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Contract - DataProse, Inc. - 12/13/2016 CITY OF ROUND ROCK AGREEMENT FOR PURCHASE OF PRINTING AND MAILING SERVICES FOR UTILITY BILLINGS FROM DATAPROSE, INC. THE STATE OF TEXAS § CITY OF ROUND ROCK § KNOW ALL BY THESE PRESENTS: COUNTY OF WILLIAMSON § COUNTY OF TRAVIS § That this Agreement for purchase of goods, labor, and services to print, insert and mail the City of Round Rock Utility Billing Department bills on a weekly basis, referred to herein as the "Agreement," is made and entered into on this the (��ay of the month of December, 2016, between the CITY OF ROUND ROCK, TEXAS, a home-rule municipality whose offices are located at 221 East Main Street, Round Rock, Texas 78664 (referred to herein as "City"), and DATAPROSE, whose offices are located at 1122 W. Bethel Road, Suite 100, Coppell, Texas 75019 (referred to herein as the"Vendor"). The purpose of this Agreement is to contractually bind Vendor to provision of all equipment, materials, and labor necessary to receive and convert (if required) billing information for printing monthly water utility bills and cut-off notices, print statements and notices with variable billing data, fold and insert with return envelope and any additional inserts, seal mailing envelopes, and mail to customers within City-specified timeframes. RECITALS: WHEREAS, City desires to purchase from Vendor the goods, labor, and services to print, insert and mail the City of Round Rock Utility Department bills; and WHEREAS, City entered into an Interlocal Agreement for Joint and Cooperative Purchasing with the City of Cedar Park, Texas, on July 9, 2009, pursuant to Resolution No. R- 09-07-09-9A1, attached as Exhibit"A" and incorporated herein; and WHEREAS, said Interlocal Agreement was entered into for the purpose of allowing the City and the City of Cedar Park to jointly procure materials, supplies, goods, services or equipment pursuant to Subchapter F, Chapter 271 of the Texas Local Government Code; and WHEREAS, the City of Cedar Park previously entered into an Agreement with Vendor on July 24, 2012, for the purchase of goods, labor, and services to print, insert and mail the City of Cedar Park's water utility bills (see Exhibit"A"); and WHEREAS, City desires to purchase the goods and services set forth herein pursuant to Chapter 271.102(c) in lieu of seeking competitive bids; and 00333667882(/ss2 II WHEREAS, the parties desire to enter into this Agreement to set forth in writing their respective rights, duties, and obligations; NOW,THEREFORE,WITNESSETH: That for and in consideration of the mutual promises contained herein and other good and valuable consideration,the receipt and sufficiency of which are hereby acknowledged, the parties mutually agree as follows: 1.01 DEFINITIONS A. Agreement means the binding legal contract between City and Vendor whereby City is obligated to buy specified goods and Vendor is obligated to sell same. The Agreement includes: (a) Interlocal Agreement between City and the City of Cedar Park for cooperative purchasing attached as Exhibit "A"; (b) pricing set forth in Exhibit `B"; and (c) any exhibits, addenda, and/or amendments thereto. B. City means the City of Round Rock,Williamson and Travis Counties, Texas. C. Effective Date means the date upon which the binding signatures of both parties to this Agreement are affixed. D. Force Majeure means acts of God, strikes, lockouts, or other industrial disturbances, acts of the public enemy, orders of any kind from the government of the United States or the State of Texas or any civil or military authority, insurrections, riots, epidemics, landslides, lightning, earthquakes, fires, hurricanes, storms, floods, restraint of the government and the people, civil disturbances, explosions, or other causes not reasonably within the control of the party claiming such inability. E. Goods and services mean the specified services, supplies, materials, commodities, or equipment. F. Vendor means DataProse, Inc. or any of its successors or assigns. 2.01 EFFECTIVE DATE, TERM,ALLOWABLE RENEWALS, PRICES FIRM A. This Agreement shall be effective on the date it has been signed by both parties hereto, and shall remain in full force and effect unless and until it expires by operation of the term stated herein, or until terminated or extended as provided herein. B. The term of this Agreement shall be for five (5) years from the effective date hereof. Prices shall be firm for the duration of this Agreement. No separate line item charges shall be permitted for invoicing purposes, including but not limited to equipment rental, demurrage, costs associated with obtaining permits, or any other extraneous charges. 2 D. City reserves the right to review the relationship at any time, and may elect to terminate this Agreement with or without cause or may elect to continue. 3.01 CONTRACT DOCUMENTS AND EXHIBITS The Interlocal Cooperation Agreement between City and the City of Cedar Park attached as Exhibit "A," and the goods and services which are the subject matter of this Agreement as described in Exhibit `B," together with this Agreement, comprise the total Agreement and they are fully a part of this Agreement as if repeated herein in full. This Agreement supersedes and replaces any previous agreements between the parties and shall supersede any prior proposals, correspondence or discussions. 4.01 SCOPE OF WORK Vendor shall satisfactorily provide all deliverables and services described in Exhibit `B" within the contract term specified. A change in the Scope of Services and any additional fees related thereto must be negotiated and agreed in all relevant details, and must be embodied in a valid Supplemental Agreement as described herein. 5.01 COSTS The City shall pay the Vendor for services rendered as described herein the prices set forth on page twenty(20) of Exhibit`B" of this Agreement. 6.01 INVOICES All invoices shall include, at a minimum, the following information: A. Name and address of Vendor; B. Purchase Order Number; C. Description and quantity of items received; and D. Delivery dates. 7.01 NON-APPROPRIATION AND FISCAL FUNDING This Agreement is a commitment of City's current revenues only. It is understood and agreed that City shall have the right to terminate this Agreement at the end of any City fiscal year if the governing body of City does not appropriate funds sufficient to purchase the services as determined by City's budget for the fiscal year in question. City may effect such termination by giving Vendor a written notice of termination at the end of its then-current fiscal year. 3 8.01 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, any payment to be made by City to Vendor will be made within thirty (30) days of the date City receives goods under this Agreement, the date the performance of the services under this Agreement are completed, or the date City receives a correct invoice for the goods or services, whichever is later. Vendor may charge interest on an overdue payment at the "rate in effect" on September 1 of the fiscal year in which the payment becomes overdue, in accordance with V.T.C.A., Texas Government Code, Section 2251.025(b). This Prompt Payment Policy does not apply to payments made by City in the event: (a) There is a bona fide dispute between City and Vendor, a contractor, subcontractor, or supplier about the goods delivered or the service performed that cause the payment to be late; or (b) There is a bona fide dispute between Vendor and a subcontractor or between a subcontractor and its supplier about the goods delivered or the service performed that causes the payment to be late; or (c) The terms of a federal contract, grant, regulation, or statute prevent City from making a timely payment with federal funds; or (d) The invoice is not mailed to City in strict accordance with any instruction on the purchase order relating to the payment. 9.01 GRATUITIES AND BRIBES City may, by written notice to Vendor, cancel this Agreement without incurring any liability to Vendor if it is determined by City that gratuities or bribes in the form of entertainment, gifts, or otherwise were offered or given by Vendor or its agents or representatives to any City officer, employee or elected representative with respect to the performance of this Agreement. In addition, Vendor may be subject to penalties stated in Title 8 of the Texas Penal Code. 10.01 TAXES City is exempt from Federal Excise and State Sales Tax; therefore, tax shall not be included in Vendor's charges. 11.01 ORDERS PLACED WITH ALTERNATE VENDORS If Vendor cannot provide the goods as specified, City reserves the right and option to obtain the products from another supplier or suppliers. 4 12.01 INSURANCE Vendor shall meet all of City's insurance requirements as set forth on the City's website at http://www.roundrocktexas.gov/wp-content/u]21oads/2014/12/corr insurance 07.20112.pdf. Failure to meet or maintain City's insurance requirements shall be considered a material breach of this Agreement. 13.01 CITY'S REPRESENTATIVE City hereby designates the following representative(s) authorized to act in its behalf with regard to this Agreement: Irma Mendoza Utility Billing Manager 221 East Main Street, Round Rock,Texas 78664 512-218-5465 14.01 RIGHT TO ASSURANCE Whenever either party to this Agreement, in good faith, has reason to question the other party's intent to perform hereunder, then demand may be made to the other party for written assurance of the intent to perform. In the event that no written assurance is given within the reasonable time specified when demand is made, then and in that event the demanding party may treat such failure as an anticipatory repudiation of this Agreement. 15.01 DEFAULT If Vendor abandons or defaults under this Agreement and is a cause of City purchasing the specified goods elsewhere, Vendor agrees that it may be charged the difference in cost, if any, and that it will not be considered in the re-advertisement of the service and that it may not be considered in future bids for the same type of work unless the scope of work is significantly changed. Vendor shall be declared in default of this Agreement if it does any of the following: A. Fails to make any payment in full when due; B. Fails to fully, timely and faithfully perform any of its material obligations under this Agreement; C. Fails to provide adequate assurance of performance under the "Right to Assurance" section herein; or D. Becomes insolvent or seeks relief under the bankruptcy laws of the United States. 