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Agenda 2/14/2023 Item #16C 3 (Continue outsourcing the printing and mailing of CCWSD water, wastewater, and irrigation quality water utility bills)16.C.3 02/ 14/2023 EXECUTIVE SUMMARY Recommendation to award Request for Proposal ("RFP") No. 22-8010, "Printing and Mailing Services for Utility Billing," to InfoSend, Inc., and authorize the Chairman to sign the attached agreement. OBJECTIVE: To continue outsourcing the printing and mailing of Collier County Water -Sewer District ("CCWSD") water, wastewater, and irrigation quality water utility bills. CONSIDERATIONS: The CCWSD currently uses the services of InfoSend, Inc., formerly Southwest Direct, Inc. ("InfoSend") to print and mail customer utility bills (the "service"). This service has been outsourced since March 10, 2009. Outsourcing the service has shown several demonstrated benefits, as follows: • Provides flexible formatting of utility bills to meet customer needs. • Provides additional billing functionality, such as pdf of customer bills for a 24-month retention period. • Provides operational savings by eliminating: o Printing and sorting equipment leases o Paper and ink supplies o Courier services to deliver printed bills to the post office o Return payment envelope for customers who pay via automatic bank draft, and o Paper and envelope supply for customers who choose to receive their utility bills via email • Provides business continuity in the event the Mercantile Avenue facility is damaged or destroyed in a natural disaster. On June 22, 2022, the Procurement Services Division posted RFP No. 22-8010, "Printing and Mailing Services for Utility Billing." The County received two proposals by the July 22, 2022, submission deadline. Both proposers were found to be responsive and responsible. A selection committee met on August 25, 2022 to review the proposals. In part, the evaluation criteria required the vendors to have specific qualifications, and to provide at least three references from clients of a similar size as the county for which those firms provided services similar in scope and complexity within the past three years. After reviewing the proposals and deliberating, the committee ranked the proposals as follows: Proposers Final Ranking InfoSend, Inc. 1 1 One2One Communications LLC dba OneSource 2 Staff is recommending awarding the RFP to the incumbent vendor, InfoSend, Inc. InfoSend's proposed rates are fair and competitive in the current market. The attached proposed agreement will replace the existing Agreement No. 18-7312 with InfoSend, which is currently scheduled to expire on June 26, 2023. Subject to the Board's approval, the new agreement will become effective June 27, 2023 and includes an initial three-year term, with two additional one-year renewal terms options. InfoSend has been in business in Florida for 34 years, performed services for the county for 13 years, and is reputable with a good work history. FISCAL IMPACT: The current cost to print and mail approximately 46,000 utility bills is $166,000 annually under the existing contract. IS's pricing in Agreement No. 22-8010 for FY24 through FY28 anticipates a lower annual spend of approximately $163,000 due to material cost savings. Printing costs may increase as new Packet Pg. 852 16.C.3 02/ 14/2023 customers connect to the water/wastewater systems, but this could be offset by customers transitioning to a paperless/electronic format. Costs also vary depending on the type of inserts included with the monthly water/wastewater paper bills. Funds are available in the Collier County Water -Sewer District Operating Fund (408). Estimated costs for the duration of the contract: Estimate Current Year Year 1 Year 2 Year 3 Year 4 Year 5 Printing & Mailing Operation Expense FY23 $165,600 FY24 $162,900 FY25 $162,950 FY26 $163,000 FY27 $163,200 FY28 $163,300 GROWTH MANAGEMENT IMPACT: There is no Growth Management impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval.-SRT RECOMMENDATION: That the Board of County Commissioners, Ex-officio the Governing Board of the Collier County Water -Sewer District, approves the award of RFP No. 22-8010, "Printing and Mailing Services for Utility Billing," to InfoSend, Inc., and authorize the Chairman to sign the attached agreement. Prepared by: Annia Machin, Manager Utility Billing and Customer Service, Utilities Finance Division ATTACHMENT(S) 1.22-8010 - Final Ranking (PDF) 2.22-8010 Notice of Recommended Award Executed (PDF) 3.22-8010 Solicitation (PDF) 4.22-8010_Contract _INFOSEND_CAO (PDF) 5. [Linked] 22-8010 InfoSend-Proposal (PDF) 6.22-8010_COI INFOSEND (PDF) Packet Pg. 853 16.C.3 02/14/2023 COLLIER COUNTY Board of County Commissioners Item Number: 16.C.3 Doc ID: 24289 Item Summary: Recommendation to award Request for Proposal ("RFP") No. 22-8010, "Printing and Mailing Services for Utility Billing," to InfoSend, Inc., and authorize the Chairman to sign the attached agreement. Meeting Date: 02/14/2023 Prepared by: Title: Operations Analyst — Public Utilities Operations Support Name: Heather Sweet 01/13/2023 8:20 AM Submitted by: Title: Manager - Operations Support - PUD — Public Utilities Operations Support Name: AmiaMarie Curry 01/13/2023 8:20 AM Approved By: Review: Public Utilities Operations Support Annia Machin Additional Reviewer Procurement Services Ana Reynoso Level 1 Purchasing Gatekeeper Procurement Services Barbara Lance Additional Reviewer Procurement Services Sandra Herrera Additional Reviewer Capital Project Planning, Impact Fees, and Program Management Gilbert Moncivaiz Public Utilities Department Drew Cody Level 1 Division Reviewer Public Utilities Department George Yilmaz Level 2 Division Administrator Review County Attorney's Office Scott Teach Level 2 Attorney Review Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Office of Management and Budget Laura Zautcke Additional Reviewer County Manager's Office Dan Rodriguez Level 4 County Manager Review Board of County Commissioners Geoffrey Willig Meeting Pending Completed 01/13/2023 8:47 AM Completed 01/13/2023 10:19 AM Completed 01/13/2023 11:32 AM Completed 01/16/2023 5:54 PM Additional Reviewer Completed 01/18/2023 5:22 PM Completed 01/19/2023 8:49 AM Completed 01/25/2023 1:00 PM Completed 01/26/2023 8:45 AM Completed 01/26/2023 9:05 AM Completed 01/26/2023 10:58 AM Completed 02/02/2023 4:28 PM Completed 02/07/2023 8:08 AM 02/14/2023 9:00 AM Packet Pg. 854 `puagoJUI 0; SGOIAJag 6uiPw pue 6ui;uiad„ `0L08-ZZ 'ON : 68ZVZ) 6uilueN leuid - 0608-ZZ :;uGWL43ejjv bA w C � 0 44 0 � au corrN^ � o E 0000 C L 0 � a 40 0 bA C ea C � w C a u o 0 0 E� ca �; C ° � U 0 0 a c� A O N e3 p � p •O x 00 M Q � N U O 0 O w 0 � G z _U � U � U � O C/I 4 CIA O cz Q DocuSign Envelope ID: F3BDD6B8-EE3D-48B3-AFC4-EA9386FD38B8 16.C.3.b C oMer County Procurement Services Division c Notice of Recommended Award U) 0 w Solicitation: 22-8010 Title: Printing and Mailing Services for Utility Billing Due Date and Time: July 22, 2022 at 3:00 pm Respondents: Company Name City County State Final Ranking Responsive/Responsible InfoSend, Inc Anaheim Orange CA 1 Yes/Yes One2One Communications LLC dba OneSource Buffalo Grove Lake and Cook IL 2 Yes/Yes Utilized Local Vendor Preference: Yes 0 No - Recommended Vendor(s) For Award: On June 22, 2022, the Procurement Services Division issued Request for Proposal ("RFP") 22-8010 to five thousand two hundred nineteen (5,219) vendors for Printing and Mailing Services for Utility Billing. Forty-six (46) bid packages were viewed and two (2) bids were received by the July 22, 2022 deadline. Staff reviewed the bids received and both bidders were deemed responsive and responsible. InfoSend, Inc. was contacted due to a minor irregularity for a missing document. The Selection Committee met on August 25, 2022. After review of the proposals and deliberation, the Committee scored the proposals and ranked the firms as shown above. Staff is recommending award to the top ranked firm InfoSend, Inc. Contract Driven = Purchase Order Driven 0 Required Signatures DocuSigned by: I Project Manager: Heather Sweet I Y—t-L— u/jl/LULL �-- 9UE28235EM447... DocuSigned by: Procurement Strategist: Barbara Lance I�utilrrvlu- ota ", 8/31/2022 14490C19A3D448F... Procurement Services Director: DocuSigned by: _F H 8/31/2022 Saf+J;eWeV44F5- Date Packet Pg. 856 16.C.3.c ;r CorierC01414ty Procurement Services Division COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSAL (RFP) FOR PRINTING AND MAILING SERVICES FOR UTILITY BILLING SOLICITATION NO.: 22-8010 BARBARA LANCE, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8998 Barbara.Lance@colliercountyfl.gov (Email) This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. 0 4- 0 0 0 N N O Z CD 00 N N Packet Pg. 857 16.C.3.c SOLICITATION PUBLIC NOTICE REQUEST FOR PROPOSAL (RFP) NUMBER: 22-8010 PROJECT TITLE: PRINTING AND MAILING SERVICES FOR UTILITY BILLING PRE -PROPOSAL CONFERENCE: N/A LOCATION: PROCUREMENT SERVICES DIVISION, CONFERENCE ROOM A, 3295 TAMIAMI TRAIL EAST, BLDG C-2, NAPLES, FLORIDA 34112 DUE DATE: JULY 22, 2022 AT 3:00 PM PLACE OF RFP OPENING: PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FL 34112 All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: https://www.bidsync.com/bidsync-cas INTRODUCTION As requested by the Financial Operations Support Division (hereinafter, the "Division"), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, "County") has issued this Request for Proposal (hereinafter, "RFP") with the intent of obtaining proposals from interested and qualified vendors in accordance with the terms, conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated. The objective for the Request for Proposal (RFP) is to select a firm to provide Collier County Government, Public Utilities Department (PUD), and Financial Operations Support (FOS) Division with services for printing, mailing, emailing of e-bills, and web access of all its utility bills and any supporting documentation. The results of this solicitation may be used by other County departments once awarded according to the Board of County Commissioners Procurement Ordinance. Historically, County departments have spent approximately $187,000; however, this may not be indicative of future buying patterns. BACKGROUND Financial Operations/UBCS (FOS/UBCS) division of the county has been outsourcing the printing, mailing, emailing of e-bill availability, and web access of all its utility bills and any supporting documentation. Currently FOS/UBCS bills utility bills for approximately fifty-four (54) cycles with approximately 80,000 customers, consequently multiple cycles of bills are printed on some days. Bills are printed and mailed every business day of the year with very few exceptions. The average number of bills printed each day is three thousand three hundred (3,300). The estimated highest number of bills printed in a day is approximately seven thousand (7,000). FOS/UBCS estimates that the number of customers billed each year increases by two (2) percent. FOS/UBCS bills that are mailed to customers currently, consists of a one (1) page bill (two (2) sides, with the reverse side changing annually) and a return envelope (see attached Exhibit A for current FOS/UBCS bills and Exhibit B for inserts). The bill is printed on an 8 1/2" by I I" stock bill form with a perforated tear off payment remittance slip on the bottom of the bill, current print colors may be changed in the future. Inserts may be included monthly with each customer bill. The inserts are either one or two (maximum) 8 ''/z" by I V pages. The inserts might be smaller than 8 ''/z" by 11" or one folded 8 '/2" X 14". In the future, FOS/UBCS may be interested in sending multiple pages as a part of their utility bills. A large majority of customer bills are mailed to addresses within the U.S.; however, bills are sent to addresses in other countries. Approximately 5% of the bills per month are mailed internationally, including Canadian addresses, and 95% of the bills per month are mailed domestically. The final processing and printing of bills for a cycle is all completed within one (1) day. The due date that is printed on the bills is calculated based on the assumption that the bills will be printed on the same date that the bill is processed in the system. If the bills are printed and mailed on a date after the date the final bill processing is performed, the customer's ability to pay before the due date printed on the bill is impacted. Thus, it is imperative that customer bills be printed and mailed on the same day that the final processing is performed. c c m 0 c 0 d m Cn a� c c 0 a� c c �L a 0 0 0 N N O Z 01 w N 14 N c 0 0 0 co 0 0 0 N N c m E t c� Q 2 Packet Pg. 858 16.C.3.c The County currently has a standard bill print that is used for all customer utility bills. FOS/UBCS must be able to locally print copies of bills from the vendor's website in the FOS/UBCS offices. After the final processing of a cycle of customer accounts is completed, the billing system creates a file that contains the customer bill information. The format that the County presents the file to the current outsource vendor is a TXT formatted file; within the file are headers, trailers, detail, location, description of bill, totals, draft information, message, and special characters contained by the format regulated data created by the software. The formatted data file will be presented by the Harris Computer Firm; (The vendor will capture the data, and per the County's approved design, populate and print bills; fold and stuff into envelopes provided by the supplier; seal and meter; and deliver to the United States Postal Service (USPS) daily. Postage for the mailing of local and nationwide customer bills will be charged to the County's USPS postage permit, international postage will be paid in advance via a purchase order. The County's current Impresa system identifies customer bills that are automatically paid by customers using bank drafts and other automated payments. Those customers receive a copy of their bill; however, the bill is marked as paid via bank draft or auto pay and the bill does not include a return envelope. The county's current Impresa system also identifies customer accounts where a duplicate bill has been requested to be sent to a secondary address. Email notification of bill availability is also a feature of the billing options provided to customers; the Impresa system identifies those customer bills where the customer has elected to receive eBill notification. The County requires the vendor to upload the customer bills (PDF Format), to the vendor's website. TERM OF CONTRACT The contract term, if an award(s) is/are made is intended to be for three (3) years with two (2) year renewal options. Prices shall remain firm for the initial term of this contract. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure. The County Manager, or designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred eighty (180) days. The County Manager, or designee, shall give the Contractor written notice of the County's intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term then in effect. All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery, provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR. DETAILED SCOPE OF WORK The selected Vendor shall be responsive to the FOS/UBCS requirements below and provide costs which will be inclusive of labor, equipment, materials, and other services to complete the entire scope of service. Data, Security and Technical Support a. Provide a secure FTP site, or approved equivalent, for FOS/UBCS to send, and the vendor to receive the daily files from FOS/UBCS in the format identified by the County. b. Provide all technical support staff, software, and equipment to complete the entire scope of work. c. Ensure that the County's data is protected, secured, and not shared with third -party vendors, or other individuals, in accordance with local, state and federal regulations. d. Provide a "1-800" toll free or local telephone number for FOS/UBCS support; telephone support must be between 7:00 AM-5:00 PM (Eastern Standard Time), Monday - Friday. e. Provide a four (4) hour, or less, response time for technical calls. f. Provide a system for an escalation of issues, along with contract names, telephone numbers and emails. g. Provide redundant data centers and equipment delivery systems in the event of a declared or undeclared (by the County) disaster. A disaster is defined as fire, weather related, or other catastrophic loss of operational capability at the vendor's primary location for the execution and delivery of service as outlined in this REP. 2. Internet Site a. The vendor is required to upload customer bills to the vendor's website at the completion of each printing cycle and maintain a minimum of twenty-four (24) months of bills for each account. FOS/UBCS customers will access this site via a link from the County's online account access website. FOS/UBCS will replicate the printing of bills from this site in the event customers do not have access to the internet. Any inserts will be uploaded to the vendor's website as well as the County's website. c c m c 0 d m Cn a� c c 0 aM c W c �L a 0 0 0 N N 0 z on 00 N 14 N c W 0 .2 0 Cn 0 0 0 N N c m E t c� Q Packet Pg. 859 16.C.3.c b. Electronic bill presentment is presently performed by a third -party vendor (payor portal/hosting services). Design, Print, Meter and Mail Services a. Provide complete FOS/UBCS invoice (bill, insert and envelope) design, printing, metering and processing of all bills per approved FOS/UBCS proof of concept acceptance. Bills must be printed with the following names, addresses, bar codes, OCR characters, plus billing usage information and graphical images (graphical images may or may not apply), per FOS/UBCS specifications. See Exhibit A for a sample of the County's billing data, a definition of the data elements in the billing data, and a definition of which data elements in the billing data that must be printed on the bill. b. Provide on -going changes to design of bills or inserts at the request of FOS/UBCS. Quotes will be provided for all bill design changes and inserts printed by vendor. Quotes for inserts should include a per thousand basis as well as full customer base distribution. c. Provide a maximum of two one page "8 '/z X I I" inserts or one "8 '/z X 14" folded insert, with option for multiple pages. Collier County would like to have quotes for printing in the range of 70,000 flyers. Inserts can be flyers, brochures, etc. d. FOS/UBCS data sent to the FTP site by noon each day must be processed, printed, metered and mailed the same day. Data sent after noon, must be processed, printed, metered and mailed by noon the following day. e. The customer due date that is printed on the bills must be twenty (20) days from the date the bill is printed (i.e. if the print date is 10/l/2022, the customer due date is 10/20/2022). f. Provide the separation of bills that are printed (i.e. customers using bank drafts and other auto pay methods will not receive return envelopes or targeted messages). g. Provide the separation of bills where customers have elected to receive email notification of e-Bill availability via the County's website and send emails as appropriate. h. Provide email delivery failure notification with rejection codes by billing cycles. i. Provide the printing of duplicate bills to a secondary address based on data in the bill file. j. Provide the lowest prevailing first-class meter rate available for the Utility bill metering. k. Outgoing bills via USPS should be post marked with a Florida (preferably Collier or Lee County) post mark, unless mailed under a disaster condition. 1. Bills must be printed so that the use of return paper, envelopes, postage, etc. by billed customers is minimized. m. Provide daily reports in Excel format of what has been printed, mailed, metered by class, etc. n. Provide reports for reconciliation of fees charged to Collier County. o. Provide reports for reconciling out of country postage and other miscellaneous postal fees. 4. M scellaneous a. Vendor will be required to comply with USPS Cass/Mass Standards (notification of non-compliance is to be reported in written format to a Collier County Representative or designee within one (1) business day of notification by the USPS). b. Vendor will also have certification of USPS NCOA — Link system (notification of non-compliance to be reported in written format to a Collier County Representative or designee within one (1) business day of notification by the USPS). c. Ensure compliance with USPS address verification/validation. d. Demonstrate the use of "environmentally friendly products" (inks, paper, etc.) without additional costs to this contract. e. Demonstrate a monthly quality assurance program to ensure that bills are being printed properly, metered and sent from the supplier's location. f. Provide reasonable training to other County Divisions to incorporate similar bill, print and meter services for the same cost. g. Vendor will notify Collier County of postal rate changes a minimum of thirty (30) days of effective date. h. Vendor will provide a report of all address changes received from the USPS. i. Compliance/adherence to: 1. Exhibit A - County's Bill Format 2. Exhibit B — County's Insert Disaster Recovery Plan a. Provider disaster recovery plans in the event the distribution facility is down; recovery is of the utmost importance and service must be reinstated within forty-eight (48) hours of the disaster declaration by Collier County. b. Use of third -party vendors during the disaster must adhere to all the terms and conditions of this contract, including the security of the County's data. c. Disaster recovery facilities must be provided from outside of the State of Florida. Bills must be mailed on the same schedule reported in 3.1) post mark and color printing requirements may be eased in a disaster scenario. c c m c 0 d m Cn a� c CU c 0 a� c c IL` 0 0 0 N N 0 z CD w N 14 N c 0 2 0 Cn 0 0 0 N N c 0 0 Q 4 Packet Pg. 860 1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Evaluation Criteria for Development of Shortlist, which will be the basis for short -listing firms. The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated and scored by the COUNTY. The COUNTY will then score and rank the firms and enter into negotiations with the top ranked firm to establish cost for the services needed. The COUNTY reserves the right to issue an invitation for oral presentations to obtain additional information after scoring and before the final ranking. With successful negotiations, a contract will be developed with the selected firm, based on the negotiated price and scope of services and submitted for approval by the Board of County Commissioners. 1.2 The COUNTY will use a Selection Committee in the Request for Proposal selection process. c 1.3 The intent of the scoring of the proposal is for respondents to indicate their interest, relevant experience, financial capability, staffing and organizational structure. 1.4 The intent of the oral presentations, if deemed necessary, is to provide the vendors with a venue where they can conduct o discussions with the Selection Commttee to clarify questions and concerns before providing a final rank. 5 1.5 Based upon a review of these proposals, the COUNTY will rank the Proposers based on the discussion and clarifying 0 questions on their approach and related criteria, and then negotiate in good faith an Agreement with the top ranked Proposer. 1.6 If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top -ranked firm, negotiations with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a contract cannot be M successfully negotiated with the firm ranked second, negotiations with that firm will be formally terminated and negotiations c shall begin with the third ranked firm, and so on. The COUNTY reserves the right to negotiate any element of the proposals - in the best interest of the COUNTY. f° c 0 RESPONSE FORMAT AND EVALUATION CRITERIA FOR DEVELOPMENT OF SHORTLIST: c 1.7 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY' S Selection Committee to score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing a materials. Proposals must address the following criteria: c Evaluation Criteria Maximum Points o 1. Cover Letter and Proof of Concept 25 Points N 2. Cost of Services to the County 25 Points c 3. Specification Compliance 20 Points Z 4. Disaster Recovery Facility and References 15 Points M 5. Local Vendor Preference 10 Points N 6. Certified Minority Business Enterprise 5 Points v TOTAL POSSIBLE POINTS 100 Points 0 0 Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work �9 previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-four .2 (24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County's financial system r0 of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the o Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on o random selection by the Procurement Services Director before at least three (3) witnesses. 00 N N ---------------------------------------------------------------------------------------------------------------------------------------------------------- Each criterion and methodology for scoring is further described below. C m E 0 * * *Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or your a Proposal may be deemed non -responsive*** EVALUATION CRITERIA NO. 1: COVER LETTER AND PROOF OF CONCEPT (25 Total Points Available) Provide a proof of concept that contains all elements that are currently included on the bill (Name, address, OCR, barcodes, etc.) 1. Proof of Concept should include three types of bills: a. A Proof of Concept of typical bill with no inserts, including bill and return envelope b. A Proof of Concept of typical bill with no inserts assuming bank draft or AutoPay Packet Pg. 861 16.C.3.c c. A Proof of Concept of typical bill with inserts and return envelope 2. Describe any additional information about the Proof of Concept that you want the County to consider. Proof of concept: Vendors must provide a "proof of concept" program as a part of this proposal package. See Exhibit A: County's Bill Format of the County's current bill format, a sample of the County's billing data, a definition of the data elements in the billing data, and a definition of which data elements in the billing data must be printed on the bill. Vendors are required to submit a Utility bill sample proof of concept using the data provided. The design, print, and quality of the bills will be evaluated as a part of the vendor's proposal. The County also requests a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. Submission of a signed proposal is Vendor's certification that the Vendor will accept any awards as a result of this RFP. EVALUATION CRITERIA NO. 2: COST OF SERVICES TO THE COUNTY (25 Total Points Available) Provide the following price information in the format requested below. Price for Design, Printing, Scenarios Sorting, Mail Preparation Postage Price per Piece (assumes (assumes volume of 46,000 per volume of 46,000 per month) month) A proof of concept of typical bill $ $ per piece (Domestic) with no inserts, including bill and Price per piece return envelope $ per piece (Canada) $ per piece (International) A proof of concept of typical bill $ $ per piece (Domestic) with no inserts assuming bank Price per piece draft $ per piece (Canada) $ per piece (International) A proof of concept of typical bill $ $ per piece (Domestic) with inserts and return envelope Price per piece $ per piece (Canada) $ per piece (International) eBill notification through registered email address via the $ Internet (no printing, no envelope, Price per piece no inserts Electronic inserts for eBill $ Price per insert customers c c m W c 0 d m W a� c c 0 a� c c �L a 0 0 00 N N O Z cn w N 14 N C 0 0 .2 0 W 0 0 0 N N C 0 E 0 Q 6 Packet Pg. 862 16.C.3.c 4/0 no bleeds - $ 2/2 no bleeds - $ 4/4 no bleeds - $ Printing of 8'h" X 11" Above prices are for 46,000 inserts 50# white offset inserts 4/0 no bleeds - $ 2/2 no bleeds - $ 4/4 no bleeds - $ Above prices are for 1,000 inserts 4/0 no bleeds - $ 2/2 no bleeds - $ 4/4 no bleeds - $ Printing of 8 1/2" X 11" Above prices are for 46,000 inserts 90# gloss inserts 4/0 no bleeds - $ 2/2 no bleeds - $ 4/4 no bleeds - $ Above prices are for 1,000 inserts Note: Above pricing is for printing of statement inserts only. Any variation in insert size or paper stock will require a quote. Likewise, any stand-alone direct mail projects will be quoted on a project -by -project basis. EVALUATION CRITERIA NO.3: SPECIFICATION COMPLIANCE (20 Total Points Available) Provide the following information for backup, including web site/local print, "Fail/Safe" system. 1. Indicate the following information for any subcontractors who will be used in the award of this request for proposal by your firm: a. Name of third -party vendor b. Functions that third party vendor would perform c. Contact name and telephone number 2. Describe the location of where the County's utility bills will be printed and mailed, including the location of the postmark. 3. Provide days and hours of operation. 4. Describe the proposed implementation plan to a to achieve the outsourcing of the County's utility bill, including tasks, milestones, and timelines. 5. Describe the components of the Date, Security and Technical Support plan of executing this contract with the County. 6. Submit a copy of the USPS CASS/MASS certificate of compliance and the USPS NCOA — Link System certification. 7. Describe the quality assurance process used in this scope of work. 8. Describe any other support services that your company will include in their proposal. c c m W 0 c 0 d m W a� c c 0 a� c L a 0 0 N N Z cn w N 14 N c 0 0 2 0 W 0 0 0 N N C 0 E 0 Q 7 Packet Pg. 863 16.C.3.c EVALUATION CRITERIA NO. 4: DISASTER RECOVERY FACILITY AND REFERENCES (15 Total Points Available/3 Page Limitation) In the event of a disaster or emergency, the vendor shall continue to provide the services outlined in this RFP. Describe the complete disaster recovery plan (including maximum number of days of non -service) and the redundant data and equipment delivery system, include comments on if the distribution facility is inoperative, how will the County's bills be printed, metered, and mailed; include response and timeline to the closing of its facility and the backup plan for producing the County's FOS/UBCS customer invoices and data backup and retrieval. The County requests that the vendor submit no more than three (3) completed reference forms from utility clients whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the vendor that best represent projects of similar size, scope and complexity of this project using form provided in Attachment B — Form 8. Vendors may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. EVALUATION CRITERIA NO. 5: LOCAL VENDOR PREFERENCE (10 Total Points Available) Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax Collector for at least one year prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. EVALUATION CRITERIA NO.6: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points Available) Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Minority Business Enterprise VENDOR CHECKLIST ***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List)*** c m 0 c 0 d m Cn a� c c 0 a� c c �L a 0 0 N N O Z rn 00 N 14 N Packet Pg. 864 16.C.3.d FIXED TERM SERVICE AGREEMENT # 22-8010 for "PRINTING AND MAILING SERVICES FOR UTILITY BILLING" THIS AGREEMENT, made and entered into on this day of 2022 by and between INFOSEND, INC. authorized to do business in the State of Florida, whose business address is 4240 E La Palma Ave., Anaheim, CA 92807 , (the "Contractor") and Collier County, a political subdivision of the State of Florida, (the "County"): WITNESSETH: 1. AGREEMENT TERM. The Agreement shall be for a three ( 3 ) year period, commencing ❑ upon the-date-cf Board approval; or ❑■ on June 27, 2023 and terminating on three ( 3 ) year(s) from that date or until all outstanding Purchase Order(s) issued prior to the expiration of the Agreement period have been completed or terminated. The County may, at its discretion and with the consent of the Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for two ( 2 ) additional one ( 1 ) year(s) periods. The County shall give the Contractor written notice of the County's intention to renew the Agreement term prior to the end of the Agreement term then in effect. The County Manager, or his designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred and eighty (180) days. The County Manager, or his designee, shall give the Contractor written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. 