County of Monterey - File #: 23-616

• File #: 23-616
• Name: Ontario Correspondence
• Type: General Agenda Item
• Status: Passed
• File created: 7/14/2023
• In control: Board of Supervisors
• On agenda: 7/25/2023
• Final action: 7/25/2023
• Title: a. Ratify the execution of the Agreement between the County of Monterey Treasurer-Tax Collector Revenue Division and Ontario Systems, LLC - DBA-Finvi, for correspondence services including printing and mailing of letters to customers, demographic searches, and electronic address confirmation. The Agreement is effective July 1, 2023, through June 30, 2024, not to exceed $62,000. b. Approve non-standard Limitation on Liability language in the Schedule A as recommended by the Office of Treasurer-Tax Collector.

Date	Action By	Action	Result
7/25/2023	Board of Supervisors

Title
a. Ratify the execution of the Agreement between the County of Monterey Treasurer-Tax Collector Revenue Division and Ontario Systems, LLC - DBA-Finvi, for correspondence services including printing and mailing of letters to customers, demographic searches, and electronic address confirmation. The Agreement is effective July 1, 2023, through June 30, 2024, not to exceed $62,000.
b. Approve non-standard Limitation on Liability language in the Schedule A as recommended by the Office of Treasurer-Tax Collector.
Report
RECOMMENDATION:
It is recommended that the Board of Supervisors:
a. Ratify the execution of the Agreement between the County of Monterey Treasurer-Tax Collector Revenue Division and Ontario Systems, LLC - DBA-Finvi, for correspondence services including printing and mailing of letters to customers, demographic searches, and electronic address confirmation. The Agreement is effective July 1, 2023, through June 30, 2024, not to exceed $62,000.
b. Approve non-standard Limitation on Liability language in the Schedule A as recommended by the Office of Treasurer-Tax Collector.

SUMMARY/DISCUSSION:
The County of Monterey Treasurer-Tax Collector Revenue Division has entered into standard agreements for court-ordered debt correspondence services with Columbia Ultimate Business Systems (CUBS) from fiscal years 2015 through 2021. CUBS was subsequently acquired by Ontario Systems and continued performing the same services. In 2022, the Treasurer-Tax Collector executed an agreement for correspondence services with Ontario Systems with the same terms and conditions as in past agreements with CUBS. The Treasurer-Tax Collector recently executed another agreement with Ontario Systems with the same terms and conditions as prior agreements for the period of July 1, 2023, through June 30, 2024. County Counsel assigned to the department has noted the Limitation on Liability language in Schedule A of the Agreement is non-standard and requested this language be approv...