5 16.01 TERMINATION AND SUSPENSION A. City has the right to terminate this Agreement, in whole or in part, for convenience and without cause, at any time upon thirty (30) days' written notice to Vendor. B. In the event of any default by Vendor, City has the right to terminate this Agreement for cause, upon ten(10) days' written notice to Vendor. C. Vendor has the right to terminate this Agreement only for cause, that being in the event of a material and substantial breach by City, or by mutual agreement to terminate evidenced in writing by and between the parties. D. In the event City terminates under subsections (A) or (B) of this section, the following shall apply: Upon City's delivery of the referenced notice to Vendor, Vendor shall discontinue all services in connection with the performance of this Agreement and shall proceed to cancel promptly all existing orders and contracts insofar as such orders and contracts are chargeable to this Agreement. Within thirty (30) days after such notice of termination, Vendor shall submit a statement showing in detail the goods and/or services satisfactorily performed under this Agreement to the date of termination. City shall then pay Vendor that portion of the charges, if undisputed. The parties agree that Vendor is not entitled to compensation for services it would have performed under the remaining term of the Agreement except as provided herein. 17.01 INDEMNIFICATION Vendor shall defend (at the option of City), indemnify, and hold City, its successors, assigns, officers, employees and elected officials harmless from and against all suits, actions, legal proceedings, claims, demands, damages, costs, expenses, attorney's fees, and any and all other costs or fees arising out of, or incident to, concerning or resulting from the fault of Vendor, or Vendor's agents, employees or subcontractors, in the performance of Vendor's obligations under this Agreement, no matter how, or to whom, such loss may occur. Nothing herein shall be deemed to limit the rights of City or Vendor (including, but not limited to the right to seek contribution) against any third party who may be liable for an indemnified claim. 18.01 COMPLIANCE WITH LAWS, CHARTER AND ORDINANCES A. Vendor, its agents, employees and subcontractors shall use best efforts to comply with all applicable federal and state laws, the Charter and Ordinances of the City of Round Rock, as amended, and with all applicable rules and regulations promulgated by local, state and national boards,bureaus and agencies. B. Vendor acknowledges and understands that City has adopted a Storm Water Management Program (SWMP) and an Illicit Discharge Ordinance, Sections 14-139 through 14- 152 of the City's Code of Ordinances, to manage the quality of the discharges from its Municipal Separate Storm Sewer System (MS4) and to be in compliance with the requirements of the Texas Commission on Environmental Quality (TCEQ) and the Texas Pollutant Discharge Elimination 6 System (TPDES). The Services Provider agrees to perform all operations on City-owned facilities in compliance with the City's Illicit Discharge Ordinance to minimize the release of pollutants into the MS4. The Services Provider agrees to comply with of the City's stormwater control measures, good housekeeping practices and any facility specific stormwater management operating procedures specific to a certain City facility. In addition, the Services Provider agrees to comply with any applicable TCEQ Total Maximum Daily Load (TMDL) Requirements and/or I-Plan requirements. 19.01 ASSIGNMENT AND DELEGATION The parties each hereby bind themselves, their successors, assigns and legal representatives to each other with respect to the terms of this Agreement. Neither party shall assign, sublet or transfer any interest in this Agreement without prior written authorization of the other party. 20.01 NOTICES All notices and other communications in connection with this Agreement shall be in writing and shall be considered given as follows: 1. When delivered personally to recipient's address as stated in this Agreement; or 2. Three (3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement. Notice to Vendor: DataProse, Inc. 1122 W. Bethel Road, Suite 100 Coppell, TX 75019 Notice to City: City Manager 221 East Main Street Round Rock,TX 78664 AND TO: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, TX 78664 Nothing contained herein shall be construed to restrict the transmission of routine communications between representatives of City and Vendor. 7 21.01 APPLICABLE LAW; ENFORCEMENT AND VENUE This Agreement shall be enforceable in Round Rock, Texas, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for same shall lie in Williamson County, Texas. This Agreement shall be governed by and construed in accordance with the laws and court decisions of the State of Texas. 22.01 EXCLUSIVE AGREEMENT This document, and all appended documents, constitutes the entire Agreement between Vendor and City. This Agreement may only be amended or supplemented by mutual agreement of the parties hereto in writing, duly authorized by action of the City Manager or City Council. 23.01 DISPUTE RESOLUTION If a dispute or claim arises under this Agreement, the parties agree to first try to resolve the dispute or claim by appropriate internal means, including referral to each party's senior management. If the parties cannot reach a mutually satisfactory resolution, then and in that event any such dispute or claim will be sought to be resolved with the help of a mutually selected mediator. If the parties cannot agree on a mediator, City and Vendor shall each select a mediator and the two mediators shall agree upon a third mediator. Any costs and fees, other than attorney fees, associated with the mediation shall be shared equally by the parties. City and Vendor hereby expressly agree that no claims or disputes between the parties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration proceeding, including without limitation, any proceeding under the Federal Arbitration Act (9 USC Section 1-14) or any applicable state arbitration statute. 24.01 SEVERABILITY The invalidity, illegality, or unenforceability of any provision of this Agreement or the occurrence of any event rendering any portion or provision of this Agreement void shall in no way affect the validity or enforceability of any other portion or provision of this Agreement. Any such void provision shall be deemed severed from this Agreement, and the balance of this Agreement shall be construed and enforced as if this Agreement did not contain the particular portion or provision held to be void. The parties further agree to amend this Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this section shall not prevent this entire Agreement from being void should a provision which is of the essence of this Agreement be determined to be void. 25.01 MISCELLANEOUS PROVISIONS Standard of Care. Vendor represents that it employs trained, experienced and competent persons to perform all of the services, responsibilities and duties specified herein and 8 that such services, responsibilities and duties shall be performed in a manner according to generally accepted industry practices. Time is of the Essence. Vendor understands and agrees that time is of the essence and that any failure of Vendor to fulfill obligations for each portion of this Agreement within the agreed timeframes will constitute a material breach of this Agreement. Vendor shall be fully responsible for its delays or for failures to use best efforts in accordance with the terms of this Agreement. Where damage is caused to City due to Vendor's failure to perform in these circumstances, City may pursue any remedy available without waiver of any of City's additional legal rights or remedies. Force Majeure. Neither City nor Vendor shall be deemed in violation of this Agreement if it is prevented from performing any of its obligations hereunder by reasons for which it is not responsible as defined herein. However, notice of such impediment or delay in performance must be timely given, and all reasonable efforts undertaken to mitigate its effects. Multiple Counterparts. This Agreement may be executed in multiple counterparts, any one of which shall be considered an original of this document; and all of which, when taken together, shall constitute one and the same instrument. [Signatures are on the following page.] 9 IN WITNESS WHEREOF, City and Vendor have executed this Agreement on the dates indicated. City of Round Rock,Texas DataProse,Inc. By: By: � �i ,-►, / Printed Name: Printed Name: Title: V/ a Title: 1=U Date Signed: Date Signed: Z Z z Attest: By: Sara L. White, City Clerk For City, p roved as to For : By Stephan . Sheets, City Attorney 10 RESOLUTION NO. R-09-07-09-9A1 WHEREAS, Chapter 791 of the Texas Government Code, V.T.C.A. , authorizes local governments and agencies of the state to enter into agreements with one another to perform governmental functions and services, and WHEREAS, the City of Round Rock wishes to enter into an Interlocal Agreement between the Cities of Cedar Park, Hutto, Leander, Georgetown and Taylor and the Brushy Creek Regional Utility Authority, Inc. for the purpose of participating in joint and cooperative purchasing, Now Therefore BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS, That the Mayor is hereby authorized and directed to execute on behalf of the City an Interlocal Agreement for Joint and Cooperative purchasing between the Cities of Round Rock, Cedar Park, Hutto, Leander, Georgetown and Taylor, Texas and the Brushy Creek Regional Utility Authority, Inc. , a copy of same being attached hereto as Exhibit "A" and incorporated herein for all purposes. The City Council hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. Exhibit "A" 01\Wdcm\SCClnt6\0112\0905\KaNICSPAL\R90709A1.DOC/= RESOLVED this 9th day of July, 2009. 