2. COMMENCEMENT OF SERVICES. The Contractor shall commence the work upon issuance of a ❑ Purchase Order ❑ ^Jotice-to-Pr�ce�A 3. STATEMENT OF WORK. The Contractor shall provide services in accordance with the terms and conditions of ❑■ Request for Proposal (RFP) ❑ ;nVitutio to Bid (ITB) ❑ Othcr _ ) # 22-8010 , including all Attachment(s), Exhibit(s) and Addenda and the Contractor's proposal referred to herein and made an integral part of this Agreement. ■❑ The Contractor shall also provide services in accordance with Exhibit A — Scope of Services attached hereto. Page 1 of 17 Fixed Term Service Agreement 2022_Ver.2 Packet Pg. 865 16.C.3.d 3.1 This Agreement contains the entire understanding between the parties and any modifications to this Agreement shall be mutually agreed upon in writing by the Parties, in compliance with the County's Procurement Ordinance, as amended, and Procurement Procedures in effect at the time such services are authorized. 4. THE AGREEMENT SUM. The County shall pay the Contractor for the performance of this Agreement based on Exhibit B- Fee Schedule, attached hereto and the price methodology as defined in Section 4.1. Payment will be made upon receipt of a proper c invoice and upon approval by the County's Contract Administrative Agent/Project S Manager, and in compliance with Chapter 218, Fla. Stats., otherwise known as the "Local ° Government Prompt Payment Act". 4.1 Price Methodology (as selected below): ❑ ! mp Sum-(Flxed'P rice):. A -firm fixed -total -'price -offering ,for'-u-'project; the-r,sk-s--are }rlanofnrr�a+rJ..,frnr=� h� (`nllr�4�i Fn }hn nnn+rantor;, n �rl._ �� n,.,4�II�in4�c�,prnn�in�a,+l��rca,_urca.,.n '11 u11J1V1 1.1"1 VI 1'-l1IV VllUlll�l K, LI1,, "'CC 11 V I,-G 1Ill,-CAJ u UJII IVJJ NVI1%.- GI V V V II i'iur�y-"vi i utter iui' ii vvOvn; °`"'Nr �� nt�d' ruth r`i'-'ti n" vvritruvtvr'--i I u "N vrri ""`to `ti'i JUIIJfU^itivri•.,.of.-th --County, prvj�vt'm.mnn.nger"'befo r an'..' "payment f`or., th�n�.-,fixed.,,.. price".contract ❑ Time, anw_�IrA1-.LL'fGeVri.aW '..--.--Te-C-,ounty-a grees,.to-a.y`+l he-conractor-fnr_the-amount of -labor tin , .,.ent`Ihiy' the contrn+0'✓ni10%eer'n d`,l,6-ortrtosto-p.for,th"Wrk' 'u��"+pie (number CD of-hour:--times_hour;y--ruts);--and-for--materials-alnd-equa,prnent -used i^ the -project -(cost of O 0 mnterialc nIII,I� }�ac_rnnlr�ar`►nr�c m-a lrl In),..Thic ,, n4{Znrinl rr�r.in ge er�ally l -sed in rojects in iL+llV1'IIAI� p1UJ'� IV'-VVIlII'(AVLV, J-111(Arl\lAp. ." 1"111J mVll V\:IlJl�l,�l IJ`�VnVICAIIY'IAJVIA`I,'1'�i1VJVVIJ"„', N N nnnlnrnicnt, ar>hic. it iota-nn4annc ih VYI IIVh C%.' LVIy1IVIIh1,-JV1_III IL IJ IIVC t:,V�V11J ltnC O#n that'thV--projeCt1Vg1'IrnyVnt'jVuld-mVJ-lily-chlge-A,,+a'gcne,bsilnns.,,"prac.—,CJ • • the e-cotrts-,incld,-bun,updcumcta+onof costs-` ivv�vil�N CY) hnl rs rked n d hill' iv..,r to bby . nnitiran (a rd nt--,co mp any r s Ibcon rant . , of 71l"lf�l"J"-weI1vV _�"a"uny:1 ""�AJrnin��l I°�lAi"�• ��IVJIOVII--'�[an4`"nV �/ur��"`(VI�"`�a'.1`�./V7-itiC.A Vlh�r� � N nrfl n y`. yr-`pl+. y r c, 11-`ry c o r C41 s ,".r-ri{n.11'.�� .q Ui'ipn �i'i :v �-," nd-otho �"r ei M1,Ur.CiulJ ll�i ti m e IL{ ee rp�i rl r 1 n t�afin , nr,,,4 e�a..,prnj _ , do umen«., 11 Vn'fo lhV IV ect: '0 yl ❑■ Unit Price: The County agrees to pay a firm total fixed price (inclusive of all costs, w including labor, materials, equipment, overhead, etc.) for a repetitive product or service o delivered (i.e. installation price per ton, delivery price per package or carton, etc.). The z invoice must identify the unit price and the number of units received (no contractor �l inventory or cost verification). r O 4.2 Any County agency may obtain services under this Agreement, provided sufficient funds are included in their budget(s). of o 4.3 Payments will be made for services furnished, delivered, and accepted, upon N receipt and approval of invoices submitted on the date of services or within six (6) months a after completion of the Agreement. Any untimely submission of invoices beyond the E specified deadline period is subject to non-payment under the legal doctrine of "laches' as untimely submitted. Time shall be deemed of the essence with respect to the timely a submission of invoices under this Agreement. Page 2 of 17 Fixed Term Service Agreement 2022_Ver.2 Packet Pg. 866 16.C.3.d 4.4 The County, or any duly authorized agents or representatives of the County, shall have the right to conduct an audit of Contractor's books and records to verify the accuracy of the Contractor's claim with respect to Contractor's costs associated with any Payment Application, Change Order, or Work Directive Change. 4--:p5 ❑ (check--,if---applicable) '. Travel--` and -'-`Reimbursable---Ex1penses` Travel ... and 'I �V11[1 b urrsab le � Ex-`Il 1.1st-,be-Nppr0vl,d-i 1,' Adv-.1.l Vlr .:J, —vu r�ti l�l g--by:.: the-C:oullty��• Trf.�A lel �.rhpensl.i Jhcall b " rC..1111b UIVVd... CA..7 `p- I' V Vti 0n-11.':12,06.1`. F I u:---Stuts: R ,ci bUrsements- h,11-be•-ai'th foil-atg...r-*e-*- y�vliiary �iv:A-Ar:v'r'cr"nile, R re alifa st $ 6. 00 Lunch..a,,1:00 Dinner ^irfure Actual`-ticket..ccst Iirnited.-to, J,ourist-or-ceachpclass-fare Rental -cur Actual -rental ''cost'limitcd`tocompa.-L-or- tiu.nd'ard-size Lodg`i iy Actual -cost`of.'lodging-'at-Gingle-occupancy cute- vv th—a ca-of-no•'rnor, than, $1 50`:00.- - er-,n-ight Parkin" ing Actual -cost of - parking Taxi or^irnort L; mou ine Actual.,cost-cfycithe "tarsi or uirport`limousin 'Reimb.irsuble'it��"iii.�'y"'�iti'ithuniruvc�;i en��in.�i� s- sliuii-be`iimit.�.d`tii'tii� fllvvving 'teicA..phiiii )1n rJ.i4`}nnno>nh�rrtc��c`�,.�, charges � ^1c/� ,nnd,-p c�taga..,.AR.ei. .iron .Ira, 1 �%n g"lA'IV IUI'IVV VI ICAI-l�. �.rV, fU ^._charges;'°°'pho+o Vs��+il lg-charges, UI IIA r:ICVLU�+y �+. -Illi ll�b UI VN IV tce+n .ci- wi!l-'bc"'paid""ori y-afte r„':Contracto r.:"iiE.ns- provided air `.rw��'.iNt.�.�. ",`..`C ontracton-shall,-bye'. resiponsibis'-`fvr""'cll_.other-- costs- and --expense' s-associated---vvitlh 'acctivitiels -an d°- scIicitations '�iiid 'r ui: n`-pursuuntte him �ngreem,!nt' 5. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes associated with the Work or portions thereof, which are applicable during the performance of the Work. Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida Statutes, Certificate of Exemption # 85-8015966531 C. 6. NOTICES. All notices from the County to the Contractor shall be deemed duly served if mailed or emailed to the Contractor at the following: Company Name: Address: Authorized Agent: Attention Name & Title: Telephone: E-Mail(s): InfoSend, Inc. 4240 E. La Palma Ave. Anaheim. CA 92807 Russ Rezai. President (800) 955-9330 Sales5.infosend.com O 0 N N O Z rn 00 N N Page 3 of 17 Fixed Tenn Service Agreement 2022_Ver.2 Packet Pg. 817 16.C.3.d All Notices from the Contractor to the County shall be deemed duly served if mailed or emailed to the County to: Board of County Commissioners for Collier County, Florida Division Name: Financial Operations Support Division Division Director: Amia Curry, Utilities Finance Director Address: 4420 Mercantile Avenue Naples, FL 34104 Administrative Agent/PM: Heather Sweet, Operations Analyst Telephone: (239) 252-5687 E-Mail(s): Heather.Sweet@colliercountyfl.gov The Contractor and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 7. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 8. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits necessary for the prosecution of the Work shall be obtained by the Contractor. The County will not be obligated to pay for any permits obtained by Subcontractors. Payment for all such permits issued by the County shall be processed internally by the County. All non -County permits necessary for the prosecution of the Work shall be procured and paid for by the Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor shall comply with all rules, regulations and laws of Collier County, the State of Florida, or the U. S. Government now in force or hereafter adopted. The Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. 9. NO IMPROPER USE. The Contractor will not use, nor suffer or permit any person to use in any manner whatsoever, County facilities for any improper, immoral or offensive purpose, or for any purpose in violation of any federal, state, county or municipal ordinance, rule, order or regulation, or of any governmental rule or regulation now in effect or hereafter enacted or adopted. In the event of such violation by the Contractor or if the County or its authorized representative shall deem any conduct on the part of the Contractor to be objectionable or improper, the County shall have the right to suspend the Agreement of the Contractor. Should the Contractor fail to correct any such violation, conduct, or practice to the satisfaction of the County within twenty-four (24) hours after receiving notice of such violation, conduct, or practice, such suspension to continue until the violation is cured. The Contractor further agrees not to commence operation during Page 4 of 17 Fixed Term Service Agreement 2022_Ver.2 S a� 0 c 0 41 0 0 0 N N 6 z CD 00 N le N Packet Pg. 868 16.C.3.d the suspension period until the violation has been corrected to the satisfaction of the County. 10. TERMINATION. Should the Contractor be found to have failed to perform his services in a manner satisfactory to the County as per this Agreement, the County may terminate said Agreement for cause; further the County may terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be sole judge of the non-performance. In the event that the County terminates this Agreement, Contractor's recovery against the County shall be limited to that portion of the Agreement Amount earned through the date of termination. The Contractor shall not be entitled to any other or further recovery against the County, including, but not limited to, any damages or any anticipated profit on portions of the services not performed. 11. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as to race, sex, color, law. creed or national origin or any other class protected by federal or Florida 12. INSURANCE. The Contractor shall provide insurance as follows: A. ❑E Commercial General Liability: Coverage shall have minimum limits of $ 1,000,000 Per Occurrence, $ 2,000,000 aggregate for Bodily Injury Liability and Property Damage Liability. The General Aggregate Limit shall be endorsed to apply per project. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. [�.: ❑ Q:Eu:':��vµ.�r::tv...1.=..."i:liy...(`oVn.ru�nJ�c�Fo,{hall..hu��n�..�r;inimum.167i�t.�,,.`nf 4..._.. ,Pe,-wOccurrence;=Combined Single L,mit-for-Bodily-]nju,Y-Liability and Property vunicge Liability: Thi:--chaI1--includ.- ired-.end_..-Non-Owned Ve,— ides-cnu ,Employee-,Non-Qwnership: C.❑ Workers' Compensation: Insurance covering all employees meeting Statutory Limits in compliance with the applicable state and federal laws. The coverage must include Employers' Liability with a minimum limit of $ 1,000,000 for each accident. D: ❑ Prefessio„al-Liabil'sty:--Shell-be-mainteined-bey-the-Contractor to-ensure-lts-Ieg-al lotiility -fer-^luirns--aricing d.out�uf thg.pe;-Fermunce:efa prcfc�eienul-,cervices-unde; �thiy greeiri��nt" Cont ec vr`v^vu ve`its rigi`it cf'recvve,y.against--County-asnto-an 1104ims-under thi,--insurance: - _Such-insuran e_shall -hove-! i mits-of net leoe.-than $-.___ _.._ eacl clan —and'rarc,'. gregate: E. 0 Cyber Liability: Coverage shall have minimum limits of $ 1,000,000 per claim. Page 5 of 17 Fixed Term Service Agreement 2022_Ver.2 .° 0 41 0 0 N N O z CD 00 N le Packet Pg. 869 16.C.3.d F: ❑ -_ _ -- --- -- - — _ - — -----:-Coverage sl�rull have rn;nimum linlifc of- G. F-1 _ __ -- ---..Ceve age shall-hove-m- inimurn-lieur-renc& ,y_.. — shull-have-m;nimum.;imits-of O. - per -claim Occurrence. 0 Special Requirements: Collier County Board of County Commissioners, OR, Board of S County Commissioners in Collier County, OR, Collier County Government shall be listed as the Certificate Holder and included as an "Additional Insured" on the Insurance Certificate for Commercial General Liability where required. This insurance shall be •2 primary and non-contributory with respect to any other insurance maintained by, or cn available for the benefit of, the Additional Insured and the Contractor's policy shall be endorsed accordingly. Current, valid insurance policies meeting the requirement herein identified shall be r_ maintained by Contractor during the duration of this Agreement. The Contractor shall provide County with certificates of insurance meeting the required insurance provisions. Renewal certificates shall be sent to the County thirty (30) days prior to any expiration a date. Coverage afforded under the policies will not be canceled or allowed to expire until the greater of: thirty (30) days prior written notice, or in accordance with policy provisions. CD Contractor shall also notify County, in a like manner, within twenty-four (24) hours after 0? receipt, of any notices of expiration, cancellation, non -renewal or material change in N coverage or limits received by Contractor from its insurer, and nothing contained herein Z shall relieve Contractor of this requirement to provide notice. 00 N le Contractor shall ensure that all subcontractors comply with the same insurance requirements that the Contractor is required to meet. g 13. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall defend, indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, whether resulting from any claimed breach of this Agreement by Contractor, any statutory or regulatory violations, or from personal injury, property damage, direct or consequential damages, or economic loss, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or anyone employed or utilized by the Contractor in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of Collier County. 13.1 The duty to defend under this Article 13 is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Contractor, Page 6 of 17 Fixed Term Service Agreement 2022_Ver.2 Packet Pg. 870 16.C.3.d County and any indemnified party. The duty to defend arises immediately upon presentation of a claim by any party and written notice of such claim being provided to Contractor. Contractor's obligation to indemnify and defend under this Article 13 will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the County or an indemnified party for the matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 14. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the Financial Operations Support Division 15. CONFLICT OF INTEREST. Contractor represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required hereunder. Contractor further represents that no persons having any such interest shall be employed to perform those services. 16. COMPONENT PARTS OF THIS AGREEMENT. This Agreement consists of the following component parts, all of which are as fully a part of the Agreement as if herein set out verbatim: Contractor's Proposal, Insurance Certificate(s), ❑■ Exhibit A Scope of Services, Exhibit Fee Schedule, ❑E RFP/ //❑ ITB/❑ Other-------- the,---1 /�-- - #22-8010 , 'i,,cluding'E-hi,blLJ�'I +,tCAchII cn LJ'and n \d,"Icnda/Add--wndlAlm, ❑ subsequ.-I q;uotcs; and ❑■ Other Exhibit/Attachment: County's Bill Format and County's Bill Insert 17. APPLICABILITY. Sections corresponding to any checked box (■) expressly apply to the terms of this Agreement. 18. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between the parties herein that this Agreement is subject to appropriation by the Board of County Commissioners. 19. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as amended, and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and/or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and/or firm from doing business with the County for a specified period of time, including but not limited to: submitting bids, RFP, and/or quotes; and, c. immediate termination of any Agreement held by the individual and/or firm for cause. 20. COMPLIANCE WITH LAWS. By executing and entering into this Agreement, the Contractor is formally acknowledging without exception or stipulation that it agrees to comply, at its own expense, with all federal, state and local laws, codes, statutes, ordinances, rules, regulations and requirements applicable to this Agreement, including but not limited to those dealing with the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended; as well as the requirements set forth in Florida Statute, § 448.095; taxation, workers' compensation, equal employment and safety including, but not limited to, the Page 7 of 17 Fixed Term Service Agreement 2022_Ver.2 0 0 41 0 0 N N O Z CD 00 N le Packet Pg. 871 16.C.3.d Trench Safety Act, Chapter 553, Florida Statutes, and the Florida Public Records Law Chapter 119, if applicable, including specifically those contractual requirements at F.S. § 119.0701(2)(a)-(b) as stated as follows: IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: o Division of Communications, Government and Public Affairs 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8999 The Contractor must specifically comply with the Florida Public Records Law to 1. Keep and maintain public records required by the public agency to perform the service. 2. Upon request from the public agency's custodian of public records, provide the CD o public agency with a copy of the requested records or allow the records to be N inspected or copied within a reasonable time at a cost that does not exceed the Z cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public N records disclosure requirements are not disclosed except as authorized by law le for the duration of the contract term and following completion of the contract if the o Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public w records required by the public agency to perform the service. If the Contractor o transfers all public records to the public agency upon completion of the contract, Z the Contractor shall destroy any duplicate public records that are exempt or �11 confidential and exempt from public records disclosure requirements. If the L Contractor keeps and maintains public records upon completion of the contract, c the Contractor shall meet all applicable requirements for retaining public records. 01 All records stored electronically must be provided to the public agency, upon CD request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency. C. If Contractor observes that the Contract Documents are at variance therewith, it shall promptly notify the County in writing. Failure by the Contractor to comply with the laws referenced herein shall constitute a breach of this Agreement and the County shall have the discretion to unilaterally terminate this Agreement immediately. Page 8 of 17 Fixed Term Service Agreement 2022_Ver.2 Packet Pg. 872 16.C.3.d 21. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County encourages and agrees to the successful Contractor extending the pricing, terms and conditions of this solicitation or resultant Agreement to other governmental entities at the discretion of the successful Contractor. 22. PAYMENTS WITHHELD. The County may decline to approve any application for payment, or portions thereof, because of defective or incomplete work, subsequently discovered evidence or subsequent inspections. The County may nullify the whole or any c part of any approval for payment previously issued and the County may withhold any payments otherwise due to Contractor under this Agreement or any other Agreement ° between the County and Contractor, to such extent as may be necessary in the County's opinion to protect it from loss because of: (a) defective Work not remedied; (b) third party •2 claims failed or reasonable evidence indicating probable fling of such claims; (c) failure of Contractor to make payment properly to subcontractors or for labor, materials or cn 0 equipment; (d) reasonable doubt that the Work can be completed for the unpaid balance = of the Contract Amount; (e) reasonable indication that the Work will not be completed 2 within the Contract Time; (f) unsatisfactory prosecution of the Work by the Contractor; or (g) any other material breach of the Contract Documents. If any conditions described above are not remedied or removed, the County may, after a three (3) days written notice, rectify the same at Contractor's expense. The County also may offset against any sums due Contractor the amount of any liquidated or unliquidated CD obligations of Contractor to the County, whether relating to or arising out of this Agreement 0? or any other Agreement between Contractor and the County. N 6 z If a subcontractor is a related entity to the Contractor, then the Contractor shall not mark- up the subcontractor's fees. A related entity shall be defined as any Parent or Subsidiary 00 N le of the Company and any business, corporation, partnership, limited liability company or other entity in which the Company or Parent or a Subsidiary of the Company holds any a ownership interest, directly or indirectly. 21 ❑ CL �EAN._�UP- Contra, tor-�gr-ees to--keep-the-P; roject.-site--clean-at-all-times-of-debris rubbis'i-"-Car d'"- asi e`materia Is,_ari ing-out-of.-theAA ork:- - A^,. --the -completion- of theWo Irkq Contractor shall -andwaste mute ialsafrom and-about,the-Project ,,its -ar,.> —I11„no n1L-tools—, - neprpl ance � cons,4ructi! , n-egl lipmen and machinery -a d„-surplus i V UJ Y V11 UJ CAII VVIJ U IUI IVVJS l$V 1-IJ� V1.lcl UI 1 I Ill " l 1 1� V III IVI Un J 1 1 y mate r ial&-and-s; haii'ieave-the' Pr oj'ect-site-clean: 24. STANDARDS OF CONDUCT: PROJECT MANAGER, SUPERVISOR, EMPLOYEES. The Contractor shall employ people to work on County projects who are neat, clean, well-groomed and courteous. Subject to the American with Disabilities Act, Contractor shall supply competent employees who are physically capable of performing their employment duties. The County may require the Contractor to remove an employee it deems careless, incompetent, insubordinate or otherwise objectionable and whose continued employment on Collier County projects is not in the best interest of the County. 2.5,.. ❑ rA/A 00A.KITv,: Contr actor --' express 'ly'--waa wants-"that.•.'"the"""good--mater laIs--and/or equipment -covered -hy-this -Ag rI-Vem-.Vn L -,YnV[il1 l,.00foIrm._*Lo thVo,-:re ;u:remenLs-a =c pecified-�-an:d, Page 9 of 17 Fixed Term Service Agreement 2022_Ver.2 ,ram Packet Pg. 873 16.C.3.d production; fiec fir F,hn nl lrn rl��1r�tgy.�d�ri (, n�J"oil Ihiu diEvan ra�.d fr--fr�im a i'�"�9. LC urt�r rt.-it yr �it�i+n nnnl lmhr^�''�/ e-o/'�r nlnim nf,., Irr! nnrF�t _./env.c ^r%tin!=p,-nr, %ti.(�,�1.e.. -.unr1 lQr-4h;l :.../_Acrrnnmr n+ 11e111 1.I 1VUI11Nlanee-Vl VIUII I I VI'-'amp¢-th III., t. "I LY /-\I ly'JI°.I V II.IrJ FI VI d Vd 1.111�..IV1 �I I1J / �y1 V1:i111V1'IL '--Cord vlIlluvlI .A Iv shall 4"prvvE vd-i "iu� Eti"^�Eriiy uvv^rtvd rrf vitui%ti� wEiJi�u jai Cr i:rlar .pier vEve-"ihC su..'.vvurI a".-IEitI%. .ciiiuii".�-rurvIv EEiciNevtEri-ii .-�.-rnnta--NtuE ita ; pnic".1.,i.`�iuy -.vf {tie and-paym V f It.Nj1'..°a{.Ze County.' n ety'eFf-ur�ther-r�a°r-�,a��,ts to t"o�unty that a!1 r�utor.alo-and o uip.I lor,�,t- ,,,+sbe. undCr the"'L�t�';E`i'rcazt-Deai�ffetC.7�"..s hQli... lhi ,."t '�i�:i i'� .�rtuii�d�... nvvEii u�..�r lc?C�GI,G,I�'giCA �.feui ar'. d' and vvnditio,nelA""`E'n-aeee dinnn.- VY.LAt;+ iA truvtioI I-ns of applio-ab4e- A6 ufu(�vturer:�x`i fa"r rCat., s ec- -_or s""e'*eept"a- otl e'1rrwi�A�ed-for in tl is Contract Dtoc uIlm11c n,I It , vv aaften\// nin�fEnV IVL VI II-VIIirtEn one-af ctrNrvmyafto5een,formanc,,-\A��it-h-` he-be.ntruct Doc-urntrits, O.Ontru^M I. .00ei,ptof-^vr-rt,en-notice-from--thc County: .^,rtru�tCr.shul�� e-�e-resp:3nsible-fer--and-pay fef-repluCement o, repair-ef-ad}uaont'mutariul,,-.,Cr-\J-Vori;-wh eh-muy d dumuyed-as-a-re u-!t of -such replacement-,-,ef-fepair: Theee�-��urru^tio ura ;n udu.tiorr-te--tliese-iraplit saffa. ntic_- tv`vv 'S`Eek C- o rnty is ,e`ntitl s-a-mutter-"'of iuvv v: ❑ T cTc.._ N1DL.._l"IeD=C-T !sue if .the Cntraot--Becum€;r�t ...cr any, , vCdAJ;--.!gyve; nrrlin"nnno _ n 1Er�o or _rnrvl ll"+inr�n - „%any nl lhl'n nI I+„ nri I , %tinn iI Irior4in}inn nvnr }hn,,Fro nt VI1,1111Ui 1VVJl I UIIiJ "I Ir IJ. NIU II Vl 1J �f GII Iy I../l.I IJIE V' UUIhVl lly llU V ll Il jUI I tAIVlIV11 V V'1..1 ll ll''I f V' V ;e ;urges njIalofthanJokuto.--�p;�ifE'li�-�n�pC^dt��^r-prVd� `iay ,.e va Contractor l"kall'°a.SSU'M_ f''!l---onsibil -y th,.-relfol-1..'I Niy'"trill'\coats4n-ivr nc--Lion-thcr,vJE'th ca ,,n ,.l-lir } rn, f,„ino +inn testinrl nr nnnrova ..-_,..- and"furnE�h`"irv' ihe`Ccrlunty thc. r,.au'Ir��"'�i�`i^tiE�vcata'J^o"t-nlJp�v�iuvll� wJ�1�I� V1 uNNrvvtal. t� inn nrin�iQnR` _+n.��+, .nr nnnrn�t"fin... n hall...,bee-performe4-in n mnnnnr�„a r,=.d___tv1-�rr+nni�n+i r�rf� 11IV'JUVII 1�1._�J°�--�R.i 'V I-UNNly vu lJ J lul t. tl \.I I �1 II I..0 I !lull! ll+l 1-"�T✓-y-VIyUIIILu�I 1��7 �Cyt�p'l"flN V LV II VUl Ily. \:�""V'olltl F.:i l/tVr hull-"fN11 1ClV Vt llt. VYV11♦ 11 V111 IVJJ Vr dUm Uyl, "Il A JIIN'll N UI 1� af�°ands-�uvl�-lc�a'Lor�dumuyt+l-f+'na°141puymort�hao w"eoa-�m uu e—l°f-�ontractor�r anyone-fvr-whvm uge ^,m,,.tog.ulo�et-°ptho....'ouraf�y�J--,e.r�--cunty'� 'aoNolrate- y�CMTF'G 'tc�'rs,aCCntravtvr hull""I�.,-e4 Wged'vv Eti'I'tl ll"+"�..umn-.I .cn%,1'IC7�G'f'f�yt"r r�nl,..J n,-rVlniJJUr',i p t/1e,".,r`,.'piLae"°'.r.7�i:E�n,'.i`i'lvvv vr`uuriiuy�^-.'".'�'1'i uli`vn. un-.d i:E Cituu`frvm uE iy ur,ii,�v yrf�it�:.,i du,'r'J von'ti i"AtC ttraEtci`r .�ri'ioil riot iccad rive permit -any-' i�AE�ef-ar�y -tru to-Fe4 f be4oaded--in- any manner that ,yv;ll ondunger°-the_structure; ncc vhull-GCIItraetflr-su"jevt-any post -of "^ �/ orL,. ,, djacCn+ nrcr-.n�r+at toi"n+rr, . .. yr nr�v iimisi tiiut'vvEii nndnn--r-4t-' v'vVl1N or-aat:I�uv�a n'NI N Y � nn+rnn .r_c kh wll nrn+-di'41 irk nnat hnnnhmnrL n�4nhli�hnrl hag +hn r of In wi h-respacct -VI III Ac JI 1"11 1itj I IUIN U11y... NVl 1l11111"11% GJIUNI1J1 ll.0 Ny_.0 IV' V UI Ity�' V I II�Jt.J �:. 1.1 �1thn'-1 �ye�[�: p rf'°"�7Fintruvtvr, [c�ir� rt.�i -.�,u" :oI III yIet%al�, ugorita yr Ianyon4:__fvr' ��hom Gontr� T- s-ll Bally IEUNIV 1�A 1.7t 1:i1 "J h ul'ity'J benchmurIks, vCn+ru%Mr r J-hall ,immediate -fly -°notify ° t"C Cranfi,� w The' �Cranty-Shull" r�-eCtahl Ch-thC benchmarks and Contr-actorsh-all,-"e-liab!e-#ec-aN-Eests-incu-rr-ed-by-the-G'eunty-aesesiated--threreVvlth: Page 10 of 17 Fixed Term Service Agreement 2022_Ver.2 0 00 N N m E a Packet Pg. 874 16.C.3.d 28. SUBMITTALS AND SUBSTITUTIONS. Any substitution of products/materials from specifications shall be approved in writing by the County in advance. 29. CHANGES IN THE WORK. The County shall have the right at any time during the progress of the Work to increase or decrease the Work. Promptly after being notified of a change, Contractor shall submit an estimate of any cost or time increases or savings it foresees as a result of the change. Except in an emergency endangering life or property, or as expressly set forth herein, no addition or changes to the Work shall be made except upon modification of the Purchase Order by the County, and the County shall not be liable to the Contractor for any increased compensation without such modification. No officer, employee or agent of the County is authorized to direct any extra or changed work orally. Any modifications to this Agreement shall be in compliance with the County Procurement Ordinance and Procedures in effect at the time such modifications are authorized. 30. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or otherwise unenforceable, in whole or in part, the remaining portion of this Agreement shall remain in effect. 31. ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to this Agreement in compliance with the Procurement Ordinance, as amended, and Procurement Procedures, 32. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted by this Agreement to resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes by negotiation. The negotiation shall be attended by representatives of Contractor with full decision -making authority and by County's staff person who would make the presentation of any settlement reached during negotiations to County for approval. Failing resolution, and prior to the commencement of depositions in any litigation between the parties arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an agreed -upon Circuit Court Mediator certified by the State of Florida. The mediation shall be attended by representatives of Contractor with full decision -making authority and by County's staff person who would make the presentation of any settlement reached at mediation to County's board for approval. Should either party fail to submit to mediation as required hereunder, the other party may obtain a court order requiring mediation under section 44.102, Fla. Stat. 33. VENUE. Any suit or action brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate federal or state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such matters. ?^ ❑, KEy PERSONNE!. _.The. Contr-otor's_,personnel--and-management-to-be-ut,l=zed--for tiii':ti.pr�lA�t,:c 4=nll.,,l�4...Ln�/1A(a':,g�nhlA.i�-their,nr�+n�t^if..cvpArFice�,.__.,..Tho,(`ii.irl4y.,rAc��,rAc..# V \:71 CA I V 1\ YY ti UNIIi- 11 1 V11 CAI I,UJ �/\il lIJ1.r. 1 i lV V 1-i it J[i V VJ ll rigl;t to -pc crrn='in��aatigationsmasWrnuy"'be ueamcd necessary to ansurewthutm"cornpt✓%I II p r-sonswill-beLL�;til,z,d-in'the-perfoo,mance`of..the-Agyreement.-The.Contiu%tor--shall.assign ��_y. , n ��_v�r nrlA,na,r�Ar+ac c� . _}/� //_�_nmv�lA+e._+_ a"�tar�r.' .moo.. n +ime l h sia,,and—ec _. Arcs 1. s rnan,) t. eo tl ll, C:IJ 11'lw''lllJJi7 i:lry--.lJ'VlJll lt,J lLr C\i ll lli--�:i �.rl V,c/l�i l7 ryo n""CA-lll l ll: l�% RJa J'IJ, UI IlA VC.A[]V/-�" ppVI J'l:!'n' to- aJsigned-Vha!1`be'aV/ailable`for-an`urnou,nt of`•�ime—a�:llequQIV' mcf.-,'-thee r0quired—ser IcV Page 11 of 17 Fixed Term Service Agreement 2022_Ver.2 .0 0 41 0 0 N N O z CD 00 N Packet Pg. 875 16.C.3.d dates: 7,he-'Contractor- hn,11--not the'foiio ing.conditions are rnet:.--(1-)--Proposed- rep lacements--- have subtantiul,y the-cameo.or-better qualifications ,and/erexperienCe:<(�i)_+hn++ c�.r�l.ln+y..invrr�+ified-,in,_Inrri+ing..nc�,fnr.in<n V-1"nn:.ns_possible, 11 V/� V V VV. L - lI-IGL C Ili VVUI IC IJ IVLI11 1 VVI C111 GJ GI C %A "I IVC.+"GJ C:IJJ V V. The Contractor steall mke`commerciully reason able,- efforts to notify Co'Iicr County -within seven (7) days ofthe-change. The -County retains final -approval of"proposed-I%L,F0 vemeIs C personnel., C d 0 AGREEMENT STAFFING. The Contractor's personnel and management to be utilized o for this Agreement shall be knowledgeable in their areas of expertise. The County reserves the right to perform investigations as may be deemed necessary to ensure that ° competent persons will be utilized in the performance of the Agreement. The Contractor shall assign as many people as necessary to complete required services on a timely basis, and each person assigned shall be available for an amount of time adequate to meetCn required services. 35. ❑■ ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of any of the Contract Documents, the terms of solicitation the Contractor's Proposal, and/or the County's Board approved Executive Summary, the Contract Documents shall take precedence. ❑ ORryDE.R--+OF-PRECEDE^.ICE/ ;Grant. Funded,: In -the even o�+f-any-conpflict-bet ween_.er ICn"A--i�i on'1l�'. •,-th4" erms,-o-a.ny-of"the-Contract`.Documen,.,P,-andlo, •th,-•C.ou nty's-Board `a"�r l,.�Troved' O CN Cvanl,li:.1•1IrA,C.l.l � nry-�-t�e""+9rK`�i�ic"'of"+I^+i4 ryrclnr�4r�t_6`ha.11 #n.L�pr9.n4dor�i+r�ei�rry �ti e"'term -.u.vf 00 IL/�V VtA CI V V VGmmf.:/l` � 1' CVY 1 - ll` V ( -1 Veil IVI J11 1`CGI\ V\IV V11\7V I ,af-otherContract- 'Documents -except the--terlliis of--a'ny-Sulpplem��n,�tal`CondiLions-shall'"tuke N preced;once-over-th---Agreement, To,_thc--e`xtent..uiiy"confl;ct.in_thae-terrns of -the -.Contract Z Documents cannet,.be—resoI d by -appIicatison -of--the-SupNlementaI--Condist=vns; if an%1 0— tl^---'�yreaeam An+r �,:th�, r_.nr.=flir++.,,,.hl�ll.,,.he��.rnnh�el.,,�.a.�simpnc.ing,�+ho menrea,..�c�trin+.,.<or:..cn�tly N lhe \ reement he C VI III VI JI G11 lJV I VJVI V 1111 VJ111 -CI IV""I lll/I V J I IiC V 1 hli n+' n-u d-,+he,,Cnn+rnn+.,,,Doc 1 s +e� I.Innn.>+{fin, C*—nt. n\i+nr at-C 1 In+l !e�-diSnr,-ti n N A.rllgGll^I1 tan ,,r �I Iv - VI"1llGli� Vur;:lm,,nlJ GllVI"1 CI �.. VVI I rG lV GL CuI`Il� J G�J�1l.itlol'-: v 36. ASSIGNMENT. Contractor shall not assign this Agreement or any part thereof, without the prior consent in writing of the County. Any attempt to assign or otherwise transfer this Agreement, or any part herein, without the County's consent, shall be void. If Contractor does, with approval, assign this Agreement or any part thereof, it shall require that its assignee be bound to it and to assume toward Contractor all of the obligations and responsibilities that Contractor has assumed toward the County. 37. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five (5) years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. All of Contractor's employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County Page 12 of 17 Fixed Term Service Agreement 2022_Ver.2 Packet Pg. 876 16.C.3.d facilities and properties. Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor's business. The Contractor shall immediately notify the Collier County Facilities Management Division ` via e-mail (DL-FMOPS@colliergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the o continued security of Collier County facilities and systems. Failure to notify within four (4) hours of separation may result in a deduction of $500 per incident. o 38. 0 SAFETY. All Contractors and subcontractors performing service for Collier County are required and shall comply with all Occupational Safety and Health Administration (OSHA), State and County Safety and Occupational Health Standards and any other applicable rules and regulations. Also, all Contractors and subcontractors shall be responsible for the safety of their employees and any unsafe acts or conditions that may cause injury or damage to any persons or property within and around the work site. Collier County Government has authorized the Occupational Safety and Health Administration (OSHA) to enter any Collier County Facility, property and/or right-of-way for the purpose of inspection of any Contractor's work operations. This provision is non- a negotiable by any division/department and/or Contractor. All applicable OSHA inspection o criteria apply as well as all Contractor rights, with one exception. Contractors do not have 0 the right to refuse to allow OSHA onto a project that is being performed on Collier County N Property. Collier County, as the owner of the property where the project is taking place Z shall be the only entity allowed to refuse access to the project. However, this decision shall only be made by Collier County's Risk Management Division Safety Manager and/or CD Safety Engineer. N (Intentionally left blank -signature page to follow) Page 13 of 17 Fixed Term Service Agreement 2022_Ver.2 Packet Pg. 877 16.C.3.d IN WITNESS WHEREOF, the parties hereto, by an authorized person or agent, have executed this Agreement on the date and year first written above. ATTEST: Crystal K. Kinzel, Clerk of the Circuit Court and Comptroller is Dated: (SEAL) Contractor's Witnesses: Contractor's First Witness RoucLoa Weil , 1—::-V I' Mse/print witness nameT Approved as to Form and Legality: County Attorney Print Name BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA 03 William L. McDaniel Jr. , Chairman INFOSEND, INC. Contractor By: . (�= Nqp.kre 7 e TType/print signature and tit eT Page 14 of 17 Fixed'remi Service Agreement 2022_Ver.2 C 0 N N O Z e0 N N Packet Pg. 878 16.C.3.d Exhibit A Scope of Services c ❑■ following this page (containing 2 pages) ❑ this exhibit is not applicable 0 4° C O aD m Cn 0 c �a c rn c c �L a. 0 r OP N N rn CO N le N O Q U Z W O LL Z �a L `- CD N N C O E L V Q Page 15 of 17 Fixed Term Service Agreement 2022_Ver.2 Packet Pg. 879 1 Request for Proposal (RFP) #22-8010 "Printing and Mailing Services for Utility Billing" 16.C.3.d EXHIBIT A SCOPE OF SERVICES BACKGROUND: Financial Operations/UBCS (FOS/UBCS) Division for the county is outsourcing the printing, mailing, emailing of e- bill availability, and web access of all its utility bills and any supporting documentation. DETAILED SCOPE OF WORK: The Vendor shall provide Printing and Mailing Services identified in Exhibit B Fee Schedule ("Fee Schedule") of this Agreement to FOS/UBCS inclusive of all costs associated with labor, equipment, materials, and other services to complete the entire scope of work. Data, Security and Technical Support a. Provide a secure FTP site, or approved equivalent, for FOS/UBCS to send, and the vendor to receive the daily files from FOS/UBCS in the format identified by the County. b. Provide all technical support staff, software, and equipment to complete the entire scope of work. c. Ensure that the County's data is protected, secured, and not shared with third -party vendors, or other individuals, in accordance with local, state, and federal regulations. d. Provide a "1-800" toll free or local telephone number for FOS/UBCS support; telephone support must be between 7:00 AM-5:00 PM (Eastern Standard Time), Monday - Friday. e. Provide a four (4) hour, or less, response time for technical calls. f. Provide a system for an escalation of issues, along with contact names, telephone numbers and emails. g. Provide redundant data centers and equipment delivery systems in the event of a declared or undeclared (by the County) disaster. A disaster is defined as fire, weather related, or other catastrophic loss of operational capability at the vendor's primary location for the execution and delivery of service as outlined in RFP 422-8010. 2. Internet Site a. The vendor is required to upload customer bills to the vendor's website at the completion of each printing cycle and maintain a minimum of twenty-four (24) months of bills for each account. FOS/UBCS customers will access this site via a link from the County's online account access website. FOS/UBCS will replicate the printing of bills from this site in the event customers do not have access to the internet. Any inserts will be uploaded to the vendor's website as well as the County's website. b. Electronic bill presentment is presently performed by a third -party vendor (payor portal/hosting services). 3. Design, Print, Meter and Mail Services a. Provide complete FOS/UBCS invoice (bill, insert and envelope) design, printing, metering, and processing of all bills per approved FOS/UBCS proof of concept acceptance. Bills must be printed with the following names, addresses, bar codes, OCR characters, plus billing usage information and graphical images (graphical images may or may not apply), per FOS/UBCS specifications. See Attachment A for a sample of the County's billing data, a definition of the data elements in the billing data, and a definition of which data elements in the billing data that must be printed on the bill. b. Provide on -going changes to design of bills or inserts at the request of FOS/UBCS. Quotes will be provided for all bill design changes and inserts printed by vendor. Quotes for inserts should include a per thousand basis as well as full customer base distribution. c. Provide a maximum of two one page "8 '/z X 11" inserts or one "8 '/z X 14" folded insert, with option for multiple pages. Collier County would like to have quotes for printing in the range of 70,000 flyers. Inserts can be flyers, brochures, etc. d. FOS/UBCS data sent to the FTP site by noon each day must be processed, printed, metered, and mailed the same day. Data sent after noon, must be processed, printed, metered, and mailed by noon the following day. e. The customer due date that is printed on the bills must be twenty (20) days from the date the bill is printed (i.e. if the print date is 10/1/2022, the customer due date is 10/20/2022). c _ m _ 0 a� �L c c 0 as c L a 0 0 0 N N 0 z CD 0 N N O Q v I 0 z w co O a_ z _I 0 U 0 I 0 0 N N c m E s a Page 1 of 2 Exhibit A — Scope of Services Packet Pg. 880 Request for Proposal (RFP) #22-8010 "Printing and Mailing Services for Utility Billing" 16.C.3.d EXHIBIT A SCOPE OF SERVICES f. Provide the separation of bills that are printed (i.e, customers using bank drafts and other auto pay methods will not receive return envelopes or targeted messages). g. Provide the separation of bills where customers have elected to receive email notification of e-Bill availability via the County's website and send emails as appropriate. h. Provide email delivery failure notification with rejection codes by billing cycles. i. Provide the printing of duplicate bills to a secondary address based on data in the bill file. j. Provide the lowest prevailing first-class meter rate available for the Utility bill metering. k. Outgoing bills via USPS should be post marked with a Florida (preferably Collier or Lee County) post mark, unless mailed under a disaster condition. 1. Bills must be printed so that the use of return paper, envelopes, postage, etc. by billed customers is minimized. in. Provide daily reports in Excel format of what has been printed, mailed, metered by class, etc. n. Provide reports for reconciliation of fees charged to Collier County. o. Provide reports for reconciling out of country postage and other miscellaneous postal fees. 4. Miscellaneous a. Vendor will be required to comply with USPS Cass/Mass Standards (notification of non-compliance is to be reported in written format to a Collier County Representative or designee within one (1) business day of notification by the USPS). b. Vendor will also have certification of USPS NCOA — Link system (notification of non-compliance to be reported in written format to a Collier County Representative or designee within one (1) business day of notification by the USPS. c. Ensure compliance with USPS address verification/validation. d. Demonstrate the use of "environmentally friendly products" (inks, paper, etc.) without additional costs to this Agreement. e. Demonstrate a monthly quality assurance program to ensure that bills are being printed properly, metered, and sent from the supplier's location. f. Provide reasonable training to other County Divisions to incorporate similar bill, print and meter services for the same cost. g. Vendor will notify Collier County of postal rate changes a minimum of thirty (30) days of effective date. h. Vendor will provide a report of all address changes received from the USPS. i. Compliance/adherence to: I. Attachment A - County's Bill Format 2. Attachment B — County's Bill Insert Disaster Recovery Plan a. Provider disaster recovery plans in the event the distribution facility is down; recovery is of the utmost importance and service must be reinstated within forty-eight (48) hours of the disaster declaration by Collier County. b. Use of third -party vendors during the disaster must adhere to all the terms and conditions of this Agreement, including the security of the County's data. c. Disaster recovery facilities must be provided from outside of the State of Florida. Bills must be mailed on the same schedule reported in 3.D post mark and color printing requirements may be eased in a disaster scenario. c _ m _ 0 a� �L a� c c 0 as c a 0 0 0 N N 0 z o) 0 N N O Q U I 0 z w rn O LL z _I 0 U I 0 0 0 N N m E s Q Page 2 of 2 O Exhibit A — Scope of Services Packet Pg. 881 16.C.3.d Exhibit B Fee Schedule following this page (containing 1 pages) C 0 c 0 0 0 0 N N O Z rn CO N le N Page 16 of 17 Fixed Term Service Agreement 2022_Ver.2 a al� Packet Pg. 882 16.C.3.d Request for Proposal (RFP) 422-800 "Printing Mailing Services for Utility Billing" EXHIBIT B FEESCHEDULE 22-8010 Printing & Mailing Services for Utility Billing YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 Ddrmna„t rmdmnnn 5Gmm4 A pmloly Pe artyp1r,d bill xllh na lm<r1s, Includln8 bill and rttum envelope Pstce Per Pl<n 511148 w.148 w.148 w.148 S0.148 A pmtot) p<of ly Plnl bill x Rh no Inures...unlIll, bank dnft Ouanfit, of 40,000 S0.129 w.129 W.129 WA29 St) 129 A prot,,uflp;ral blllxOh lm<ns end r...,em<lape,..1:.411.1.1u.11,,1:t„i::,%111": x. 11,-11..1ir. w.155 S0.155 S11115 so.155 so. 155 W,. l,1+4m• W.Smd produced. -•cost p,l, )arbasedm46AWb- 9,5 x 11 $04 xhils aRszl beam J G no bleeds - w.0J59 SO 047 Wo48 W.049 WHO 2R no blttds - SoOi87 30.050 S0.051 SO.032 $0.053 414 no bleeds • $0.0509 S0.052 so o53 SO.054 S0055 8.5 x 11 W. or I W a gkss inurh JO no 61<zds• $0.0911 50.093 w.084 SO.096 S0.088 V2 no bleeds • $0.0941 Wom w.087 $0.099 W.091 414 no bl«ds. WOW S0.088 So.m w.091 SO.W3 a1-n prices only slid for 12 momhs end subjnv to review eR,, ax d Elcctronlc Invert+ w. W75 So W 75 SO W75 w.0075 w 0075 Irueding Fet W0075 w. W 73 SoW 75 w. W 75 w.W 75 Op11mu1 DOarnHnl Stratus F hanud Prins Quoin, woolo w.00W SO.OWO "Atoll SO.WW Print Image Amhking (Per Documml Inug,k Ovid, irclud<d USPS mail "'king SO.OI - 12 Months of Ret<mim SO.015. 24MonNs orltt-od- SO.020-36 Mondu ar Retention Soot - 121NImul of R,tmlim $0.015. 24 Monhs.1-it-ntim S0.020-36 Molest oflt,-fi., $0,01 -12 Montlu of It Him $0.015-24 Alonlha of R,-Il. W.020.36 Almlhs of R<I<ntion S0.01-121J-1l ofltall iln $0.015.241%1ontlss oflt,-d., W020-36 Nl.,N of R<I<mi.. SO.OI • I2 Almllhs of 11-dion S0015- 24 Ntmdl of Retention S0020-36\I-Ol of Retention Print Image Archive API MonNly Suppwl Fze 52W.0W 52W.000 32W.000 S2W.OW 52W W0 Final Due T-111,(FD7) S0.W9 per image lnfoSetM ➢etch file W013 per image Cuutom tit, Fomu S0.09 per image lnf.sm➢etch Fik w.015 per image Custom Fik I-,. SO.009 per image W.S,M Ikhh Fill MCI 5 pzr image Custom Fit, Fonns 50.009 per inlsge hlfoSzml WWh Fil< S0.015 Per huge Custom Fk Fomu SOM9 p<, image 1.16Snd I-h S0.015 per hnagt (Lstom Fik Fu Pmlissional Senices Rats (pzr hour) $125.0W $125.011(1 $125.000 $125.000 S125.000 Relum<d Mail lWdling w.35 Per re,InM «tamed mail pied S0.35 per report<d-W mail pica 503 5 ptr rcponed retunud mail piece S035, rcponed resumed mail pie« w35 per rcponed rctumzd mail; Remit Tucking SSO ulunNly suppnn fc< $50-thly suppod fee S50 monNly support fcs S50m dd,auppo f« $50l-dd)support fee Ella Ebum mS-i. t➢ill nollft'alion Nr-gh rceislzred tmsil add,-ai.thz lnttmel(no prinlulg. no em'elopt, no inserts) N.l applicaM1lc Rol appliubk \ol applicablt Tot applicable Rot appli'abt, Elie inszru for<Dill customers Not applicablt N-pplicablc N.1 applicable Tolappliceble t:m aPPlicable Per Entail Fee Per email sent Includes creation ofemail bilh and bill sumnuries l,-d.Ir.1. ed.«nmtu in N<mta mrweeb Cut. SOWS So. W5 SO.W5 $0.065 so.W5 Mon hly Support F<cPe, month fa to support Ne iituil e➢illing S<n'ia. S25-Finds ppot $25-Finds mppxt S25-Ebdl mppul S25-Ebill appal $25-Fbill mppmt lanais <Dilling Semke Inhial Set-up Con: Pleas' nae: Cli- min sign Wm requirements dwununts (Sulemtnl of SS-d- projus plan, zlcJ before pmgrm d,and s5atem confi8ualwn an W,m Qstaed'unplemenulion li-line begins upon approval of Ns SOW. Clirnt can b<charged a111iond fzzs vtdlor hats N<pmjM go-lia'e dart delayed if arc ehan <d after lhcv hmz bczn Enalizzd and si ed oR S195• one timz sa up ftt-Waived D95-anz lime ul up fet- Weiv<d S395-one lim<s<t up fee - Waived $395- all lime eel up fee - Waisrtd S395• one time eel up I -Weil DATA PROCESSING [Acum R lksi, t'ct S125W-per hour after Clive $12500-pt,h-after golixc S115 W-ptr hour after gol've S125.W = Fzr hour allcr gobve S 12 5 do -,, hora➢cr gosh' Data Noccning Fee (1, documem) w.o10 Su.010 w.mo so 10 Polo PrLI 6 AfaiBn Senicd Utility Billing Sol-- Print & Mail Fee per Page 11 iN 4'1 Ink SO063 SO M3 SO W3 MM3 SOM3 USPS Postage Pus-NmugM Aposteg<d,p it rill b< rcqubed Pa... unite. Pass-t Sls ApI-9g deposg rill bt r<quirzd prim to.ling unia. Pus-Nrough. A postage deposit rill be required pri-atanbga i". Pau-Ihmugh A postage deposit rill be required priorto sWtmg senice. Pus-thmogb. Apo,.g, deposit required prior to -in, acnir<. Pant Color Oplions(calon pzrsid<) SO.063 for 40 or411Prinling SOME for 414 rintb WM3 for 40 or 411 printing SO MR fa 414 'sin SOWS for 40 m 411 Printing SOWS fa 414 violin $0.W3 fa 40 or 411 printing SOWS fm 4'4 sin 50.W311140 or 411 printing SOMI for 414 ,m losing maze Print Fees SO.W3 ➢lack Printing w.WB Cotm violin SD.W301.1, printing SOMR Cob, llirdh, W SO.3 ➢lack printing SOMOC.1ormiltingSOWS $0.W3 Black printing Cobs printing SO.06301uk printing SOWS Cola twilti., ➢akh Fee (per mailing batch under 2W ..it picas) S5.00 S5,000 $5.000 S5.000 S5.000 $5.000 E- Pages Husdssort Surchvge IN, ..it piez<) W 35 w.350 S0.350 w.350 w150 S4l-350 Add- SJplat<s-per rtmd -li So 003 NCOA S0M3RCOA So W3 NCOA SO.W3 N-A SO.3\COA �JATWAL8 Slanda Paper Slo'k (Per she's) VI o15 so 015 $0.015 50.015 $0015 Sundard Outgoing 110 El, 1. a S0.023 SO 023 w.023 So 023 SO 023 Standard Rzlum 69 Fmvzlop< SO.Di9 so $0.019 So o19 so 019 Outgoing Flat F4tsdope-use fa mail pieces lid, excess p i;c, w.170 W.170 W.170 Wild SO.170 0) 00 N 14 N O Q V I 0 Z ILL vI O ILL Z I �.i L y..p C U 0 I 0 0 N N C d E t V rr Q Page l oft Packet Pg. 8 3: 16.C.3.d Other Exhibit/Attachment Description: County's Bill Format and County's Bill Insert U ❑E following this page (containing 4 pages) 0 ❑ this exhibit is not applicable 0 Page 17 of 17 0 0 0 N N O Z M 00 N le N Fixed Term Service Agreement 2022_Ver.2 Packet Pg. 884 Attachment A 16.C.3.d C.4114e-r County Public Utilities Division Utility Billing & Customer Service ACCOUNT NUMBER: CUSTOMER NAME: SERVICE ADDRESS: MAILING ADDRESS: 4420 Mercantile Ave Naples, Florida 34104 ACCOUNT SUMMARY AS OF Phone: 239-252-2380 www.colliergov.net PAYMENTS RECEIVED ON: V PREVIOUS BALANCE: CURRENT CHARGES: C TOTAL AMOUNT DUE: O IPiPORTANT MESSAGEN7 Os 00 N le N 0 Q �.i I Z W Coll 0 SEE BACK OF BILL FOR ADDITIONAL INFORMATION LL - ........... ...--- — -..._ ........ -- -- __ ..._....... __. ._.... -- ...--... _........... .... ._. PLEASE DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT —I f' Checks must be in U.S. funds and drawn on a U.S. b u �""°�I.1�i'!A e-r County O Public Utilities Division I Utility Billing & Customer Service c 4420 Mercantile Ave • Naples, Florida 34104 o PHONE: (239) 252-2380 Customer Name: Service Address: STATEMENT DATE CURRENT CHARGES ACCOUNT NUMBEI DUE DATE _ TOTAL DUE AMOUNT ENCLOS ADDRESSEE: MAKE CHECK PAYABLE TO BOCC AND MAIL TO: UA Collier County Utility Billing P.O. Box 29017 Miami, FL 33102-9017 CCU-1427-3 Packet Pg. 885 Reading Your Water Meter 16.C.3.d To find out how much water you have used since your last bill, read the first four digits, from left to the right, showing on your water meter. Billed usage is measured by thousands of gallons. Subtract your last bill's "current" meter reading from this number to find your recent consumption. NOTE: Reading your own meter on a regular basis allows you to investigate large increases in water usage before you receive a high bill. High water bills are of caused by leaking faucets, toilets, pools, irrigation systems, or pipes and should be repaired promptly. Cost of usage caused by leaks is your responsibility. Think You Have Water Loss? To check for water loss, make sure that no water is running in or outside the house. Do not shut off any valves on any pipes. Locate the flow detector on your w meter. If either the small triangle or embossed circle at the center of the meter is rotating, or the word FLOW shows on the face of a digital meter, water is floe through the meter indicating possible water loss. Vist www.colliergov.net/utilitybilling and click on - Water and Sewer Services FAQs for more information. For sewer backups call 239-252-2600 (24 hours a day) BEFORE calling a plumber. Service Base and Water Block Rate Structure - Effective October 1, 2021 Sewer Base Water Base Block 1 000gallons) Block 2 000gallons) Block 3 000gallons) Block 4 000gallons) Block 5 000gallons) Block 6 (000 gallons) Charge" $3.34 $5.05 $6.71 $8.38 $10.0 $13.4( Meter Size 5/8" & 3/4" $37.30 24.79 First 5 6 to 10 11 to 20 21 to 30 31 to 50 Over 50 1" $59.98 $39.06 First 8 9 to 16 17 to 32 33 to 48 49 to 80 Over 80 1 1/4" $77.92 $50.36 First 11 12 to 22 23 to 44 45 to 66 67 to 110 Over 110 1 1/2" $116.16 $74.44 First 17 18 to 34 35 to 68 69 to 102 103 to 170 Over 170 2" $183.85 $117.06 First 27 28 to 54 55 to 108 109 to 162 163 to 270 Over 270 3" $511.15 $323.14 First 75 76 to 150 151 to 300 301 to 450 451 to 750 Over 750 4" $1,131.54 $713.76 First 167 168 to 334 335 to 668 669 to 1,002 1,003 to 1,670 Over 1,670 6" $2,259.96 $1,424.25 First 333 334 to 666 667 to 1,332 1,333 to 1,998 1,999 to 3,330 Over 3,330 8" $3,952.26 $2,489.79 First 583 584 to 1,166 1,167 to 2,332 2,333 to 3,498 3,499 to 5,830 Over 5,830 101, $7,160.51 $4,509.82 First 1,057 1,058 to 2,114 2,115 to 4,228 4,229 to 6,342 6,343 to 10,570 Over 10,570 12" $10,615.84 $6,685.42 First 1,568 1,569 to 3,136 3,137 to 6,272 6,273 to 9,408 9,409 to 15,680 Over 15,680 ** Volume charge per 1,000 gallons Sewer Volume $5.25 per 1,000 gallons Example: Residential customer with a 518" meter and 17, 000 gallons of water usage during the month. The Block Rate structure is designed to encourage water conservation - the more you use the more you pay! Sewer Availability ($37.30) $37.30 Sewer Volume (capped at 15,000gals) 15 x $5.25 $78.75 Water availability $24.79 $24.79 5,000 gals at Block 1 5 x $3.34 $16.70 5,000 gals at Block 2 5 x $5.05 $25.25 7,000 gals at Block 3 7 x $6.71 $46.97 Total Char es = $229.76 Customer Reminders Additional fees: Duplicate Bill $1.00 Meter Re -Read $34.00 Meter Shut -Off Lock Fee 1st $56.00 Meter Shut -Off Lock Fee 2nd $84.00 Meter Shut -Off Lock Fee 3rd $112.00 Meter Unlock Fee (After Hours) $70.00 Meter Pull fee $120.00 • Promptly advise Utility Billing and Customer Service of any change in your telephone contact numbers and/or billing address. • Promptly advise Utility Billing and Customer Service if the property is occupied by a tenant. Note that a monthly duplicate bill fee may be applied to the accoui Property owners are advised that when a tenant fails to make a monthly bill payment, it becomes the responsibility of the owner. It is the owner's responsibility ensure that tenants cancel any payment arrangements with the utility when their tenancy ends. Any overpayments must be resolved between the owner and ten-, • Payment made by any other means may not be received and could result in termination of service, with a continuing obligation to pay. Contact Information E-Mail Telephone Fax Website utilitybill@colliercountyfl.gov (239) 252-2380 (239) 252-6699 www.colliercountyfl.gov/utilitybillin( WARNING: THIS BILL BECOMES DELINQUENT IF THE TOTAL ACCOUNT BALANCE DUE IS NOT PAID BY THE DUE DATE. THE WATER -SEWER DISTRICT UNIFORM BILLING OPERATING AND REGULATORY STANDARDS ORDINANCE NO. 2001-73 PROVIDES THAT PAYMENTS RECEIVI AFTER THE DUE DATE SHALL BE SUBJECT TO LATE PENALTY CHARGES AND THE DISTRICT SHALL DISCONTINUE ALL UTILITY SERVICE WHEN THE BILL DELINQUENT. THE FULL ACCOUNT BALANCE INCLUDING A LOCK FEE SHALL BE PAID FOR SERVICE TO BE RESTORED. UNPAID BALANCES BECOME i AUTOMATIC LIEN ON THE PROPERTY AS PROVIDED FOR IN THE SPECIAL ACT CREATING THE COLLIER COUNTY WATER -SEWER DISTRICT. Convenient Ways To Pay & View Your Bill Locations Utility Billing & Customer Service Cente 4420 Mercantile Ave. Naples, FL 3410, 0400P 3y 0M-F 8 am to 5 pm Utility Billing & Customer Service 011985 Collier Blvd, Suite 7 Naples FL 34' M-F 8:30 am to 4:30 pm v c c m 0 c 0 rn aD v d a� c c rn c c d 0 0 eo N N Ci z rn e0 N le N O Q U I z W Cn O LL z _I (a r c 0 U 0 I 0 eo N N a+ c 0 t c� (o Q Pay pay Pay SchedUle AutoPay Paperless North Collier Government Center Online by Phone by Text a Payment 2335 Orange Blossom Dr. Naples FL 341 M-F 9 am to 6 pm Online: www.colliercountyfl.gov/paywater Heritage Bay Government Center By Phone: (239) 252-2380 Select Option 1 15430 Collier Blvd. Naples, FL 34120 O M-F 9 am to .IIi ,r(� 0 PBy Foy GQ' Government picture I Packet Pg. 886 i;'G)7n[k in narcnn niifh rharke rra i an a i rar e cnrl, W ry n, OJ c a A E ca Q' b v c o ".0 a, ` ;° n �' .% ,v+ U E L ro aci v 0 on 3 ro 0 O N ro u � ro 3 ai c n E ro 0 O v- N O 3 b c LL- Ln CL o aj + j o C on L- ro ro ro ro L O 0 v L U Lro N 0 y v a0 J L E c ro on ro wm 3 oz° v ro o o 3+�0 on 'D u ra C U v b ro +: N 'G 0 N m a o +� E ro ro ro v o 3 0 3 ro u v w ru n v c � Q1 U O M � o n o on a > Y Q ro aci C) 3 u ^uvo a,- -� O u -0 ro 3 w 0 O On 7 � O � v L y, kn ca on N a) CIO a � � a O N L i u ro c v a, 3 m o � n ro o E n a j 0 ro olI ro Co N ^ aJ u C) C O 6 u L 0 a ( ro a ro v m p Ocu U ro _ � O -0 E G •N u L v a N a n c U N ro aJ Z = E a on _ on Ca a O L LJ C: C 7 o ai u v v ° CD a CO •w0 V L 'N 0 0 0 6i m l:J C a+ O N[�m E Ebb o Q o0roo —oo m>m> wan an J Eov an 3 3 ro rr0000 ~ w M � Ln Ln � Ln Ln 1, fO 0 0 N N W O rn O N U W N VNp n u N N 1� n O4 D CO 0 .O W Ln N ^ O 'cps 00 M w v n n Wca N o r` V M O N MM M N O O on C yyj M In N 'o N N N O V1 o' N 00 tom// o M M O 'O O� 'o X N Vl N n w I w L U V C M V N O -o N rp t%1 pp v Ln O am Ln Ln V m N Lq 0 fV Lff '0 N aC.+ MnN %0N Ln M r0 VT VT V} VT VT VT N 3 N O aj N E p N O lNn O J m V 10 is o on �o� �� rotn C Co x .-NM C E Ln Y Y Y a N O O O C Y w aJ am mm 0 v ° E E w N C vOi .J '�� = ar 0 m>m> 0 ro M u a E on on on J mco M 3 3 b m000 ~ WLn 7 L" to Ln to n O U_) 3 `� 1E O 0 3 ro L., � o � v -o •o ro C N N 2u ro C Q a p c E v o +-� c on b H U c o ° 0 o 2° > Z w v w +-r ro w J o a U 7�7•� V v on W m (D +' 0 O C_ 0 C VJ aci � y ro ro ^ on c ° N or . 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V v > r o u C -a O H U o N t � o o 00 0 � N E N 0 R5 ++ o d N C L o ro w f0 L Qj > i 3 3 Q o ° L Uc w ° E 2 a 3 E a ro (0 3 0 on c = co +' O N Packet Pg. 888 Client#: 581763 INFOSENDI 16.C.3.f ACORD.. CERTIFICATE OF LIABILITY INSURANCE DATE12/07/2022 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 certificate holder is an ADDITIONAL INSURED, the policy(ies) 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 any rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Amber Wisher Marsh & McLennan Agency LLC PHONE FAX A/C, No, Ext : A/C, No): Marsh &McLennan Ins. Agency LLC ADDRESS: OCCerts@MarshMMA.com 1 Polaris Way #300 INSURER(S) AFFORDING COVERAGE NAIC # Aliso Viejo, CA 92656 Federal Insurance CompanY 20281 INSURED InfoSend, Inc. 4240 E. La Palma Avenue Anaheim, CA 92807-CA COVERAGES CERTIFICATE NUMBER: INSURER A . INSURER B : CompWest Insurance Company C 12177 CO INSURER C : Accident Fund Ins Co of America 10166 INSURER D: Underwriters at Lloyd's London 555555 C r+ INSURER E: N INSURER F : d REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH 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. LT R LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY X 36031149 02/01/2022 02/01/2023 EACH OCCURRENCE $1,000,000 CLAIMS -MADE � OCCUR PREMISES EaoN.U".nce $1,000,000 MED EXP (Any one person) $10,000 PERSONAL & ADV INJURY $1,0001000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 X POLICY JECT LOC PRODUCTS - COMP/OPAGG $2,000,000 $ OTHER: A AUTOMOBILE LIABILITY X 73587120 2/01/2022 02/01/202 CMINED Ea acciden SINGLE LIMIT $1'000,000 X BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ X HIRED NON -OWNED AUTOS ONLY X AUTOS ONLY $ A X UMBRELLA LIAB X OCCUR 79896856 2/01/2022 02/01/2023 EACH OCCURRENCE s5,000,000 AGGREGATE s5,000,000 EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE Y/ N OFFICER/MEMBER EXCLUDED? y (Mandatory in NH) N / A WCP100005303* WCP100005342** *CA/OR/AZ/GA 2/01/2022 2/01/2022 02101/2023 02/01/202 X PER OH - TAT TE ER E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYEE $1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below **FL/TX/IL E.L. DISEASE - POLICY LIMIT $1,000,000 D Prof Liab /Cyber TRICE01743 02/01/2022 02/01/2023 $5,000,000 Agg. /Claim D *Retro 12/01/06 02/01/2022 02/01/2023 $100,000 Retention A Crime 1 68054862 02/01/2022 02/01/2023 $300,000 /$5,000 Ret. DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR Collier County Government, OR Collier County are named as Additional Insured on the Automobile and General Liability per the attached endorsement. Primary and Non -Contributory applies to General Liability per the attached endorsement. ERTIFICATE HOLDER Collier County Board of County Commissioners 3295 Tamiami Trail E. Naples, FL 34112-0000 ELLATI SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE A"Jhli., "04P.0+ d co a) C C ill C C 'L EL O T O O N N O Z 0) o N I* N Z W co O LL Z _I O UI 0 O O N N r.� c m E z V M Q © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) 1 of 1 The ACORD name and logo are registered marks of ACORD Packet Pg. 889 #S12077785/M11185776 WOPZB INSURED: Infosend, Inc. POLICY #: 73587120 16.C.3.f POLICY PERIOD: 02/01/2022 TO 02/01/2023 COMMERCIAL AUTOMOBILE THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. COMMERCIAL AUTOMOBILE BROAD FORM ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM This endorsement modifies the Business Auto Coverage Form 1. EXTENDED CANCELLATION CONDITION Paragraph A.2.b. — CANCELLATION - of the COMMON POLICY CONDITIONS form IL 00 17 is deleted and replaced with the following: b. 60 days before the effective date of cancellation if we cancel for any other reason. 2. BROAD FORM INSURED A. Subsidiaries and Newly Acquired or Formed Organizations As Insureds The Named Insured shown in the Declarations is amended to include: 1. Any legally incorporated subsidiary in which you own more than 50% of the voting stock on the effective date of the Coverage Form. However, the Named Insured does not include any subsidiary that is an "insured" under any other automobile policy or would be an "insured" under such a policy but for its termination or the exhaustion of its Limit of Insurance. 2. Any organization that is acquired or formed by you and over which you maintain majority ownership. However, the Named Insured does not include any newly formed or acquired organization: (a) That is an "insured" under any other automobile policy; (b) That has exhausted its Limit of Insurance under any other policy; or (c) 180 days or more after its acquisition or formation by you, unless you have given us written notice of the acquisition or formation. Coverage does not apply to "bodily injury" or "property damage" that results from an "accident" that occurred before you formed or acquired the organization. B. Employees as Insureds Paragraph A. 1. — WHO IS AN INSURED — of SECTION II — LIABILITY COVERAGE is amended to add the following: d. Any "employee" of yours while using a covered "auto" you don't own, hire or borrow in your business or your personal affai rs. C. Lessors as Insureds Paragraph A. 1. —WHO IS AN INSURED — of SECTION II — LIABILITY COVERAGE is amended to add the following: e. The lessor of a covered "auto" while the "auto" is leased to you under a written agreement if: (1) The agreement requires you to provide direct primary insurance for the lessor; and (2) The "auto" is leased without a driver. Such leased "auto" will be considered a covered "auto" you own and not a covered "auto" you hire. However, the lessor is an "insured" only for "bodily injury" or "property damage" resulting from the acts or omissions by: 1. You; 2. Any of your "employees" or agents; or 3. Any person, except the lessor or any "employee" or agent of the lessor, operating an "auto" with the permission of any of 1. and/or 2. above. D. Persons And Organizations As Insureds Under A Written Insured Contract Paragraph A.1 — WHO IS AN INSURED — of SECTION II — LIABILITY COVERAGE is amended to add the following: f. Any person or organization with respect to the operation, maintenance or use of a covered "auto", provided that you and such person or organization have agreed under an express provision in a written "insured contract", written agreement or a written permit issued to you by a governmental or public authority to add such person or organization to this policy as an "insured". However, such person or organization is an "insured" only: Form: 16-02-0292 (Rev. 11-16) Page 1 of 3 "Includes copyrighted material of Insurance Services Office, Inc. with its permission" 0 0 0 N N O z 0 N N Packet Pg. 890 16.C.3.f El 5. (1) with respect to the operation, maintenance or use of a covered "auto"; and (2) for "bodily injury" or "property damage" caused by an "accident" which takes place after: (a) You executed the "insured contract" or written agreement; or (b) The permit has been issued to you. FELLOW EMPLOYEE COVERAGE EXCLUSION B.5. - FELLOW EMPLOYEE — of SECTION II — LIABILITY COVERAGE does not apply. PHYSICAL DAMAGE — ADDITIONAL TEMPORARY TRANSPORTATION EXPENSE COVERAGE Paragraph AA.a. —TRANSPORTATION EXPENSES — of SECTION III — PHYSICAL DAMAGE COVERAGE is amended to provide a limit of $50 per day for temporary transportation expense, subject to a maximum limit of $1,000. AUTO LOAN/LEASE GAP COVERAGE Paragraph A. 4. — COVERAGE EXTENSIONS - of SECTION III — PHYSICAL DAMAGE COVERAGE is amended to add the following: c. Unpaid Loan or Lease Amounts In the event of a total "loss" to a covered "auto", we will pay any unpaid amount due on the loan or lease for a covered "auto' minus: 1. The amount paid under the Physical Damage Coverage Section of the policy; and 2. Any: a. Overdue loan/lease payments at the time of the "loss"; b. Financial penalties imposed under a lease for excessive use, abnormal wear and tear or high mileage; c. Security deposits not returned by the lessor: d. Costs for extended warranties, Credit Life Insurance, Health, Accident or Disability Insurance purchased with the loan or lease; and e. Carry-over balances from previous loans or leases. We will pay for any unpaid amount due on the loan or lease if caused by: 1. Other than Collision Coverage only if the Declarations indicate that Comprehensive Coverage is provided for any covered "auto'; 2. Specified Causes of Loss Coverage only if the Declarations indicate that Specified Causes of Loss Coverage is provided for any covered "auto'; or 3. Collision Coverage only if the Declarations indicate that Collision Coverage is provided for any covered "auto. 6. RENTAL AGENCY EXPENSE Paragraph A. 4. —COVERAGE EXTENSIONS —of SECTION III — PHYSICAL DAMAGE COVERAGE is amended to add the following: d. Rental Expense We will pay the following expenses that you or any of your "employees" are legally obligated to pay because of a written contract or agreement entered into for use of a rental vehicle in the conduct of your business: MAXIMUM WE WILL PAY FOR ANY ONE CONTRACT OR AGREEMENT: 1. $2,500 for loss of income incurred by the rental agency during the period of time that vehicle is out of use because of actual damage to, or "loss" of, that vehicle, including income lost due to absence of that vehicle for use as a replacement; 2. $2,500 for decrease in trade-in value of the rental vehicle because of actual damage to that vehicle arising out of a covered "loss"; and 3. $2,500 for administrative expenses incurred by the rental agency, as stated in the contract or agreement. 