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Backup Documents 02/14/2023 Item #16C 3
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP ! 6 C 3 TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later than Monday preceding the Board meeting. **NEW** ROUTING SLIP Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is already complete with the exception of the Chairman's signature,draw a line through routing lines#1 through#2,complete the checklist,and forward to the County Attorney Office. Route to Addressee(s) (List in routing order) Office Initials Date 1. Risk Risk Management /�I 2. County Attorney Office County Attorney Office / 4.1* d/5/01-3 4. BCC Office Board of County Commissioners �L �Y m)/ 2/A6/L3 4. Minutes and Records Clerk of Court's Office tai,V) 5. Procurement Services Procurement Services PRIMARY CONTACT INFORMATION Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the addressees above,ma need to contact staff for additional or missing information. Name of Primary Staff Patrick O'Quinn/PROCUREMENT Contact Information 239-252-8407 Contact/ Department Agenda Date Item was FEBRUARY 14TH, 2023 Agenda Item Number 16.C.3 Approved by the BCC Type of Document FIXED TERM SERVICE Number of Original 1 Attached AGREEMENT Documents Attached PO number or account N/A 22-8010 INFOSEND, INC. number if document is PRINTING AND to be recorded MAILING SERVICES FOR UTILITY BILLING INSTRUCTIONS & CHECKLIST Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not appropriate. (Initial) Applicable) 1. Does the document require the chairman's original signature STAMP OK N/A 2. Does the document need to be sent to another agency for additional signatures? If yes, N/A provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet. 3. Original document has been signed/initialed for legal sufficiency. (All documents to be PRO .signed by the Chairman, with the exception of most letters,must be reviewed and signed by the Office of the County Attorney. 4. All handwritten strike-through and revisions have been initialed by the County Attorney's N/A Office and all other parties except the BCC Chairman and the Clerk to the Board 5. The Chairman's signature line date has been entered as the date of BCC approval of the PRO document or the final negotiated contract date whichever is applicable. 6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's PRO signature and initials are required. 7. In most cases(some contracts are an exception),the original document and this routing slip N/A should be provided to the County Attorney Office at the time the item is input into SIRE. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on 02/14/2023 and all changes made during N/A is nd�t the meeting have been incorporated in the attached document. The Countyf/f/y an option for Attorney's Office has reviewed the changes,if applicable. this line. 9. Initials of attorney verifying that the attached document is the version approved by the N/A is not BCC,all changes directed by the BCC have been made, and the document is ready for the vif4 an option for Chairman's signature. this line. RECEIVED FEB 14 2023 16C 3 MEMORANDUM Date: February 20, 2023 To: Patrick O'Quinn, Procurement Services From: Martha Vergara, Sr. Deputy Clerk Minutes & Records Department Re: Contract #22-8010 "Printing and Mailing Services for Utility Billing" Contractor: Infosend, Inc. Attached for your records is an original of the referenced document above, (Item #16C3) adopted by the Board of County Commissioners on Tuesday, February 14, 2023. The Board's Minutes & Records Department has kept an original as part of the Board's Official Records. If you have any questions, please feel free to contact me at 252-7240. Thank you. Attachment 16C 3 FIXED TERM SERVICE AGREEMENT # 22-8010 for "PRINTING AND MAILING SERVICES FOR UTILITY BILLING" THIS AGREEMENT, made and entered into on this 1 t F` day of 1-e b,r vrr./sy 20 Z..3 , 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-of-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 ❑ Notice to-Pr oco d: 3. STATEMENT OF WORK. The Contractor shall provide services in accordance with the terms and conditions of • Request for Proposal (RFP) I I Invitation-to Bid--(1-TB) n Otto ( ..w .-) # 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 ��J I C 3 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 invoice and upon approval by the County's Contract Administrative Agent/Project 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): Lump-Sur„-(Fixed Price):A..firm...fixed-total-price-offering for-a-project-the-risks-are transferredfrom• e-Count +--tom 1 businesschef--are-no hourly--or-material "irem oices-- er t Hrether;the--contracto - t-perfo m---tt--tl e satisfaction-of-the County's project-manager before payment for the fixed price contract is authorized: T- 'rage-and- .ater-ials:-T--tae--Gounty agrees to-pay the--tong cter--for--tl e nouat-of'labor tir pent-by-the-eontractor em ployees ands'ubcontract°rs-to-per-fermi he work(number of-hours-times---hourly--rate), and for-mater ls-'a,nl--went--used--ir7--the--project(cost-of roaterµiafs'a'plus-the-coata--actorl s- arkup)-T is-methodology is-generally--used in-projects-in W hirl-it-i's-neat-passible-teaseurately-estimat h i emp o ct-or- she^ it-is-expected that'the--project'-requirementswould-roost-lil l'y-change.y-Aswa general-bu;iness-prasti ; these contracts''include-bac-k--up-decumentation--o'f-costs;--"invoices would include of-hours worked-and-billing--rate-by pcsitioo ¢and----rot company- r-subccr r-) ti mekeepin r payrell- eeerds), material or en . andether reim. ble d ocumentation-for--tie-•projee-t: ❑■ Unit Price: The County agrees to pay a firm total fixed price (inclusive of all costs, including labor, materials, equipment, overhead, etc.) for a repetitive product or service delivered (i.e. installation price per ton, delivery price per package or carton, etc.). The invoice must identify the unit price and the number of units received (no contractor inventory or cost verification). 4.2 Any County agency may obtain services under this Agreement, provided sufficient funds are included in their budget(s). 