0'"",--- ALAN MCGRAW, Mayor City of Round Rock, Texas ATTEST: &q0-1-kl'�& SARA L. WHITE, City Secretary Exhibit "A" 2 INTERLOCAL AGREEMENT FOR JOINT AND COOPERATIVE PURCHASING BETWEEN THE CITIES OF ROUND ROCK.CEDAR PARK LHUTTO, LEANDER.GEORGETOWN,AND TAYLOR,TEXAS AND THIS BRUSHY CREEK REGIONAL UTILITY AUTHORITY,INC This Interlocal Agreement(hereinafter referred to as the"Agreement')is entered into by and between the undersigned Local Governments of the State of Texas, namely the City of Round Rock,Texas,the City of Cedar Park,Texas,the City of Hutto,Texas, the City of Leander, Texas, the City of Georgetown, Texas, the City of Taylor, Texas, and the Brushy Creek Regional Utility Authority, Inc. (hereinafter referred to as the "Local Governments'), acting by and through their respective signature authorities, pursuant to and under authority of the Interlocal Cooperation Act, Chapter 791 of the Texas Government Code, for the purpose of participating in joint and cooperative purchasing. The undersigned Local Governments may be referred to in this Agreement individually as a"Party"and collectively as the"Parties." RECITALS: WHEREAS, this Agreement is authorized by Chapter 791 of the Texas Government Code and Subchapter F,Chapter 271 of the Texas Local Government Code; and WHEREAS, the Parties are all local governments as that term is defined in Section 271.101(2) of the Texas Local Government Code and in V.T.C.A., Government Code, Section 791.003(4)(B);and WHEREAS, Section 271.102 of the Texas Local Government Code authorizes local governments to participate in a cooperative purchasing program with another local government or local cooperative organization;and WHEREAS, a local government that purchases materials, supplies, goods, services or equipment pursuant to a cooperative purchasing program with another local government satisfies the requirement of the local government to seek competitive bids for the purchase of the goods or services;and f WHEREAS, local governments in the State of Texas have the ability to realize substantial savings and economics of scale by jointly procuring materials, supplies, goods,services or equipment;and WHEREAS, the Parties desire to enter into a cooperative purchasing program which will allow Parties to purchase materials, supplies, goods, services or equipment pursuant to Subchapter F,Chapter 271 of the Texas Local Government Code. WHEREAS, each of the Parties finds that its payments for services performed pursuant to this Agreement may be made from cut-rent revenues that are readily available only for payments that are due this fiscal year,and 156696/ft Exhibit "A" V,-pCJ/p / DC{-JAI WHEREAS, the Parties find that the amount paid for the services performed under this Agreement fairly compensates the performing party;and WHEREAS, the Parties, acting by and through their respective signature authorities,do hereby adopt and find the foregoing premises as findings of said governing bodies;and NOW THEREFORE, in consideration of the mutual promises, inducements, covenants,agreements, conditions and other good and valuable consideration,the receipt and sufficiency of which is hereby acknowledged,the Parties agree as follows: ARTICLE I PURPOSE I. The purpose of this Agreement is to establish a cooperative purchasing program between the Parties, which will allow the Parties to realize savings when purchasing materials,supplies,goods,services or equipment,and which will facilitate the Parties' ability to satisfy state laws requiring the Parties to seek competitive bids for the purchase of goods and services. ARTICLE II TERM 2. The term of this Agreement shall commence on the date on which all Parties hereto have executed this Agreement ("Effective Date'). This Agreement shall i automatically renew for successive periods of one(1)year under the terms and conditions j stated herein, unless superseded by a supplemental agreement or terminated as provided in this Agreement. ' i ARTICLE III TERMINATION 3. A Party may withdraw its participation from this Agreement by providing thirty(34) days prior written notice to the other Parties. Withdrawal of one Patty to this Agreement does not affect the validity of this Agreement as to the remaining Parties. i ARTICLE IV PURCHASING 4. Each Party shall designate a person to act under the direction of, and on behalf of, said Party in all matters relating to the cooperative purchasing program. Each Party shall make payments directly to vendors under its respective contracts with vendors made under Chapter 271,Subehapter F,Texas Local Government Code. Each Party shall be responsible for the vendors' compliance with provisions relating to the quality of items and terms of delivery as to any items purchased by said Party under this Agreement. Exhibit "A" ARTICLE V CURRENT REVENUE 5. The Parties hereby warrant that all payments, expenditures, contributions, fees,costs,and disbursements,if any,required of each party hereunder or required by any other agreements, contracts and documents executed, adopted, or approved pursuant to this Agreement, which shall include any exhibit, attachment, addendum or associated document,shall be paid from current revenues available to the paying Party. The Parties hereby warrant that no debt is created by this Agreement. ARTICLE VI FISC4 FUNDING 6. The obligations of the Parties pursuant to this Agreement are contingent upon the availability and appropriation of sufficient funding. Any Party may withdraw from this Agreement without penalty in the event funds are not available or appropriated. However, no Party will be entitled to a refund of amounts previously contributed in the event of withdrawal for lack of fiinding. ARTICLE VII MISCELLANEOUS 7A. Relationshirt of Parti This Agreement is not intended to create, nor should it be construed as creating,a partnership,association,joint venture or trust. 7B. Notice: Any notice required or permitted to be delivered hereunder shall be deemed received when sent in the United States Mail,Postage Prepaid,Certified Mail, Return Receipt Requested, or by hand-delivery or facsimile transmission addressed to the respective Party at the address set forth opposite the signature of the Party. 7C. Amendment: This Agreement may be amended by the mutual written agreement of the Parties. 71). Severability: In the event any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid,illegal,or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect the other provisions, and the Agreement shall be construed as if such invalid, illegal, or unenforceable provision had never been contained in this Agreement. 7E. Governing Law: The validity of this Agreement and any of its terms and provisions, as well as the rights and duties of the Parties, shall be governed by the laws and court decisions of the State of Texas; and venue for any action concerning this Agreement shall lie in Williamson County,Texas. 1 i I Exhibit "A" I 7F. Entire Aereement: This Agreement represents the entire agreement among the Parties with respect to the subject matter covered by this Agreement. There is no other collateral, oral or written agreement between the Parties that in any manner relates to the subject matter of this Agreement. 7G. Recitals: The recitals to this Agreement are incorporated herein. 7H. Counterparts: This Agreement may be executed in any number of counterparts, each of which shall be deemed an original constituting one and the same instrument. MCUTED this n day of ,2009. CITY OF ROUND ROCK,TEXAS By: r n ✓L-- Name: IA41\. 00 Title: A, Date Signed: Address for Notice: Lam, iVj�l toTlifflAeid �t ATTEST: By: a+Wt,, City Secretary FOR CIT PPR VED S TO FORM: By: .. City tt y Exhibit "A" EXECUTED this /--3 day of AS ? 2009, CITYTEXAS By: Name: t/-, Title: Date Signed: Address for Notice: TK City Secretary FOR �.AP�ROVEJAS T O City Attorney Exhibit "A" EXECUTED this day of iYi E� ,2009. CITY Qe� �4 OF HUTTO,TEXAS By: Name: J c D !y Title: v a X/41770 Date Signed: X®o Address for Notice: ATTEST}: H By: City Secretary FOR CITY,APPROVED AS TO FORM: F By: City Attorney Exhibit "A" I OUEXECUTED this o=day of 2009. CITY OF LEANDM TEXAS By: Mame: Title: Date Signed: Address for Notice: •;1 ATTKity By: aLL ecretary FOR CITY,APPROVED AS TO FORM: By: City Attom Exhibit "A" EXECUTED this � day of J-I _e' ,2009. CITY OF GEORGETOWN,TEXAS By: . 'J� I,--- Nam4Grige G. Garver Title: Mayor Date Signed: Address for Notice: 113 E. Bch Street P. O. Box 409 Georgetown, Texas 78627 ATTEST: Byl `l4sca Ham' n, i Secretary F04-CIYV APPROVED AS TO FORM: By: Patricia E. Carls, City Attorney Exhibit "A" 8 EXECUTED this C� day of �. ,2009. CITY OF TAYLOR,TEXAS By: �� Name: ROA i fa i2 T scJST.`,� Title: IAX-fn Ob Date Signer!: Z t o /� Address for Notice: ATTEST: Of By: dA � �!- City Secretary FOR CIITT,IY,_"PROVED AS TO FORM., By: City Attorney Exhibit "A" EXECUTED this day of W71 2009. BRUSHY CREEK REGIONAL UTILITY AUTHORITY,INC.(BCRUA) By: Name: A4,` Title: Date Signed: 2 ' Address for Notice: 2Zt 4E. KWP, &(. ATTRr By: ecretary FOR BC U ,APPROVE AS TO FORM: By: Boar omey Exhib°it "A" AGREEMENT FOR UTILITY BILL PRINTING AND DISTRIBUTION SERVICES This Agreement for Utility Bill Printing and Distribution services is made between the CITY OF CEDAR PARK,TEXAS, having its principal place of business at 450 Cypress Creek Road, Building 1, Cedar Park Texas 78613 (hereinafter "City") and DATAPROSE, LLC, a Texas Limited Liability Company,having his principal place of business at 1122 W. Bethel Road, Coppell Texas 75019 (hereinafter "Contractor") to print and mail utility bills, late notices, and inserts as required on a monthly basis. 