4. $7,500 maximum total amount for paragraphs 1., 2. and 3. combined. 7. EXTRA EXPENSE — BROADENED COVERAGE Paragraph A. 4. —COVERAGE EXTENSIONS —of SECTION III — PHYSICAL DAMAGE COVERAGE is amended to add the following: e. Recovery Expense We will pay for the expense of returning a stolen covered "auto' to you. 8. AIRBAG COVERAGE Paragraph B.3.a. - EXCLUSIONS —of SECTION III — PHYSICAL DAMAGE COVERAGE does not apply to the accidental or unintended discharge of an airbag. Coverage is excess over any other collectible insurance or warranty specifically designed to provide this coverage. 9. AUDIO, VISUAL AND DATA ELECTRONIC EQUIPMENT - BROADENED COVERAGE Paragraph C.1.b. — LIMIT OF INSURANCE - of SECTION III - PHYSICAL DAMAGE is deleted and replaced with the following: b. $2,000 is the most we will pay for "loss" in any one "accident" to all electronic equipment that reproduces, receives or transmits audio, visual or data signals which, at the time of 'loss", is: (1) Permanently installed in or upon the covered "auto' in a housing, opening or other location that is not normally used by the "auto' manufacturer for the installation of such equipment; (2) Removable from a permanently installed housing unit as described in Paragraph 2.a. above or is an integral part of that equipment; or (3) An integral part of such equipment. 10. GLASS REPAIR —WAIVER OF DEDUCTIBLE Form: 16-02-0292 (Rev. 11-16) Page 2 of 3 "Includes copyrighted material of Insurance Services Office, Inc. with its permission" 0 0 N N 6 z 00 N N Packet Pg. 891 16.C.3.f Under Paragraph D. - DEDUCTIBLE — of SECTION III — PHYSICAL DAMAGE COVERAGE the following is added: No deductible applies to glass damage if the glass is repaired rather than replaced. 11. TWO OR MORE DEDUCTIBLES 12 13 Paragraph D.- DEDUCTIBLE —of SECTION III — PHYSICAL DAMAGE COVERAGE is amended to add the following: If this Coverage Form and any other Coverage Form or policy issued to you by us that is not an automobile policy or Coverage Form applies to the same "accident", the following applies: 1. If the deductible under this Business Auto Coverage Form is the smaller (or smallest) deductible, it will be waived; or 2. If the deductible under this Business Auto Coverage Form is not the smaller (or smallest) deductible, it will be reduced by the amount of the smaller (or smallest) deductible. AMENDED DUTIES IN THE EVENT OF ACCIDENT, CLAIM, SUIT OR LOSS Paragraph A.2.a. - DUTIES IN THE EVENT OF AN ACCIDENT, CLAIM, SUIT OR LOSS of SECTION IV - BUSINESS AUTO CONDITIONS is deleted and replaced with the following: a. In the event of "accident", claim, "suit" or "loss", you must promptly notify us when the "accident" is known to: (1) You or your authorized representative, if you are an individual; (2) A partner, or any authorized representative, if you are a partnership; (3) A member, if you are a limited liability company; or (4) An executive officer, insurance manager, or authorized representative, if you are an organization other than a partnership or limited liability company. Knowledge of an "accident", claim, "suit" or "loss" by other persons does not imply that the persons listed above have such knowledge. Notice to us should include: (1) How, when and where the "accident" or "loss" occurred, (2) The "insured's" name and address, and (3) To the extent possible, the names and addresses of any injured persons or witnesses. WAIVER OF SUBROGATION Paragraph A.5. - TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US of SECTION IV— BUSINESS AUTO CONDITIONS is deleted and replaced with the following: 5. We will waive the right of recovery we would otherwise have against another person or organization for "loss" to which this insurance applies, provided the "insured" has waived their rights of recovery against such person or organization under a contract or agreement that is entered into before such "loss". To the extent that the "insured's" rights to recover damages for all or part of any payment made under this insurance has not been waived, those rights are transferred to us. That person or organization must do everything necessary to secure our rights and must do nothing after "accident" or "loss" to impair them. At our request, the insured will bring suit or transfer those rights to us and help us enforce them. 14. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS Paragraph B.2. — CONCEALMENT, MISREPRESENTATION or FRAUD of SECTION IV — BUSINESS AUTO CONDITIONS - is deleted and replaced with the following: If you unintentionally fail to disclose any hazards existing at the inception date of your policy, we will not void coverage under this Coverage Form because of such failure. 15. AUTOS RENTED BY EMPLOYEES Paragraph B.5. - OTHER INSURANCE of SECTION IV— BUSINESS AUTO CONDITIONS - is amended to add the following: e. Any "auto" hired or rented by your "employee" on your behalf and at your direction will be considered an "auto" you hire. If an "employee's" personal insurance also applies on an excess basis to a covered "auto" hired or rented by your "employee" on your behalf and at your direction, this insurance will be primary to the "employee's" personal insurance. 16. HIRED AUTO — COVERAGE TERRITORY Paragraph B.7.b.(5). - POLICY PERIOD, COVERAGE TERRITORY of SECTION IV — BUSINESS AUTO CONDITIONS is deleted and replaced with the following: (5) A covered "auto" of the private passenger type is leased, hired, rented or borrowed without a driver for a period of 45 days or less; and 17. RESULTANT MENTAL ANGUISH COVERAGE Paragraph C. of - SECTION V — DEFINITIONS is deleted and replaced by the following: "Bodily injury" means bodily injury, sickness or disease sustained by any person, including mental anguish or death as a result of the "bodily injury" sustained by that person. Form: 16-02-0292 (Rev. 11-16) Page 3 of 3 "Includes copyrighted material of Insurance Services Office, Inc. with its permission" 0 0 N N 0 Z 00 N v N Packet Pg. 892 INSURED: InfoSend. Inc. POLICY #: 36031149 CHUBB" Supplementary Payments (continued) POLICY PERIOD: 02/01/2022 General Liability b. release attachments; 16.C.3.f TO 02/01/2023 but only for bond amounts within the available Limit Of Insurance. We do not have to furnish these bonds. C. reasonable expenses incurred by the insured at our request to assist us in the investigation or defense of such claim or suit, including actual loss of earnings up to $1000 a day because of time off from work. D. costs taxed against the insured in the suit, except any: 1. attorney fees or litigation expenses; or 2. other loss, cost or expense; in connection with any injunction or other equitable relief. E. prejudgment interest awarded against the insured on that part of a judgment we pay. If we make an offer to pay the applicable Limit Of Insurance, we will not pay any prejudgment interest based on that period of time after the offer. F. interest on the full amount of a judgment that accrues after entry of the judgment and before we have paid, offered to pay or deposited in court the part of the judgment that is within the applicable Limit Of Insurance. Supplementary Payments does not include any fine or other penalty. These payments will not reduce the Limits Of Insurance. Our obligation to make these payments ends when we have used up the applicable Limit Of Insurance. Coverage Territory This insurance applies anywhere, provided the insured's responsibility to pay damages, to which this insurance applies, is determined in a suit on the merits brought in the United States of America (including its possessions and territories), Canada or Puerto Rico, or in a settlement to which we agree. Who Is An Insured Sole Proprietorships If you are an individual, you and your spouse are insureds; but you and your spouse are insureds only with respect to the conduct of a business of which you are the sole owner. If you die: • persons or organizations having proper temporary custody of your property are insureds; but they are insureds only with respect to the maintenance or use of such property and only for acts until your legal representative has been appointed; and • your legal representatives are insureds; but they are insureds only with respect to their duties as your legal representatives. Such legal representatives will assume your rights and duties under this insurance. c c a� rn 0 c 0 m m rn a� c c a� c c �L EL 0 T 0 0 N N 0 Z as 0 N N C Z W co O u. Z —I O V 0 I 0 0 N N r.� c m E z c� Q babi* Insurance Form 80-02-2000 (Rev. 4-01) contract Page 5 of 32 Packet Pg. 893 16.C.3.f Who Is An insured (continued) Partnerships Or Joint If you are a partnership (including a limited liability partnership) or a joint venture, you are an Ventures insured. Your members, your partners and their spouses are insureds; but they are insureds only with respect to the conduct of your business. c Limited Liability If you are a limited liability company, you are an insured. Your members and their spouses are Companies insureds; but they are insureds only with respect to the conduct of your business. Your managers o are insureds; but they are insureds only with respect to their duties as your managers. c 0 Other Organizations if you are an organization (including a professional corporation) other than a partnership, joint venture or limited liability company, you are an insured. Your directors and officers are insureds; but they are insureds only with respect to their duties as your directors or officers. Your co stockholders and their spouses are insureds; but they are insureds only with respect to their liability as your stockholders. Employees Your employees are insureds; but they are insureds only for acts within the scope of their employment by you or while performing duties related to the conduct of your business. However, no employee is an insured for: A. bodily injury, advertising injury or personal injury: 1. to you, to any of your directors, managers, members, officers or partners (whether or c not an employee) or to any co -employee while such injured person is either in the ao course of his or her employment or while performing duties related to the conduct of N your business; c Z 2. to the brother, child, parent, sister or spouse of such injured person as a consequence of any injury described in subparagraph A.1. above; or N 3. for which there is any obligation to share damages with or repay someone else who N must pay damages because of any injury described in subparagraphs A.1. or A.2. p above. Z w With respect to bodily injury only, this limitation does not apply to: co p * you or to your directors, managers, members, officers, partners or supervisors as u_ Z insureds; or O * your employees, as insureds, with respect to such damages caused by cardio- pulmonary resuscitation or first aid services administered by such an employee; or c1 T- B. property damage to any property owned, occupied or used by you or by any of your directors, managers, members, officers or partners (whether or not an employee) or by any of your employees. This limitation does not apply to property damage to premises while rented to you or temporarily occupied by you with permission of the owner. babi* Insurance Form 80-02-2000 (Rev. 4-01) contract Page 6 of 32 Packet Pg. 894 16.C.3.f C H U B B" General Liability Who Is An Insured (continued) Volunteers Persons who are volunteer workers for you are insureds; but they are insureds only for acts within the scope of their activities for you and at your direction. S c c Real Estate Managers Persons (other than your employees) or organizations acting as your real estate managers are in insureds; but they are insureds only with respect to their duties as your real estate managers. c 0 .r Permissive Users Of With respect to mobile equipment registered in your name under a motor vehicle registration law: Mobile Equipment A. persons driving such equipment on a public road with your permission are insureds; and > L B. persons or organizations responsible for the conduct of such persons described in a� subparagraph A. above are insureds; but they are insureds only with respect to the operation a� � of the equipment and only if no other insurance of any kind is available to them However, no person or organization is an insured with respect to: � •bodily injury to any co -employee of the person driving the equipment; or c f° � • property damage to any property owned or occupied by or loaned or rented to you, or in c your charge or the charge of the employer of any person who is an insured under this a provision. 0 Vendors Persons or organizations who are vendors of your products are insureds; but they are insureds 0 Co A only with respect to their liability for damages for bodily injury or property damage resulting N from the distribution or sale of your products in the regular course of their business and only if this Z insurance applies to the products -completed operations hazard. However, no such person or organization is an insured with respect to any: 00 v * assumption of liability by them in a contract or agreement. This limitation does not apply to N the liability for damages for bodily injury or property damage that such vendor would Z have in the absence of such contract or agreement; w U) * representation or warranty unauthorized by you; 0 z • physical or chemical change in your products made intentionally by the vendor; _I O * repackaging, unless unpacked solely for the purpose of inspection, demonstration or testing, V or the substitution of parts under instruction from the manufacturer and then repacked in the o original container; c * failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to cN.� make or normally undertakes to make in the usual course of business in connection with the distribution or sale of your products; * demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of your products; or r Q * of your products which, after distribution or sale by you, have been labeled or relabeled or used as a container, ingredient or part of any other thing or substance by or for the vendor. Liabi* Insurance Form 80-02-2000 (Rev. 4-01) contract Page 7 of 32 Packet Pg. 895 16.C.3.f Who Is An insured Vendors Further, no person or organization from whom you have acquired your products, or any container, (continued) ingredient or part entering into, accompanying or containing your products, is an insured under this provision. U c Lessors Of Equipment Persons or organizations from whom you lease equipment are insureds; but they are insureds only — with respect to the maintenance or use by you of such equipment and only if you are contractually (D obligated to provide them with such insurance as is afforded by this contract. o However, no such person or organization is an insured with respect to any: cC 0 • damages arising out of their sole negligence; or N m * occurrence that occurs, or offense that is committed, after the equipment lease ends. m Co Lessors Of Premises Persons or organizations from whom you lease premises are insureds; but they are insureds only c with respect to the ownership, maintenance or use of that particular part of such premises leased to you and only if you are contractually obligated to provide them with such insurance as is afforded by this contract. However, no such person or organization is an insured with respect to any: • damages arising out of their sole negligence; c * occurrence that occurs, or offense that is committed, after you cease to be a tenant in the L a premises; or o • structural alteration, new construction or demolition operations performed by or on behalf of T 00o them. N N O Z Subsidiary Or Newly If there is no other insurance available, the following organizations will qualify as named insureds: CD Acquired Or Formed Organizations a subsidiary organization of the first named insured shown in the Declarations of which, at N v the beginning of the policy period and at the time of loss, such first named insured controls, either directly or indirectly, more than fifty (50) percent of the interests entitled to vote Z generally in the election of the governing body of such organization; or LU • a subsidiary organization of the first named insured shown in the Declarations that such first 0 named insured acquires or forms during the policy period, if at the time of loss such first Z named insured controls, either directly or indirectly, more than fifty (50) percent of the interests entitled to vote generally in the election of the governing body of such organization. U. Limitations On Who Is An A. Except to the extent provided under the Subsidiary Or Newly Acquired Or Formed Insured Organizations provision above, no person or organization is an insured with respect to the conduct of any person or organization that is not shown as a named insured in the Declarations. B. 10 person or organization is an insured with respect to the: 1. ownership, maintenance or use of any assets; or 2. conduct of any person or organization whose assets, business or organization; Liability Insurance Form 80-02-2000 (Rev. 4-01) contract Page 8 of 32 Packet Pg. 896 INSURED: InfoSend, Inc. POLICY ##: 36031149 POLICY PERIOD: 02/01/2022 TO 02/01/2023 16.C.3.f Condifions Duties In The Event Of F. Knowledge of an occurrence or offense by an agent or employee of the insured will not Occurrence, Offense, constitute knowledge by the insured, unless an officer (whether or not an employee) of any Claim Or Suit insured or an officer's designee knows about such occurrence or offense. (continued) G. Failure of an agent or employee of the insured, other than an officer (whether or not an employee) of any insured or an officer's designee, to notify us of an occurrence or offense that such person knows about will not affect the insurance afforded to you. H. If a claim or loss does not reasonably appear to involve this insurance, but it later develops into a claim or loss to which this insurance applies, the failure to report it to us will not violate this condition, provided the insured gives us immediate notice as soon as the insured is aware that this insurance may apply to such claim or loss. ............................................................................................................................................................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................................................................................................................................................ ..................................................................................................................................................................................... . ............................................................................................................................................................................................................................................................................................................................................................................ ............................................................................................................................................................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................................................................................................................................................ Legal Action Against Us No person or organization has a right under this insurance to: Other Insurance join us as a party or otherwise bring us into a suit seeking damages from an insured; or sue us on this insurance unless all of the terms and conditions of this insurance have been fully complied with. A person or organization may sue us to recover on an agreed settlement or on a final judgment against an insured obtained after an actual: trial in a civil proceeding; or arbitration or other alternative dispute resolution proceeding; but we will not be liable for damages that are not payable under the terms and conditions of this insurance or that are in excess of the applicable Limits Of Insurance. If other valid and collectible insurance is available to the insured for loss we would otherwise cover under this insurance, our obligations are limited as follows. Primary Insurance This insurance is primary except when the Excess Insurance provision described below applies. If this insurance is primary, our obligations are not affected unless any of the other insurance is also primary. Then, we will share with all that other insurance by the method described in the Method of Sharing provision described below. Excess Insurance This insurance is excess over any other insurance, whether primary, excess, contingent or on any other basis: A. that is Fire, Extended Coverage, Builder's Risk, Installation Risk or similar insurance for your work; B. that is insurance that applies to property damage to premises rented to you or temporarily occupied by you with permission of the owner; C. if the loss arises out of aircraft, auto or watercraft (to the extent not subject to the Aircraft, Autos Or Watercraft exclusion); 0 0 0 N N O Z 0 N v N Liabilitlr Insurance Farm 80-02-2000 4-01 Packet Pg. 897 1 16.C.3.f C H U B B" General Liability Conditions Other Insurance D. that is insurance: (continued) 1. provided to you by any person or organization working under contract or agreement for you; or 2. under which you are included as an insured; or c E. that is insurance under any Property section of this policy. a) ) When this insurance is excess, we will have no duty to defend the insured against any suit if any E other insurer has a duty to defend such insured against such suit. If no other insurer defends, we ° r will undertake to do so, but we will be entitled to the insureds rights against all those other insurers. L When this insurance is excess over other insurance, we will pay only our share of the amount of loss, if any, that exceeds the sum of the total: 0 c * amount that all other insurance would pay for loss in the absence of this insurance; and .@ of all deductible and self -insured amounts under all other insurance. We will share the remaining loss, if any, with any other insurance that is not described in this c f° Excess Insurance provision and was not negotiated specifically to apply in excess of the Limits Of c Insurance shown in the Declarations of this insurance. c Method of Sharing L a If all of the other insurance permits contribution by equal shares, we will follow this method also. Under this method each insurer contributes equal amounts until it has paid its applicable limits of 000 insurance or none of the loss remains, whichever comes first. N N If any of the other insurance does not permit contribution by equal shares, we will contribute by z limits. Under this method, each insurer's share is based on the ratio of its applicable limits of insurance to the total applicable limits of insurance of all insurers. a) N N Premium Audit We will compute all premiums for this insurance in accordance with our rules and rates. Z In accordance with the Estimated Premiums section of the Premium Summary, premiums shown LU y with an asterisk (*) are estimated premiums and are subject to audit. 0 Z In addition to or in lieu of such designation in the Premium Summary, premiums may be designated g 5', P y g � as estimated premiums elsewhere in this policy. In that case, these premiums will also be subject to p audit, and the second paragraph of the Estimated Premiums section of the Premium Summary will U� apply. o 0 0 Separation Of Insureds Except with respect to the Limits Of Insurance, and any rights or duties specifically assigned in this N `r•V insurance to the first named insured, this insurance applies: * as if each named insured were the only named insured; and • separately to each insured against whom claim is made or suit is brought. r Q babi* Insurance Form 80-02-2000 (Rev. 4-01) contract Page 23 of 32 Packet Pg. 898 16.C.3.f Conditions (continued) Transfer Or Waiver Of We will waive the right of recovery we would otherwise have had against another person or Rights Of Recovery organization, for loss to which this insurance applies, provided the insured has waived their rights Against Others of recovery against such person or organization in a contract or agreement that is executed before such loss. To the extent that the insured's rights to recover all or part of any payment made under this insurance have not been waived, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring suit or transfer those rights to us and help us enforce them. This condition does not apply to medical expenses. c c a� 0 c 0 r 0 0 0 N N O Z 0 N N babi* Insurance Form 80-02-2000 (Rev. 4-01) contract Page 24 of 32 Packet Pg. 899 infosend BillPrint. eBills. Delivered. An Innovative Outsourcing Partner InfoSend, Inc. Response to: Collier County, FL Solicitation No. 22-8010 Printing and Mailing Services for Utility Billing Due: 7.22.2022 Time: 3:OOP Prepared for: Barbara Lance Procurement Strategist Provided by: Marty Bielecki Sales Executive marty.b@infosend.com Office: 714.993.2690 Mobile: 239.247.4419 Anaheim, CA I Downers Grove, IL I Carrollton, TX I Fort Myers, FL 800.955.9330 1 infosend.com Table of Contents EVALUATION CRITERIA NO. 1: COVER LETTER AND PROOF OF CONCEPT (25 Total Points Available) _2 EVALUATION CRITERIA NO. 2: COST OF SERVICES TO THE COUNTY (25 Total Points Available) 9 EVALUATION CRITERIA NO. 4: DISASTER RECOVERY FACILITY AND REFERENCES (15 Total Points Available/3 Page Limitation) 23 EVALUATION CRITERIA NO. 5: LOCAL VENDOR PREFERENCE (10 Total Points Available) 26 EVALUATION CRITERIA NO. 6: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points Available) 27 Response to Detailed Scope of Work 28 1. Data, Security and Technical Support 28 2. Internet Site 31 3. Design, Print, Meter and Mail Services 33 4. Miscellaneous 39 5. Disaster Recovery Plan 42 Required Forms 43 Form 1: Vendor Declaration Statement 43 Form 2: Conflict of Interest Certification 46 Form 3: Immigration Affidavit Certification 48 Form 4: Certification for Claiming Status as a Local Business 50 Form 5: Reference Questionnaires 51 Form 6: Grant Provisions and Assurances 54 Vendor W-9 Form. 55 Addenda 56 E-Verify 57 Proof of Status From Division of Corporations — Florida Department of State 58 InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 11 EVALUATION CRITERIA NO. 1: COVER LETTER AND PROOF OF CONCEPT (25 Total Points Available) Provide a proof of concept that contains all elements that are currently included on the bill (Name, address, OCR, barcodes, etc.) As the current provider of these services to the County, the "Proof of Concepts" provided are the bills and inserts currently being used by the County. 1. Proof of Concept should include three types of bills: a. A Proof of Concept of typical bill with no inserts, including bill and return envelope See next page. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 12 Cn�er Cv-1414t y Public Utilities Department Utility Billing & Customer Service ACCOUNT NUMBER: 0909090909 CUSTOMER NAME: COLLIER CUSTOMER SERVICE ADDRESS: 1000 COLLIER WAY MAILING ADDRESS: 1000 COLLIER WAY NAPLES FL 34100 4420 Mercantile Ave Phone: 239-252-2380 Naples, Florida 34104 www.colliercountyfl.gov ACCOUNT SUMMARY AS OF PAYMENT RECEIVED ON 07/07/22 PREVIOUS BALANCE CURRENT CHARGES TOTAL AMOUNT DUE: METER SERVICE METER READING USAGE REFERENCEIS¢E I FROM I TO FROM I TO (1000 GAL) 000, 0. iluffill 07/19/22 96.45 0.00 115.34 115.34 CURRENT CHARGES Water Service 46.54 Sewer Service 68.80 YOUR MONTHLY WATER USAGE HISTORY IMPORTANT MESSAGE 10 GALLONS USED X 1000 USPS is experiencing longerthan usual processing and deliverytimes. Please allow additional time when mailing checks to ensure payment is received and processed by 8 your due date to avoid possible penalties and or service disruption. 6 4 Please visit www.colliercountyf.gov/paywaterto make a payment online and create an online account, set up autopay, schedule payments, set up paperless billing and 2 paybytext. To pay by phone 239-262 2380, option 1.. 0MENEMN Contact Customer Service at 239-252-2300 for ass istan ce with your bill.. Jul Aug Sep Oct Nov bec Jan Fe, Mar Apr Wy Jun Jul PAYMENT REQUIRED BY DUE DATE -SEE BACK OF BILL FOR ADDITIONAL INFORMATION WATER SERVICE SHALL BE SUBJECT TO SHUTOFF FOR ANY BALANCE PAST DUE PLEASE DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT Ca per C014t1ty Public Utilities Department Utility Billing & Customer Service 4420 Mercantile Ave • Naples, Florida 34104 PHONE: (239) 252-2380 Customer Name: COLLIER CUSTOMER Service Address: 1000 COLLIER WAY CIE0719C 27 1 AV 0,455 7000000027 00,0001,0027 27/1 COLLIER CUSTOMER 1000 COLLIER WAY NAPLES FL 34100-1111 Navel"ll All foreign checks must be in U.S. funds STATEMENT DATE CURRENT CHARGES ACCOUNT NUMBER 07/19/22 115.34 0909090909 DUE DATE TOTAL DUE AMOUNT ENCLOSED 08/08/22 115.34 LL111G1I � LrG1 Qi1 M �'!^?�^_ ^_I I DJ LGJ1 Ri111� US - COLLIER COUNTY UTILITIES PO BOX 29017 MIAMI, FL 33102-9017 000000491236130200011534 InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 13 Reading Your Water Meter To find out how much water you have used since your last bill, read the first four digits, from left to the right, showing on your water metier. Billed usage is measured bythousands of gallons. Subtract your last bill's "current" meter reading from this number to find your recent consumption. NOTE: Reading your own meter on a regular bass allows you to investigate large increases in water usage before you receive high bill. High water bills are often caused by leaking faucets, toilets, pools, irrigation systems, or pipes and should be repaired promptly. Cast of usage caused by leaks is your responsibility. Think You Have Water Loss? To c hec k for water loss, ma lk� sure that no water is running in or outside the house. Db not shut off any valves on any pipes. Locate the flog detector on your water meter If either the sn-all triangle or embossed circle at the center of the meter is rotating, or the word FLOW shows on the face of adigital meter, water is flooring through the meter indicating possible water loss. Vist www.colliergov.net{utilitybilling and clic k on -Water and surer Services FAgs for more information. For sewer backups call 239-252-2600 (24 hours a day) BEFORE calling a plumber. Service Base and Water Block Rate Structure - Effective October 1, 2021 Sewer Base Water Base B lock 1 000gallons) B lock 2 000gallons) Block 3 000 ga Ilona Block 4 000gallons) Block 5 00gallons) Block (000 gallons) Charge"" $3.34 $5.05 $6.71 $8.38 $10.05 $13.40 Meter Size Sl8" & 34' $37.30 24.79 First 5 6 to 10 11 to 20 21 to 30 31 to 50 Over 50 V. $59.98 $39.06 First 8 9to 16 17to 32 33to 48 49to80 Over80 1 1A" $77.92 $50.36 First 11 12to 22 23to 44 45to 66 67to 110 Over 110 1 1!2" $116.16 $74.44 First 17 18to 34 35to 68 69to 102 103 to 170 Over 170 2" $1 83.85 $117.06 First 27 28 to 54 55 to 108 109 to 162 1 63 to 270 Over 270 3" $511 .15 $323.14 First 75 76 to 1 50 151 to 300 301 to 450 451 to 750 Over 750 4" $1 131.54 $713.76 First 167 1 68 to 334 335 to 668 669 to 1 ,002 1 ,003 to 1,670 Over 1,670 6" $2 259.96 $1 424.25 First 333 334 to 666 667 to 1 332 1 333 to 1 998 1 999to 3,330 Over 3,330 6" $3 952.26 $2 489.79 First 583 584 to 1 166 1 167 to 2 332 2 333 to 3,498 3,499 to 5,830 Over 5,830 10" $7,1 60.51 $4,509.82 First 1,057 1 ,058to 2,114 2,115to 4,228 4,229to 6,342 6,343to 10,570 Over 10.570 12" $1 0 61 5.84 $6 685.42 First 1,568 1 569 to 3,136 3 137 to 6 272 6 273 to 9,408 9 409to 15,680 Over 15,680 Volume charge per 1 ,000 gallons Sewer Volume $5.25 per 1 ,000 gallons Example: Residential custo mer w th a 51e meter and 17,000 gallons of water usage darArg the month. The Block Rate structure is designed to encourage water conservation -the more you use the more you pay! Sewer Availability 37.30 $37.30 Sewer Volume(cap ed at 15.000 al 15 x $5.25 $78.75 Water auailab ili 24.7 $24.79 5.000 g a: atBlock 1 5x$3.34 $16.70 5.000 g aIs at Block 2 5 x $5.05 $25.25 7.000 gaIs at Block 3 x $5.79 $45.97 Total Char es= $229.76 Additional fees: Duplicate Bill $1 .00 Meter Re -Read $34.00 Meter Shut -Off Lock Fee 1 st $56.00 Meter Shut -Off Lock Fee 2nd $84.00 Meter Shut -Off Lock Fee 3rd $112.00 Meter Unlock Fee (After Hours) $70.OD Meter P uil fee $120.00 Customer Reminders * Promptly advise Utility Billing and Custom er Service of any change in yourtelephone contact numbers andlor billing address. * Promptly advise Utility Billing and Customer Service ifthe property is occupied by atenant. Note that a monthly duplicate bill fee may be applied to the account. Property owners are advised that when a tenant fails to make a monthly hill payment, it becomes the responsibility ofthe owner. It is the owner's responsibility to ensure that tenants cancel an y paym ent arrang em ents with the utility when th eirte nancy ends. An y o aerpaym ents m ust be resolved between the owner and tenant. * Payment made by anyother m eans m ay not be received and could result in term ination of service, with a continuing obligation to pay. Contact Information E-M ail Telephone Fax Website utilitybill@colliercountyfl.gov (239) 252-2330 (239) 25 2 -6699 www. col Iiercountyf1.govfutilitybilling WARNING: THIS BILL BECOMES DELINQUENT IF THE TOTAL ACCOUNT BALANCE DUE IS NOT PAID BYTHE DUE DATE. THE WATER -SEWER DISTRICT UNIFORM BILLING OPERATING AND REGULATORY STANDARDS ORDINANCE NO. 2001-73 PROVIDES THAT PAYMENTS RECEIVED AFTER THE DUE DATE SHALL BE SUBJECT TO LATE PENALTY CHARGES AND THE DISTRICT SHALL DISCONTINUE ALL UTILITY SERVICE WHEN THE FILL IS DELINQUENT. THE FULL ACCOUNT HALANCE INCLUDING A LOCK FEE SHALL 13E RAID FOR SERVICE TO 13E RESTORED. UNPAID BALANCES BECOME AN AUTOMATIC LIEN ON THE PROPERTY AS PROVIDED FOR IN THE SPECIAL ACT CREATING THE COLLIER COUNTY WATER -SEWER DISTRICT. Convenient Ways To Pay & View Your Bill A00000 Pay Pay Pay Schedule AutoPay Papedess Online by Phone by Text a Payment Online:y\w.colliercountyfl.gov/paywater By Phone. (239) 252-2380 Select Option 1 echecl OBVISAM rr�`� dPay GPay Locations Utility Billing & Customer Service Center 4420 Mercantile Ave. Naples, FL 34104 M-F8amto5pm Utility Billing & Customer Service 11 985 Collier Blvd, Suite 7 Naples FL 34116 M -F 8: 3 0 am to 4: 30 pm North CallierGovernment Center 2335 Grange Blossom Dr. Naples FL 34109 M-F9amto6pm Heritage Bay Government Center 15450 Collier Blvd. Naples, FL 34120 M-F 9 am to 6 pm (kiosk only) Government pi du re ID required when paying in person with checks, credit and debit cards. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 14 Standard #9 Envelope Outside: I— Inside b. A Proof of Concept of typical bill with no inserts assuming bank draft or AutoPay See previous response. c. A Proof of Concept of typical bill with inserts and return envelope See previous response, including inserts below: InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 15 Potable Water Rates Billed at approy roately 30-day intervals, the water rates consist of two separate charges. Service Base Charge - based on meter size end applicable to each water account regardless of the consumption quantity. Consumption charge - the charge appizable m each 1,000 gallons of water that passes through the water meter. Potable Water Service Base Charge (per month) Individually Metered Residential, Non-residential and Multi -Family Residential Meter 5-(Inches) Ux t" Rite Rate Effeclire0cmber 1, 2020 SIB and 314 SY3.41 s- 1 $36.89 s37.96 11/4 547.56 $48.94 1 112 $70.30 $72-34 2 si-se $113 3 $305.18 531403 4 $674.09 569].64 6 $1 345.10 $1 984.11 8 $2,351.43 $2,419.62 10 $42W.20 $4. 382.72 12 ,$fi 313.9d $fi 4l].01 Example: Resid a nti a customer wiM a 518" meter and 17,000 pus nse Slater usage during the month. Sewer Base $36.25 Sewer Vo Wme 115x$5.10) $76.50 Water Base $24.09 Water Volume 5,000 gals at Block 1 (543.25) $16.25 5,000 pals at Block 2 (5x$4.91) $24.11 7,000 opts a[ Bloch 3 (7x56.52) S75.64 TOTAL CHARGE: $223.28 Potable Water Rate Structure: Consumption Blocks in Thousands of Gallons Metes Size Ist-kI 15mc1,2 Bleck3 elaek4 Bmck5 Bleck6 Cast per l.000 $3.25 54.91 $6.52 $0.14 $9-77 $13.02 5M and 314 Frg5 6010 11m20 3t mso Over 50 BntO 9m16 17. 32 33 to 45 49m00 0-00 11/4 Bras 11 12to 22 23 m44 45.66 67m 110 0rer110 11/2 Bost 17 18m34 35 m68 69m102 103. 170 0-170 2 -27 28m54 el.IOB IN 162 163m- 0-1270 3 Mrs 75 7fi b 150 151 m ]00 301 m 450 451 m 7. Over 750 4 Bat 167 11N 0334 IM5 m MS 6M)to 1,002 11,001 t, 1,670 0r•r 1, 670 6 B333 ,± 334m665 667b1,333 1,333b 1,898 1,111 to 3,33C Ovar 3,3 30 0 Brst583 .4 to 1, 166 1 1,167 m 2,332 2, 333m3,498 3,49945,030 Over 5,930 10 Bat 1,05] 1,058 m 2,119 2,1Is m4,22a 4, 229 mfi,- 6,343 t41 C,570 0var1C,578 12 Bnt1,568 1 1,%9 m 3,136 3,137.6,272 6,In s,408 9,409415,680 0-15,680 Irrigation Quality (Reclaimed) Water Rates Just like potable water rates, reclaimed rates rnraist of two separate charge, - a service base charge based ometer siand applicable to each account, egardless of the-noption quantity, and a c-caption ze harge applicable to each 1,000 g Llos of water that passes through the water meter. Same high -volume users of reclaimed! water have Individual contractual agreements whereby they contract to accept a minimum daily allotment of reclaimed water Uhroughout the year. Reclaimed waterservice Base Charge (permonth) Individually and Master Metered 0lllllllE� Reclaimed Water Volume Charge per 1,000 Gallons Individually and Master Metered Roleper 1,0001p1 "" C""" Rate Rate EH lire Octeber 1, 2020 Prwaurmad 5s A 50.69 i Pressurlaed end n%hlbulad $1122 Water Conservation Tips • Install aloes -flow toilet or tank water saving device and save as much as five ga Uons of water a day. Install aIOW-fIOW Show2rheed and save as much as 66 gallons of water a day. • Install a sink aerator and save as much as eight gallons of water a day. • Tum off the faucet while you brush your teeth and save four to 10 gallons of water s day. • Flx your leaky faucet and save as much w seven gallons of water a day. • Only runyour washing machine a rid dishwasher when they dishwasher- You full. You can save as much as 15 gn Uens per load for the dishwasher and 55 gallons per load for thewashing machine. • Store drinkingwater in the refrigerator rather than letting the tap run every time you want a cool glass of water. • Do not use running water to thaw meat or other frozen foods. Defrost food overnight 1n the refrigerator or by using the defrost setting on your microwave. For more information about your water, wastewater, and reclaimed water services call Utility Billing and Customer Service at 239-252-2380. Wastewater Rates J ust like potable water rates, wastewater rates consist of two separate charges - a service base charge based on meter size and applicable to each account, regardless of the consumption quantity, and a consumption charge applicable to each 1,000 gallons of water that passes through the water meter. The difference between potable water and wastewater rates is that i esidentiat wastewater consumption charges are capped at 15,000 gallons a month. Wastewater Service Base Charge (per month) Individually Metered Residential, Non-residential and Multi Family Residential o Example: Residential customer with a 3M' meter and 17,000 ga Mons of water usage during the month. Sewer Base 536.25 Sewer vol-e f15 z$5.10) $76.50 Wafer Base $24.09 Water Volume 5,000 gals at Buck 1 )5xS3.25) $16.25 5,000 gals at Black 2 (544.91) $24.55 7,000 gals at Buell3 (7xS6.52) S45.64 TOTAL CHARGE: $223.22 Wastewater volume Charge per 1,000 Gallons Individually Metered Residential volume Charge is Capped at 15,000 cation per Month Pates per ,on, gMtans Exktlag Rata Rate EHacHre 0cmhr 1,2020 (res denea-... cbargerappad $4.9fi 55.10 at 15,000 cams Water Restriction Surcharges and Landscape Irrigation Although the South Florida Water Management District currently has no water shortage No Irdliat on Allowed en Fridays declarations in place, Collier County continues to protect water Fe es by imposing certain No Irrigation Allowed Between 10 restriction, on outdoor water use. Pleare make a.m. and 4 p-m, sure your irrigation system is set to operate in accordance with the schedule shown to the right Odd numbered addresses as prescribed by Collier County Ordinance ednesdays and Mondays, WSaturdays Number 2015-27. Even numbered addresses Tuesdays, Landscape irrigation restrictions now apply to all Thursdays and Sundays water sources including irrigation quality rreclalmsd) water, lake water and weLLwater. ounryw nepanmer w.w.caaruramcyfi.rciud)eye/u/aq Water and Wastewater Rates 14-THIS Mae w4,taaBow�rwwraaArn ) A5 O erators of the WateY-5eveY DistYlct District, p ( ) Parast5 Wares Cor0uunlan EtOa S.-IE 2 Collier County's Public Utilities Department works hard Wnss[wn*e5 Rns[s 3 to keep the business of providing clean, safe drinking ww55ltsst Eiaon 5uBcxnac5 3 water and sanitary sewer services as transparent to our IEOcnnou5cu50uut 3 customers as possible. you slwuldn't have to think IBn canon oururc wn.m Rnra 4 about it; that's our job. We do, however, need you to take a moment to think of how much it costs to keep the water flowing and wastewater draining away. The District faces sizable expense in providing Ige- sustainingwater and wastewater treatment services. The District does not receive revenue form property taxes or any other financiaL support from Collier County 's general fund. The District is an enterprise fund; an organization that provides goods or services to the publk for a fee that makes the entity self- supporting. User fees f and the total cost of operations, maintenance, and non -growth -related capital improvements. Every two years, the District review, Its rates to make sure they are sufficient to cover the cost of providing services. By a Special Act of the Florida Legislature (Chapter 2003-353 5ectbn 6), rates are to be set at the LeveL rice scary to m er the cost of providing the servic s, but not to make a profit. Regular rate adjustments are necessary to ensure the rates generate the right amount of revenue and cash flaw to provide reliable and sustainable services. Rates must keep up with the imreesing cost of ape ratios, imluding imreases in the casts of electri a materials like fuel and chemicals, insurance and labor, and changing regulatory requirements. Rates must also maintain band covenants, Including debt serVke coverage, and provide f unds for emergencies. The Ca Uier County Board of County Commission approves the rates the District charges. Through continued diligent coat containment efforts and a ured rdsk approach to scheduling capital mpmvemem projects, the District is positioned to provide its very high level of -ides 24171365. For Fiscal Year 2021 (October 1, 2020 through September 30, 2021), the potable water and wastewater service rates will Increase by 2.9 percent. Making water ca rvation a hahit will help to reduce your consumption and keep your monthly utility bill as low . possible. If you have questions about your water or wastewater service, please call the District's Utility Billing and Customer Service Division at 239-252- 2380. co -r Commty Public Utilities Department 2. Describe any additional information about the Proof of Concept that you want the County to consider. InfoSend is the current provider of services to the County. Thus, the "Proof of Concepts" provided are documents that are currently in County use. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX Proof of concept: Vendors must provide a "proof of concept" program as a part of this proposal package. See Exhibit A: County's Bill Format of the County's current bill format, a sample of the County's billing data, a definition of the data elements in the billing data, and a definition of which data elements in the billing data must be printed on the bill. Vendors are required to submit a Utility bill sample proof of concept using the data provided. The design, print, and quality of the bills will be evaluated as a part of the vendor's proposal. See bill in previous response. The County also requests a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. Submission of a signed proposal is Vendor's certification that the Vendor will accept any awards as a result of this RFP. InfoSend, Inc. is pleased to present this response to Collier County. InfoSend, founded in 1996, is a privately held California corporation with a mission to provide the best possible Customer Communications Management (CCM) platform while still maintaining a client -focused company culture. Now delivering more than 250 million print and electronic documents annually across multiple channels, InfoSend proudly maintains an industry best client retention and satisfaction rate. InfoSend is focused on delivering services to entities in the utility industry. With at least 550 clients in the utility industry currently under contract, InfoSend has unique expertise and understanding of the requirements beyond what is communicated in this response. Key Advantages of InfoSend • Extensive experience with Harris CIS platforms and successful implementations of 122 Harris customers. • Wholly owned and operated out of 5 regional production facilities in FL, TX, IL, MA and CA. We never use subcontractors to sub excess print volume out to other vendors. • Locally based Florida production facility located in Fort Myers, which services 62 customers statewide. • InfoSend is the incumbent vendor currently providing service to Collier County Utilities continuously since 2008. InfoSend is the most experienced, well -staffed, best equipped and safest choice for this project. • Same day disaster recovery when using standard materials, which are pre -staged at all our locations — redundant, reliable production capability should a hurricane, power outage, or other emergency arise. • 24+ years of expertise working with the USPS, guaranteeing the lowest cost presort and most efficient setup, never marking up postage from USPS rates. • InfoSend is SOC I & SOC II audited and certified as well as insured for Cyber Liability — data security is a priority. • Excellent account management tools and personnel with continued attention to cost savings. • No development time needed for our ready-made API that connects the PDF print image archive with 3,d party payment platforms, such as Invoice Cloud, as well as websites and mobile platforms for bill presentment — seamless integration! • No need to order preprinted stock, due to our full color duplex variable printing capabilities and customer -targeted messaging. • Capacity to handle both high -volume and low -volume, specialized print and mailing requests with fast turn -around times. InfoSend's Ft Myers, Florida facility mails Collier County bills same day per SLA and is only 30 miles away. • Over 200 employees across multiple states, with high employee retention ensuring clients are handled with consistent knowledge and care. Company culture prioritizes client satisfaction, leading to industry best client retention and satisfaction rate. • Fixed pricing for the initial 3-year term of the contract. InfoSend is capable and eager to meet the requirements as laid out in this proposal, leveraging our experience and focus on client satisfaction. Further, the commitment to evolving the services ensures that a partnership with InfoSend will help your organization evolve with the continually changing landscape of consumer communication, interaction, and payments. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 17 Thank you for the opportunity. Russ Rezai President russ.r@infosend.com InfoSend, Inc. 4240 E La Palma Ave Anaheim, CA 92807 O. 714.993.2690 Marty Bielecki Sales Executive marty.b@infosend.com InfoSend, Inc. 13891 Jetport Loop #15 Fort Myers, FL 33913 O. 800.955.9330 x 705 M. 239.247.4419 InfoSend, Inc. i www.infosend.com Response to RFP for County of Collier TX 18 EVALUATION CRITERIA NO. 2: COST OF SERVICES TO THE COUNTY (25 Total Points Available) Provide the following price information in the format requested below. Customers Contacted or Billed Monthly -Approximately 80,000 customers Number of Batches Monthly -54 cycles with multiple cycles on some days InfoSend Data Processing, Print and Mail Pricing ilocument Proauction Utility Billing Statement or Notice $0.148 per document Package includes: one printed page up to 4/1 ink, InfoSend outgoing #10 envelope, InfoSend #9 return and document archiving up to 24 months Utility Billing Statement or Notice $0.129 per document Package includes: one printed page up to 4/1 ink, InfoSend outgoing #10 envelope, No #9 return reply (bank draft) and document archiving up to 24 months Utility Billing Statement or Notice $0.1555 per document Package includes: one printed page up to 4/1 ink, InfoSend outgoing #10 envelope, InfoSend #9 return, plus 1 insert and document archiving up to 24 months Finished mail pieces are delivered to the USPS on the same business day. If samples (proofs) are requested then the mailing will be completed on the same business day of sample approval. File upload deadline for same - day mailing is 11:30AM local time at the production facility designated for your account. If samples are required then they must be approved by 12:OOPM local time for the file to be mailed on the same business day. The below provides the components of the summary price given above. All pricing is based on "Client Volume Assumptions" listed below and excludes applicable sales tax. Printing and Mailing Service Utility Billing Statement Print & Mail Fee per Page with 4/1 Ink $0.063 USPS Postage Pass -through A postage deposit will be required prior to starting service. Print Color Options (colors per side) ' $0.063 for 4/0 or 4/1 printing $0.068 for 4/4 printing Inline Insert Print Fee* $0.063 Black printing $0.068 Color printing Batch Fee (per mailing batch under 200 mail pieces) $5.00 Excess Pages Handwork Surcharge (per mail piece) $0.35 Address Updates — per record passed $0.003 NCOA InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 19 InfoSend Produced — cost per piece based on 46,000 inserts 8.5 x 11 50# white offset inserts 4/0 no bleeds - $2,114.00 $0.0459 2/2 no bleeds - $2,241.00 $0.0487 4/4 no bleeds - $2,337.00 $0.0508 8.5 x 11 90# or 100# gloss inserts 4/0 no bleeds - $3,728.00 $0.0811 2/2 no bleeds - $3,868.00 $0.0841 4/4 no bleeds - $3,959.00 $0.0861 *Insert prices only valid for 12 months and subject to review after award Envelope Messaging (Snipes) Quoted based on specification Electronic Inserts $0.0075 Inserting Fee J$0.0075 per insert Per Email Fee $0.065 Per email sent. Includes creation of email bills and bill summaries based off of flagged accounts in the data provided by Client. Monthly Support Fee $25 — Ebill support Per month fee to support the Email eBilling Service. Email eBilling Service Initial Set-up Cost $395 - one time set up fee - Waived Please note: Clients must sign off on requirements documents (Statement of Work, project plan, etc.) before programming and system configuration can begin. Quoted implementation timeline begins upon approval of the SOW. Client can be charged additional fees and/or have the project go -live date delayed if requirements are changed after they have been finalized and signed off. Optional D• Enhanced Print Quality $0.00 — Not Applicable Print Image Archiving (Per Document Image), with included USPS $0.01 - For 12 Months of Retention mail tracking $0.015 - For 24 Months of Retention $0.020 - For 36 Months of Retention Print Image Archive API Monthly Support Fee $200.00 Final Doc Transfer (FDT) $0.009 per image InfoSend Batch File $0.015 per image Custom File Format Professional Services Rate (per hour) $125.00 Returned Mail Handling $0.35 per reported returned mail piece Remit Tracking $50 monthly support fee InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 110 Fee Explanations Data Processing • Setup Fee - Express PDF Input: requires a final composed PDF is uploaded to InfoSend for processing. Clients maintain control of document look and feel, but InfoSend designs a program to parse the necessary data from the PDF. • Setup Fee - Data Only Input: requires the client provide a flat data extract, InfoSend creates, hosts and maintains an application to generate documents. Existing document design is copied. • Document Re -Design Fee: using the "Data Only Input" method, InfoSend's Client Services Team assists in redesigning the format of printed documents to improve communications or to take advantage of new printing capabilities. • Data Processing Fee: per document image that is processed by the InfoSend system for output. Printing and Mailing Service • Print Fee: price includes baseline number of colors printed on the front and back of the document. All variable and static images are dynamically imaged onto white form with a perforation. • Postage: clients are invoiced for the exact postage used. Leveraging InfoSend's USPS compliance and expertise, clients are provided the lowest possible USPS automated rates when client batches qualify. • Optional Color Upgrades: Different options are available at different prices. Numbers fewer than 4 equal individual colors, 4 equals full color. The number 1 means black or grey. All sheets are billed at the same rate; the price for the sheet with the highest number of colors is the applicable fee. 4 equals CM K (fu I color). • Batch Fee: assessed to cover InfoSend costs when batches transferred to InfoSend fall below threshold. • Inline Insert Print Fee: price for inserts printed on demand as additional pages. Allows for more dynamic customer messaging without the extra pre -production lead time and overhead. • Excess Pages Handwork Surcharge: surcharge is assessed per mail piece (not per page). This surcharge only applies to multiple page bills that have too many pages to be inserted into a #10 envelope by machine. This surcharge covers the necessary manual labor required to process these mail pieces. • Address Updates — NCOALink or ACS: per reported update. InfoSend electronically reports the addresses it received in your data that need to be updated because the customer filed a Change of Address Report with the USPS. Cost is per update. Materials • Paper Stock: white paper stock with or without perforation. Paper is 8.5x11" and 241b. Price includes all inventory costs. A larger 8.5x14" format is available at a higher material cost and higher printing cost. • Outgoing #10 Envelope: #10 InfoSend Standard Double Window Outgoing Envelope. Includes security tint printed on the inside of the paper stock and clear film that prevent the contents of the envelope from being viewed. Sourced with sustainably logged paper (SFI). • Return #9 Envelope: #9 InfoSend Standard Single Window Return Envelope. Includes the same security tint and SFI paper as the #10. • Outgoing Flat Envelope: single window envelope, only used for multiple page statements that do not fit in the #10 envelope. Insert Services • InfoSend Produced Inserts: utilizing InfoSend printing and/or design services, inserts can be produced by InfoSend. Price quoted on request. • Envelope Messaging (Snipes): custom messages and images can be printed onto the standard InfoSend #10 double window envelope as a more cost-effective alternative to pre -manufactured custom envelopes. The price depends on the artwork — number of colors and whether it prints on one or both sides of the envelope, as well as order quantity. Price is quoted upon request. • Electronic Inserts: fee per digital image of a physically produced insert included in the PDF copy of a document. Ensures that client representatives and client customers can get the same information in the electronic bill as would go out physically. • Inserting Fee: client provided or InfoSend produced inserts to be included with InfoSend produced mail. Additional fee applies if insert arrives at InfoSend but requires folding prior to insertion. Setup fees may apply for programming selective inserting. InfoSend-printed inserts are quoted upon request. Optional Document Services • Enhanced Print Quality: the baseline print image quality for transactional documents such as statements and invoices is 600 x 600 DPI. Work produced from InfoSend's Anaheim facility can be printed at an enhanced image quality at an additional cost. This option uses high definition pigment ink & variable drop sizes to achieve a perceived 1200 x 1200 DPI image quality. • Print Image Archiving: fee per document to process, index, and store a document as a PDF for a set number of months. PDFs are securely accessed using an InfoSend website application, and includes USPS mail tracking for all outbound First Class mailed documents. Setup fees may apply depending on configuration needs. • Print Image Archive API Monthly Support Fee: a flat monthly support fee to provide API access to documents in the InfoSend Print Image Archive. InfoSend will work with the designated third parties that a Client chooses, and provide support and open access to API calls on a monthly basis. • Final Doc Transfer FTP: each completed InfoSend batch is indexed and transferred to you via FTP or SFTP to store on your own network. InfoSend's standard Batch File format is one PDF per batch with an XML companion file providing meta data and page numbers. If the client requires a custom scheme, including individual PDFs per each image in a batch, the Custom fee applies. Note: setup fees may also apply for some custom setups. • Professional Services Fee: per hour and performed only upon request for customizations made to processing program or document format after go -live. Work is only started after receiving client approval of a formal quote. • Returned Mail Handling: InfoSend will provide electronic reporting of mail that is returned by USPS, saving clients the hassle of receiving and opening returned mail to update records. All records which are not delivered will be securely destroyed and recycled after reporting. • Remit Tracking: for clients utilizing the Print Image Archiving service, InfoSend can also track inbound mail from customers utilizing an included remittance stub in the outbound mail. With Remit Tracking clients will be able to see when a customer responded to the original mail piece, as well as get a daily report of inbound mail with an estimated value of payment remittances based on the outbound mail. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 111 c. A Proof of Concept of typical bill with inserts and return envelope 2. Describe any additional information about the Proof of Concept that you want the County to consider. Proof of concept: Vendors must provide a "proof of concept" program as apart of this proposal package. See Exhibit A: County's Bill Format of the County's current bill format, a sample of the County's billing data, a definition of the data elements in the billing data, and a definition of which data elements in the billing data must be printed on the bill. Vendors are required to submit a Utility bill sample proof of concept using the data provided. The design, print, and quality of the bills will be evaluated as a part of the vendor's proposal. The County also requests a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. Subm ission of a signed proposal is Vendor's certification that the Vendor will accept any awards as a result of this RFP. EVALUATION CRITERIA NO.2: COST OF SERVICES TO THE COUNTY (25 Total Points Available) Provide the following price information in the format requested below. Price for Design, Printing, Scenarios Sorting, Mail Preparation Postage Price per Piece (assumes (assumes volume of 46,000 per volume of 46,000 per month) month) A proof of concept of typical bill $ 0.148 $ 0.426 per piece (Domestic) with no inserts, including bill and Price per piece return envelope $ 1.40 per piece (Canada) $ 1.40 per piece (International) A proof of concept of typical bill $ 0.129 $ 0.426 per piece (Domestic) with no inserts assuming bank Price per piece draft $ 1.40 per piece (Canada) $ 1.40 per piece (International) A proof of concept of typical bill $ 0.1555 $ 0.426 per piece (Domestic) with inserts and return envelope Price per piece $ 1.40 per piece (Canada) $ 1.40 per piece (International) eBill notification through registered email address via the $ 0.065 Internet (no printing, no envelope, Price per piece no inserts Electronic inserts for eBill $ 0.0075 Price per insert customers InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 112 4/0 no bleeds - $ 2,114.00 2/2 no bleeds - $ 2, 441.00 4/4 no bleeds - $ 2,337.00 Printing of 8 %" X 11" Above prices are for 46,000 inserts 50# white offset inserts 4/0 no bleeds - $ 45.95 2/2 no bleeds - $ 48.71 4/4 no bleeds - $ 50.80 Above prices are for 1,000 inserts 4/0 no bleeds - $ 3,728.00 2/2 no bleeds - $ 3,868.00 4/4 no bleeds - $ 3,959.00 Printing of 8 %" X II" Above prices are for 46,000 inserts 90# gloss inserts 4/0 no bleeds - $ 81.04 2/2 no bleeds - $ 84.08 4/4 no bleeds - $ 86.06 Above prices are for 1,000 inserts Note: Above pricing is for printing of statement inserts only. Any variation in insert size or paper stock will require a quote. Likewise, any stand-alone direct mail projects will be quoted on a project -by -project basis. EVALUATION CRITERIA NO.3: SPECIFICATION COMPLIANCE (20 Total Points Available) Provide the following information for backup, including web site/local print, "Fail/Safe" system. 1. Indicate the following information for any subcontractors who will be used in the award of this request for proposal by your firm: a. Name of third -party vendor b. Functions that third party vendor would perform c. Contact name and telephone number 2. Describe the location of where the County's utility bills will be printed and mailed, including the location of the postm ark. 3. Provide days and hours of operation. 4. Describe the proposed implementation plan to a to achieve the outsourcing of the County's utility bill, including tasks, milestones, and timelines. 5. Describe the components of the Date, Security and Technical Support plan of executing this contract with the County. 6. Submit a copy of the USPS CASS/IvIASS certificate of compliance and the USPS NCOA —Link System certification. 7. Describe the quality assurance process used in this scope of work. S. Describe any other support services that your company will include in their proposal. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 113 EVALUATION CRITERIA NO. 3: SPECIFICATION COMPLIANCE (20 Total Points Available) Provide the following information for backup, including web site/local print, "Fail/Safe" system. 1. Indicate the following information for any subcontractors who will be used in the award of this request for proposal by your firm: a. Name of third -party vendor No subcontractors will not be used for this contract. b. Functions that third party vendor would perform N/A c. Contact name and telephone number N/A 2. Describe the location of where the County's utility bills will be printed and mailed, including the location of the postmark. Florida & Southeastern US Production Facili 13891 Jetport Loop • Fort Myers FL 33912 InfoSend's 13,000 sq. ft. Southeastern production facility is located South of Tampa, FL. This facility is used to process documents for clients located in Florida, the Southeast and up the Eastern Seaboard. 