4.3 Payments will be made for services furnished, delivered, and accepted, upon receipt and approval of invoices submitted on the date of services or within six (6) months after completion of the Agreement. Any untimely submission of invoices beyond the specified deadline period is subject to non-payment under the legal doctrine of "lathes" as untimely submitted. Time shall be deemed of the essence with respect to the timely submission of invoices under this Agreement. Page 2 of 17 Fixed Term Service Agreement 2022_Ver.2 14C 3 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. 4:5 _ (check--'if--applicable)_-Travel----and----Reimbursable- Expenses: Travel-and Rei v ble-E-Xpenses-FllFlst proved n-ad v a`ne W*writing by-the-Go unty:..,--Travel expenses-sl a kbe- eimbard-as-per-Section--11 :061 Fla:--Stats. R ei m b ursem ents-steal be-a tl e-fallo in.gw.rates:- M#eege $0A4-.5-per-mile Breakfast $6:00 Lunch $4-1:00 Dinner $ 00 Airfare Act'ua'l ticl et--cest.4ir it to4touri s rs Rental-car Aetuaker t-a'l-east-limed to-compact r-sta dardr-size vehicles Lodging Actual-cost-of-lodgi agsile-occupancy-rate- with a cap-of-no.more-than -$ er-night Parking Actual-cost-of-parking Taxi or-Airport-Limousine Act uaI-costtof-eithermtaxr e ai'rpor limousine Reim bursable.items.otl er-than-travel expenses-shall-be-limited to the fo Mowing'""t'elep'hone long-distance ohargesrfax-chargesi-photocopyingweharges-and-p tage losable le items-will-be paid-only-after-Contractor has-'provided-all receipts.- -C; fiwactor--shall-tye responsible-for-all-other-costs-and-expenses-associated- ith--activities--and--solicitations' . under ken-pursuantto.,.this-Agreement 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 # 85-8015966531C. 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: InfoSend, Inc. Address: 4240 E. La Palma Ave. Anaheim, CA 92807 Authorized Agent: Russ Rezai, President Attention Name & Title: Telephone: (800) 955-9330 E-Mail(s): Sales@infosend.com Page 3 of 17 Fixed Term Service Agreement 2022_Ver.2 � )A 16C 3 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 rao ! 6C 3 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, creed or national origin or any other class protected by federal or Florida law. 12. INSURANCE. The Contractor shall provide insurance as follows: A. • 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. B. ^ Business-Auto l i�ability4 Goverage.,.shall.have-minimum-limits LIM Y� -rr viY""' u av'V Yaw wi llYYL :�'..v[ ,•.,•.,,.�,.,W... Per Occur nee;Combined gte-Emit-for Bodily..- ij rry-L #ityma d..Prcpe-rty-Damage L-iability: This---shal4—include: Omvned?!e#meles;d -ired--and--t l®n-Oven €f-Vehicles-and Empl yee-Non Owner ip. 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: ❑ Professioc at-Liobi-l+t --Sha-N-be--r aaintained-by-the-£on-traetor to--ensure--tits-lege-I liability-for -claim: arising out of the performance-of--pfe nal exvtsos and Agreement Cc aet ,waives-its fight--of--recovery-against was-to anywclai.. deer this-insurance.—Such-insurancesha# have limits_ofnct-lesss-than_$...._.._ each claim fad�aggregatee E. • Cyber Liability: Coverage shall have minimum limits of $ 1 ,000,000 per claim. Page 5 of 17 Fixed Term Service Agreement 2022_Ver.2 CAv 1 C 3 F; :--Coverage shell-have in i r- u a-li m its of pe !-a -: G.: ❑ _ — _ _ _ _ : Cove sl ll-have-rnini'mum—limits o rrm i0oc rr-e-F . Coverage shall-have-minimu mits--of$ pe-r /O curr ease: Special Requirements: Collier County Board of County Commissioners, OR, Board of 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 primary and non-contributory with respect to any other insurance maintained by, or 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 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 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. Contractor shall also notify County, in a like manner, within twenty-four (24) hours after receipt, of any notices of expiration, cancellation, non-renewal or material change in coverage or limits received by Contractor from its insurer, and nothing contained herein shall relieve Contractor of this requirement to provide notice. Contractor shall ensure that all subcontractors comply with the same insurance requirements that the Contractor is required to meet. 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 i C 3 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 B Fee Schedule, 1■1 RFP/ TB/ Other �.m .m�. #22-8010 , !-udi -Exh ments and-Ad ue a/Addendu , ❑ subsequent quotes, 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 Cp� I 3 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: Division of Communications, Government and Public Affairs 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8999 Email: PublicRecordRequest{ colliercountvfl.gov 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 public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the 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 records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the 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 records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon 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. 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 CAS' lac 3 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 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 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 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 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 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 obligations of Contractor to the County, whether relating to or arising out of this Agreement or any other Agreement between Contractor and the County. 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 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 ownership interest, directly or indirectly. 23. CLEAN N_l ram:---Gontr-anter-,agrees-tom keep the-Project site clean at-al-times of-debr s,. rubbish-andL,waste-->r terl� ising 0utl--of--tYhe-Work: .At-Abe-completion-of. Jl - he- , ,'o,k- �C��}}vo""�"'itr`T�.`ctoF�f hail rer r p1�""CYevr i si-cui7i:isPW"`C.nF"r�r�as' mateiale-f'rovrYYY'f"i!aniC.7�➢"ia..'!�"�out"th Prroj� �i�t sit , elsr a pplia n cos;-construction--equipment'and-'"1"IacbinC ry-a '''phis 11-leave-the...Project'"'.sY3te'"clea n°: 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. 