1. Scope of Work A. Utility Bills The Contractor shall assist in redesigning the current utility bill. The redesigned format shall: (1) Be on 8.5 inch x 11 inch,24 pound white paper; (2) Be printed double sided; (3) Include four(4)colors on the front and two(2)colors on the back; (4) Include a detachable perforated stub at the bottom of the page with a bar code and Optical Character Recognition(OCR)scan line; (5) Include a field for the account number and five (5) optional accounts that will be automatically withdrawn from the customer's bank account messages; (6) Include a message area, for which the contents will change monthly and be provided by the City; and (7) Include a delinquent notice printed in the white section of the bill, when applicable. The Contractor shall provide City a small quantity of bill forms for bill reprints. Shells may be printed in advance and stored by the Contractor for cost savings. B. Termination Notices The Contractor shall also replace the City logo on the termination notices. The termination notices shall: (1) Be on 8.5 inch x I l inch,24 pound white paper; (2) Be printed single sided in red and black ink;and (3) Include a detachable perforated stub at the bottom of the page with a bar code and Optical Character Recognition(OCR)scan line. The Contractor may print shells in advance and store shells for cost savings. Exhibit "A" C. Inserts The Contractor shall print and mail out the following inserts annually in regular bills but not in termination notices. The inserts may be furnished by the City or printed by the Contractor. (1) Recycling Calendar. The Contractor shall provide a recycling calendar, which shall be in full color post cards 3 2/3 inches x 6 inches in size and printed one side on 100 pound gloss cover stock, without bleeds, and with some close proximity. The recycling calendar shall include camera-ready art which will be provided in Excel or PDF format 3-up per letter size page by the City. The Contractor shall print 21,000 units in November and mail one unit in each utility bill to residential customers only. The Contractor shall return the remainder of the printed post cards to the Cedar Park Utility Billing office. (2) Household Hazardous Waste Flyer. The Contractor shall provide a household hazardous waste flyer,which shall be in full color 8.5 inches x I 1 inches in size and printed on 80 pound white gloss paper single sided, without bleeds. Camera-ready art in PDF format shall be provided by the City. The Contractor shall print 21,000 units in March and mail one unit in each utility bill to residential customers only. The Contractor shall return the remainder of the printed flyers to the Cedar Park Utility Billing office. (3) Water Quality Report. The Contractor shall provide a water quality report, which shall be printed double-sided with black ink on 20 pound white paper 11 inches by 17 inches in size, without bleeds. Document shall be fold to 8.5" x 1 l"and tri-fold to fit in a#10 envelope. The Contractor shall print 21,000 units in June and mail one unit in each utility bill to all billing customers. The Contractor shall return the remainder of the printed Water Quality Reports to the Cedar Park Utility Billing office. D. Mailing Services (1) The Contractor shall print, insert, meter and mail via first class postage all completed bills and termination notices, including any applicable inserts that may be provided by the City or printed in-house. The Contractor shall mail out each mailing no later than the next business day after receiving the print file. The Contractor shall issue a notification to the Utility Billing Manager or appointee when a print file is received and the Contractor shall send the mail list to the Utility Billing Manager when bills are received at the post office. The Contractor shall contractually guaranty this schedule and failure to meet this requirement shall result in a penalty of$500 (five hundred dollars)for each additional calendar day,or portion thereof. City shall be given on-line access to view real time job status. (2) The Contractor shall mail all bills and termination notices.The mailing shall: Exhibit "A"A" (a) Be inserted in to a size #10 security double window envelope printed with the mailing indicia, with recipient's name and address visible through the lower window and the City's name and address visible through the upper window (b) Include the bill or termination notice, and a size#9 return envelope printed both sides in black ink (c) Be mailed via first class pre-sorted bar code to all customers in the print file. (3) Bank draft customers, who comprise approximately ten percent of the total mailing list,will not receive a size#9 return envelope. (4) The City shall transmit billing information for each customer in fixed XML file format. The Contractor shall provide a means for secure data transmission and confirm receipt of data. (5) The Contractor shall provide remote access to one year of electronically archived historical bill data.The remote access will allow City staff to remotely reprint bills on a real-time basis. The Contractor shall download data older than one year to a PDF file format, or in any other mutually acceptable media, and provide it to the City on a monthly basis. The Contractor shall use a format for storing the remotely accessed bill data and the downloaded billing history that allows the City to search, view, and reprint bills. The archived billing history provided by the Contractor shall be an exact representation of the bills provided to customers. (6) The Contractor shall certify all addresses through the Coding Accuracy Support System(CASS)and the National Change of Address(NCOA)system that meets the United States Postal Service's (USPS) move update compliance on every mailing.Any address changes made to the data through information obtained by the above services must be sent to the City to adjust their files. The Contractor shall provide postal bar-coding for all bills for both outgoing and incoming mail. (7) The Contractor shall provide,and the City shall reimburse the Contractor,for all mailings postage that is first class pre-sorted bar code billed separately at the actual cost charged by post office with no additional mark-up. The Contractor shall return to the City any unused postage for which the City has reimbursed the Contractor within thirty(30)days of the termination of this Agreement. 2. Compensation The Contractor shall be paid for the services included in this Agreement pursuant to Exhibit A, attached hereto an incorporated into this Agreement. The Contractor shall invoice the City on a monthly basis for all work performed. Exhibit "A" 3. Service Interruption or Disaster Recovery The Contractor shall perform the following actions in the event that Contractor's primary printing facility used for printing the City's requirements becomes unavailable due to natural or manmade disaster or any other means. A. Declaration (1) The Contractor shall communicate to all customers that a disaster has been declared and that the Contractor is operating in disaster recovery mode. (2) The Contractor shall be responsible for vendor notification,which includes obtaining additional forms and materials for transport to the alternate processing facilities. (3) The Contractor shall transfer and process all statements from the impacted facility through one of the alternate processing facilities where printing, inserting and mailing functions will take place. B. Data Transmission Upon a disaster declaration by the Contractor,customers will not need to make any change to their statement file transmission method. Customers with dedicated circuits shall provide statement data via tape or over the internet.The Contractor shall provide assistance to those customers wishing to use the internet to ensure connectivity. C. Printing (1) Printing will be performed by the alternate processing facilities or the third party print and mail vendor. (2) The Contractor will attempt to use all available custom forms; however,if necessary,may elect to use plain white forms without logos to ensure mail is processed in as timely a manner as possible. (3) The Contractor will make every attempt in a disaster to print utilizing the same type/model of printers as used in non-disaster situations but may elect not to provide high light color or full business color as an option. D. Inserting (1) Inserting will be performed by the alternate processing facilities or the third party print and mail vendor. Exhibit "A" (2) Custom inserts will not be included as part of the inserting process. Dynamically created inserts can be included.The decision of whether to include inserts will be reviewed as the resumption process continues. (3) The Contractor will continue to handle and be responsible for special handling needs, including processing holds. (4) The Contractor shall use generic carrier and remit envelopes at the onset of the disaster declaration.The decision of whether to include custom carrier and remit envelopes will be reviewed as the resumption process continues. E. Zip Sorting (1) The Contractor shall continue to process mail pieces in zip code order for presentment to the USPS to ensure the best Postal rate is achieved. (2) The Contractor shall provide a report of volume for work processed each day. F, Production Services (1) The Contractor shall continue to perform job reconciliation and postage payment functions. (2) The Contractor shall continue to perform reprint capabilities. G. Warehousing The Contractor shall make arrangements so that the alternate processing facilities or the third party print and mail vendor will perform all incoming,receiving, and warehousing functions in the event of a disaster. H. Client Communications As part of a comprehensive communications plan that outlines the management, escalation and communication processes during a disaster situation,the facility general manager will coordinate communications to its internal customers.Working together and in accordance with the overall business continuity plans, communications will share information and/or impacts with clients as timely as is possible. 4. Confidentiality and Ownership of Tangible and Intangible Property and Data The Contractor acknowledges,by entering into a contract with the City,that in the course of providing support services to the City,the City may provide the Contractor with access to valuable information of a confidential and proprietary nature relating to the City's customer account information,technology,business processes and marketing Exhibit "A" strategies.All written material,network design,electronic mail data,archived billing data,customer lists or other properties,both tangible or intangible,arising out of or resulting from the performance of said contract,and all confidential or proprietary rights and information,including but not limited to copyrights therein,are considered confidential and shall belong to the City and shall be provided to the City at the end of said contract.The Contractor agrees that during the time period any contract is in effect,and thereafter,the Contractor shall not,without the prior written consent of the City,disclose to any person,other than designated employee(s)of the City or a person to whom disclosure is reasonably necessary or appropriate in connection with the performance of the Contractor's services for the City,any of the aforementioned confidential or proprietary information obtained or developed by the Contractor and only with the City's written consent. 5. Term of Agreement The term of this Agreement is one (1) calendar year from the effective date of this Agreement. The Agreement may be renewable for four (4) one-year renewals if both parties agree in writing prior to the end of each current term year. 6. Contractor as Independent Contractor Contractor agrees that it is and shall remain an independent contractor throughout the term of this Agreement. 