3. Provide days and hours of operation. The InfoSend production facility in Fort Myers operates Monday to Friday, 8:30am to 5:OOpm. 4. Describe the proposed implementation plan to a to achieve the outsourcing of the County's utility bill, including tasks, milestones, and timelines. As InfoSend is the current provider of these services, no implementation plan is necessary to continue services. No ramp -up or commencement is necessary; however, if the County desires, we may have a review meeting to ensure that all operations have continued to run smoothly and set goals and expectations for the future. Milestone: Requirements Gathering I Weeks 1-3 Responsibility Kick -Off Meeting: Familiarize each party with the project managers assigned to the implementation InfoSend & Client Kick -Off Meeting: Review, confirm and discuss the client specifications and requirements InfoSend & Client Kick -Off Meeting: Discuss requested formatting changes to client output InfoSend & Client Kick -Off Meeting: Begin development of mockups incorporating client feedback InfoSend Kick -Off Meeting: Fill out Standardized Client Installation Checklist InfoSend InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 14 Kick -Off Meeting: Begin to discuss data processing details and data mapping in correlation to mockup InfoSend & Client Follow Up: Finalize any open items on the Client Installation Checklist InfoSend Follow Up: Review mock-ups via online meeting to incorporate Client feedback in real- time InfoSend & Client Follow Up: All Client deliverables received and documented, access to web applications Client Follow Up: Continue gathering data processing details and developing programming logic InfoSend Follow Up: Provide proofs for custom preprinted form and envelope (if applicable) InfoSend Finalize: Approve InfoSend document mockups Client Finalize: InfoSend will present the Client with a formal Statement of Work (SOW) which captures all requirements for the implementation project and production of outputs. InfoSend Finalize: Client reviews SOW and requests changes/clarification on any relevant items. Client Finalize: Client approves the SOW, Requirements Gathering complete Client Milestone: Application Build I Weeks 4-7 Development: InfoSend Account Manager meets internally with the InfoSend programming team to execute application per the SOW InfoSend Development: Application Development Begins InfoSend Development: As needed, InfoSend Project Manager verifies additional requirements with Client InfoSend & Client Development: Internal Testing and Review of Applications is completed by Project Manager InfoSend Development: Internal Development Checklist reaches 100% InfoSend Go -Live Planning: Finalize Go -Live schedule, with relevant dates based on Client billing cycle schedule and staff availability for training InfoSend & Client Go -Live Planning: Production web application access provisioned InfoSend Milestone: User Acceptance Testing (UAT), Training, Go -Live Coordination I Weeks 8-11 UAT: InfoSend provides first set of samples for review InfoSend UAT: Client reviews the output samples and provides feedback to your Account Manager about requested changes Client UAT: Client feedback is communicated to InfoSend's development team for incorporation into the outputs InfoSend UAT: Begin payment/lockbox/other ancillary testing (if applicable) InfoSend & Client UAT: Additional rounds of sample review are conducted for the outputs during weekly meetings InfoSend & Client UAT: Final round of changes are conducted for the outputs InfoSend UAT Complete: Provide final approval on the outputs Client InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 15 UAT Complete: Provide confirmation of payment/lockbox/other ancillary testing Client completed UAT Complete: Review Statement of Work (SOW) during weekly meeting and confirm all InfoSend & Client requirements met Training: Conduct training for Client staff on InfoSend systems and application InfoSend & Client management Go -Live Coordination: Begin parallel testing of application, including any automation InfoSend & Client scripts Go -Live Coordination: Complete parallel testing of application InfoSend & Client Go -Live Coordination: Internal Go -Live readiness checklist completed by Project Team InfoSend and Management ilestone: Go -Live I Week 12 Go -Live: Receive and process first live file for distribution InfoSend Go -Live: Internal "First Live Run" Checklist completed, with review and signatures InfoSend required from each department manager Follow Up and Support: continue weekly meetings to cover additional questions or InfoSend & Client training until client satisfaction Follow Up and Support: send implementation survey and make management team InfoSend available to ensure satisfaction 5. Describe the components of the Date, Security and Technical Support plan of executing this contract with the County. InfoSend Security Procedures Highlights InfoSend employs industry best practices while complying with numerous regulatory requirements for protecting client data. • Compliant and/or audited by third parties for PCI-DSS Level 1, HIPAA, SSAE18, GLBA and FACTA. • All Facility Physical Premises Secured • Secure Encrypted Data Transfer and Storage Practices • Secure Segmentation Client Data • Secure Disposal of Client Data • Firewalls and Web Application Security • Background Checks and Drug Tests for All New Employees • Annual Security Policy and Awareness Training for Employees • Formal Suspected Breach Escalation, Review and Notification Process InfoSend Security Procedures InfoSend's Customer Communications Management (CCM) platform is responsible for processing and distributing consumer communications. As such, physical infrastructure, data and computing environment security and safety are paramount to protecting consumer information on behalf of clients. InfoSend's systems, security processes, and practices are currently subject to the rules and regulations of multiple laws and/or audit types: • Payment Card Industry Data Security Standard (PCI DSS) • Health Insurance Portability and Accountability Act (HIPAA) InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 116 • Statement on Standards for Attestation Engagements (SSAE 18) • Gramm -Leach -Bliley Act (GLBA) • Fair and Accurate Credit Transactions Act of 2003 (FACTA) InfoSend approaches the risk of data breach via the following methodologies: 1. All Facility Physical Premises Secured: all InfoSend facilities are locked and protected at all times, with access requiring security authorization by InfoSend. InfoSend employees have issued I.D. cards that must be worn at all times. Guests are strictly monitored and chaperoned. 2. Secure Encrypted Data Transfer and Storage Practices: all data files can be PGP encrypted during transfer, and all web traffic utilizes HTTPS, ensuring secure communications both ways. Data is stored with both encryptions at rest and extensive compensating controls. 3. Secure Segmentation and Disposal of Client Data: data is segmented between each InfoSend customer to ensure no commingling or erroneous joining can occur. All programs and workflows are custom-tailored to the client, ensuring program failure and employee notification in the event data is somehow manually entered into a workflow. 4. Secure Disposal of Client Data: All client data, whether digital or printed is disposed of securely with degaussing and shredding required. 5. Firewalls and Web Application Security: InfoSend limits traffic to and from each facility to business essentials, and employs numerous technologies to detect and thwart intrusion attempts. InfoSend regularly undergoes penetration tests with outside vendors. 6. Background Checks and Drug Tests for All New Employees: all InfoSend employee identities are verified and checked for criminal history before acceptance. In addition, employees are administered and must pass a drug test before hiring. 7. Annual Security Policy and Awareness Training for Employees: all InfoSend employees are given training on security procedures and risks at least annually, ensuring awareness and compliance. 8. Formal Suspected Breach Escalation, Review and Notification Process: all employees are trained to report and escalate suspected breaches or breach attempts to their manager immediately. If client data was at risk, and the breach is not ruled out after a second internal review, then the client is notified and InfoSend pledges full cooperation during the further investigation. Physical Security Details InfoSend facilities employ physical site security measures such as zoned and controlled access, cameras, alarms and other theft deterrents. In addition, InfoSend ensures that only approved personnel handle client information and materials. Buildings are locked at all times with approved personnel access controlled by key cards. All visitors are required to sign a visitor log, wear a visitor badge and will be escorted while in the building. Additionally, InfoSend maintains a West Coast Headquarters and a Midwest facility for business continuity, as well as to support the growing needs of our customers. These production facilities are located in Anaheim, CA, Downers Grove, IL, Carrollton, TX and Fort Myers, FL. Each facility operates with mirrored processes and compatible equipment. InfoSend has a tested disaster recovery plan and a secure off -site data center. Systems Hardening InfoSend performs the following systems hardening functions • System -wide security policies protect data from internal and external threats • New users must change system -generated passwords upon the first login • Real-time HTTP and HTTPS application layer security inspection • Require special characters and minimum length security passwords • Require password changes every 3 months • Vendor -supplied default or guest accounts are protected or deleted • Start-up passwords must be created in a manner that is not predictable InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 117 • Anti -virus definitions are updated automatically as they become available to protect client data from viruses, Trojan horses, worms, etc. • Anti -virus software is installed on each Windows PC, and on the corporate mail server • Process hardening through use of SELinux • Live log analysis and file integrity scanning • Install and maintain the most recent service packs • Monitor security rollout packages, install patches as needed • Remove unnecessary applications • Remove unnecessary services and default settings • Monitor security rollout packages, install patches as needed Continuous Improvement In an effort to continue core operations and provide the excellent support our clients rely on, InfoSend understands the importance of continued improvement of our security practices. Security is at the forefront of this improvement process. Through our extensive research and proactive measures, InfoSend clients can be assured that their data is protected and handled with the highest industry -standard measures of care. InfoSend Client Services Support InfoSend's mission to provide the industry -best support requires excellence and attention to detail within the Client Services (CS) department. InfoSend has designed support around extensive procedural controls to ensure client output is handled accurately and issues are addressed expeditiously. The following describes InfoSend's standard support coverage, the services that are included as part of annual software support, a listing of call priorities and an outline of escalation procedures. Support Channels and Availability InfoSend provides the following methods to be reached to initiate a support request: • 800 Toll -Free Telephone support: (800) 955-9330 • Email via support@infosend.com • Free electronic access 24 x 7 at www.infosend.com with the following online benefits: o Log, track & close support requests o View & update support requests o Access published documentation o Access available downloads o Download reports o View Job Tracking statistics o Download sample files in PDF format Standard hours of support are from 6:00 AM Pacific to 6:00 PM Pacific, Monday through Friday, excluding designated statutory holidays. Weekend assistance is available and must be scheduled in advance and in most cases is billable. InfoSend recognizes the below holidays and will be closed should they fall on a weekday. • New Year's Day • Memorial Day • Independence Day • Labor Day InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 118 • Thanksgiving Day • Christmas Day Inbound Support Ticketing, Escalation, and Resolution Workflow All issues or questions reported to support can be tracked via an online support ticket. Account Managers can provide support via telephone, email or the online support ticket tool that can be accessed by logging into www.infosend.com. Contact Dedicated Account Manager: Each web submission, call or email is handled with personal support. Clients receive support by contacting their dedicated Account Manager. If the client's dedicated contact is not available, the support request will be handled by another cross -trained Account Manager or Senior Account Manager. This representative will be your liaison through the support process, giving you a single point of contact for issue resolution. 2. Request Logging: Each support request can be logged using InfoSend's online Support Ticket Tool. Support Ticket requests are assigned a unique ID and can be viewed by both InfoSend Support and the client's authorized representatives. Support Ticket requests are archived and can be filtered by open and closed requests. 3. Escalation Procedure: InfoSend staff will internally escalate any required internal technical or operational resources to ensure that quality issues are resolved quickly and completely the first time. All necessary modifications are thoroughly tested before being applied to client applications to ensure that the final product meets quality expectations. 4. Ticket Resolution: Once an issue has been resolved, clients are notified of the solution and allowed to review new sets of samples to approve any changes. Extra attention is paid to the new job throughout our production, quality control and mailing process. When all parties confirm that the job is meeting quality expectations through every step in the process, we will approve and release the job for completion. 5. Client Satisfaction: Any concerns or questions around the support being provided may be escalated to the Client Services Director. Proactive File Halt, Validation Error and Quality Control Support Procedures InfoSend's data processing platform is designed to validate client data and will halt if any anomalies or incomplete data is detected. In addition, InfoSend's dedicated QC process will review all printed outputs to check for issues caused by client data. When issues are detected: 1. Alert Notification: InfoSend's internal system will automatically place the Job on hold, open a ticket and alert the CS department via an internal alert system, identifying the client and type of output. 2. Assessment and Follow Up: InfoSend's CS personnel will assess and then follow up with the relevant client contacts to notify of the issue. 3. Resolution: CS personnel will work with the client on how to address the data, either with a new data file or with programming adjustments. File Cancellation and Document Pull Request Procedures InfoSend's CS department accepts requests to cancel entire batches or pull select documents from a batch as a standard function of the department. This request can be placed through InfoSend's online website support ticketing system, via email, or by calling the 800 number. The request is then documented by the CS team and communicated to the InfoSend production departments through our internal systems. 1. File Cancellation: These requests are typically submitted to InfoSend just after file transfer but before printing. InfoSend's CS personnel will immediately change the status of the Job to prevent any further progression through the InfoSend manufacturing environment and remove the Job batch from the queue. Clients utilizing the Sample Approval workflow will have the option to cancel their own job, which will then be removed from the queue. 2. Pull Document Requests: These requests are typically submitted by the Client after the file is processed and prior to mailing. Ideally, these requests would be submitted to the CS team prior to the mail piece InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 119 receiving the "Quality Control" timestamp in the website's client -facing job tracking system. Once the job has been marked as completing Quality Control, it will be moved into Mail Preparation. For this reason, Pull Document Requests made after the job has passed through QC should be communicated directly via phone call to ensure that they are handled immediately to minimize the chance that the piece is processed for mailing. The document to be pulled will then be intercepted after the document is printed. Pulled documents can either be recycled or returned to the Client. 6. Submit a copy of the USPS CASS/MASS certificate of compliance and the USPS NCOA — Link System certification. InfoSend is a Full -Service provider of the USPS and manages all USPS compliance for CASS/Address hygiene and move updates via a USPS approved software provider, BCC Software. BCC Software would hold the certification. 7. Describe the quality assurance process used in this scope of work. InfoSend Quality Control Highlights • Company culture demands client satisfaction with over 99.99966% accuracy on an annual output in the tens of millions. • Systems, personnel, and equipment are organized around well-defined processes that control and report the accuracy of work performed. • Comprehensive Quality Control (QC) built into Data Processing platform, ensuring client output is verified prior to entering manufacturing environment. • Unique QC process involving dedicated personnel and procedures executed after printing and before release to mailing department, customized specifically to each client's output during implementation. • Automated 2D Barcode Accuracy System utilized, providing individual document tracking and alerting to address errors (damaged or missing documents) real-time during fulfillment. • Dedicated Quality Assurance Team that performs Root Cause Analysis, coordinates remediation and plans continual process improvements. InfoSend Quality Control InfoSend has been in business since 1996, with the founders starting the business with the assertion that comprehensive process controls, quality and customer service can make a difference to organizations sending critical documents. Anyone can process and output a document using standard technology, but to do it well and defect -free requires well -designed technology and controls. InfoSend's strength is in its well -designed tools, procedure, people and culture that demand high volume output with over 99.99966% accuracy. InfoSend's document output platform and manufacturing operations have been designed using Six Sigma guidelines for engineering the solution and service. InfoSend strives to achieve stable and predictable results while continually sustaining quality improvements across the entire organization. InfoSend seeks continuous improvement of the business process using the DMAIC methodology: D - Define a problem or improvement opportunity. M - Measure process performance. A - Analyze the process to determine the root causes of poor performance; determine whether the process can be improved or should be redesigned. - Improve the process by attacking root causes. C - Control the improved process to hold the gains. Whenever defects which are not detected and remedied as part of standard procedure, the issue is logged and escalated to a Quality Assurance Team which will perform Root Cause Analysis (RCA), perform remediation and present a report to Executive Management. Quality Control for Data Processing, Print, and Mail InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 120 InfoSend's Quality Control for Data Processing, Print and Mail are designed according to the following workflow, ensuring checks and balances throughout the process to eliminate the cause of defects in client output: 1. Client Data Transfer, Format Integrity and Job Code Assignment 2. Document Composition, Address Integrity and Sequencing 3. Print Operator Checks 4. Data/Print Quality Control & Staging 5. Manual Fulfillment 6. Bulk Mail Insertion and Checks 7. Daily SLA Checks Automated 2D Barcode Accuracy System InfoSend leverages an automated 2D barcode system, which ensures manufacturing accuracy of client output. Key Components include: 2D Barcode Scanner 2D Barcode System Monitor 1� Printing Each document is printed with a unique 2D barcode on the address block, and this barcode is stored in the InfoSend database. Scanning A scanner checks every document as they are inserted on InfoSend inserting equipment. The envelope window is scanned and the documents are reconciled in real time with the original document print stream database, ensuring each mail pieces is accounted for. Reconciling The 2D barcode monitor provides real-time alerts for any out -of -sequence, missing, duplicate, misread or invalid document discrepancies during production. If a document is missing or jammed, it will be reproduced. The machine operator must signal a supervisor every single time there is an out of sequence error and receive sign - off on the resolution. InfoSend will not mail any batches which have unresolved errors (e.g. missing mail pieces). InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 121 8. Describe any other support services that your company will include in their proposal. InfoSend's Electronic Billing, Payment and Presentment (EBPP) Solution As part of InfoSend's comprehensive, single -source Customer Engagement (CE) platform, InfoSend's Electronic Billing, Payment and Presentment (EBPP) solution allows clients to interact with their customers across multiple channels. Driven by InfoSend's Customer Communications Management (CCM), customer preferences on how and where they'd like to be contacted, with mobile, web. IVR and SMS available. InfoSend's Electronic Billing, Payment and Presentment (EBPP) Solution Highlights • Mobile -Ready Customer Engagement: all products are mobile compatible out of the box, with no app store downloads required of customers. Powered by InfoSend's CCM platform, customer specific messaging extends to the electronic channel. • Multi -Channel Payment Collection: InfoSend's payment platform will consolidate web, telephone, SMS, CSR, in -person EMV and bank payments into a single lockbox file. • One -Time and Automatic Payments: allow customers to quickly make a one time payment, as well as sign up to have their payment account auto debited with each billing cycle. • Bill Notification and Presentment: notify customers via email when a new bill is available, and securely deliver exact replica of printed document to customers inbox or show online via the secure portal. • Interactive Voice Response (IVR): accept customer payments via automated phone service with InfoSend- hosted phone number, enabling client phone systems to redirect customers with ease. • SMS Text -to -Pay: enrolled customers may opt in to receive text notifications of new bills, and reply to have the registered payment method drafted for the amount due, speeding up the time to payment. • Bank Payments (MasterCard RPPS): InfoSend can collect payments made via the customer bank and include them within the lockbox file. • PCI-Compliant Cloud Based Solution: electronic billing and payment related products hosted in the cloud by InfoSend in a secure PCI-Level 1 compliant environment. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 122 EVALUATION CRITERIA NO. 4: DISASTER RECOVERY FACILITY AND REFERENCES (15 Total Points Available/3 Page Limitation) In the event of a disaster or emergency, the vendor shall continue to provide the services outlined in this RFP. Describe the complete disaster recovery plan (including maximum number of days of non -service) and the redundant data and equipment delivery system, include comments on if the distribution facility is inoperative, how will the County's bills be printed, metered, and mailed; include response and timeline to the closing of its facility and the backup plan for producing the County's FOS/UBCS customer invoices and data backup and retrieval. InfoSend Business Continuity: Risk Mitigation and Disaster Recovery A. Risk Mitigation InfoSend has designed the organization and systems to mitigate various risks that could impact or completely disable national or regional operations. By building resiliency at the local level, InfoSend ensures highly available and secure operations at each facility and system -wide. Risk is mitigated through: • Organizational Design • Data Center Design • Data Backup Design • Network Security • Labor Management • Client Material Redundancy • Equipment Mirroring • Facility Mirroring Organizational Design 1. Operations Run Under Capacity: this ensures that each local facility can endure well above normal interruptions in labor force or fulfillment equipment availability. Employees in critical roles are cross - trained to provide coverage of any specialized work. 2. Operational and Procedural Documentation: all systems and practices are documented both for internal training and reference, as well as to meet outside audit requirements in order to maintain compliances such as PCI-DSS Level 1 and HIPAA. 3. Redundant Communication Lines: InfoSend's headquarters utilize both wired and wireless lines, with seamless failover should an Internet provider have an outage. 4. Server Virtualization Used: InfoSend fully leverages server virtualization technology, ensuring any critical processes can be hardware agnostic and quickly cut over to other available hardware resources in the event of a failure. 5. Multiple Forms of Data Redundancy: RAID, SAN, VPN Data Sync and Off -Site Hard Drive Backup. InfoSend utilizes a combination of these methods to ensure real-time accuracy, redundancy and disaster - proof availability of data. 6. Automated System Alerts and 24/7 Employee Coverage: InfoSend ensures that all systems are automatically monitored and reported on, with failures triggering emails and text messages to employee phones. Multiple employees are cross -trained in systems engineering and administration for around the clock coverage across all facilities. 7. Disaster Recovery Plan and Preparedness: in the event of severe labor interruptions or physical premises becoming incapable of production due to external causes, InfoSend will utilize its Disaster Recovery site to continue operations. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 123 Data Center Design • Redundant data centers; system architecture uses industry -standard security practices and a multi -layered security approach. • Redundancy for all critical servers, switches, etc. Virtualization used to provide automatic backup and restoration of live operating systems. • Highly scalable; system scales horizontally so that additional processing power can be added quickly. Load balancing for high availability. • Multiple methods of secure data transmission with firewall failover are available to ensure that client data reaches InfoSend securely, quickly, and in whole. • Each InfoSend facility has high speed Internet connections with a minimum of 10mb of bandwidth. Both the primary data center facility (corporate H.Q.) and DR data center use a fiber optic Internet connection from AT&T with a minimum of 100mb of bandwidth. The primary data center also has a backup wireless Internet connection from a different provider. • UPS systems for battery backup and 600KW backup generator to power data center automatically in the event of grid failure. • Large secure storage array; all network storage uses RAID and SAN technology. • Backup copies of all data files are made before processing; data is backed up to external hard drives, stored in a fireproof safe, and picked up by an enterprise media vaulting service provider • System and facility capacity and responsiveness are constantly monitored with Icinga protocol; alerts sent to internal systems administration staff when potential issues arise. • The system is scaled to prepare for upcoming volume increases. • InfoSend's security and compliance procedures ensure infrastructure is constantly improved and evolved. Network Security • HTTPS encryption on all web server connections, server authentication. • Client authentication for TCP/IP connections. • Firewalls blocking all traffic unless expressly permitted, no direct connections to the LAN. • Only authenticated users of InfoSend's intranet can access the LAN locally or remotely (via the VPN), two -factor authentication required for VPN access. • System attack attempts are monitored and directly reported to system administrators. • Limited access points due to tiered permission levels for InfoSend's CRM system, client data access points, storage drives, and networks. Each access point is guarded by separate firewalls. • Separation of firewalls and networks in order to isolate production network. Enterprise -class firewalls are used to safeguard data, using a combination of the layer-3, layer-4, and layer-7 security technologies. • Perimeter network security data/protection. HTTP, FTP, and SFTP networks located within networks behind secured servers. • HTTP, FTP, and SFTP set application protocols and application filtering. • Continuous monitoring of web applications by InfoSend's system administrators, with automated notifications, enable in the case of threat detection or web vulnerability. • Static and dynamic packet filtering. • Scheduled testing of InfoSend's systems. • Meets rigorous audit requirements. • Notifications from McAfee, CERN, etc. • Data transmission through HTTPS web uploads or FTP/SFTP with PGP encryption • VPN system hardening. • External third -party security monitoring alerts InfoSend if there is a potential security risk. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 124 Labor Management InfoSend's employees are cross -trained and can manage tasks that span the entire production process. InfoSend employs more production staff than is required to handle spikes in volume and/or employees being unavailable for any reason. At InfoSend's current size and capacity, operations can run normally with the absence of key personnel with no effect on production. B. Disaster Recovery Should one of InfoSend's facilities operations become partially or fully disabled, then the InfoSend Disaster Recovery (DR) Plan is enacted. The DR Plan requires the following steps be followed: 1. Detection: the InfoSend Emergency Management Team (EMT) is notified and assembled to evaluate the degraded operations. 2. Assessment: an Assessment Checklist is completed to assess and assign a DR Response Level. 3. Response/ Facility Failover Checklist: upon completion of the assessment, InfoSend immediately begins the DR Response Checklist according to the Disaster Level. 4. Notification: notifications are provided both internally to staff and externally to clients according to the Response Level, including details on service impacts and timelines for resolution. 5. Recovery: InfoSend ensures the completion of the DR Checklist and measures to ensure normal operations have resumed. 6. Facility Restoration: repairs begin immediately upon resumption of normal operations, and eventual service restoration to the regional facility is planned. DR Response Levels InfoSend maintains 3 levels of disaster response. Level 1: no critical damage to the facility to prevent operations, same day recovery expected. Level 2: some damage to the facility, full failover not required. Some operations re-routed, full operations expected within 5 days. Level 3: facility is inoperable, full failover enacted. If the primary facility should become disabled, then data processing and system hosting will be moved to the disaster recovery facility. If facility fail -over is enacted, available labor resources will travel to the other facilities to help with the disaster recovery efforts. Should there ever be a case where one of InfoSend's facilities is impacted by a major disaster, the company has a travel and lodging contingency plan for necessary employees to travel to a facility providing disaster recovery support. If facility fail -over is enacted, then restoration of the affected facility will begin as soon as possible. Testing and Documentation InfoSend's disaster recovery procedures are continuously improved. Documentation is regularly updated as necessitated by new requirements or changes to internal procedure or systems engineering. InfoSend tests the DR Plan annually with executive management review and approval. The County requests that the vendor submit no more than three (3) completed reference forms from utility clients whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the vendor that best represent projects of similar size, scope and complexity of this project using form provided in Attachment B — Form 8. Vendors may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. See "Form 5 Reference Questionnaires" in the section "Required Forms" below InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 125 EVALUATION CRITERIA NO. 5: LOCAL VENDOR PREFERENCE (10 Total Points Available) Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax Collector for at least one year prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. See "Form 4 Local Vendor Preference" in the section "Required Forms" below. InfoSend, Inc. i www.infosend.com Response to RFP for County of Collier TX 126 EVALUATION CRITERIA NO. 6: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points Available) Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Minority Business Enterprise InfoSend is not a Certified Minority Business Enterprise. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 127 Response to Detailed Scope of Work 1. Data, Security and Technical Support a. Provide a secure FTP site, or approved equivalent, for FOS/UBCS to send, and the vendor to receive the daily files from FOS/UBCS in the format identified by the County. InfoSend receives files via our secure website, FTP with optional PGP encryption, or SFTP on a 24 hour basis and will commit to a next business day mailing of the County's bills in an SLA or Service Level Agreement. InfoSend has a distinct advantage of mailing from our in house USPS staffed Detached Mail Units or "DMU's". b. Provide all technical support staff, software, and equipment to complete the entire scope of work. InfoSend Client Services Support Highlights • Dedicated Account Manager from implementation also assigned to monitor and provide support. • Dedicated Support Staff for reviewing and responding to incoming issues. • Multiple communication channels available for client preference: web support ticketing tool, email, and phone. • Proactive support initiated by InfoSend staff when client data issues are detected by InfoSend Quality Control processes. • Issues tracked via InfoSend CRM tool, ensuring full resolution before the ticket can be closed. C. Ensure that the County's data is protected, secured, and not shared with third -party vendors, or other individuals, in accordance with local, state and federal regulations. InfoSend Security Procedures InfoSend employs industry best practices while complying with numerous regulatory requirements for protecting client data. InfoSend maintains its own data centers and does not utilize any third party companies for cloud - based data storage. InfoSend does not have any third -party host who will have access to County information. • Compliant and/or audited by third parties for PCI-DSS Level 1, HIPAA, SSAE18, GLBA and FACTA. • All Facility Physical Premises Secured • Secure Encrypted Data Storage Practices • Secure Segmentation Client Data • Secure Disposal of Client Data • Firewalls and Web Application Security • Background Checks and Drug Tests for All New Employees • Annual Security Policy and Awareness Training for Employees • Formal Suspected Breach Escalation, Review and Notification Process d. Provide a "1-800" toll free or local telephone number for FOS/UBCS support; telephone support must be between 7:00 AM-5:00 PM (Eastern Standard Time), Monday - Friday. 800 Toll -Free Telephone support: (800) 955-9330 Standard hours of support are from 6:00 AM Pacific to 6:00 PM Pacific, Monday through Friday, excluding designated statutory holidays. Weekend assistance is available and must be scheduled in advance and in most cases is billable. e. Provide a four (4) hour, or less, response time for technical calls. General Inquiries: Response in 90 minutes-4 hours. Non -critical support inquiries which can be researched and answered by staff on a first -in, first -out basis. Example: an inquiry regarding the amount of custom material stock on hand. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 128 f. Provide a system for an escalation of issues, along with contract names, telephone numbers and emails. Inbound Support Ticketing, Escalation, and Resolution Workflow All issues or questions reported to support can be tracked via an online support ticket. Account Managers can provide support via telephone, email or the online support ticket tool that can be accessed by logging into www.infosend.com. Contact Dedicated Account Manager: Each web submission, call or email is handled with personal support. Clients receive support by contacting their dedicated Account Manager. If the client's dedicated contact is not available, the support request will be handled by another cross -trained Account Manager or Senior Account Manager. This representative will be your liaison through the support process, giving you a single point of contact for issue resolution. 2. Request Logging: Each support request can be logged using InfoSend's online Support Ticket Tool. Support Ticket requests are assigned a unique ID and can be viewed by both InfoSend Support and the client's authorized representatives. Support Ticket requests are archived and can be filtered by open and closed requests. 3. Escalation Procedure: InfoSend staff will internally escalate any required internal technical or operational resources to ensure that quality issues are resolved quickly and completely the first time. All necessary modifications are thoroughly tested before being applied to client applications to ensure that the final product meets quality expectations. 4. Ticket Resolution: Once an issue has been resolved, clients are notified of the solution and allowed to review new sets of samples to approve any changes. Extra attention is paid to the new job throughout our production, quality control and mailing process. When all parties confirm that the job is meeting quality expectations through every step in the process, we will approve and release the job for completion. 5. Client Satisfaction: Any concerns or questions around the support being provided may be escalated to the Client Services Director. Proactive File Halt, Validation Error and Quality Control Support Procedures InfoSend's data processing platform is designed to validate client data and will halt if any anomalies or incomplete data is detected. In addition, InfoSend's dedicated QC process will review all printed outputs to check for issues caused by client data. When issues are detected: 1. Alert Notification: InfoSend's internal system will automatically place the Job on hold, open a ticket and alert the CS department via an internal alert system, identifying the client and type of output. 2. Assessment and Follow Up: InfoSend's CS personnel will assess and then follow up with the relevant client contacts to notify of the issue. 3. Resolution: CS personnel will work with the client on how to address the data, either with a new data file or with programming adjustments. File Cancellation and Document Pull Request Procedures InfoSend's CS department accepts requests to cancel entire batches or pull select documents from a batch as a standard function of the department. This request can be placed through InfoSend's online website support ticketing system, via email, or by calling the 800 number. The request is then documented by the CS team and communicated to the InfoSend production departments through our internal systems. 1. File Cancellation: These requests are typically submitted to InfoSend just after file transfer but before printing. InfoSend's CS personnel will immediately change the status of the Job to prevent any further progression through the InfoSend manufacturing environment and remove the Job batch from the queue. Clients utilizing the Sample Approval workflow will have the option to cancel their own job, which will then be removed from the queue. 2. Pull Document Requests: These requests are typically submitted by the Client after the file is processed and prior to mailing. Ideally, these requests would be submitted to the CS team prior to the mail piece InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 129 receiving the "Quality Control" timestamp in the website's client -facing job tracking system. Once the job has been marked as completing Quality Control, it will be moved into Mail Preparation. For this reason, Pull Document Requests made after the job has passed through QC should be communicated directly via phone call to ensure that they are handled immediately to minimize the chance that the piece is processed for mailing. The document to be pulled will then be intercepted after the document is printed. Pulled documents can either be recycled or returned to the Client. g. Provide redundant data centers and equipment delivery systems in the event of a declared or undeclared (by the County) disaster. A disaster is defined as fire, weather related, or other catastrophic loss of operational capability at the vendor's primary location for the execution and delivery of service as outlined in this RFP. Data Center Design • Redundant data centers; system architecture uses industry -standard security practices and a multi -layered security approach. • Redundancy for all critical servers, switches, etc. Virtualization used to provide automatic backup and restoration of live operating systems. • Highly scalable; system scales horizontally so that additional processing power can be added quickly. Load balancing for high availability. • Multiple methods of secure data transmission with firewall failover are available to ensure that client data reaches InfoSend securely, quickly, and in whole. • Each InfoSend facility has high speed Internet connections with a minimum of 10mb of bandwidth. Both the primary data center facility (corporate H.Q.) and DR data center use a fiber optic Internet connection from AT&T with a minimum of 100mb of bandwidth. The primary data center also has a backup wireless Internet connection from a different provider. • UPS systems for battery backup and 60OKW backup generator to power data center automatically in the event of grid failure. • Large secure storage array; all network storage uses RAID and SAN technology. • Backup copies of all data files are made before processing; data is backed up to external hard drives, stored in a fireproof safe, and picked up by an enterprise media vaulting service provider • System and facility capacity and responsiveness are constantly monitored with Icinga protocol; alerts sent to internal systems administration staff when potential issues arise. • The system is scaled to prepare for upcoming volume increases. • InfoSend's security and compliance procedures ensure infrastructure is constantly improved and evolved. Data Backup Design InfoSend utilizes a secure VPN to ensure the primary data center is continually syncing data to the disaster recovery site. Server virtualization technology is also leveraged to ensure applications are hardware agnostic and can be configured and run at any of the InfoSend sites with little to no cutover time. All data is committed to encrypted media backup and routinely taken offsite to a secure location. Four separate backup methods are in place to protect data and assure systems are fully restored after a disaster of any type: 1. All servers are duplicated at the Disaster Recovery Facility. Data is automatically synced between the main facility and the Disaster Recovery Facility over a secure VPN. 2. Server data is backed up to secure encrypted media that are both stored in fireproof safes and taken off - site routinely. 3. The RAID system is used on all servers to ensure that data remains available in the event of a hard disk failure. 4. Network SAN systems are used that expand upon RAID by duplicating the entire network storage system to a redundant node with its own RAID. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 130 2. Internet Site a. The vendor is required to upload customer bills to the vendor's website at the completion of each printing cycle and maintain a minimum of twenty-four (24) months of bills for each account. FOS/UBCS customers will access this site via a link from the County's online account access website. FOS/UBCS will replicate the printing of bills from this site in the event customers do not have access to the internet. Any inserts will be uploaded to the vendor's website as well as the County's website. InfoSend Archiving Services InfoSend's Customer Communications Management (CCM) platform offers a robust, secure and redundant archive service that clients can rely upon to access documents rendered, modified or processed by InfoSend. InfoSend has built a flexible set of options to ensure clients and their customers can access documents in the context that they prefer, including in existing CIS/ERP or billing applications. InfoSend offers PDF delivery and hosted models. With all options, InfoSend is capable of including the insert communications as additional pages in the PDF (elnserts), ensuring clients and their customers are viewing the complete document which was distributed. 1. Delivery via Final Doc Transfer (FDT): For clients who prefer to store and host PDFs within another software environment, InfoSend is able to deliver the PDFs via Final Doc Transfer in the following ways: • Secure FTP Transfer: Upon batch completion by InfoSend, a PDF file of the batch will be sent via secure FTP to the client with a companion XML index file containing standard details of the PDF batch (account #, PDF page number, etc). • Custom Secure FTP Transfer: Upon batch completion by InfoSend, the PDF data can be delivered in a complete batch or broken down and sent as one PDF file per account or document. In addition, InfoSend can match PDF file naming conventions or provide index data in a specified format. InfoSend will work with the client to define the workflow, and fees may apply depending on complexity. 2. Hosted via Print Image Archive (PIA): For clients who prefer to outsource the storage and only retrieve PDF documents on demand, InfoSend provides two ways to view documents via the Print Image Archive: Search via the InfoSend Portal: Upon batch completion, InfoSend will archive the documents for the client to retrieve on demand from a web interface. By logging into the InfoSend Portal, client representatives can access the archive and search for documents according to standard criteria such as account number or date. In addition, InfoSend provides up to 5 custom search fields, specific to the client's data (examples: "bill cycle" or "notice ID"). Documents can be viewed on screen, downloaded to the desktop or emailed. 2. Web Services Integration: Upon batch completion, InfoSend will archive the documents for the client to retrieve on demand via an encrypted API query string. This secure option is best suited for clients who have the capacity to integrate the InfoSend archive into a software package on their end. This web interface allows outside solutions to perform document presentment within their own application framework without having to host an archive. Mail Tracking: All clients using the hosted Print Image Archive from InfoSend are automatically given Mail Tracking. With Mail Tracking, the USPS data is provided via the IMb TracingTM service, where all qualified mail with an Intelligent Mail Barcode that is scanned at a sort facility is logged. This data provides insight into the estimated delivery time frame of mail to the customer. Only available with mail sent using 1st Class Postage, and not available in some cases with postcard mailings. Example PIA Search Screen with Mail Tracking Results: InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 131 InfoSend, Inc. IMo3end, Inc.::: pat.m@infosend.com CIOse WIndOW Wednesday, February 12, 2020 Default search is'St arts with'. (Percent symbol): Match 0 or more characters; _ (Underscore): Match any single character Name: B Account Number: 216031-1240 B Job Code: All .lobs B Received Date (MM-DD- To B YY); 13 SPCL Status: B Submit Search First Baack Previous Next Fcz rd Last Page Pages Page Page Pages Page Show 25 Records Per Page JOE CUSTOMER 216031-1240 INFINF191203A 2019-12-03 77.302019-12, 2 O6 In Id Ffb• JOE CUSTOMER 216031-1240 INFINF191008A 2019-10-08 116.30 2019-10- 2019-11- 10 03 III RE JOE CUSTOMER 216031-1240 INFINF191031A 2019-10-31 119.3020ii:11 Qi Ili Ffb. JOE CUSTOMER 216031-1240 INFINF191105A 2019-11-05 193.60 2019-11- 2019-11- (j 08 13 fb• KM JOE CUSTOMER 216031-1240 INFINF190904A 2019-09-04 116.30 2019-09- 2019- 07 10-03 Its Ffb• JOE CUSTOMER 216031-1240 INFINF190927A 2019-09-27 119.302019-10 Id-1 02 Ffb. JOE CUSTOMER 216031-1240 INFINF190702A 2019-07-02 79.70 2019-07- 2019- 05 57-10 I� sal• JOE CUSTOMER 216031-1240 INFINF190806A 2019-08-06 138.832019-08- 2019- 09 WAS Id Km JOE CUSTOMER 216031-1240 INFINF190214A 2019-02-14 86.00 2019-02- 16 III Ff1• JOE CUSTOMER 216031-1240 INFINF190417A 2019-04-17 86.002012004 Vill Ffb• JOE CUSTOMER 216031-1240 INFINF190604A 2019-06-04 993420 109706- I .fL• JOE CUSTOMER 216031-1240 INFINF200107A 2020-01-07 39.452020-01- 2020- 10 0209 I� sib• JOE CUSTOMER 216031-1240 INFINF200204A 2020-02-04 86.802020-02- Id 07 Ffb• ©2020InfoSend, Inc. Remit Tracking: For clients utilizing the Print Image Archiving service, InfoSend can also track inbound mail from customers utilizing an included remittance stub in the outbound mail. With Remit Tracking, clients will be able to see when a customer responded to the original mail piece, as well as get a daily report of inbound mail with an estimated value of payment remittances based on the outbound mail, assisting with cashflow expectations. A 6 C 0 ,- E I G umMlohrode 6m Inbound E.m,t1 uF"tip Final netbouM Bill 2 fOE CUSTOMEn 1T59]5-86M6 IN W22]A B].l3 3/31/2020 HIM 92]99 2/]b/M109:k2 21R120M 3/1]/2020 $R].23 ET 30ECUOMEa 961n-6333e INFontA 3/31/20tl2 :29 92799 2/29/202030:41 2126/70M ill]/i0io $62-73 4 10ECUSTOMER 26M97-69062 1Nm7]3A 97.23 3/31121n➢20:31 927992129/MM 11:24 2126/20M 3/17/20M 5e7.23 5 10E CUSTOMER 57033-62358 INF0221A 324.65 311212ON2033 92M 3/2J20N20:53 2/27120M 3/18120M $324 6 fOr CUSTOMER 209521-630M I—51.21 3/31/20M 20:31 92M9 3/2/2020 10:56 2127/MM 3/1S/2ace $5f.21 7 JOE CUSTOMER 2396 70380 INF0221A 0.2 3/331WMU:39 92M 3/2f202020:53 2/2]/2020 3/13/2020 S66.20 CUSTOMEII 690.9]-95496 I""- ". 3/31/2020". 92A9 3/0./20M 10;15 21`v/ 3/19/20M- $]0.2. 9 10ECUSTOMEll 141110 87348 1141 21A 36754 3/31%MM 21:29 92M 3151202022:27 3/3/2020 3/23/2020 $367.54 CUETOMEll ME— IN- I—3/31/aUr0 :31 92]99 3/9/20M 14:2a 3/3/MM 3/23/2020 $96.60 toOE IOE CU$TOMEB 40541-15240 INF0221A 86.78 3/3]/202039:10 92M3/7/202010:53 3/4/20M 3/24/2020 $B6.]8 1210E CUSTOM En 28159]-5254 I.- M.21 31311202020:39 WM 317/2020 9:46 3/4/2 0 3WE020 $54.21 OMEN 145863-102620 mF0221A 1s6.1 1/31/n_A:s9 92799 3/7/2020 ails 3/4/MM 3/24IW20 $138.10 141OECUSTOMEn 15365]-3648 INm221A 61.5 3/31/MM 21'. 92]99 3/]/MM 10:57 3/4/M20 3/2Af2020 sst-. 19 fOE CU9TOMEa 25175-9593e INF0221A Is." )/Wae-Ne. -2 s/9/20M 10:56 3/51MM V.I.. W.. Expected Remit $1,716.55 b. Electronic bill presentment is presently performed by a third -party vendor (payor portal/hosting services). InfoSend acknowledges that the County currently uses Invoice Cloud. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 132 3. Design, Print, Meter and Mail Services a. Provide complete FOS/UBCS invoice (bill, insert and envelope) design, printing, metering and processing of all bills per approved FOS/UBCS proof of concept acceptance. Bills must be printed with the following names, addresses, bar codes, OCR characters, plus billing usage information and graphical images (graphical images may or may not apply), per FOS/UBCS specifications. See Exhibit A for a sample of the County's billing data, a definition of the data elements in the billing data, and a definition of which data elements in the billing data that must be printed on the bill. As the current provider of these services to the County, InfoSend has already provided design, printing, metering and processing of all County bills, and we plan to continue doing so into the future. InfoSend Document Design Services for Utilities InfoSend's Account Managers are trained in the use of various graphic design tools which are leveraged to create your documents. The Account Manager assigned to this project will work with the client's project team to create outputs which meet the high standards expected by our clients. Wherever possible we will look to provide suggestions to improve the look, feel, readability, and/or response rate for your custom communications using our extensive experience in a wide -variety of industries. All of the graphic design work for your projects will be conducted in-house at InfoSend allowing for us to maintain a high level of quality and responsiveness to your requirements. InfoSend maintains a wide array of printing and finishing equipment necessary to handle transactional and promotional document production, including: • Grayscale and full -color laser printers • Full -Color Inkjet printer • High -capacity offline folding equipment • High -capacity industrial cutting equipment • Variable speed mail inserting equipment • Proprietary and licensed software solutions for processing data, creating client outputs, maintaining USPS compliance • Full compliance with any OCR, barcode or remittance specification, including lockbox testing with the delivery of production samples prior to Go -Live. Often InfoSend will consult to provide clients with best practices and design options which leverage the data and printing technology to their fullest. InfoSend's design team can assist in making sure a utility statement has information hierarchy, appropriate use of color and white space, as well as innovative graphics. InfoSend provides document composition services for hundreds of utilities nationwide. On the next page is an example design which is using the latest in customer insights, preferences and printed output technology. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 133 Front: Back: ® UTILITY SERVICES STATEMENT St364]-Bt3943 5000 80.00 S000 St2294 E12254 (i>� ll® OS/t921® OT® JANE SAMPLE AC COUNT NUMBER 3156.123 58 1"E SAMPLE ST ,� V 6egt' Pbane.5zu/zaE6ca Pb� 11 T o :� ono t• ai � una0irrusACE — c r K 3 .1 R11UTILIry SERNCESSTATEMENT Po BOX 1.ER" TUCSON, AZ BSTZ&TMO OS/192® OT/® 123a5® 0$2.00 $122.94 $ Pay online at wAW.luce0naz.9ov/pay-utility-bill ❑ $5.00 Pay by pl,... 620-791-3242 ❑ Y10.00 Service Aa8m6 12&ESOA1.ttE 5T ❑ $ �IIIII'I�II'1I�II�.'II.I....l.eldllLlll��6161�gd�le�ln ��I�ILI.��,IIII��I�IIIII�III�'IIII�I�p�.I,11,11�p,L�11��1' TUCBONAz esTtt eaOz 2-21 PxceNlx. AzeBmz znt 000123405000678912000000342567 Utility Bill Design Highlights: • • YG Water PFOVitleri6: TUCSON WATER SERVICE SEE $000 ®� SEWER RESIOEN9WL VGL 10.00 336.29 GuesllonsT Irma Gounry 9EWFA 8V8TOTAL 941tn.6. ReglOnal Wastewater Reaama0on0epanmaN Pbona:520-T24�daetOrnualanedamalion LT9ERV CHRG WAEtE0YSIAwA REICH—. wunv_plma.9or IOICCF FEE f,1G'LCF 5.tb SeOp Cjry Of Tucson EONranmm[el8enicea', FlbOr�e', �r 5M "t-". M —1 wA 8u8YGYAL 15a,b ex 9au/aed GRNUWFR PROTECT FEE sf.l3 fle.P6 MESSAGE CENTER RECYCLING SURCHARGE 946 OR JUIC 17, anew PaY— syGem will ra UM an ENVIROHMEMAL 9[AWCE68UBTOTAL f1]bB W6kn5BN wTP pay ORlin0IX Pia aJlGpaymantb asrabfsN a new ettourA. TbBM evict be �n1IXma4an GTATE 3ALEGT Prc El as 89,rs p091eG on nbwroNgiabrarq sat uP your new LUyOU wtlU lP •I6a RT�aer alert be JMI41T bxl or ema0. yJ upat MI•CELLNIEOU88UeTOTAL y4.as Iu0a0naS-1py/payWllly. ARar Jung lT, ycM may 9a l0 the page b ueab your new ecc0unl. ®c.....R—ER—T.1 313t w 3P CURRENT CHARGES ® roatlr X�d11 1 ylen TEWAS��PIn locu�i'rem Wmee CnEY _ duemw_OleaYalMv rdariloeEapeenam oon Iu Yeu.xcemL AS]e,W fe<xlllbeaM4N lor�emm�u netlbiNeeb', Pn Yee wl auxe Lo<..�dF,w.4nm,w-.®amn..,.a�.ana.e..,rn.tEm hill [] Aaixx rq Il you Oeveerne'pedmeillrq e00nss. elebee CMCF Ne bcab Ox leR eM 011 oW Ne�Mdmason belw MYllx$Ap,yrS iw Nmee II[ummn5eru�ealnml nt-Yzax skopea!F�emyaneneoew�on»M waox�Iro Pxx.uiwnorbwloe.+M xnm+�.Rw L.CeaeamFarceuianxemmay. • Information hierarchy based on customer feedback, ensuring Amount Due and Due Date are very clear. Amount Due is placed strategically in multiple locations. • Color schemes are utilized to enhance labeling of various services and/or charges. • Usage and historical information are given prime real estate. • A dynamic message area for clients to place customizable messages to all customers or customers falling under specified criteria. • Graph done in a circular manner, utilizing multiple colors to communicate the various charges that lead to the total. • Backside of the bill utilized to communicate details of charges and payment options, labeled with different colors by channel. • We offer multilingual support and are able to present bills in multiple languages. b. Provide on -going changes to design of bills or inserts at the request of FOS/UBCS. Quotes will be provided for all bill design changes and inserts printed by vendor. Quotes for inserts should include a per thousand basis as well as full customer base distribution. Client Application Change Management InfoSend's Client Services team is experienced in assisting clients with change requests that range from quick document updates through complex conversions that affect the underlying data and complete document design. Throughout the life of the application, InfoSend's dedicated Account Manager will remain the point of contact, providing client -specific insight and knowledge to ensure change requests are handled with expertise and first hand experienced. InfoSend maintains a tightly controlled Client Application Change Management program to ensure accuracy, quality, and timeliness of changes to output. InfoSend's manages changes to client applications with the following controls: InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 134 1. Requirements Gather: the client request is logged in the InfoSend internal CRM tool by the dedicated Account Manager. Required assets such as mockups and example data files are gathered from the client, if required, to ensure the scope is defined. 2. Scoping and Statement of Work (SOW): the Account Manager reviews the request internally and defines a scope with the assistance of the InfoSend IT programmer assigned to the project. Once a scope is determined, InfoSend will present the client with a Statement of Work (SOW), which will include the Professional Services hours (PS) and timeline to delivery. InfoSend's change request delivery times vary based on the scope: 1 PS Hour — Up to 3 business days 2-3 PS Hours — Up to 4 business days 4-5 PS Hours — Up to 6 business days 6-10 PS Hours — Up to 2 calendar weeks 11-20 PS Hours — Up to 5 calendar weeks 21-30 PS Hours — Up to 8 calendar weeks > 30 PS Hours — TBD based on requirements and scope of work 1. *InfoSend does not bill for changes that require under 1 PS Hour 2. Application Build, Testing, Tracking: upon client approval of the SOW, the change request enters the InfoSend queue and works begins according to the timeline. The changes are built, approved with the following milestones: o Project Tracking: Depending on the scope of the change request, a project tracking document may be utilized to ensure all scope items are monitored, reviewed and approved by the client. o Development Environment: changes are made by the InfoSend programmer in a controlled, separated development environment, using code source control. o Sample Review and Approval: InfoSend's dedicated Account Manager reviews samples, and if acceptable provides them for Client review, feedback and sign off. If a project tracking doc was utilized, all open scope items are reviewed individually with the client prior to approval. 3. Deployment: client approval is logged in the CRM tool, and the code deployment is scheduled. Code changes are checked in and deployment to production is performed by authorized personnel. For projects where output was completely redesigned, InfoSend's Account Manager is required to complete a First Live run review, and complete a Go Live checklist to ensure accuracy. At client discretion, InfoSend may also enable Sample Approval workflow for the client to review the first live run prior to release to customers. c. Provide a maximum of two one page "8'/2 X 11" inserts or one "8'/2 X 14" folded insert, with option for multiple pages. Collier County would like to have quotes for printing in the range of 70,000 flyers. Inserts can be flyers, brochures, etc. InfoSend currently meets this capability as the incumbent provider of these services to the County and plans to continue to do so into the future. d. FOS/UBCS data sent to the FTP site by noon each day must be processed, printed, metered and mailed the same day. Data sent after noon, must be processed, printed, metered and mailed by noon the following day. InfoSend currently meets this capability as the incumbent provider of these services to the County and plans to continue to do so into the future. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 135 e. The customer due date that is printed on the bills must be twenty (20) days from the date the bill is printed (i.e. if the print date is 10/1/2022, the customer due date is 10/20/2022). InfoSend currently meets this capability as the incumbent provider of these services to the County and plans to continue to do so into the future. f. Provide the separation of bills that are printed (i.e. customers using bank drafts and other auto pay methods will not receive return envelopes or targeted messages). InfoSend currently meets this capability as the incumbent provider of these services to the County and plans to continue to do so into the future. • Selective Inserting: support for inserting materials within existing customer transactional document, with the capability to selectively insert for specific customers based on client criteria. g. Provide the separation of bills where customers have elected to receive email notification of a -Bill availability via the County's website and send emails as appropriate. InfoSend accepts this requirement. h. Provide email delivery failure notification with rejection codes by billing cycles. The Return Email Report is the primary method for InfoSend clients to monitor the successful delivery of emails. Generated on a daily basis, the report will list all email addresses which responded with an error during the delivery window. This report can be used for disabling paperless flags in the billing system. Number Email Address Email Type Email Sent Email Failed Status Code Status Description Response Message Il customerLmemail.com Statement Email Oct 18, 2016 05:55am Oct 20, 2016 06:00am 5.4.7 Deliv ytimed out. N/A I6 customer@email.com Statement Email Oct 18, 2016 05:55am Oct 20, 2016 06:00am 5.4.7 Del iverytimed out. NIA l4 customer@email.com Statement Email Oct 18, 2016 05:55am Oct 20, 2016 06:00am 5.4.7 Del iverytimed out. NIA 12 customerLwemaiLmm Past -Due Statement Email Oct 18, 2016 05:55am Oct 20, 20 It 06:00am 5.4.7 Deliverytimed out. NIA 11 customer@email.com Past -Due Statement Email Oct 18, 2016 05:55am Oct 20, 2016 06:00am 5.4.7 Del iverytimed out. NIA L Provide the printing of duplicate bills to a secondary address based on data in the bill file. InfoSend currently meets this capability as the incumbent provider of these services to the County and plans to continue to do so into the future. j. Provide the lowest prevailing first-class meter rate available for the Utility bill metering. InfoSend currently meets this capability as the incumbent provider of these services to the County and plans to continue to do so into the future. USPS Compliance and Efficiency Highlights • InfoSend maintains ongoing USPS regulatory compliance and cost savings on behalf of clients, standard. • Full Service with Intelligent Mail Barcode (IMb) certified, ensuring clients with qualified mailings receive lowest automated postage rate. • Address validation applied via Coding Accuracy Support System (CASS) and Delivery Point Validation (DPV), improving the accuracy of addresses and lowering postage. • Customer Move Updates optionally applied and reported via the NCOALink database or Address Change Service (ACS). • Detached Mailing Unit (DMU) designation, with USPS personnel on -site at select InfoSend facilities, expediting mail entry into the USPS system and increasing overall efficiency. • Ability to "house -hold" multiple documents intended for the same customer into a single envelope to provide postage savings. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 136 k. Outgoing bills via USPS should be post marked with a Florida (preferably Collier or Lee County) post mark, unless mailed under a disaster condition. InfoSend currently meets this capability as the incumbent provider of these services to the County and plans to continue to do so into the future. I. Bills must be printed so that the use of return paper, envelopes, postage, etc. by billed customers is minimized. InfoSend accepts this requirement and is committed to providing environmental and sustainability concerns. m. Provide daily reports in Excel format of what has been printed, mailed, metered by class, etc. Process Confirmation Report The Process Confirmation Report is emailed to designated client staff members as well as posted to the reports section of the web portal after documents have been completed for mailing and released to the USPS. This report provides confirmation that InfoSend has released a job's mail pieces to the USPS for mailing. The Process Confirmation Report can be created in one of three different formats: plain text, XML or HTML. This report provides the name of the file(s) mailed along with a detailed mail count. For statements, invoices and other financial documents, the total dollar amount is also provided. Additional information can be provided after the "totals" section of the report. For example, addresses that could not be verified for delivery point validation can be listed at the end of this report. PROCESS CONFIRMATION REPORT TO INFOSEND CLIENY FROM INP05EN0INC. 0►IE 103,7 ei4 RE PROCESSING COHFIRNATION REPORT IF YOU HAVE ANr BUESTION5 ABOUT THIS DOCUNEHT, PLEASE CONTACT US AT I7191 993.2691 OR TLILL-FREE (900) 955.933Y. THA3R YO13. NO. AEFERENOE AROMT(S) ORIGINAL 53116LE5 HuLTIPLES uARISPECIAt TOTAL FILEI5115PECIAL M07E 1. DLY611U 137950.50 2441 IA63 77 6 2390 STATEMENT DATE: 3114I2214 FROM: DLY,0319.5TMT.7RT TOTALS = 332956.61 2441 23U Z7T T 0 2394 --- ENO OF PRDCE55 CONFIP ....+++ .......a.�..uua.w..�.�.___ INTEND CLIENT DATE: 63/2l/2114 UNOELIVERABLE AOORESS REPORT PAGE: 1 FILENiWE: DLY6319A IDLY. 0319. 5T14T.7XT) NO. _------ AC--- -------- ^-^--^-ERROR CODE //101frfT ERROR ME5SACE .---W-WW. _—__—_—_—_—__— ..... —-...._— 1. 01212468-56 41l - Me illd out anyway 51.63 SAFIPLE C ]nra 114 Primary N=b'cr 101 HALL STREET DALY CTTY CA 94015 2. 