25. I I WARRANTY, Contractor expressly -warrants—that—the—goods;9. A WARRANTY. Contractor expressly vvurrur'rti.i""'rrux crr�. yv .y,-materials—and/or equipequipment covered,by this•.Agreement will nnnfarr "tier i"en°i.s.9""C�.r i ment ic'vv v�.i�:u v�'un..3 will vvrv�n .Y""7�e'sr" , Page 9 of 17 Fixed Term Service Agreement 2022_Ver.2 16C 3 maa er and qua lty."pi ""tion'_4re -fro "`d eetci, a iia�r su ieient r •ny-$es mty n 91-ether ien erelaina-af a ro tace-- erally-aece p d--pro€ pa ie la .service.:'""Trhese wa'rran-tie.-shall-sm�nii�io-r•rtt�p�41,"acee r v v��rr�rcr and-pa ymemtby-the-Cea'nty: • Gontracter-furthef•warrants to the County e thc-Hof-tr p .plie , oted;_.u'sed',-eleaned andw.c.. , . . t o sable--manufac , Doeu mew: • f e*n , receipt of�r`ritten l cr-sha l-ab ay nt - aic: Th cc ounty-is emitted s-a-matte• of law: 267 TESTS-_.AND.,,..INSPECTION .S If the Contract-Documents-or-any laws; efdinanco , rules-oFfegulations of any pudlicpa hefiWzi,a ing Imo*met set redid' Work- to- be speeifiea•ly-inspocted, tested---or--approved; ,ref-ofe;-pay-a-H cesteis•-eenneetion••-thereW th f-inspeetionrtesting-ef-approval,-All inspectionc•, ' ns acceptable to the County: 27. I I PROTECTION OF--WORK. Y'i Gentr actor shall protect the,Work-from. loss or damage-and-shall bear-t-he 'cost ef-any-such loss or da,' a.g.e-+ntm'l-fmnalpaymc i has made:-'..lt Gentractef er anyone-fo ga-Ny-liable-•is-•,responsible•-fer any--less•-of damage nor aunty s-- rate ll bo char y aonies-nec ary t pl am ag hall be deducted-fforn tse traotori: 1 : Cerotrastor-•sha! --str me --is-ana manner that --- , - ,. -, .� �_� �.on. Wolf-adja G---Geritract rk-established-- -Oeunty-with---rest actero agents-arms, for-whom Goats le li -li l , ' shalt immedtately-net-Ky lee--Go l eac m rks-and the-Ce r-ewlth Page 10 of 17 Fixed Term Service Agreement 2022_Ver.2 16C 3 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. 34 n KEY PERSONNEL-The-C6ntFastocs-personne', and---managemeAt-to-be-utilazed-for thism-project hall-be-knowledgea t r eas—of—e use. T unty reserl the ightnt rya--iiwestigations-as-may-•b eerne -neeessary-to-ogre--that„-oompetez t per or r: iWbe utiti ed'n he--perferm3Ree--of._the.Ag-r-eement:The-.CentaeteF-shall..,.a'ssign aspnany-peop as--neeesssary to eompletethe-ser-vice-s-on- --timety-basis nd-eael e sen assigassigned shall 1be,-�rr., ilahlea f4 ^rtica.r'i'10 nt o #imp a "te-rne '-the-reE'ifrred �•e ice ned shall UY�I1 I✓1\r V1`�Il'17V-G V JVI YIVv Page 11 of 17 Fixed Term Service Agreement 2022_Ver.2 C Pam. I 3 d ate -ThF. -C7ntrn ,torr-s ZlI-not"chaige.k ey » efsonn••LI'unle ssthe.•..•f•ol uing.conditions.are met (4),-Ryoposed—replacementr"havesubstantia!ly--Chr`sare"ol--bpiter-qualifications a,n€f/or--exp enc- 'Z} © nty s-- . . w . . fa ad-vanc os:ible:, The Contractor shall-make-commercially-reasonable-efforts-to-noti leer-County within seven,_(7)_ -a-ys-of-the-changer The-County-cotains-f-lnal approval.of--propose cement personnel: ❑■ AGREEMENT STAFFING. The Contractor's personnel and management to be utilized 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 meet 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. I I ORDER OF oprnFNCE (r_rant Funded the--even#of-"anyoonThet""between or ORDER �....I.` I�Vy �VIMII�...I MIIMV�A a'mo'ng-t e te'rnas�f ny-of the-C€>ratraot-[3oc+ l ent nd/er--tfa' tyls-Boar l-opproved eeutiv "e4erms of#fie-Agreement-shall-tak r dcnc thv to ms of all-o ntraet-De u'ments,cxcept-, '-terms-af-any-S t ontaI Conditions shall-tam precedence--over the-Agreement: To the:xtent-any-conflict in--the-terms of-the-Contact Documents-cannot-be--r-ecolved-by appfleati f-the Supplemental-Conditions,-if-any-ref the-Agreement,-the conflict—shall-be-resolved by imposing th e— y.ft,�ict��r�'oost�� obligation under-the-Contract-Documents-upon the Contractor at-C-ounty'&disorotion. 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 16C 3 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 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. 38. DUI 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- negotiable by any division/department and/or Contractor. All applicable OSHA inspection criteria apply as well as all Contractor rights, with one exception. Contractors do not have the right to refuse to allow OSHA onto a project that is being performed on Collier County Property. Collier County, as the owner of the property where the project is taking place 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 Safety Engineer. (Intentionally left blank-signature page to follow) Page 13 of 17 Fixed Term Service Agreement 2022_Ver.2 16C 3 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: BOARD OF COUNTY COMMISSIONERS Crystal K. Kinzel, Clerk of the Circuit COLLIER COUNTY, FLORIDA Court and Cot t rol.in 0� 1 / By: Elk .1! By. Dated: rlAr Rick LoCastro, Chairman A 10.01 )e41' .11 51411ura Md!• INFOSEND, INC. Contractor's Witnesses: Contractor ( . (1 V� n `� By: Contractor's First Witness • re &cua x WeAi , P TType/print signature and titeT T e/print witness nameT J Con r ctor's Second Witness. h6e,c ke1 TType/print witness.iameT Ap roved as to F nd Legality: County Attorney Print Name Page 14of17 Fixed Tema Service Agreement 2022__Ver.2 j t bC 3 Exhibit A Scope of Services ❑■ following this page (containing 2 pages) ❑ this exhibit is not applicable Page 15 of 17 Fixed Term Service Agreement 2022_Ver.2 CAv, Request for Proposal (RFP) #22-8010 "Printing and Mailing Services for UtilityBillin " 1 C 3 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. 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. 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 #22-8010. 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 ''A 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. 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). Page 1 of 2 Exhibit A—Scope of ServicesIS) Request for Proposal (RFP) #22-8010 "Printing and Mailing Services for Utility Billing"1 6 C 3 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. 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. 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: 1.Attachment A- County's Bill Format 2.Attachment B—County's Bill Insert 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. 