7. INDEMNIFICATION CONTRACTOR AGREES AND CONTRACTS FOR ITSELF, INDIVIDUALLY AND AS THE BUSINESS ENTITY,TO THE CITY OF CEDAR PARK,TEXAS, TO FULLY AND UNCONDITIONALLY PROTECT, INDEMNIFY AND DEFEND THE CITY OF CEDAR PARK, ITS OFFICERS, AGENTS AND EMPLOYEES, AND HOLD IT HARMLESS FROM AND AGAINST ANY AND ALL COSTS, EXPENSES, ATTORNEY FEES, CLAIMS, SUITS, DEMANDS, LOSSES OR LIABILITY FOR INJURIES TO REAL OR PERSONAL PROPERTY AND INJURIES TO PERSONS INCLUDING DEATH, INCLUDING CONTRACTOR'S EMPLOYEES OR THOSE WORKING ON CONTRACTOR'S BEHALF, FROM ANY AND ALL OTHER COSTS, EXPENSES, ATTORNEY FEES, CLAIMS, SUITS, DEMANDS, LOSSES OR LIABILITIES OF ANY AND EVERY NATURE WHATSOEVER ARISING IN ANY MANNER, DIRECTLY OR INDIRECTLY, OUT OF OR IN CONNECTION WITH THIS CONTRACT REGARDLESS OF CAUSE OR OF THE SOLE, JOINT, COMPARATIVE OR CONCURRENT NEGLIGENCE OR GROSS NEGLIGENCE OF CONTRACTOR, ITS OFFICERS, AGENTS OR EMPLOYEES, SAVE AND EXCEPT THE SOLE AND EXCLUSIVE NEGLIGENCE OF CITY. THIS INDEMNIFICATION AND SAVE HARMLESS SHALL APPLY TO ANY Uk4PUTED OR ACTUAL JOINT ENTERPRISE LIABILITY; IF ANY. Exhibit "A" 8. Assiig meet This Agreement is not assignable. 9. Severability and Waiver If any of the terms, provisions, or conditions of this Agreement or the application thereof to any circumstances shall be ruled invalid or unenforceable, the validity or enforceability of the remainder of this Agreement shall not be affected thereby, and each of the other terms,provisions, and conditions of this Agreement shall be valid and enforceable to the fullest extent permitted by law. A waiver regarding a breach of any term, provision, or condition of this Agreement given by either party shall be effective only in that instance,shall not be construed as a bar or waiver of any right on any other occasion, and shall not act as a waiver of any other breach of this Agreement or any same or similar breach which may occur in the future. 10. Amendment This Agreement may be amended or modified only by written instrument executed by both City and Contractor. 11. Termination of Agreement This Agreement may be terminated prior to the end of the term by the City, for any reason or for no reason immediately upon providing written notice addressed to the Contractor at the addresses listed below under Notices. Notwithstanding the foregoing, this Agreement may be terminated prior to the end of the term by the Contractor, for any reason or for no reason, sixty(60) days after written termination notice is received via registered or certified mailing by the City at the addresses listed above. In the event of any such termination by the City pursuant to this provision, Contractor shall be entitled to be paid for work completed up to date of termination. 12. Governing, Law This Agreement shall be construed and enforced for all purposes pursuant to the laws of the State of Texas.Venue shall be Williamson County,Texas. 13. Entire Agreement This Agreement constitutes the entire Agreement between the parties and supersedes all prior negotiations,representations,or Agreements,either written or oral. Exhibit "A" IN WITNESS WHEREOF,the parties hereto have executed this Agreement as of the last date written below. CITY OF CEDAR PARK DATAP SE,LLC By: loy T M By: Brenda Eivens,City Manager �% f�L�� G j Print Name: Dater I / I Date: IqlZ51 1,4 Exhibit "A" Exhibit A Compensation Postage will be first class pre-sorted bar code,not included below. Redesign of Utility Bill $ N/C Printing of bilis(per 1,000): 4-color Custom Shell $115.00(Per 1000)Includes custom stock printed 3/2 and Laser duplex black imaging Additional Impressions Black Only $30.00(Per 1000) 2-color(1 Color and Black) $100.00(Per 1000) Simplex Additional Impressions Black only $30.00(Per 1000) Mailing Envelope(per 1,000) $ Included Return Envelope(per 1,000) $ Included Cost to Insert extra item(per 1,000) $10.00(Per 1000) Inserts Printing(per 20,000) Recycling Calendar $ 884.00 Household Hazardous Waste Flyer $ 1,245.00 Total Water Quality Report $ 2,088.00 as requested in RFP Water Quality Report $ 1,050.00 as produced in 2013 Any Other Costs Search&View Bills $0.01 per bill NCOA $.25 per update Archive Storage 12 Months Professional/Technical Services $125.00 per hour- Billable in 15 Minute increments How are postage costs addresses?Does your company pre-pay and add or do you require a deposit in advance? We require 2 months postage in advance. Exhibit "A" Presented by . . use # Wow } r %' � r # i } *"wow Attn: Michael Schurwon Email: msc hurwon roundrocktexas ov Phone: 512-218-6682 �. " ROUND ROCK,TEXAS PURPOSE,MS IDX PROSP>:RITY. Exhibit "B" ' �� s�® Proposal for Servi es G=�11�. - IP November,2,2016 City of Round Rock Michael Schurwon 221 E.Main Street Round Rock,TX 78664 Dear Mike, The following quote is provided by DataProse and should meet or exceed all of the minimum requirements of the city of Round Rock. Our response has been developed with every effort to meet your unique needs for output services. We believe the key to success is building relationships with our clients. DataProse offers decades of experience in the document production industry including over twenty (20) years serving the municipal market segment. We have built and delivered document print presentment and payment services to over 350 utility customers nationwide. I can personally assure you that DataProse will provide you the highest level and quality service available in the market today. Please note the following as it sets DataProse apart from the competition. DataProse is a DMU(Detached Mail Unit)providing that any outgoing mail is approved by USPS employees on our production floor prior to delivery to the main USPS HUB within%mile from our office.This ensures a more reliable and quicker delivery of the City of Round Rock's mail. - Utility Statements is DataProse's core business.Day in and day out,we process hundreds of thousands of utility bills for customers all over Texas and the United States. our team thanks you for the opportunity and we welcome your questions and input. Best Regards, Tim Zombik DataProse 972-462-5479 tzombik@dataprose.com Exhibit "B" 11 P A G E 0 2015 AatoProse,Inc.-All Information contained herein is proprietary-any unauthorized disclosure,copying,dlstribution is prohlbtred and maybe unlawful. OS�? Proposal for Services JL U Li - IPT Executive Summary DataProse is a leading provider of outsourced billing,print and mail services. DataProse is intimately familiar with the Utility Billing marketplace through longstanding relationships with software providers in the industry such as Tyler Technologies,SunGard Public Sector,Harris Computer Systems,New World,Springbrook,STW and many others. For over 20 years, Data Prose's leadership team has managed document composition,print and electronic delivery capabilities by serving the most demanding transaction-oriented consumer markets—the utilities and telecom industries. We have made the production of customer documents a core part of our business and understand how mission critical it is for all our clients. Our history of creating and managing complex applications has been praised by many of our business partners. In an effort to exceed your expectations,we will work closely as a team to ensure the entire process is handled with a professional urgency unlike any other. Our advanced technology and expertise,coupled with the variety of services we offer will dramatically reduce costs and risk. Our goal is to exceed your expectations in quality,timeliness and customer service. Below are some examples of what makes DataProse the leading provider of print and mail services in the utility billing sector: 1. The DataProse team has the experience of implementing more than 300+customers on various billing systems and software platforms. Our primary focus has been in the Municipal Utility Marketplace. 2. DataProse has partnerships with many of the key software providers and leading solution providers in the muni space. We are a trusted partner In the billing output space. 3. We have a 20+year background of designing high quality customer communications that get results. 4. All project development,project management and production occur under one roof. 5. Our staffs experience,technical expertise and customer management skills,can help reduce costs by streamlining the document production process. 6. DataProse offers a comprehensive integrated suite of electronic bill presentment and payment(EBPP)options. 7. Through our proven statement processing processes,DataProse will help the City of Round Rock and deliver an exceptional customer service experience. Corporate Headquarters: 1122 W.Bethel Road Suite 100,Coppell,TX 75019 Southwest Production(DMU) (972)462-5400-Phone (972)462-5429-Fax www.dataprose.com Midwest Production(DMU): 900 Asbury Drive,Buffalo Grove,IL 60089 West Coast Production: 2001 Cabot Place,Oxnard,CA 93030 Primary Point of Contact Tim Zombik 972-462-5479 Office tzombik@dataprose.com Exhibit "B" 21 P A G E ®2015 DataProse,Inc.•All information contuined herein is proprietary-any unauthorized disdosure,copying,distribution is prohibited and maybe unlawful. ==- �iJ Z%, S Proposal for ervoces Project Plan Phase 1—Project Overview and Scope Defined—estimated at 2 weeks • Project kick-off meeting via conference call. • Identify client stakeholders involved and confirm overall project scope. • Review current statement components and process. Identify future changes/recommendations. • Review project input checklist(format,fonts,color,messaging,graphing,etc.). • Following kickoff,build the project schedule and review and gain agreement on project calendar and due dates with key stakeholders. - Weekly,documented updates will be provided by the DataProse Project Manager assigned to the implementation.These updates will detail the progress made each week as well as review responsibilities and accountability of each stakeholder. Updates will also identify any potential risks to project completion. Project Development Phase 2—Application Development—estimated at b weeks • Working collaboratively with Client,create layouts,present,refine,and gain final approval(sign-off)regarding offset materials if applicable. • Working collaboratively with Client,design technical specs,map/code test data,and gain final approval on data map. Included in this segment—scan line testing and preliminary approval of lock box processor. Project Execution Phase 3—estimated at 4 weeks • Custom stock ordered and received—if applicable. • Postage deposit received or verified with USPS. • Create"live samples",present,and gain approval. Lock box approves remit samples. • Schedule parallel production and confirm cycle schedule with Client. • Train client contact(s)on DPAuto—your online dashboard for process management, available 24/7 from any internet-connected computer. Includes -FTP Process, Archive,lob Tracking,and Custom Message Management. • Receive final sign off to proceed. Exhibit "B" $1 A G E ®2015 DataProse,Inc.