194 L8580-48 491 - Malled out anyway 80.36 SARPLE COST. ZIP•4 coded but flailed OPV 124 BALNOR TERRACE SMI FRMCISCO CA 94212 Customer reporting formats such as XLS can be configured based on client need. n. Provide reports for reconciliation of fees charged to Collier County. InfoSend currently meets this capability as the incumbent provider of these services to the County and plans to continue to do so into the future. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 137 o. Provide reports for reconciling out of country postage and other miscellaneous postal fees. InfoSend currently meets this capability as the incumbent provider of these services to the County and plans to continue to do so into the future. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 138 4. Miscellaneous a. Vendor will be required to comply with USPS Cass/Mass Standards (notification of non-compliance is to be reported in written format to a Collier County Representative or designee within one (1) business day of notification by the USPS). Coding Accuracy Support System (CASS) InfoSend processes each client file through United States Postal Service (USPS) certified and approved software to ensure the Coding Accuracy Support System (CASS) routine is run. The CASS system improves the accuracy of carrier route, 5-digit ZIP, ZIP + 4, performing Delivery Point Validation (DPV) on mail pieces, and digitally presorts the order of mail for USPS efficiency. Utilizing CASS certification allows InfoSend to obtain the maximum presort postage discounts for client mailings. b. Vendor will also have certification of USPS NCOA — Link system (notification of non-compliance to be reported in written format to a Collier County Representative or designee within one (1) business day of notification by the USPS). USPS Move Updates InfoSend ensures that clients comply with the USPS Move Update requirements. Mailers must use a USPS approved method to keep client customer address database up to date to qualify for presort discounts. Per USPS requirements clients must update the addresses in the database using the information that is reported back by the USPS. Failure to update addresses within the USPS's deadline will result in the loss of presort postage discounts. InfoSend offers two move update services that are compliant with the USPS: 1. Address Change Service (ACS): when this option is selected the USPS forwards client mail to the new address and records the action in their database. InfoSend retrieves this information weekly and sends clients an electronic report of the forwards. 2. NCOALink Service: with this option InfoSend uses the NCOALink database to find the new addresses during data processing. The new addresses can be printed on documents before they are mailed, or printed as -is and forwarded to the new address by the USPS. In either scenario, clients receive electronic reports of the new addresses after each batch is mailed. If a client elects to have the USPS forward the mail, the addresses must be updated within 90 days. c. Ensure compliance with USPS address verification/validation. See response above. InfoSend maintains ongoing USPS regulatory compliance and cost savings on behalf of clients, standard. d. Demonstrate the use of "environmentally friendly products" (inks, paper, etc.) without additional costs to this contract. Sustainable Produced Material Stock To ensure that those bills that must be printed are produced in an environmentally friendly fashion, InfoSend provides two means to reduce footprint: • SFI® (Sustainable Forestry Initiative) Certified Paper Envelopes: for all clients that use standard envelopes, InfoSend's standard double window #10 and single window #9 envelopes are sustainably produced and are provided at no additional cost to clients. The Sustainable Forestry Initiative ensures materials are sourced from sustainably managed forests. Please visit www.sfiprogram.org for more information.* • 30% Post -Consumer Recycled Paper Stock: InfoSend also provides the option to use 30% post -consumer recycled stock paper at a slightly higher price than standard paper. • InfoSend's envelope manufacturing division has run and tested Degradable Window Films and Bio-Degradable Films InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 139 e. Demonstrate a monthly quality assurance program to ensure that bills are being printed properly, metered and sent from the supplier's location. InfoSend Quality Control Highlights • Company culture demands client satisfaction with over 99.99966% accuracy on an annual output in the tens of millions. • Systems, personnel, and equipment are organized around well-defined processes that control and report the accuracy of work performed. • Comprehensive Quality Control (QC) built into Data Processing platform, ensuring client output is verified prior to entering manufacturing environment. • Unique QC process involving dedicated personnel and procedures executed after printing and before release to mailing department, customized specifically to each client's output during implementation. • Automated 2D Barcode Accuracy System utilized, providing individual document tracking and alerting to address errors (damaged or missing documents) real-time during fulfillment. • Dedicated Quality Assurance Team that performs Root Cause Analysis, coordinates remediation and plans continual process improvements. f. Provide reasonable training to other County Divisions to incorporate similar bill, print and meter services for the same cost. Samples, Parallel Testing, and Training During the last phase of the implementation, output and application web access is provided to clients for User Acceptance Testing (UAT). Once the application build is validated and accepted by the client, the application is put into Parallel Testing mode. During this time clients are encouraged to transfer copies of live data to InfoSend to be automatically processed and output for review, simulating go -live. Clients check the web application and output to ensure that it is satisfactory and any requested revisions will be completed before go -live. Any payment related applications are tested to ensure payment deposits are received and reconciled. Clients are also trained on how to use InfoSend tools and reporting to support the application at this time. The hour-long, web -based training covers: • File uploads • Sample review and approval • Managing document messages and insert requests • Accessing archived reports • Managing User Permissions • Performing research and support for customer activity • Payment reconciliation (for payment applications) • Submitting, viewing and closing support requests g. Vendor will notify Collier County of postal rate changes a minimum of thirty (30) days of effective date. InfoSend accepts this requirement. h. Vendor will provide a report of all address changes received from the LISPS. Address Update Report Address Updates including NCOALink hits or ACS updates are provided in InfoSend's reporting section. The ACS/NCOALink report is available in three formats: plain text comma delimited, XML or HTML. Most address update reports are either comma delimited or XML formatted so that InfoSend's clients can automate the process of loading updates into their customer information system. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 140 Address Updates You may view your ACS/NCOA reports by clicking on the corresponding links. 2014-03-20 12:10:45 N_DLY0319A 2014-03-14 16:54:16 N_DLY0313A 2014-03-07 13:06:08 N_DLY0306A 2014-03-0416:60:66 N DLY0304A MailS.q.... MaiWID l.b . Acco.RIN.. OMdr1 OAdd2 OCiW OSt OZip MAddrl MAddr2 MOty MSt MZip COATyp 700003880 107315 INF0307A 000000-01 123 Wafer St WOODLAND CA 91364123 Water St Woodland Hi CA 91367-4545 NCOA 7000N170 107315 INF0307A 000000-02 4240El Palma LOS ANGELE CA 90011-5518 4240 E La Palma Los Angeles CA 90011-3329 NCOA 700004156 7000N182 10731S INF0307A 000000-03 5454 Main St 107315 INF0307A 000000-04 456 Water St LOS ANGELE CA TORRANCE CA 90011-32215454 M-St 90501456 Water St LOS ANGELE CA TORRANCE CA 90011-3221 UAA 90501 UAA 7000N080 700004048 107315 INF0307A 000000-05 124 Water St 107315 INF0307A 000000-06 4241 E La Palma LOS ANGELE CA LONG BE —CA 90013124 Water St 90802 4241 E La Palma LOS ANGELE CA LONG BEACICA 90013 UAA 90802 UAA J00003938 1113151NF03011 1110-01 5455 Main 51 LOS ANGELECA 90007 5455 Main St LOS ANGELE CA 9000)RETURN-UAA J0000396] 1OJ3151NF030JA 0W000-07 5455 Main St LOS ANGELE CA 90007 5455 Main St LOS ANGELE CA 90007 RE—N-COA 491ZIP.4 coded but failed EPV because d!m lid primary 411:Invalid Primary Number 491:ZIPW coded but failed DPV because d invalid primary 491:Zl— coded but failed DPV because d invalid primary V-Va[ant i. Compliance/adherence to: 1. Exhibit A - County's Bill Format 2. Exhibit B — County's Insert As the incumbent provider of services to the County, we demonstrate complete compliance/adherence to the exhibits provided. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 141 5. Disaster Recovery Plan a. Provider disaster recovery plans in the event the distribution facility is down; recovery is of the utmost importance and service must be reinstated within forty-eight (48) hours of the disaster declaration by Collier County. InfoSend Business Continuity: Risk Mitigation and Disaster Recovery Highlights InfoSend approaches the risk of technology failure or operational interruption via the following methodologies: • Operations run under capacity for Data Center, Equipment and Labor Force potential • Specific COVID-19 pandemic protocols to prevent labor shortages and protect employees • Operational and Procedural Documentation • Redundant Communication Lines • Server Virtualization Used • Multiple Forms of Data Redundancy: RAID, SAN, VPN Data Sync and Off -Site Hard Drive Backup • Automated Alerts and 24/7 Employee Coverage • Disaster Recovery Plan and Preparedness b. Use of third -party vendors during the disaster must adhere to all the terms and conditions of this contract, including the security of the County's data. As a full -service provider, InfoSend uses no third -party vendors to complete this contract. c. Disaster recovery facilities must be provided from outside of the State of Florida. Bills must be mailed on the same schedule reported in 3.D post mark and color printing requirements may be eased in a disaster scenario. InfoSend owns and operates facilities in 5 different states: California, Texas, Massachusetts, Illinois and Florida. By not relying on third party contracts for DR capacity, InfoSend has true Disaster Recovery. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 142 Required Forms Form 1: Vendor Declaration Statement Coder County Administrative Services Departrrient Procurement Sermns Dmsiort Form 1: Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 34112 Dear Commissioners: The undersigned, as Vendor declares that this response is made without connection or arrangement with any other person and this proposal is in every respect fair and made in good faith, without collusion or fraud. The Vendor hereby declares the instructions, purchase order terms and conditions, requirements, and specifications/scope of work of this solicitation have been fully examined and accepted. The Vendor agrees, if this solicitation submittal is accepted by Collier County, to accept a Purchase Order as a form of a formal contract or to execute a Collier County formal contract for purposes of establishing a contractual relationship between the Vendor and Collier County, for the performance of all requirements to which this solicitation pertains. The Vendor states that the submitted is based upon the documents listed by the above referenced solicitation. The Vendor agrees to comply with the requirements in accordance with the terms, conditions and specifications denoted herein and according to the pricing submitted as a part of the Vendor's bids. Further, the Vendor agrees that if awarded a contract for these goods and/or services, the Vendor will not be eligible to compete, submit a proposal, be awarded, or perform as a sub -vendor for any future associated work that is a result of this awarded contract. IN WITNESS WHER to subscribed our names on this day of , 20_ in the County of , in the State of S 1 %_� Firm's Legal Name: InfoSend, Inc. P''V_taCkQa - Address: 4240 E. La Palma Ave. City, State, zip code: Anaheim, CA 92807 Florida Certificate of Authority Document Number Federal Tax Identification Number *CCR # or CAGE Code *Only if Grant Funded Telephone: 33-0748516 (800) 955-9330 Email: salesCEDinfosend.com Signature by: (Typed and written) Title: V InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 143 ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California County of Orange On July 20th, 2022 before me, Sharon Elizabeth Rodas, Notary Public (insert name and title of the officer) personally appeared Rusteen Rezai who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. 1 certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official Signature Ll (Seal) jM►AOw EL.WE" 'MAS N0—Y Pub- • c►llfornla QFVW courtV _ ,qlwccm jufen s 2390150 .l Co—, Em mJW 10. 1016 InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 144 Additional Contact Information Send payments to: NIA (required if different from Company name used as payee above) Contact name: Title: Address: City, State, ZIP Telephone: Email: Office servicing Collier N/A County to place orders (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: Email: InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 145 Form 2: Conflict of Interest Certification coder County Administrative Services Department Prowrenvnt Seroces D As;on Form 2: Conflict of Interest Certification Affidavit The Vendor certifies that, to the best of its knowledge and belief, the past and current work on any Collier County project affiliated with this solicitation does not pose an organizational conflict as described by one of the three categories below: Biased ground rules — The firm has not set the "ground rules" for affiliated past or current Collier County project identified above (e.g., writing a procurement's statement of work, specifications, or performing systems engineering and technical direction for the procurement) which appears to skew the competition in favor of my firm. Impaired objectivity —The firm has not performed work on an affiliated past or current Collier County project identified above to evaluate proposals / past performance of itself or a competitor, which calls into question the contractor's ability to render impartial advice to the government. Unequal access to information — The fine has not had access to nonpublic information as part of its performance of a Collier County project identified above which may have provided the contractor (or an affiliate) with an unfair competitive advantage in current or future solicitations and contracts. In addition to this signed affidavit, the contractor / vendor must provide the following: 1. All documents produced as a result of the work completed in the past or currently being worked on for the above -mentioned project; and, 2. Indicate if the information produced was obtained as a matter of public record (in the "sunshine") or through non-public (not in the "sunshine") conversation (s), meeting(s), document(s) and/or other means. Failure to disclose all material or having an organizational conflict in one or more of the three categories above be identified, may result in the disqualification for future solicitations affiliated with the above referenced project(s). By the signature below, the firm (employees, officers and/or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity (financial, contractual, organizational, or otherwise) which relates to the project identified above has been fully disclosed and does not pose an organizational conflict. InfoSend, Inc. Company Name �7 Signature T Print m1� a and Title State County o The foregoing instrument was ac d ed before me by means of ❑ physical presence or ❑ online notarization, this day of (month), (yeaz), {nazne of person acknowledging). (Signature of Notary Public) (Print, Type, or Stamp Commissioned otary Public) Personally Known OR Produced Identification A-4tacYLe CL Type of Identification Produced InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 146 ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or Lyalidity of that document. State of California County of Orange On July 20th, 2022 before me, Sharon Elizabeth Rodas, Notary Public (insert name and title of the officer) personally appeared Rusteen Rezai who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that helshe/they executed the same in his/her/their authorized capacity(ies), and that by his/herltheir signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature (Seal) SWARCN f.:ZA3M aoa,s 40u'ry subtic • C�Iliorni■ 1 01" county C-Miula Y 2J9015� MY Comm. EX3'" 141 10. 2C25 InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 147 Form 3: Immigration Affidavit Certification coffi,her County Procurenwt Services Divn;on Form 3: Immigration Affidavit Certification This Affidavit is required and should be signed, by an authorized principal of the firm and submitted with formal solicitation submittals. Further, Vendors are required to be enrolled in the E-Verify program (hgps://www.e-yaify_.gov/9 at the time of the submission of the Vendor's proposal/bid. Acceptable evidence of your enrollment consists of a copy of the properly completed E- Verify Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the company which will be produced at the time of the submission of the Vendor's proposal/bid or within five (5) day of the County's Notice of Recommend Award. FAILURE TO EXECUTE THIS AFFIDAVIT CERTIFICATION AND SUBMIT WITH VENDOR'S PROPOSAL/BID MAY DEEM THE VENDOR'S AS NON -RESPONSIVE. Collier County will not intentionally award County contracts to any Vendor who knowingly employs unauthorized alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of the Immigration and Nationality Act ("INA"). Collier County may consider the employment by any Vendor of unauthorized aliens a violation of Section 274A (e) of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 1986 Immigration Act and subsequent Amendment(s), that it is aware of and in compliance with the requirements set forth in Florida Statutes §448.095, and agrees to comply with the provisions of the Memorandum of Understanding with E-Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E-Verify), operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's proposal/bid. 1nfoSend, Inc. Company Name Signature A-"-5 2-¢i Print Name and Title torte of County of The foregoing instrument was acknowle fore me by means of ❑ physical presence or ❑ online notarization, this day of (month), (year), by (name of person acknowledging). (Signature of Notary Public) (Print, Type, or Stamp Co . ned Name of Notary Public) Personally Known OR Produced Identification �PfJ Ar d� Type of Identification Produced InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 148 ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California County of Orange On July 20th, 2022 before me, Sharon Elizabeth Rodas, Notary Public (insert name and title of the officer) personally appeared Rusteen Rezai who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official Signature (Seal) AACK - ZAa�, i00AS 1 NOW0 "4011C - cellfo—, Owle County Cemmisflon 12390150 moires Jar to, 202E InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 149 Form 4: Certification for Claiming Status as a Local Business cAN W county Adr,iris s Sari DepwtrT*nt Procilremeni Se VICee DNISiW Form 4: Vendor Submittal — Local Vendor Preference Certification (Check Appropriate Boxes Below) State of Florida (Select County if Vendor is described as a Local Business) ❑ Collier County ® Lee County Vendor affirms that it is a local business as defined by the Procurement Ordinance of the Collier County Board of County Commissioners and the Regulations Thereto. As defined in Section Fifteen of the Collier County Procurement Ordinance: Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax Collector prior to bid or proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. A Post Office Box or a facility that receives mail, or a non -permanent structure such as a construction trailer, storage shed, or other non -permanent structure shall not be used for the purpose of establishing said physical address. In addition to the foregoing, a vendor shall not be considered a "local business" unless it contributes to the economic development and well-being of Collier County in a verifiable and measurable way. This may include, but not be limited to, the retention and expansion of employment opportunities, support and increase to the County's tax base, and residency of employees and principals of the business within Collier County. Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as a "local business" under this section. A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one year under this section. Vendor must complete the following information: Year Business Established in ❑Collier County or ® Lee County: Established 1988, acquired by InfoSend in 2019 Number of Employees (Including Owner(s) or Corporate Officers): 160 Number of Employees Living in ❑ Collier County or ® Lee (Including Owner(s) or Corporate Officers): 14 If requested by the County, Vendor will be required to provide documentation substantiating the information given in this certification. Failure to do so will result in vendor's submission being deemed not applicable. Sian and Date Certification: Under penalties ofpgduty, I certify that the information shown on this form is correct to my knowledge. Company Name: InfoSend, Inc. Date: Address in Collier or lee County: 13891 Jetport Loop, Suite 15, Fort Myers, FL 33913 Signature: InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 150 Form 5: Reference Questionnaires collier county Administrative Services Department Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: Printing and Mailing for Utility Billing Services RFP #22-8010 Reference Questionnaire for: InfoSend, Inc. (blame of Company Requesting Reference Information) Marty Biel ecki (Name of Individuals Requesting Reference Information) Name: Diana Strickland, Oust Service and Billing Mgr Company: Clay County Utility Authority (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: dstrickland@clayutility.org FAX: 904-213-2497 Telephone: 904-213-2481 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description: Utility Bill Printing and Mailing Completion Date: Project Budget: Prcj cot Number of Days: Item Criteria Score must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 151 Coller C x4mty A&mWmM sus bepatnent Prowmment Services €tea, Form 5 Reference Questionnaire (U.SE ONE FORM FOR EACH REOUIRED REFERENCE) Solicitation: Printing and Mailing for Utility Billing Services RFP 922-80I0 Reference Questionnaire for: InfoSend, Inc. (Name of Company Requesting Reference Information) Marty Bielecki (Name of Individuals Requesting Reference Information) n' 1 Name: a\f 11 Company: Je (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: Jtivi C , bplC , (P <54), nel FAX: Telephone: V(-7--25y ! ! q� C/0 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Pleasc complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firmlindivdival again). If you do not have sufficient knowledge of past�erformance in a particular area, leave it blank and the item or form will be scored "0." I�S 1S ` T! cicnS l On{ferry lot, tl�rr Project Description: Utility Bill Printing and Mailing Project Budget: Completion Date: )Tt�e� live- — Ss d 9yS �jrl}mom z�C2 �u� ��ve. Project Number of Days: da ✓S Item Criteria Score must he com leted 1 Ability to manage the project costs (minimize change orders to scope). /0 2 Ability to maintain project schedule (complete on -time or early). %0 3 Quality of work. /D 4 Quality of consultative advice provided on the project. 13 5 Professionalism and ability to manage personnel 1� ! 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. ' S Abiltity to manage risks and unexpected project circumstances. /0 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. /0 10 Overall comfort level with hiring the company in the future (customer satisfaction). /o TOTAL SCORE OF ALL ITEMS InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 152 Coilie-r County Administrative Services Department Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: Printing and Mailing for Utility Billing Services RFP #22-8010 Reference Questionnaire for: InfoSend, Inc. (Name of Company Requesting Reference Information) Marty Biclecki (Name of Individuals Requesting Reference Information) Name: Holly coyette Company: City of cape cae-Utility Billing (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email. hgoyeAe@capecorel.gov FAX: 239-242-5314 Telephone: 239-242-3889 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the frrm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description: Utility Bill Printing and Mailing Project Budget: Approx $445,000Iyr Completion Date: Project Number of Days: Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. iD 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 8 7 Ability to verbally communicate and document information clearly and succinctly. io 8 Abiltity to manage risks and unexpected project circumstances. 9 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. iD 10 Overall comfort level with hiring the company in the future (customer satisfaction). iD TOTAL SCORE OF ALL ITEMS InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 153 Form 6: Grant Provisions and Assurances Not applicable — forms not found with bid package. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 154 Vendor W-9 Form. Request for Taxpayer Give Form to the Form Identification Number and Certification requester. Do not (Rev. October2018) Department of the Treasury send to the IRS. Internal Revenue Service ► Go to www.irs.gov/FormW9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name is required an this line; do not leave this line blank. INFOSEND, INC. 2 Business name/disregarded entity name, if different from above SAME m 3 Check appropriate box for federal tax classification of the person whose name Is entered on line 1. Check only one of the 4 Exemptions (codes apply only to rn following seven boxes. certain entities, not individuals; see R Q, p El Individual sole proprietor or ElC Corporation ❑✓ S Corporation ElPartnership ElTrust estate Instructions on page 3): I_' single -member LLC Exempt payee code (if any) 0.0 u ❑ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ► `p >? Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is code (if any) danother v LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner. y ❑ Other (see instructions) ► (Applies io accou n mvn &O oulslde lh- U.S.) rn 5 Address (number, street, and apt. or suite no.) See instructions, Requester's name and address (optional) in 4240 E. LA PALMA AVE. 6 City, state, and ZIP code ANAHEIM CA 92807-1816 7 List account numbers) here (optional) 0411111 Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid Social security number backup withholding. For Individuals, this is generally your social security number (S5N). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EiN). If you do not have a number, see How to get a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Employer identification number Number To Give the Requester for guidelines on whose number to enter. 5 1 fi 1 1 3 3- 0 7 4 8 10011111111 Certification Under penalties of perjury, I certify that: 1. The number shown on this form Is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3.1 am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject 10 backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later. Sign Here Signature of U.S. person ► Data ► General Instructions • Form 1099-DIV (dividends, Including those from stocks or mutual funds) Section references are to the Internal Revenue Code unless otherwise - Form 1099-MISC (various types of income, prizes, awards, or gross noted. proceeds) Future developments. For the latest information about developments - Form 1099-B (stock or mutual fund sales and certain other related to Form W-9 and its instructions, such as legislation enacted transactions by brokers) after they were published, go to www.irs.gov1FormW9. - Form 1099-S (proceeds from real estate transactions) Purpose of Form - Form 1099-K (merchant card and third party network transactions) An individual or entity (Form W-9 requester) who is required to file an • Form 1098 (home mortgage interest), 1098-E (student loan interest), information return with the IRS must obtain your correct taxpayer 1098-T (tuition) identification number (TIN) which may be your social security number • Form 1099-C (canceled debt) (SSN), individual taxpayer identification number (ITIN), adoption • Farm 1099-A (acquisition or abandonment of secured property) taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other Use Form W-9 only if you are a U.S. person (including a resident amount reportable on an information return. Examples of information alien), to provide your correct TIN. returns include, but are not limited to, the following. If you do not return Form W-9 to the requester with a TIN, you might • Form 1099-INT (interest earned or paid) be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 10-2018) InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 155 Addenda No addenda have been released for this solicitation. InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 156 E-Verify Y Company ID Number: 362076 To be accepted as a participant in E-Verify, you should only sign the Employer's Section of the signature page. If you have any questions, contact E-Verify at 888-464-4218. Employer .I'nfoSend, Inc. nthia Qui'an�a_ Name (Please Type or Print) lectronicall Signed itle i 10/04/2010 ignature ate __.. µ (Department of Homeland Security — Verification Division USCIS Verification Division _ I Name (Please Type or Print) T Electronicall Signed itle 1010412010 Signature 'Date Information Required for the E-Verify Program nformation relating to your Company: Company Name: nfoSend, Inc. Company Facility Address:1041 i }� S. Placentia Avenue E Lj� I P m} Avcn Fullerton, CA 92831 i C q� Company Alternate Address: County or Parish: RANGE Employer Identification Number: 330748516 Page 12 of 13 1 E-Verify MOU for Employer I Revision Date 09/01/09 www.dhs.gov/E-Verify InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 157 Proof of Status Form Division of Corporations — Florida Department of State 2021 FOREIGN PROFIT CORPORATION ANNUAL REPORT DOCUMENT# F14000003553 Entity Name: INFOSEND, INC. Current Principal Place of Business: 4240 E LA PALMA AVE ANAHEIM, CA 92807 Current Mailing Address: 4240 E LA PALMA AVE ANAHEIM, CA 92807 FEI Number: 33-0748516 Name and Address of Current Registered Agent: CT CORPORATION SYSTEM 1200 S PINE ISLAND RD PLANTATION, FL 33324 US FILED Mar 22, 2021 Secretary of State 2058235652CC Certificate of Status Desired: Yes The above named entity submits this statement for the purpose of changing its registered office or registered agent, orboth, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Officer/Director Detail Title CEO Name REZAI, MAHMOOD Address 4240 E LA PALMA AVE City -State -Zip: ANAHEIM CA 92807 Title EXECUTIVE VICE PRESIDENT Name WEIL, ROXANA ESQ. Address 4240 E LA PALMA AVE City -State -Zip: ANAHEIM CA 92807 Title PRESIDENT Name REZAI, RUSS Address 4240 E LA PALMA AVE City -State -Zip: ANAHEIM CA 92807 I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my efectronic signature chaff have the same legaf effect as if made under oath, that 1 am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 607 Fforida Statutes; and that my name appears above, or on an atha hment with all other like empowered. SIGNATURE: RUSS REZAI PRESIDENT 03/22/2021 Electronic Signature of Signing Officer/Director Detail Date InfoSend, Inc. I www.infosend.com Response to RFP for County of Collier TX 158 "ee County Tax Col o a for "trite of tih��am Dear Business Owner: Local Business Tax Receipt SU000563 Your 2021-2022 Lee County Local Business Tax Receipt is attached below for account number 2003072. If there is a change in one of the following, refer to the instructions on the back of this receipt. • Business name • Ownership • Physical location • Business closed This is not a bill. Detach the bottom portion and display in a public location. I hope you have a successful year. Sincerely, i. t Lee County Tax Collector 2021- 2022 LEE COUNTY LOCAL BUSINESS TAX RECEIPT Account Number: 2003072 Account Expires: September 30, 2022 Location: 13891 JETPORT LOOP UNIT 1518 FT MYERS FL 33913 INFOSEND INC INFOSEND INC 4240 E LA PALMA AVE ANAHEIM CA 92807-0000 May engage in the business of: PRINTING COMPANY THIS LOCAL BUSINESS TAX RECEIPT IS NON REGULATORY Payment Information: PAID 596495-52-1 08/02/2021 12:13 PM $50.00