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. Page 2 of 2 Exhibit A—Scope of Services I6C 3 Exhibit B Fee Schedule 1 following this page (containing pages) Page 16 of 17 Fixed Term Service Agreement 2022_Ver.2 (ta Request for Proposal(RFP)#22-800"Printing Mailing Services for Utility Billing" 1 6 ( 3 EXHIBIT B FEE SCHEDULE 22-8010 Printing&Mailing Services for Utility Billing YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 23acunwatr I rnrducrGn Summary pnrlotype of lo pleat blll with nu Inxena,lncl"Jbte bill nnJ«nvu 1'IO elope mire I'er I'iere ....a so.148 $0.148 50.148 SO.148 $proro15 pe of 1r plral bnl x'llh no lnrenn va.nming M1nnk OrnO ll:t'tmih of 490 011 ../ $0.129 SO 129 $0.129 $0.129 A prototype oetyplrvl blg with lnxenx,tnd rrtttrn e:wcloq co l $0.155 50.155 50.155 S0.155 2118et149841r'a•tsrcS5aW P3mdpad-cool pee ptra based tm 46.O09 2905 s _ , B.5 x I 1 SUa white offzct inacnz 4/0 no Meads SU.0459 SO047 $0.048 SO.049 SO.050 2/2 no bleeds• S00457 $0 050 $0.051 $0.052 $0.053 4/4 e0 bloods 500508 S0.032 S0.053 S0.054 $0.055 8.Sx 1190a or lute glop inserts 4/0 no bleeds- $00811 so es) $0.084 $0.086 $0.088 2l2 no bleeds- S00841 $0.086 $0.087 $0.089 $0.091 4/4 no bleeds 50.0861 50.088 50.090 50.091 SO095 •Insert prices only valid for 12 mods and subject to review after award Elecuoic Inaene Sr. 50.0075 $1 06.. $0.0075 $0.0075 Inserting Fee 3' '- 500075 0i -,,- $0.0075 50.0075 Enitmtced Pant Quality 0 3+e,+'' 3,,11,,: SO.0000 SO UU00 Prim Image Archiving(Per Documem Imegek with included USPS 5f1.01-13 bfonths of Rncntion SO 01-l2 Months of Retention 50.01-12 Months of Rnention SO 01-l2 MonNa of Retention EO 01-l2 Months of Retention mail tracking $0.013-24 Months of Reantion 50.013.24 Months of Retention 50.015-24 Months of Retention $0.015-24 Months of Retention $0.015.24 Months of Retention S0.020-36 Months of Retention S0.020.36 Months of Retention $0.020.36 Months of Retention 5002U-36 MontFu of Retention SO.O2U-J6 Months of Retention Print Image Archive API Monthly Support Fee $200.000 S200.000 $200.000 S200.000 $200 000 Final Da Transfer(FDT) $0.009 per image InfoSend Batch File $9 009 per image InfoSend Batch File $0.009 per image InfoSend Batch File 50.009 per image Infu$end Batch File $0.009 per image InfoSend Batch File EU.015 per Image Caom File Fomta So.013 per image Custom File F-onus 50.015 per image Custom File Fomte f0.01$per imag<Custom File Fonna So.015 per Image Custom File Forme Professional Services Rea(per hour) $125 000 $125 000 2125.000 5125.000 S125.000 Rnumed Mail Handling $0.35 per reported returned mail piece 50.35 per reported rcmmed mail piece 50.35 per reported returned mail piece SU.35 per reported returned mail piece $0.J5 per rcp0red retunted nail pima Remit Tneking $5O m�nthly auppor fee $50 monthly supper fee 550 n,nnmlt ocppan fee $50 monthly supper foe $30 monthly auppon fee enilln f bon through regnercdcnal addres a the lntemt(n0 pnu ., :•.O.i S ,l/,,ble � 7P1.11. \. /,,010 N. ,plcahle Nvtapplcehle s Electronic inrerts for eBill cusamen $tapplicaMe N,t aVPlicable Not applicable hot vPplicvM. Not applicable Per Email Fee Per email sent.Includes creation ofemail bills end bill aummarica 50.065 50.065 50.065 50.065 50.065 baed olfof n,RRed accounts in the data provided by Client. Monthly Support Fee Per month fee to,upPon the Emil e8illing Service. 525-Ebill aspport $25-Ebill support 525-Ebill support $25-Ebill support 525-Ebill support Email e8illing Sery ce Initial Set-up Coat:Plea e:Clien sign o1on requir to doe ts ISbt I of Work,project plan,tetc.)before progrwmin8 and ayaam coMguretion can begin.Qu sd implemenution timel ne $395-use time an up fu-Waived SJ95-one Nneserupfee-Waived $39$-oeatimeaetupfee-Waived $595-anetimeeelupfee-Waived 5395-onetimeaetupfee-Waived begins upon approval ofthe SOW.Client can be cltergcd edditimtal feet and'nr have N<pmjen go-live date delayed if requirements arc changed Nser thav Itarc too,,lot to ed and.igncd all: DATA HBCICERRIM 0 Iklrumcn1 Re Desigr Fec .._ �I- :, :.:.. ,. ._ p;:h„t.t t..t'.: �12500-perboura00rgolive $brae-perhouraflur Salvo Data Processing Fee(per Jocunanl) a 9:`In 9 I 91.UIU $0.010 4rinnot ilitl@Stari*a "+w.'^ Aiiiiiiiiiiiikingabeted Utility Billing Statement Print&Mail Fee per Page with 4/1 Ink $1).063 S0.063 SO.003 $O.063 $0.063 USPS Postage Pass-through.A postage deposit will he Pas-through.A postage deposit will he Pass-through.A postage deposit will be Pus-through.A postage deposit will be Pas-through.A postage deposit will be required Prior i sorting service. eaquwd prior to awing service. regcerd prior o vtutin8 ae toe. required prior w sorting zervice. required prior to sorting service. Prim Color Options(talon per side)• $0.063 for 4 0 or 4 I punting S0.063 for 4/0 or 4/I printing 50.063 for CO or4/1 printing $0.063 for 4/0 or 4/I priming S0 063 for CO or 4/I printing 50.068 for 4'4 punting 50.068 for 4/4 pouting 50.068 for 4/4 printin8 50.068 for 4/4 printing 50.068 for 4l4 Panting Inline Insect Pant Fee• 50.063 Black panting 50.063 Black printing S0 063 Black priming 50.06$Black printing $0.063 Black printing N1.068 Color printing 50.068 Color punting SO.068 Color printing $0.068 Color printing E0.066 Color panting Belch Fee(per mailing berth under 200 mail pimea)$s W S5.000 55.000 $5.000 $5.000 55.000 Excess Page,Handwork Surcherge(per mail piece)SO.JS SO.350 SO.350 SO.350 50.350 $0.350 1�A1ry.0.�00c Updwt pa rc J passe) S0.O03 NCOA SO 003 NCO* SO 003 NCOA 50.003 NCOA $0.003 NCOA rrVk�REe R .ra�.H- .,_ a86u4. ' S rf•• n Standard Paper Stock(per sheet) s. 'I' So015 50.015 g0.015 $0.015 Standard Outgoing 610 Envelope s:e-i s0 0.3 50.023 SO.023 50.023 Standard Return 29 Envelope • : 1, 50.019 50.019 50.019 Outgoing Flut Envelope-used for mail piecca with exucsz pages S . s. 50.170 SO 130 50.150 Page l Of 1 0 16C 3 Other Exhibit/Attachment Description: County's Bill Format and County's Bill Insert ❑■ following this page (containing 4 pages) ❑ this exhibit is not applicable Page 17 of 17 Fixed Term Service Agreement 2022_Ver.2 0 Attachment A 1 6 C 3 Cotner County Public Utilities Division 4420 Mercantile Ave Phone: 239-252-2380 Utility Billing&Customer Service Naples, Florida 34104 www.colliergov.net t, ACCOUNT NUMBER: 1 ACCOUNT SUMMARY AS OF: CUSTOMER NAME: PAYMENTS RECEIVED ON: SERVICE ADDRESS: PREVIOUS BALANCE: MAILING ADDRESS: CURRENT CHARGES: TOTAL AMOUNT DUE: METER 4[ METER READING USAGE CURRENT CHARGES REFERENCE/SIZE FROM TO FROM TO (1000 GAL) I i SEE BACK OF BILL FOR ADDITIONAL INFORMATION PLEASE DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT Coier County Cheeksmust be in U.S.funds and drawn on a U.S.bank f Public Utilities Division Utility Billing&Customer Service 4420 Mercantile Ave•Naples, Florida 34104 PHONE: (239)252-2380 r STATEMENT DATE CURRENT CHARGES ACCOUNT NUMBER Customer Name: DUE DATE TOTAL DUE AMOUNT ENCLOSED— Service Address: ADDRESSEE: MAKE CHECK PAYABLE TO BOCC AND MAIL TO: Collier County Utility Billing P.O. Box 29017 Miami, FL 33102-9017 CCU-1427-3 Reading Your Water Meter 1 6 C 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 waterieter. 