SMART ENERGY SYSTEMS, INC. - Laserfiche WebLink

Powered by Contract ID- NA 2022 Page 7 of 8 Implementation Services Addendum Pursuant to the agreement between Provider and Customer under the Order Form for Premium Payment Services executed on [____________________], the Customer has engaged the Provider to deliver the following services. Scope of Services The scope for services includes the following key implementation activities: 1. Conducting a solution confirmation workshop for payment integration to incorporate Customer’s business rules. 2. Configuration and setup of the Payment Services as mentioned below. Selection Activity Description Integration with Customer system Client CIS/Billing System: API or daily file transfer using Secure FTP for posting payment. Set up of SFTP and configuration of batch jobs for the transfers of daily payment reconciliation reports. Setup web payments Configure and setup white labeled web portal for online payment options with Customer branding and linked to Customer’s website. Setup mobile apps Configure and deploy white labeled Apple iOS and Android mobile apps with Customer branding. Setup notification services Account set up and configuration of all billing notifications based on designated channels as outlined in this agreement. Customer Service Portal (CSP) Configuration of CSP Payment Analytics to provide summary dashboard, payment details and reconciliation reports of payment transactions. Client staff can make payment transactions for customers in CSP. Automated IVR line setup Setup inbound automated IVR phone line for end consumers to call in and make automated payments (up to 3 accounts max tied to a number). Live agent service setup Setup inbound live agent call line for end consumers to call in and make payments. SMS Text / Text-to-Pay Ability for customers to pay bills via text (up to 3 accounts max tied to a number) Features In Scope Payment Features In Scope Selection Deliverable Description One-Time Payments - Authenticated Customer is a registered user of payment portal and is required to Login to make payments. One-Time Payments - Unauthenticated Customer can make guest payment without being a registered user in the web portal. Automatic Recurring Payments Ability to enroll in autopay to have the full bill balance deducted monthly based on due date or selected days prior to due date (up to 10 days prior to due date). Administrator Features In Scope Deliverable Description Payment Setup Merchant ID, Convenience Fees configuration Payment Dashboard CSP Analytics Dashboard to show summary and details of payment transactions Payment Reconciliation Reports Deposit summary report, deposit details report, chargeback reports, ECP return reports, transfer summaries. These reports will be provided via batch files as well as under Admin Portal Standard Refunds and Voids Ability for CSR to refund or void payment transactions via the Admin Portal Multi-Channel Notification Services DocuSign Envelope ID: ECD87DF2-0011-4B03-98B4-83FFFE6EE4F0DocuSign Envelope ID: 2151E2A1-A7DD-4CDB-946C-16B728322856