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INFOSEND, INC. (2)
City of Pleasanton
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INFOSEND, INC. (2)
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Last modified
7/12/2024 1:22:48 PM
Creation date
7/11/2024 9:51:30 AM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
INFOSEND, INC.
Contract Record Series
704-05
Munis Contract #
2024361
Contract Expiration
6/30/2025
NOTES
UTILITY BILLING
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InfoSend Exhibits to MSA <br />Version 3.4 <br />Exhibit A - Scope of InfoSend Primary Services <br /> <br />This Exhibit A is an integral part of and is subject to the terms and conditions of the Master Service Agreement (the “Agreement”) <br />between InfoSend, Inc. (“InfoSend”) and the City of Pleasanton, CA (“Client”). This Exhibit A provides the Services which InfoSend, <br />and/or its Affiliate(s), shall deliver to Client to permit Client’s customers (“Users”) to use the products and services to view and pay <br />their bills. To the extent that any term is not expressly defined herein, it shall have the meaning set forth in the Agreement. <br /> <br />Client will select one or more of InfoSend’s Primary Services from the list below by checking the box next to the Primary Service name. <br />Any Primary Services not selected prior to the execution of this Agreement can be added at a later date via an Agreement Amendment. <br /> <br /> <br /> <br />Data Processing, Printing and Mailing Service (“DPPM Service”): During the term of this Agreement, InfoSend will <br />provide data processing, printing and mailing services. The Service consists of processing data, printing documents, mail <br />preparation, applying postage (where applicable) and sending via the United States Postal Service. Document types <br />include but are not limited to bills, postcards and letters. <br /> <br /> <br /> <br />eBusiness Services (the “eBusiness Services”): During the term of this Agreement InfoSend will provide eBusiness <br />Services. These services can include presenting bills online and/or accepting and reporting payment transaction <br />information to facilitate ACH and/or credit card payments via web, Interactive-Voice-Response (IVR), SMS, or Bank <br />Billpay (e-Lockbox). <br /> <br /> <br />Section 1. Data Processing, Printing and Mailing (DPPM) Service Description <br />A. Data Transfer and Processing <br />• Client to transmit data to InfoSend in an agreed upon format. Should Client make changes to data file format after initial <br />setup is complete, it agrees to pay for the professional services required to accommodate the new file format. See Exhibit C <br />– Professional Services – for information on initial setup and ongoing programming changes. <br />• Client will monitor transfer confirmation emails to ensure InfoSend is in receipt of the data. Client acknowledges that <br />InfoSend will not be responsible or liable for any transferred data which does not result in a confirmation receipt to Client. <br />• A File Transfer Report will be emailed to the Client representatives who have opted-in to this email. A copy of this report is <br />also available to download from the InfoSend website. <br />• Client will have access to an online Job Tracking application that shows the progress of each file as it is processed and becomes <br />a batch of documents to be printed and mailed. Client can see both the original input file name and the InfoSend-assigned <br />“Job Code”. <br />• InfoSend will process the mailing addresses and perform the following functions: <br />o Apply CASS-certified address validation <br />o Comply with USPS requirements to obtain pre-sort automation rates for qualified client mail pieces <br />o Stay current with all USPS regulations required to mail presorted first-class mail <br />• InfoSend will optionally provide proofs of the final print-ready PDF files to Client to be reviewed and approved before printing <br />begins (if requested). <br /> <br />B. Document Printing and Mailing <br />• Batches are printed by InfoSend using a high-speed production process onto the agreed upon forms. <br />• Printed documents are put through a quality control process and then released to the mailing department to be inserted into <br />outgoing envelope. A return envelope and any applicable inserts are included as defined by client workflow. <br />• After a batch of mail is completed in InfoSend’s system it will be marked as such in the online Job Tracker and a Process <br />Confirmation Report will be emailed to the Client representatives who have opted-in to this email. A copy of this report is <br />also available to download from the InfoSend website. <br /> <br />Section 2. eBusiness Service Description <br />A. General System Description <br />• Mobile-Ready Customer Engagement: all products are mobile compatible out of the box, with no app store downloads <br />required of customers. Powered by InfoSend's CCM platform, customer specific messaging and payment reminders are <br />delivered electronically. <br /> <br />DocuSign Envelope ID: 43E02F51-7A2C-4361-B8BB-6A57EFD149CD
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