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 often 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 water 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 flowing 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 Water Block 1 Block 2 Block 3 Block 4 Block 5 Block 6 Base Base (000 gallons) (000 gallons) (000 gallons) (000 gallons) (000 gallons) (000 gallons) Charge** $3.34 $5.05 $6.71 $8.38 $10.05 $13.40 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 10" $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 The Block Rate structure is designed to encourage water conservation-the more you use the more you pay! Sewer Volume $5.25 per 1,000 gallons Additional fees: Example:Residential Sewer Availability($37.30) $37.30 customer with a 5/8" Sewer Volume(capped at 15,000 gals)15 x$5.25 $78.75 Duplicate Bill $1.00 meter and 17,000 Water availability($24.79) $24.79 Meter Re-Read $34.00 gallons of water usage 5,000 gals at Block 1 (5 x$3.34) $16.70 Meter Shut-Off Lock Fee 1st $56.00 during the month. 5,000 gals at Block 2(5 x$5.05) $25.25 Meter Shut-Off Lock Fee 2nd $84.00 7,000 gals at Block 3(7 x$6.71) $46.97 Meter Shut-Off Lock Fee 3rd $112.00 Total Charges= $229.76 Meter Unlock Fee(After Hours) $70.00 Meter Pull fee $120.00 Customer Reminders •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 account. 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 to ensure that tenants cancel any payment arrangements with the utility when their tenancy ends.Any overpayments must be resolved between the owner and tenant. • 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/utilitybilling WARNING: THIS BILL BECOMES DELINQUENT IF THE TOTAL ACCOUNT BALANCE DUE IS NOT PAID BY THE DUE DATE. 'HE 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 BILL IS DELINQUENT. THE FULL ACCOUNT BALANCE INCLUDING A LOCK FEE SHALL BE PAID FOR SERVICE TO BE RESTORED. UNPAID BALANCES BECOME AN AUTOMATIC LIEN ON THE PROPERTY AS PROVIDED FOR IN THE SPECIAL ACT CREATING THE COLLIER COUNTY WATER-SEWER DISTRICT. J Convenient Ways To Pay &View Your Bill CO o Locations Pay mg E Ahab GE Utility Billing&Customer Service Center 4420 Mercantile Ave.Naples, FL 34104 M-F8amto5pm ... Utility Billing&Customer Service 11985 Collier Blvd, Suite 7 Naples FL 34116 M-F 8:30 am to 4:30 pm Pay Pay Pay Schedule AutoPay Paperless North Collier Government Center Online by Phone by Text a Payment 2335 Orange Blossom Dr. Naples FL 34109 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 M-F 9 am to 6 pm(kiosk only) MI C31 ;`���► 0i�i Government picture ID required when paying 0check miPy� rla 1 in norenn umith rhorkc rrorlit nnrl rlohit rorrle R a`, E �c� v vmmm 0 oc • U) 3 Est o a ��� ro cr a v, c a, .E= a, = naira Q o ® o c v a ,n C Y ' i^ 2 ` O Q 0 a, O ro In O p 3 O 'p W O m>m>R R R lJ a N ¢ d C 'C7 � . 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N. o N N n V NP .4.O rep J d LU CrE ,U C r 1a) 'OnycN v NN --,rrnv, ,,a a) v, H u* v, v, an , , i,NUE a n uJ R -c R co 7 3R v,anO oN �'R _cLm a) > Q N '= uw m " ° 0 6, vvu)my • 16C 3 Client#: 581763 INFOSENDI YYY) D/Y ACORDrh, CERTIFICATE OF LIABILITY INSURANCE 2/03 DATE(MM/DM/D 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 Mass, OCCerts@MarshMMA.com 1 Polaris Way#300 INSURER(S)AFFORDING COVERAGE NAIC# Aliso Viejo, CA 92656 Federal Insurance Com an 20281 INSURER A: Company INSURED INSURER B:CompWest Insurance Company 12177 InfoSend, Inc. Accident Fund Ins Co of America 10166 INSURER C 4240 E. La Palma Avenue Underwriters at Lloyd's London 555555 INSURER D: Anaheim, CA 92807-CA Arch Insurance Company 11150 INSURER E: P y INSURER F: COVERAGES CERTIFICATE NUMBER: 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 CONTRACT OR 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. LTR TYPE OF INSURANCE INSRW VD POLICY NUMBER POLICY EFF POLICY EXP (MM/DDIYYYY) (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY 36031149 02/01/2023 02/01/2024 EACH OCCURRENCE $1,000,000 CLAIMS-MADE X OCCUR PREMISES(Ea occurr nce) $1,000,000 MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 PRO- X POLICY JECT LOC PRODUCTS-COMP/OPAGG $2,000,000 OTHER: $ A AUTOMOBILE LIABILITY 73587120 02/01/2023 02/01/2024 Ea a cideDtSINGLE LIMIT $1,000,000 X ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY (Per accident) A X UMBRELLA LIAB X OCCUR 79896856 02/01/2023 02/01/2024 EACH OCCURRENCE $5,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $5,000,000 DED RETENTION$ $ B WORKERS COMPENSATION CWWCP100005303* 02/01/2023 02/01/2024 X PER OTH- AND EMPLOYERS'LIABILITY STATUTE FR Y/N C ANY PROPRIETOR/PARTNER/EXECUTIVE CW WCP100005342** 02/01/2023 02/01/2024 E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? Y N/A (Mandatory In NH) *AZ CA OR UT E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below **FL GA IL TX E.L.DISEASE-POLICY LIMIT $1,000,000 D Cyber/E&O TRICE2082 02/01/2023 02/01/2024 $5,000,000 Agg./Claim *Retro 12/01/06 $100,000 Retention E Crime PCD1005565-00 02/01/2023 02/01/2024 $500,000/$10,000 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. CERTIFICATE HOLDER CANCELLATION Collier CountyBoard of CountySHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 3295 Tamiami Trail E. Naples, FL 34112-0000 AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) 1 of 1 The ACORD name and logo are registered marks of ACORD #S12384759/M12384579 WOAYW INSURED: InfoSend, Inc. t V C 3 POLICY#: 73587120 POLICY PERIOD: 02/01/2023 TO 02/01/2024 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 borrow in your business or your personal This endorsement modifies the Business Auto Coverage Form. affairs. 