-All Information contained herein is proprietary-any unauthorized disclosure,copying,distribution is prohibited and maybe unlawful. rose Proposal Proposal for Services In Production... All programs Implemented by DataProse have been automated to the fullest extent possible.Upon the receipt of your data,the following process will automatically begin: ✓ An email notification will be sent to key DataProse individuals responsible for your application ✓ Your data file(s)will be transmitted to the appropriate location for processing. ✓ The program will begin ✓ We will perform predefined verification steps(Developed application by application) ✓ Once your files have been automatically verified for accuracy,the processing will continue. ✓ Print files will be prepared(Your bills will then be printed and mailed within 24 hours) ✓ PDF files will be generated ✓ Electronic data will be downloaded for presentation on the Internet ✓ Upon completion of the processing,you will be emalled a processing report(usually within 4 hours of receiving your files) ✓ And at the time your bills have been delivered to the USPS,you will receive a 2nd confirmation of delivery(Usually within 4 hours of mail delivery) l SIN I r Notification 4 M Lr 'Processing Ii;6Ri Prograrn Begins It is only out of our continually changing efforts to meet our client needs that we have purposely added several manual steps for verification in order to ensure that the proper attention is given to the accurate and current insert and insert weight verification and processing verification. Exhibit "B" 41 P A G E 0 2015 DataProse,Inc.-All information contained herein h proprietary-any unauthorized disclosure,copying,distribution is prohibited and may be unlawful. J�,rL%``, Se® _ Proposal for Services Website Client Network Production Interface System 0 Flowchart DataProse Servers OP Auto FTP Predefined Verification /�� as Y FAN' _ , (40 Processing Cherrt fxrtifir�H vi.a l`V/1 continues Bmgil and ptv)np �i Perform supptr+esabn Generate �/� _ Ptrosent Output �"'!�' >a _� 6 mail to post office confirm livfty Laser Image, c mptoiion to Fold and Insert cllent I Statements Nrcx:�z ti y Prc+taza f. hlrtrxlt lig rbocasc F. Pr.+tavc. I77t.'Ar:�:r>i�x Prep Na K'��1f'iw. nP AWn ODF Frk r, Exhibit "B" 5 i P A G E 02015 DataProse,Inc-All information contained herein is proprietary-any unauthorized disclosure,copying,distribution Is prohibited and maybe unlawful. -� oSe® Proposal for Services Variable Data/Highlight Color Laser Printing DataProse employs the most advanced Xerox Highlight Color Laser Printers with the ability to print simplex or duplex statements in crisp 600x600 resolution! r Currently,DataProse has seven(7)Xerox DT180's to print statements at a rate of up to 10,000 pieces per hour. a` Availability:Instantaneous a t' Mailing-Finishing DataProse utilizes Bell& Howell and Pitney Bowes inserting equipment which can produce a wide variety of statements.Using bar-coding techniques that keep each run in order. 100%output verification is becoming the standard of service for all intelligent mail applications.Document Reliability System(DRS) delivers better service to your customers through automated mail piece verification. DRS utilizes an innovative camera system to read and report each document as it is processed,providing correct sequence assurance,and producing a full audit trail verifying each envelope's completion.The system allows us to quickly identify and fix any doubles,missing documents,or insertion errors mid-stream without compromising the production process or audit trail. Currently,DataProse has six(6)Pitney-Bowes wI Mailstream Evolution Inserting System 12's for inserting and finishing at a rate of up to 12,000 pieces per hour. >, 1. e 4 Availability:Instantaneous Id 4 Exhibit "B" 6 1 P A G E 0 2015 DataProse,Inc.-All Information contained herein is proprietary-any unautharired disclosure,copying,distribution Is prohibited and may be unlawful. ., ,.`z�,Pro Se® Proposal for Services Automated Document Factory/Inserting Integrity DataProse utilizes a camera verification system to track and verify document specific data to ensure the Integrity of each mail piece. The camera captures images of the mail pieces(address window)as they travel through the inserting process in a predefined sequence.The images are transmitted to our system and OCR software reads the barcodes to spot any breaks in the sequence or document specific Information. The information that we check and verify includes: *:AUT0**5-DIGIT 76230 PSS Ec_32R-o:0-R-i 1 1 AV 0.360 trill*i�Ilfl�I�nIIII�II�IIIrIIAI,II�llhl�llll„�yln.l Ill�lli JOHN SMITH 12? !R 1122 MASON AVE f ANYTIME,TX 77735 -Envelope Id -Job Id -Print Id -Address Type Id -First Page Indicator -Client Id -Envelope Sequence Id -Custom Stock -Component Id United States Postal Service DataProse maintains a very tight partnership with the United States Postal Service,using technology to provide the best postage rates possible for our clients.Our faclity is designated as a Detached Mail Unit(DMU). This means we have postal employees on site that approve all pieces prior to delivery to the main postal hub. This main postal hub is located only half a mile from our facility. The benefit to our customers produced at our main facility Is a higher degree of accuracy and speed into the mail stream. In addition,we keep track of ever-changing postal regulations so you don't have to. US Postal Facility 951 W.Bethel Road Coppell,TX 75099 Preprocessing to Maximize Postage Savings To insure the highest postage discounts while guaranteeing the accuracy of the addresses and zip codes supplied by you,DataProse will: • Utilize our software to verify valid addresses from the client's data • Create a data stream for documents with missing zip codes or bad addresses • Sort data into mail streams required by the USPS for postage discounts • Add and verify Zip+4 Post-Net barcode to all addresses to aid presorting,if necessary Exhibit "B" 7 1 P A G E 0 2015 DataProse,Inc-All information contained herein is proprietary-any unauthorized disclosure,copying,distribution is prohibited and may be unlawful. S�® Pr000sal for Seryjces Quality Assurance—Guaranteed Performance The success of an alliance with DataProse would be based on:,consistent level of excellence in ongoing service dependability. Equally important is the assurance of long-excellence in customer service responsiveness.Droblem solvine.and solutions. DataProse has in place measures to ensure: f Quality control s Availability and uninterrupted work flow • On-time delivery • Pricing and contract adherence • Corporate identity and specification adherence Strict data security and confidentiality • Customer service responsiveness • Accurate and verifiable billing and cost allocation • Accurate history and usage reports HIPAA DataProse has established a dedicated team whose focus is to ensure that every aspect of our business is in compliance with the applicable legislation and its required effective dates.Our continuing goal is ongoing interpretation of the HIPAA regulations and their applicability to the DataProse printing's operations. &"E R 6 SSAE 16 Under our SSAE 16 Compliance,all process are certified to Guarantee 100%delivery. A Description of the DataProse Quality Control Process: Quality is at the forefront of the DataProse business model. DataProse will provide quarterly, bi-annual or annual account reviews depending on the client's business needs,which allow DataProse to gauge the satisfaction level of our customers. A typical meeting will address any processing issues and establish planning for product enhancements,document changes or quality control procedures. In addition,we expect open communication and encourage our clients to keep regular contact. Ultimately,the measure of value Is left to our customers. With the extremely high contract renewal rate that DataProse has sustained,we have confirmed that our services add value to our clients and are high quality. Exhibit "B" 01025 Datoprose,Inc-All information contained herein Is proprietary-any unauthorized disdosurc,copying,distribution Is prohibited and maybe unlawful. 8 1 P A G E 77�'I\ � Pr ose® Proposal for Services DataProse feels the key to a successful vendor customer relationship is matching resources. Having key resources in place that understands the client and their business needs will ensure continued success. DataProse will match resources at the operational level for daily activity,as well as at the executive level for primary decision-making,strategy and key development tasks. Our ADF(Automated Document Factory)utilizes a Problem Fault Management system called ITSM(iR"Incident Report"System). Each problem,or IR,is tracked as a ticket using an internal computer program. Tickets are entered,updated and closed within this system, allowing users to trace the IR from the reporting of the problem to its closure. Clients are given ticket information,including the ticket number,so that they can call their Account Manager for information regarding a ticket's status. DataProse's mindset of"zero defects"is the high standard to which DataProse holds itself.The zero defects philosophy encourages everyone to accept no mistakes,delays or rework as a business practice,but rather to learn from the mistakes,set an obtainable goal, develop a plan to reach that goal,and then raise the goal.As employees utilize their quality training,the results have proven to be beneficial to both the employee and more importantly-to the customer.At our Production Centers,quality issues are tracked on a weekly basis and evaluated by management. DataProse has constructed the Production Centers to have key checkpoints throughout the facilities where each job is scanned and the data is automatically integrated into a database that is available to our customers 240. Automated Document Factory(ADF)has been installed and is an internal platform that provides the ability to track mail to the piece level versus job level,presenting greater quality and mail piece integrity for our clients. ADF provides an enhanced level of tracking for documents and related materials for our customers,improving quality of products produced and operational efficiencies. DataProse also employs both manual