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BACKGROUND <br /> The City of Pleasanton provides water and sewer billing services to 22,000 residential <br /> and business customers. Utility bill statements are generated and mailed weekly. The <br /> City contracts with InfoSend Inc to provide utility billing printing and mailing services, <br /> including billing statements, inserts and 10-Day shut-off notification letters. The City <br /> entered into an agreement with InfoSend, Inc in 2010 for a five-year term. The contract <br /> was amended for another three fiscal years. During the implementation of the City's <br /> Tyler Munis Utility Billing Software in 2016, significant resources were dedicated to the <br /> accurate reproduction of the weekly billing statements. <br /> DISCUSSION <br /> Each utility bill statement includes a unique identifier specific to the City of Pleasanton. <br /> The placement of the MICR (Magnetic Ink Character Recognition) or "Scan Line" on the <br /> payment coupon is critical, and ensures that payments are processed correctly and in a <br /> timely manner through JP Morgan's automated lockbox system. Any changes to this <br /> process would require the City to re-visit document sample testing between Tyler Forms <br /> and JP Morgan to ensure coupons meet the exact specifications of JP Morgan's <br /> processes. In addition, InfoSend services have been expanded to include the digital <br /> document archive of past billing statements accessible via the integration of the Smart <br /> Energy Systems (SES) Customer Portal as value-added services to our customers. Any <br /> changes to this process would result in the delay of launching the customer portal and or <br /> the malfunction of this feature. For these reasons, staff recommends that a sole source <br /> contract be approved to continue the use of InfoSend, Inc for our water and sewer billing. <br /> Submitted by: Fiscal Review: Approved by: <br /> //AA <br /> Kathleen Yurchak Tina Olson elson Fialho <br /> Director of Operations and Director of Finance City Manager <br /> Water Utilities <br /> Attachment: <br /> 1. Proposed Professional Services Agreement <br /> Page 2 of 2 <br />