1. EXTENDED CANCELLATION CONDITION C. Lessors as Insureds Paragraph A.2.b. —CANCELLATION -of the Paragraph A.1. —WHO IS AN INSURED—of COMMON POLICY CONDITIONS form IL 00 17 is SECTION II—LIABILITY COVERAGE is deleted and replaced with the following: amended to add the following: b. 60 days before the effective date of cancellation if e. The lessor of a covered"auto"while the we cancel for any other reason. "auto" is leased to you under a written 2. BROAD FORM INSURED agreement if: A. Subsidiaries and Newly Acquired or Formed (1) The agreement requires you to Organizations As Insureds provide direct primary insurance for The Named Insured shown in the Declarations is the lessor; and amended to include: (2) The"auto" is leased without a driver. 1. Any legally incorporated subsidiary in which Such leased "auto"will be considered a you own more than 50% of the voting stock on covered "auto"you own and not a covered the effective date of the Coverage Form. "auto"you hire. However, the Named Insured does not include However, the lessor is an"insured" only any subsidiary that is an"insured" under any for"bodily injury" or"property damage" other automobile policy or would be an resulting from the acts or omissions by: "insured" under such a policy but for its 1. You; termination or the exhaustion of its Limit of 2. Any of your"employees" or agents; Insurance. or 2. Any organization that is acquired or formed by 3. Any person, except the lessor or you and over which you maintain majority any"employee" or agent of the ownership. However, the Named Insured lessor, operating an"auto"with the does not include any newly formed or acquired permission of any of 1. and/or 2. organization: above. (a) That is an"insured" under any other D. Persons And Organizations As Insureds automobile policy; Under A Written Insured Contract (b) That has exhausted its Limit of Insurance Paragraph A.1 —WHO IS AN INSURED—of under any other policy; or SECTION II—LIABILITY COVERAGE is (c) 180 days or more after its acquisition or amended to add the following: formation by you, unless you have given f. Any person or organization with respect to us written notice of the acquisition or the operation, maintenance or use of a formation. covered "auto", provided that you and Coverage does not apply to"bodily injury" or such person or organization have agreed "property damage"that results from an"accident" under an express provision in a written that occurred before you formed or acquired the "insured contract", written agreement or a organization. written permit issued to you by a B. Employees as Insureds governmental or public authority to add Paragraph A.1. —WHO IS AN INSURED—of such person or organization to this policy SECTION II—LIABILITY COVERAGE is amended to as an "insured". add the following: However, such person or organization is d. Any"employee" of yours while using a an"insured" only: covered"auto" you don't own, hire or Form: 16-02-0292 (Rev. 11-16) Page 1 of 3 "Includes copyrighted material of Insurance Services Office, Inc. with its permission" 16C 3 (1) with respect to the operation, d. Rental Expense maintenance or use of a covered We will pay the following expenses that you or "auto"; and any of your"employees" are legally obligated (2) for"bodily injury" or"property damage" to pay because of a written contract or caused by an"accident"which takes agreement entered into for use of a rental place after: vehicle in the conduct of your business: (a) You executed the"insured MAXIMUM WE WILL PAY FOR ANY ONE contract" or written agreement; or CONTRACT OR AGREEMENT: (b) The permit has been issued to 1. $2,500 for loss of income incurred by the you. rental agency during the period of time that 3. FELLOW EMPLOYEE COVERAGE vehicle is out of use because of actual EXCLUSION B.5. - FELLOW EMPLOYEE—of damage to, or"loss" of, that vehicle, including SECTION II—LIABILITY COVERAGE does not apply.4. PHYSICAL DAMAGE—ADDITIONAL TEMPORARY income lost due to absence of that vehicle for TRANSPORTATION EXPENSE COVERAGE use as a replacement; Paragraph A.4.a. —TRANSPORTATION EXPENSES 2. $2,500 for decrease in trade-in value of the —of SECTION III —PHYSICAL DAMAGE rental vehicle because of actual damage to COVERAGE is amended to provide a limit of$50 per that vehicle arising out of a covered"loss"; and day for temporary transportation expense, subject to a 3. $2,500 for administrative expenses incurred maximum limit of$1,000. by the rental agency, as stated in the contract 5. AUTO LOAN/LEASE GAP COVERAGE or agreement. Paragraph A. 4. —COVERAGE EXTENSIONS-of 4. $7,500 maximum total amount for paragraphs SECTION III—PHYSICAL DAMAGE COVERAGE is 1., 2. and 3. combined. amended to add the following: 7. EXTRA EXPENSE—BROADENED COVERAGE c. Unpaid Loan or Lease Amounts Paragraph A.4. —COVERAGE EXTENSIONS—of In the event of a total "loss"to a covered"auto", we will SECTION III—PHYSICAL DAMAGE COVERAGE pay any unpaid amount due on the loan or lease for a is amended to add the following: covered"auto" minus: e. Recovery Expense 1. The amount paid under the Physical Damage We will pay for the expense of returning a Coverage Section of the policy; and stolen covered"auto" to you. 2. Any: 8. AIRBAG COVERAGE a. Overdue loan/lease payments at the time of Paragraph B.3.a. - EXCLUSIONS—of SECTION the"loss"; III —PHYSICAL DAMAGE COVERAGE does not b. Financial penalties imposed under a lease for apply to the accidental or unintended discharge of excessive use, abnormal wear and tear or an airbag. Coverage is excess over any other high mileage; collectible insurance or warranty specifically c. Security deposits not returned by the lessor: designed to provide this coverage. d. Costs for extended warranties, Credit Life 9. AUDIO,VISUAL AND DATA ELECTRONIC Insurance, Health, Accident or Disability EQUIPMENT-BROADENED COVERAGE Insurance purchased with the loan or lease; Paragraph C.1.b. —LIMIT OF INSURANCE-of and SECTION III - PHYSICAL DAMAGE is deleted e. Carry-over balances from previous loans or and replaced with the following: leases. b. $2,000 is the most we will pay for"loss" in any We will pay for any unpaid amount due on the loan or one"accident"to all electronic equipment that lease if caused by: reproduces, receives or transmits audio, visual 1. Other than Collision Coverage only if the or data signals which, at the time