide that all provisions of this contract concerning liability, duty, and standard of care together with the
indemnification provision, shall be undenvritten by contractual liability coverage sufficient to include such obligations
within applicable policies.
NOTICES
The Contractor shall notify the City in the event of any change in coverage and shall give such notices not less than 30 days prior
the change, which notice must be accompanied by a replacement CERTIFICATE OF INSURANCE.
All notices shall be given to the City at the following address:
Marta Alvarez, Director of Purchasing and Contract Management
City of Lubbock
1625 130 Street, Room 204
Lubbock, Texas 79401
SECTION D. Approval, disapproval, or failure to act by the City regarding any insurance supplied by the Contractor shall not
relieve the Contractor of full responsibility or liability for damages and accidents as set forth in the contract documents. Neither
shall the bankruptcy, insolvency, or denial of liability by the insurance company exonerate the Contractor from liability.
CERTIFICATE OF INTERESTED PARTIES FORM 1295
1of1
Complete Nos. 1-4 and 6 if there are interested parties.
OFFICE USE ONLY
Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parries.
CERTIFICATION OF FILING
Certificate Number:
1
theme of business entity filing loan, and the city, state and country of the business entity's place
of business.
2020-577665
Colleclech Diversified, Inc.
Lubbock, TX United Stales
Date Filed:
01/15/2020
2
Name of governmental entity or stale agency that Ise party to the contract for which the form is
being filed.
City of Lubbock
Date Acknowledged:
03/0212020
3
Provide the Identification number used by the governmental entity or state agency to track or Identify the contract, and provides
description of the services, goods, or other property to be provided under the contract.
RFP20-15109-KM
Financial Collection Services
4
Name of Interested Party
City, State, Country (place of business)
Nature of Interest
(check applicable)
Controlling
I Intermediary
Judy, Jordan
Lubbock, TX United States
X
5
Check only if there is NO Interested Parry. ❑
6
UNS HORN DECLARATION
Myname is and mydamoimrlhls
My address is
unreal (-Y) (slalel bits code) (—rs)l
I declare under penalty of perjury that the foregoing is we and correct.
Executed in County, State of , on the day of 20_
(mania) (year)
Signature of authorized agent of contracting business entity
joedareng
Forms provided by Texas Ethics Commission vnewethics.state.N.us Version V1.1.3a6aar7d
CERTIFICATE OF INTERESTED PARTIES FORM 1295
loll
Complete Nos. 1- 4 antl 6 it there are interested parties.
Complete Nos. 1, 2. 3.5, end 61t there are no Interested parties.
OFFICE USE ONLY
CERTIFICATION OF FILING
Certificate Number:
2020-577685
Dale Filed:
0111512020
Date Acknowledged:
1 Name of business entity filing form, and the city, state and country of the business entity's place
of business.
Collectech Diversified, Inc.
Lubbock, TX United States
2 Name of governmental entity or slate agency that Is a party tot the contract for which the form Is
being filed.
City of Lubbock
3 Provide the Identification number used by the governmental entity or state agency to track or Identity the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
RPP20.15109-KM
Financial Collection Services
4
Name of Interested Parry
City, State, Country (place of business)
Nature of Interest
(check applicable)
Controlling
Intermediary
Judy, Jordan
Lubbock, TX United States
X
5 Check only if there is NO Interested Party. ❑
6 UNSWORN DECLARATION
My name is Judy Jordan and my date of birth Is
My address i6 1721 45th Street , Lubbock , TX .79412 USA
(street) (dty) (slate) kip wd.) (tour,)
I decline under penalty of perjury that the foregoing Is true and correct.
Executed In Lubbock County, State of Texas come 23 flavor January 2020
(momN IvecO
—'Signature o�ized agent of crintracting business entity
(Deo rand
Forms provided by Texas Ethics Commission vvvw.ethics.state,N,us Version V1.13a6aal7d
"`u CERTIFICATE OF LIABILITY INSURANCE I oA ITR" Y1 2019
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 ee"HIC to holder Is an ADDITIONAL INSURED, the poliey(les) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such andorsament(s).
PRODUCER NAME, Wayne Perrin
330234th trISUranCR lLO20Cy PHONE - --
3302 3alh Street . (806) 795-4301 vaevXc Ma _ (806) 792-6156
Lubbock, TX 794103232 p'R ne . wayne@sImspEmB.com
-- INSuaeRLef AADRDINOCOVERAOE Ni _
IxsuRERn_
P. 0. Continental Western Insurance Company 10804
suRED mBox
208etl INSURER B Texas Mutual Ins. Company A0043
P.O. Bech Div27 r ----- -
Lubbock. TX79452 INSURER c.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE
POLICY
INDICATED. NOTWITHSTANDING ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH
PERIOD
THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED
HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
IRM TYPE Of INSNRANCE ADD URR' POuc EFP POLICY EFP
POLICY NUMBER M YY ryYVV
UNDIS
A _ C..MERCIALOENERAL LIABILITY Y CPA 427218522 04/11/2019 04/11/2020
EACHOCCURRENCE $
1.000.000
��__ ClAIMSMADE OCCUR
..
