Agmt 2004 HDL Software LLC - Laserfiche WebLink

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Yes/ ID Re uirement Descri tion No Comment 1 Provide a business licensing system that HdL's system uses tables for the City's business automates license issuing, renewal and Yes rules including fees, renewal periods, penalties, payment processing. license number sequencing, and approval re uirements. 2 Allow user defined routing to departments Yes HdL currently uses a stored "filter" to allow determined by type of license. departments to identify those records that require approval. Routing shall be done electronically via No Email notification is not currently available. It is email interface with a link directly into the ~ on HdL's list of enhancements of optional s stem. features for 2005. 3 Provide the ability to have multiple licenses Yes There is no restriction to the number of licenses at the same business location. at the same business location. 4 Provide the ability to calculate fees in a Fee tables allow for any number of factors, variety of ways, including gross receipts, Yes including gross receipts, number of employees, number of employees, square footage square footage, number of machines, number of vehicles, number of units, flat fees. 5 Provide the ability to pro-rate for partial Yes The system contains apro-ration table. ear a ents. 6 Provide ability to charge for special fees In addition to its fee tables, the system also and assessments based on a user defined Yes allows users to assess fees based on geographical criteria. This criteria can include (but not areas and business types. limited to business t e and arcel location 7 Track receivables and develo a in re orts Yes HdL uses Cr stal 9 to develo these re orts. 8 Ability to provide multiple fee structures All fee tables contain an effective date. As the with an effective date for each. Yes license issue date is entered, the system Automatically determine the fee structure references the correct fee. data based on issue date of license 9 Ability to import lock box processing into Payments can be imported from the lock box predefined data fields Yes provider and inserted into the data base. However, users will still have to open the license records and calculate the amount of the fee, since fees are based on taxpayer provided information. There is an additional cost for this im ort. 10 Provide the ability to adjust fees to 7fie system has a method for entering accommodate businesses that are exempt Yes adjustments to fees for any business reason. It from normal fees and charges. also has the capability of providing "exempt" fee schedules for those business not required to pay normal fees and charges. The system will also accept a "zero" payment, allowing the user to track the date the exem t renewal was received. l 1 Provide the ability for multiple departments The system provides for user-defined levels of to use the system with security options for Yes security and confidentiality so that multiple each department. departments and staff members have access to functionali as determined b the Ci 12 Provide identification for non-renewable Non-renewable license types will be identified license types. Ability to eliminate these in Yes with a Renewal Cycle = "None". They will not a batch renewal rocess. be selected Burin the batch renewal rocess. 13 Provide the ability to complete a batch Yes Both the generation of renewal notices and the renewal for current licenses. posting of payments can be performed using a batch rocess. 14 Ability to quickly view outstanding fees for Yes It is easy to view any balance due and any any business. unpaid fees for each individual record. The s stem also tracks credit balances. ] 5 A suite of 10-20 standard reports included 20 reports/letters/forms are included with the within the base program to use for Yes system. HdL uses Crystal 9 as its report writer. mana ement review and standard forms and In addition, there is an eas -to-use ad hoc Consulting Services Agreement between [September 15, 2004] City of San Leandro and HtlL Software LLC Page 15 of 34