and automate checks to facilitate our total quality management as well. First there are several manual checks where a print operator may stop and review the output for errors,streaks,alignment,etc. The insert operators also pauses production to review output like checking for sealed envelopes. We use in house engineers to do regular machine maintenance. We also employ software and hardware audits to ensure quality. For example there is software running on each Inserter that tracks the total number of documents in addition to cameras scanning the documents as they process. It's this combination of human,machine and software,each auditing each other,that provides the highest quality. Along with manual and automated cross checks by production managers and supervisors,our facilities utilize a report known as the"JOBS IN PROGRESS"report. This production related report allows management a physical check-off for all jobs residing within our production centers and aids in maintaining our high quality standards. DataProse also utilizes a unique feature known as"storyboards",which follows each and everyjob throughout the facility and is a physical reporting tool used to ensure quality processing for all customers. The storyboard contains specific information related to the job such as SLAB,time stamps,quantities,materials,visual references for production personnel,and customer information. During each phase of the job,it is scanned into the database and the personnel or operator is required to initial the physical storyboard. In summary,the zero defects philosophy encourages everyone to accept no mistakes,delays or rework as a business practice,but rather to learn from the mistakes,set an obtainable goal,develop a plan to reach that goal,and then raise the goal.As employees utilize their quality training,the results have proven to be beneficial to both the employee and more importantly-to the customer. Exhibit "B" 01015 DataProse,Inc-All Information contolned herein is proprietary•any unauthortred disclosure,copying,distribution Is prohibited and maybe unlawful. 91 P A G E .J) iO�J�® Proposal for Services Data Security& Disaster Recovery DataProse is HIPPA,PCI Level I and SSAE 16 Compliant DataProse e-payment solutions migrate through our system of networks that are PCI Compliant. Allowing DataProse to handle your payments keeps you from having to be PCI Compliant and thus reducing your liability. 1.Business Continuity Planning Strategy Business Continuity Planning(BCP)aims to prevent or minimize damage from disruptions In operations. DataProse Business Continuity Plans are intended to: Prevent a minor incident from becoming a major issue Clearly outline roles and responsibilities Minimize loss of data and revenue Protect the DataProse reputation Satisfy the DataProse obligations to its employees,customers,and community Comply with applicable laws and regulations 2.DataProse Business Continuity Policy It is the policy of DataProse that plans are developed and maintained to ensure adequate continuity in the event of a disaster. DataProse business continuity plans are designed to protect the interest of our customers,and employees. 3.Assumptions a)Not all incidents or events will lead to a disaster declaration.The declaration of a disaster will be reserved for major system and/or infrastructure failures(network,facility or computer hardware/software)where initiation of BCP recovery procedures is required. b)BCP Plans and recovery procedures are developed around a single disaster or event impacting the DataProse business-critical functions. c)Alternate sites/vendors/resources will be available to DataProse at the time of need. d)qualified personnel in sufficient quantities are available to perform recovery activities. e)Organizations external to DataProse,such as vendors and government agencies will be reasonably cooperative during the recovery period. 4.Recovery Sites Our DataProse business continuity strategy integrates alternate site recovery facilities provided by print/mail recovery vendors and 3rd Party Alternate Work Site Agreements in Oxnard,CA.and Buffalo Grove Il. Exhibit "B" 0 2015 DataProse,Inc.-All lnformation contained herein is proprietary-any unauthorized disclosure,copying,distribution is prohibited and may be unlawful. 101 P A G E Proposal for Services S.Recovery Strategy Recovery facilities are stand-alone production facilities encompassing statement production,warehousing and administrative departments.All plans are developed so that work can be moved from facility to facility and in this way serve to back one another up. Business Continuity Plans are consistent with the following steps: Deciaration: • DataProse will communicate to all customers that a disaster has been declared and that DataProse is operating in disaster recovery mode. • DataProse will be responsible for vendor notification-obtaining additional forms and materials for transport to the alternate processing facilities. • All statements from the impacted facility will be transferred and processed through one of the alternate processing facilities where printing,inserting and mailing functions will take place. Data Transmission: • Upon a disaster declaration by DataProse,customers will not need to make any change to their statement file transmission method.Customers with dedicated circuits would have to provide statement data via tape or over the internet.(DataProse will provide assistance to those customers wishing to use the internet to ensure connectivity). Printing: • Printing will be performed by the alternate processing facilities or the third party print and mail vendor. • DataProse will attempt to use all available custom forms;however,we may elect to use plain white forms without logos to ensure mail is processed in as timely a manner as possible. • DataProse will make every attempt in a disaster to print utilizing the same type/model of printers as used in non-disaster situations but may elect not to provide highlight color or full business color as an option. Inserting: • Inserting will be performed by the alternate processing facilities or the third party print and mail vendor. • Custom inserts will not be included as part of the inserting process.Dynamically created inserts can be included.The decision to include/not to include inserts will be reviewed as the resumption process continues. • DataProse will continue to handle and be responsible for special handling needs-processing holds,etc. • Generic carrier and remit envelopes will be used at the onset of the disaster declaration.The decision to Include/not to include custom carrier and remit envelopes will be reviewed as the resumption process continues. Zip Sorting: • DataProse will continue to process mail pieces In zip code order for presentment to the USPS to ensure the best Postal rate is achieved. • DataProse will provide a report of volume for work processed each day. Production Services: • DataProse will continue to perform job reconciliation and postage payment functions. • DataProse will continue to perform reprint capabilities. Warehousing: All incoming,receiving,and warehousing functions will be performed by the alternate processing facilities or the third party print and mail vendor. b.Client Communications As part of a comprehensive communications plan that outlines the management, escalation and communication processes during a disaster situation, the facility general manager will coordinate communications to its internal customers. Working together and in accordance with the overall business continuity plans,communications will share information and/or impacts with clients as timely as is possible. Exhibit "B" 92015 DataProse,Ina-Alf Information contained herein is proprietary-any unauthorized disclosure,copying,distribution Is prohibited and maybe unlawful. 1`11 P A G E ; LproJC...® Proposal for Services Additional Services DPAuto DPAuto is our printing and mailing service. By partnering with DataProse you can obtain personalized,attractive and meaningful utility statements. You send data to the DataProse secure Internet site.The utility bills are printed,inserted,and mailed within one business day of receiving your data. DPAuto—Job Processing at your finger tips: DPAUTO -Demo,City of T Rachel Atmos at 972-462-5405 Exhibit "B" 0 2015 0atoProse,Inc.-All Information contained herein is proprietary-any unauthorized disclosure,copying,distribution is prohibited and may be unlawful 121 PAG E j� �.; ,S�® Proposal for Services Secure Access: 4?DPAu7.c,1 Sign in to your account ussrNme i ' Password ❑Remember me? I Fwgol your pass*-W 91 IM 13 PcwerPa ay DATAProse Ur. Secure FTP: IV DP Demo,City of Z Rachel Alanis at 972-462-5405 Home FYe Upload File Upload rest File p Applleadon Utility M /of Statements 8111 Date F3to4 8 FIN Name Sias tea lua Exhibit "B" 0 201S DatoProse,Inc.-All Information contained herein Is proprietary-any unauthorized disclosure,copying,distribution Is prohibited and maybe unlawful. 13 1 P A G E \ QSe® Proposal for Services JobTrax: aJ7P Demo,City of Home JObTfax JobTrax —Jobs Show to t�j entries Search: Job Number Description Mall Places Started la Pregrass 4 Mall Data cep 98354AD26 Utility BIN 10 Sep 28 2016 09:34PM QM Detailed Statin by Madirt0 Group as of 1(1)1412016 2:25:23 PM Reports Group Plaaas it'll Ib.an"o imsr.rn0 iris CI1en1Reports DOA bar.bd 1A 10 !O~, _.. DPSYS_Repori 98354AD28.pdf Search Started coar,:h Mw Dave Showing 1 to 1 of 1 entries Previous E Next Manage your statement messaging: ,, .,pPALI O -Demo,City of 29 Rachel Alanis at 972x62-5405 F.1 Home Bill Messages Bit!Messages Show to iJ enters search: start find Application Type NamUNumber Massage Deb Data p / Utility Biu All Blue Thank you for bel... o4t06rz016 Full Massage Text(1-12 characters) Thank you for being a valued customer-we would love t0 provide you with more water,out Mike Martinez takes showers so long,he dried up the aquifers In a 3 state radius. O / fli Ulliny 601 All Bills Jim Johnson and T... 1 011 414 01 6 Full Massage Text(44 characters) Jim Johnson and Tom Mason use lots of water. O / Is Utility BIII All BUTS you for being a v.. 1!1!0412016 10/072016 O e a milt(,BIII All Bills 1OM42016 10/072016 Saach lAcssaor Saarrn Er Showing 1 to 4 of 4 entries previous N Next Exhibit "B" 0 2015 DataProse,Ina-Ali Information contained herein is proprietary-any unauthorized d6dosure,copying,distribution is prohibited and may be unlawful. 