of"loss", is: Declarations indicate that Comprehensive (1) Permanently installed in or upon the Coverage is provided for any covered"auto"; covered"auto" in a housing, opening or 2. Specified Causes of Loss Coverage only if the other location that is not normally used by Declarations indicate that Specified Causes of the"auto"manufacturer for the installation Loss Coverage is provided for any covered"auto"; of such equipment; or (2) Removable from a permanently installed 3. Collision Coverage only if the Declarations indicate housing unit as described in Paragraph that Collision Coverage is provided for any covered"auto. 2.a. above or is an integral part of that 6. RENTAL AGENCY EXPENSE equipment; or Paragraph A. 4. —COVERAGE EXTENSIONS—of (3) An integral part of such equipment. SECTION III—PHYSICAL DAMAGE COVERAGE is amended to add the following: 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" 16C 3 Under Paragraph D. - DEDUCTIBLE—of their rights of recovery against such person or SECTION III—PHYSICAL DAMAGE COVERAGE organization under a contract or agreement the following is added: that is entered into before such"loss". No deductible applies to glass damage if the glass To the extent that the"insured's" rights to is repaired rather than replaced. recover damages for all or part of any 11.TWO OR MORE DEDUCTIBLES payment made under this insurance has not Paragraph D.- DEDUCTIBLE—of SECTION III — been waived, those rights are transferred to PHYSICAL DAMAGE COVERAGE is amended to us. That person or organization must do add the following: everything necessary to secure our rights and If this Coverage Form and any other Coverage must do nothing after"accident" or"loss"to Form or policy issued to you by us that is not an impair them. At our request, the insured will automobile policy or Coverage Form applies to the bring suit or transfer those rights to us and same"accident", the following applies: help us enforce them. 1. If the deductible under this Business Auto Coverage Form is the smaller (or smallest) 14. UNINTENTIONAL FAILURE TO DISCLOSE deductible, it will be waived; or HAZARDS 2. If the deductible under this Business Auto Paragraph B.2. —CONCEALMENT, Coverage Form is not the smaller(or smallest) MISREPRESENTATION or FRAUD of SECTION deductible, it will be reduced by the amount of IV—BUSINESS AUTO CONDITIONS - is deleted the smaller(or smallest) deductible. and replaced with the following: If you unintentionally fail to disclose any hazards 12.AMENDED DUTIES IN THE EVENT OF existing at the inception date of your policy,we will ACCIDENT,CLAIM, SUIT OR LOSS not void coverage under this Coverage Form Paragraph A.2.a. - DUTIES IN THE EVENT OF because of such failure. AN ACCIDENT, CLAIM, SUIT OR LOSS of SECTION IV-BUSINESS AUTO CONDITIONS is 15. AUTOS RENTED BY EMPLOYEES deleted and replaced with the following: Paragraph B.5. -OTHER INSURANCE of a. In the event of"accident", claim, "suit" or SECTION IV—BUSINESS AUTO CONDITIONS - "loss", you must promptly notify us when the is amended to add the following: "accident" is known to: e. Any"auto" hired or rented by your"employee" (1) You or your authorized representative, if on your behalf and at your direction will be you are an individual; considered an"auto" you hire. If an (2) A partner, or any authorized "employee's" personal insurance also applies representative, if you are a partnership; on an excess basis to a covered"auto" hired (3) A member, if you are a limited liability or rented by your"employee" on your behalf company; or and at your direction, this insurance will be (4) An executive officer, insurance manager, primary to the"employee's" personal or authorized representative, if you are an insurance. organization other than a partnership or 16. HIRED AUTO—COVERAGE TERRITORY limited liability company. Paragraph B.7.b.(5). - POLICY PERIOD, Knowledge of an"accident", claim, "suit" or COVERAGE TERRITORY of SECTION IV— "loss" by other persons does not imply that the BUSINESS AUTO CONDITIONS is deleted and persons listed above have such knowledge. replaced with the following: Notice to us should include: (5) A covered"auto" of the private passenger (1) How, when and where the "accident" or type is leased, hired, rented or borrowed "loss" occurred; without a driver for a period of 45 days or (2) The"insured's" name and address; and less; and (3) To the extent possible, the names and 17 RESULTANT MENTAL ANGUISH COVERAGE addresses of any injured persons or Paragraph C. of-SECTION V—DEFINITIONS is witnesses.13. WAIVER OF SUBROGATION deleted and replaced by the following: Paragraph A.5. -TRANSFER OF RIGHTS OF "Bodily injury" means bodily injury, sickness or RECOVERY AGAINST OTHERS TO US of disease sustained by any person, including SECTION IV—BUSINESS AUTO CONDITIONS is mental anguish or death as a result of the"bodily deleted and replaced with the following: injury" sustained by that person. 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 Form: 16-02-0292 (Rev. 11-16) Page 3 of 3 "Includes copyrighted material of Insurance Services Office, Inc. with its permission" INSURED: InfoSend, Inc. 1 6 C 3 POLICY#: 36031149 POLICY PERIOD: 02/01/2023 TO 02/01/2024 C H U B B' General Liability Supplementary b. release attachments; Payments but only for bond amounts within the available Limit Of Insurance.We do not have to (continued) 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. HH4li;1;1!1,3:muslimiirmarimammiumm.i3EE.7:111Emztimmillzumarirlimpriemilomirmiaramiiimorlasinimmeneemosenemeermennesemeame 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. Liability Insurance Form 80-02-2000(Rev.4-01) Contract Page 5 of 32 I 3 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. 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 are insureds;but they are insureds only with respect to their duties as your managers. 