_
OA%LTDETO-FEPTEv -
BEMISEa ICAPEReMeL_ 4 _
— ---
200.000
------ — -
MEOE%PIM. MPpenenl $
10._000
---
Y 3
_GE/xPAGGREWTE LLMITMPLIES PER'.
GENERAL AGGREGATE
GENERAL AGGREGATE E
2.WO.000
)I roLKv vRO'
JECi LOC
PI10G(6TSLOMPIOP4GG Y
2.000.000
OTHER
S
--
A AUTOMOBNE LAZILRY Y CPA 427218522 04/112019 04/112020
MBINEO LE UMR
NIYAUIO
$ .RlL_
500,000
OWNED SCHEWLEO
W
OOLY I
BODILY WURY(PNpsam) $
HOMY gUT05
EY
BOOILYIWWYIpa evNmll 5
AVfOS ONLY pNONdWNMY
GRbPERT ONMGE $
IPLKCNLpIL.__
$
_
UMBRELLA LMB OCCUR
E%CE93L4B
EACH OCCURRENCE $
CWMS%UOE
-
S
DIED RETENTION f
_AGGREGATE
--
B WORKERS COMPFHSATON 0001210995
AND EMPLOYERS' LIABILITY 04/122019 04/122020
p $
H
µV PROFNETORPARTNENEMECUTIVETIN
-"ATAIIJIP—�P.--.—_--,
OFRCERNEMBER EXCLUDED' ❑ NIA
E.L EACH ACCIDENT
SQQ.000
IManEMOry In NH)
_$
IfyeS. EeamOe.W
E.L DISEASE-E1 EMtt0TEE_
SQD,OOD
OESCRIPIIONOF OPERATIONS MIOw
--
D PROF SP2552235 '.11/07/2019 11101I2020
E.L DISEASE- POLICY LIMIT s
500,000
E Fidel 106679515 11/01/2019 11/01/2020
1M
7M
CEBCNPTIOx OF OPERAIONB I LOCATIONS I VEHICLES (ACORD I0 , AEEilimx RemaMs ScheEulq may0e aMatllaE iI—ra space is rpulM)
CERTIFICATE HOLDER _...__..._. _..
City of Lubbock
Atln:Marla Alvarez
P O So%2000
Lubbock, TX 79457
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
ecnon ne mme,AeL
e — uWID—so more. or AVUHD
Cheryl Brock
Changed On
Description
Before
After
0W26/2020
Approved User, ID
[none]
Bro&. Cheryl
032612020
Completed
No
Yes
03/262020
Complete Date
(none]
3QW020
03I262020
Item Review Status ID
Under Review
Approved
03I262020
Passed
No
Yes
0312612020
StatusChargedDate
[none]
3262020
D. Blu Kostelich
Changed On
Description
Before
After
0325I2020
Approved User ID
[none]
Kostelich, D. Blu
0325I2020
Completed
No
Yes
0WWO20
Complete Date
Inonel
3252020
03252020
Item Review Status ID
Under Review
Approved
03252020
Passed
No
Yes
03252020
StatusChargedDate
Inonel
3252020
Lainey Morrison
Changed On
Description
Before
After
101=019
Approwal User ID
Inure]
Monson. Lainey
iD102019
Completed
No
Yes
IDIM019
Complete Date
Inonel
12J102019
12I102019
Item Review Status ID
Under Review
Approved
12/102019
Passed
No
Yes
1211012019
SbtueChargeiDale
Inonel
12M02019
0M012020
Attachmentatltletl
0M02020
Approved User ID
[none]
Morahan, Lainey
03G02020
Completed
No
Yes
0MM020
Complete Date
[none)
3I302020
03i302020
Item Review Status ID
Under Review
Approvetl
UM02020
Passed
No
Yes
03I302020
StatusCtiargedDate
[none]
3I302020
Current Balance Cost of GoodiServices
Additional Info
$0.00
Item Review (Budget Director)
S0 00
Item Review (Budget Direcler)
$0.00
Item Review (Budget Director)
$0.00
Item Review (Budget Director)
$000
Item Review (Budget Director)
$Og00
Item Review (Budget Director)
Cument Balance Cost of GoodJSmvices
Additional info
$0 00
Item Review (Assistant City ManagEmCFO)
$0.00
Item Review (Assistant City Manager/CFO)
SOW
Item Review (Assistant City ManagerlCFO)
$0 00
Item Review (Assistant City Manager/CFO)
$0.00
Item Review (Assistant City Manager/CFO)
$0 00
Item Review (Assistant City Manager/CFO)
Current Balance Cost of GoodlServices AddiOonalinfo
$0,00
Item Review (Risk
Management Coordinator)
50.00
Item Review (Risk
Management Coordinator)
50.00
Item Review (Risk
Management Coordinator)
$0.00
Item Review (Risk
Management Coordinator)
$a m
Item Review (Risk
Management Coordinator)
50.00
Item Review (Risk
Management Coordinator)
$0.00
Attachment (15/09 ins reg ryher.pd0
$0.00
Item Review (Risk
Management Coordinator)
$0.00
Item Review (Risk
Management Coordinator)
50.00
Item Review (Risk
Management Coordinator)
$0.00
Item Review (Risk
Management Coordinator)
$0.00
Item Review (Risk
Management Coordinator)
$0.00
Item Review (Risk
Management Coordinator)
June 01, 2020 Page 1 of 1