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 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 not an employee)or to any co-employee while such injured person is either in the course of his or her employment or while performing duties related to the conduct of your business; 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 3. for which there is any obligation to share damages with or repay someone else who must pay damages because of any injury described in subparagraphs A.1.or A.2. above. With respect to bodily injury only,this limitation does not apply to: • you or to your directors,managers,members,officers,partners or supervisors as insureds;or • your employees,as insureds,with respect to such damages caused by cardio- pulmonary resuscitation or first aid services administered by such an employee;or 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. Liability Insurance Form 80-02-2000(Rev.4-01) Contract Page 6 of 32 16 C 3 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. • Real Estate Managers Persons(other than your employees)or organizations acting as your real estate managers are insureds;but they are insureds only with respect to their duties as your real estate managers. 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 B. persons or organizations responsible for the conduct of such persons described in subparagraph A.above are insureds;but they are insureds only with respect to the operation 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 • property damage to any property owned or occupied by or loaned or rented to you,or in your charge or the charge of the employer of any person who is an insured under this provision. Vendors Persons or organizations who are vendors of your products are insureds;but they are insureds only with respect to their liability for damages for bodily injury or property damage resulting from the distribution or sale of your products in the regular course of their business and only if this insurance applies to the products-completed operations hazard. However,no such person or organisation is an insured with respect to any: • assumption of liability by them in a contract or agreement.This limitation does not apply to the liability for damages for bodily injury or property damage that such vendor would have in the absence of such contract or agreement; • representation or warranty unauthorized by you; • physical or chemical change in your products made intentionally by the vendor; • repackaging,unless unpacked solely for the purpose of inspection,demonstration or testing, or the substitution of parts under instruction from the manufacturer and then repacked in the original container; • failure to make such inspections,adjustments,tests or servicing as the vendor has agreed to 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 • 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. Liability Insurance Form 80-02-2000(Rev.4-01) Contract Page 7 of 32 I 3 Who Is An Insured Vendors Further,no person or organi7ation 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. 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 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;or • occurrence that occurs,or offense that is committed,after the equipment lease ends. Lessors Of Premises Persons or organizations from whom you lease premises are insureds;but they are insureds only 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; • occurrence that occurs,or offense that is committed,after you cease to be a tenant in the premises;or • structural alteration,new construction or demolition operations performed by or on behalf of them. Subsidiary Or Newly If there is no other insurance available,the following organizations will qualify as named insureds: Acquired Or Formed • a subsidiary organization of the first named insured shown in the Declarations of which,at Organizations 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 generally in the election of the governing body of such organi7ation;or • a subsidiary organization of the first named insured shown in the Declarations that such first named insured acquires or forms during the policy period,if 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 generally in the election of the governing body of such organization. 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. No 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 INSURED: InfoSend, Inc. 1 6 C 3 POLICY#: 36031149 POLICY PERIOD: 02/01/2023 TO 02/01/2024 Conditions 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: • 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. Other 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,autos or watercraft(to the extent not subject to the Aircraft, Autos Or Watercraft exclusion); Liability Insurance Form 80-02-2000(Rev.4-01) Contract Page 22 of 32 16C C H U B Bm 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 E. that is insurance under any Property section of this policy. When this insurance is excess,we will have no duty to defend the insured against any suit if any other insurer has a duty to defend such insured against such suit.If no other insurer defends,we will undertake to do so,but we will be entitled to the insured's rights against all those other insurers. 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: • 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 Excess Insurance provision and was not negotiated specifically to apply in excess of the Limits Of Insurance shown in the Declarations of this insurance. Method of Sharing 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 insurance or none of the loss remains,whichever comes first. If any of the other insurance does not permit contribution by equal shares,we will contribute by 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. Premium Audit We will compute all premiums for this insurance in accordance with our rules and rates. In accordance with the Estimated Premiums section of the Premium Summary,premiums shown with an asterisk(*)are estimated premiums and are subject to audit. In addition to or in lieu of such designation in the Premium Summary,premiums may be designated as estimated premiums elsewhere in this policy.In that case,these premiums will also be subject to audit,and the second paragraph of the Estimated Premiums section of the Premium Summary will apply. Separation Of Insureds Except with respect to the Limits Of Insurance,and any rights or duties specifically assigned in this 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. Liability insurance Form 80-02-2000(Rev.4-01) Contract Page 23 of 32 16C 3 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. Liability Insurance Form 80-02-2000(Rev.4-01) Contract Page 24 of 32