141 P A G E 7"`` Proposal for Services Comprehensive Reporting —Jobs Show 10 J entries Search: Job Number Description Mall Pieces Started j Progress js_ Mall Date O 9B753AC13 Statements 1574 Oct 13 2016 04:18PM Oct 14 201509:34AM Detalled Status by Mating Group as of 10114/2016 2:36:13 PM Reports Group Pieces IDP I Imeging I Inserting I Dy GbentReports_CCA barbd 1A 1570 100% DPSYS_Reporf_98753AC13.pdf 1B 3 100% MU Oulputdat 1C 1 100% MU_ umrTarypdf MU_Suanmary.pdf Report DataProse provides a wide range and types of reporting for client reconciliation for each job/project submitted for production. The most important report that most easily details the breakdown of records received and processed is the"DPSYS Report". This report is presented in a PDF format and is available immediately after processing Is complete. Although this is the only report that has been included in the RFP response,there are many others available after processing that provide additional detail. DPSYS Report—PDF MU Output Summary Report—PDF(Move Update) MU Output Report—DAT(Move Update) MU Summary-PDF Clinet Reports-TXT(invalid address report) oA �-,�fmmsed. MOVE UPDATE Summary Output c Pape-1 of 3 Client:Sample Companies CGenVApp Code: CCA Descriptlorn Statements Project g:98753AC13 Date/Time Processed: 10113116 18:18 • •ar r "ITT.-TIM, a , a• 1-Acct#-12J456789 PHfeaff"Date-201605 Move type-f Match Flag-A JAMES SAMPLE 123 E REPUBLICAN ST USPS Barcode JAMES SAMPLE USPS Barcode PEORIA IL 61803 e18031234567 1234 W OAKVIUE DR 616041234567 Comer Rottte:C042 PEORLA IL 81804.0000 Carrier Route 0005 2-Acct#-88.7654321 Effective Date-201511 Move Type-F Match Flag-A SALLY SAMPLE 5432 ROBERTS RD USPS Barcode SALLY SAMPLE USPS Barcode NEW BERLIN IL 82870 626700000000 PO BOX 000 523170000000 . _......Carver Route:R001 __NORTH LIBERTY IA 52317-0000 Carrier Route:8003 Exhibit "B" is P A c e 0 2015 DataProse,Inc.-All Information contained herein Is proprietary-any unauthorized disclosure,copying,distribution is prohibited and maybe unlawful. I � ( %%��x:PProposal for Services Sample Processing Report: -•__ __a..__i-_ J=moi... ._.__.... �' ----------------� -----ri W.--J)l_ -I--i--------i- a..i�.;. ...- .-------------------+-__._--_-___----_----___-----_-------__-+___----______-__ A __ 157n as 0o ------------------- .. .--_--____________-___ ---------------- TJTr1�s 1574 I 3232 $628.4.. Insert -__..--------------------_-=-------------------i-----#-of-�-�a..:a-� -------------------------.. . ..---------------------------------+----------------- BRE t`._s 0.480 I ------------------------- -------- I ADDITIO-NA1, 11,77or-MU.TT_OK j --------------------------------------------------------------------------------I Rs.Circ lx:a tee I 'Iecorda ProcesaPCI I P _..zG Pr"ozessed Pieces .__:.__ I --------------•-----+--------------------+---------------------------------------I 1 I 1612 ------------------------------------------------------------------------------ Tor-al 71,.,w Pages I17 u`yt L'`. C tar.atextaol vI_1di - E}:PICTED DDOS 1,10171 = ; ::- -__ '� _ iR :rES�Ei ';•ttte:k -------------------------------------------------------------------------------- I ,Q_t:ed ?.1_> Date - 1Cl/1312016 I :tO°'rual d1i Da=c - l:x(D1? :x1`• tte:tcrtttt'Ahll�lul - FHCTI ? SIL.:, LATE D4S5 1JC t41TCt. 'Z - T- ii 1... _ F?CIFs'3Ev�+atttt - ral--Cu-'�-rr--ll-t.---------------- - -- ---- -------------I---------------$ L-------- Cha=ge.s cf ReL.erds E•rc•cessed �f,=42.:':+ Total A�naunt lie of Record. & F.a_ Total Amc;% .t Due of Recards Eexoce.geed (130 Cred`_11.:) I $22,366,9- rlue Dais (Fran: &ou_ce -_.a File) J ic.vber _ 2.'16 -------------------------------------------------------------------------------- DUPLE. CCA1100616DA86101 = 4 Exhibit "B" 0 2015 Dataprose,Inc-All Information contained herein is proprietary-any unauthorized disclosure,copying,distribution Is prohibited and may be unlawful. 161 P A G E l Se® Proposal for Services PRICING The following pricing applies to utility billing statement production. The utility statement volume is estimated at 34,000 statements/month including late notices. Statement Container Includes: - Data processing 1 color w/preprinted 2 color shell $0.096 Ea. - Data Processing full color front, black back $0.102 Ea. - Duplex laser printing - 8.5 x 11 paper w/perforated payment coupon #10 single window envelope #9 return envelope Fold, Insert, presort and deliver to USPS Additional Inserts: —cost to insert(newsletter,water quality reports,etc.) $0.01 Ea. — insert printing(see next page) Implementation: — Utility Statement Set-up N/C One time Optional Charges/Services: Statement Archive —includes 12 months of storage $0.01 Ea. Additional Impressions—Black Ink Only $0.03 Ea. Oversized bills(8-99 pages)—includes 9 x 12 envelope $0.20 Ea. Oversized bills(100+pages)—includes box $4.00 Ea. Additional programming—client requested/approved $125 Hour NCOALink(Address Correction/Update) $0.25 Correction Bill Suppression (Data Processing only) $0.04 Record Offline folding $0.005 Ea. Special Handling—Overnight+FedEx charge Cost Ea. Estimated Postage Cost/1-2oz. Piece $0.376 Ea. Exhibit "B" 17 i P A G e ®2025DataProse,Inc.-AU,nforrnadon contained herein is proprietary-any unou[horized disclosure,copying,distribution is prohibited and may be unlawful. vLj: ase® Pronosal for Services INSERT PRINTING - 8.5 X 11,70#Gloss Book QTY UNIT EXT Insert, One Color, One-Sided 59,592 .0291 EA 1,734.00 Printing Only, One Color,One Side 34,000 .0347 EA 1,180.00 Insert,Two-sided, One Color Print 40,000 .0373 EA 1,492.00 Printing only,Two-sided,One Color 34,000 .0399 EA 1,357.00 Insert offset,Two-sided,Two Color PMS 40,000 .0456 EA 1,824.00 Printing Only,Two Color PMS 34,000 .0490 EA 1,667.00 Insert,Offset,Two-sided, Four Color CMYK 40,000 .0464 EA 1,856.00 Printing Only,Two-Sided,4 Color CMYK 34,000 .0505 EA 1,717.00 8.5 x 11 Colored Bond, One-Sided Colored Bond, 20#8.5 X 11,One Side 40,000 .0340 EA 1,360.00 Colored Bond, 24#,8.S X 11, One Side 40,000 .0360 EA 1,440.00 ®2015 DataPrase,Inc.-AU information contained herein Is proprietary-cry cxtftfturl 1W, Istrtbuti n 6 prohibited and may be unlawful. 18 1 P A G E ITEM Class&Item Description Annual UNIT UNIT ONE COLOR TWO COLOR FOUR COLOR # QTY PRICE STATEMENT STATEMENT STATEMENT wkly X 52 BILL ONLY BILL ONLY BILL ONLY weeks The City currently has 33,000 customers 1 BILUNG CYCLE-6,510 338,520 EA 0.096 $32,497.92 $32,49792 2 LATE NOTICES-1,146 ('FULL COLOR LATE NOTICE PRICE SAME AS ITEM 6 UNIT PRICE) 59,592 EA 0.096 $5,720.83 $5,720.83 $6,078.38 3 PROGRAMMING/TESTING CHARGE HR 125.00 IF HOURLY CHARGE PROVIDE MINIMUM NUMBER OF HOURS BILLED MIN HOURS $0.00 $0.00 $0.00 4 FORMAT CHANGE OR SET-UP EA 0.0000 THIS SHALL BE A ONE TIME CHARGE $0.00 $0.00 $000 5 REPRINT OF"LOST IN THE MAIL"BILLS OVER THE ALLOTTED 100 EA $0.00 $0.00 $0.00 6 OPTION NO.1:IN LIEU OF 2-COLOR SHELL,PRINT BILL IN FULL COLOR 338,520 EA 0.102 $34,529.04 7 OPTION NO.2:ADDITIONAL COLOR PRINTED ON SHELL 338,520 EA 0.005 $1,692.60 8 OPTION NO.3: INSERT,ONE COLOR,ONE-SIDED 40,000 EA 0.0323 $1,292.00 $1,292.00 $1,292.00 9 OPTION NO.4: PRINTING ONLY,ONE COLOR,ONE SIDE 34,000 EA 0.0347 $1,179.80 $1,179,80 $1,179.80 10 OPTION NO.5:INSERT TWO-SIDED.ONE COLOR PRINT 40,000 EA 0.0373 $1,492.00 $1,492.00 $1,492.00 it OPTION NO.6: PRINTING ONLY,TWO-SIDED,ONE COLOR 34,000 EA 0.0399 $1,356.60 $1,356.60 $1,356.60 12 OPTION NO.7:INSERT OFF SET,TWO-SIDED,TWO COLOR PMS 40,000 EA 0.0456. $1,824.00 $1,824.00 $1,824.00 13 OPTION NO.8:PRINTING ONLY,TWO COLOR PMS 34,000 EA 0.0490 $1,666.00 $1,666.00 $1,666.00 14 OPTION NO.9:INSERT,OFFSET,TWO-SIDED FOUR COLOR CMYK 40,000 EA 0.0464 $1,856.00 $1,856.00 $1,856.00 15 OPTION NO.10:PRINTING ONLY-TWO-SIDED,FOUR COLOR CMYK 34,000 EA 0.0505 $1,717.00 $1,717.00 $1,717.00 16 OPTION NO.11:COLORED BOND,20-LB,8-1/2 X 11 40,000 EA 0.0340 $1,360.00 $1,360.00 $1,360.00 17 OPTION NO.12: COLORED BOND,24-LB,8-1/2 X 11 40,000 EA 0.0360 $1,440.00 $1,440.00 $1,440.00 18 OPT10N NO.13:CITY PROVIDED INSERTS TO BE INSERTED 40,000 EA 0.0100 $400.00 $400.00 $400.00 19 OPTION NO.14:CITY PROVIDED INSERTS PREFOLDED 40,000 EA 0.0050 $200.001 $200.001 $200.00 Totals $54,002.151 $55,694.751 $56,390.82 Se® Proposal for Services Glossary of Terms: Impressions laser imaging of one side of one piece of paper. Each piece of paper potentially contains two(2) impressions. USPS United States Postal Service. Laser Imaging The process where the application of dry toner(ink) is electro statically applied and bonded to a piece of paper. Simplex Laser imaging of one(1)side of a piece of paper. Duplex Laser imaging of both sides of a piece of paper. OE Outer Envelope RE Reply Envelope Presorting The act of organizing mail according to the rules and regulations defined by the USPS in order to achieve lower postage rates and increase deliverability of mail. Additional Inserts Any item requested to be placed into the mail container above and beyond the bill and the RE. Container One complete piece of mail packaged into one OE. Business Day Any day in which the USPS as well as the U.S. Federal Reserve are open for business. Exhibit "B" 191P A c E 0 2015 0ataProse,Inc.-All Information contained herein Is proprietary-any unauthorized disclosure,copying,distribution is prohibited and may be unlawful. References DataProse works with a large base of municipalities. Here are a few cities that we work with: Client References City of Cedar Park Patty Harney 450 Cypress Creek Road Cedar Park,TX 78613 512-401-5310 patricia.harney@cedarparktexas.gov City of Georgetown Cindy Pospisil 300-1 Industrial Ave. Georgetown,TX 78626 512-930-0532 cindy.pospisil@georgetown.org City of Rowlett Gary Lester 4004 Main Street Rowlett, TX 75088 972-412-6108 giester@rowlett.com Exhibit "B" 20 l A C,E 02015 DatoProse,Inc-Ali Information contained herein h proprietary-any unauthorized dkclosure,copying,distribution is prohibited and maybe unlawful. CERTIFICATE OF INTERESTED PARTIES FORM 9.295 l of l Complete Nos.1-4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos.1,2,3,5,and 6 if there are no interested parties. CERTIFICATION OF FILING 1 Name of business entity filing form,and the city,state and country of the business entity's place Certificate Number: of business, DataProse LLC 2016-141082 Coppell,TX United States Date Filed: Z Name oT governmental entity or state agency that is a parry to the contract for which the form is 11/29/2016 being filed. City of Round Rock Date Acknowledged: 3 Provide the identification number used by the govemmentat entity or state agency to track or identify the contract,and provide a description of the services,goods,or other property to be provided under the contract Utility Department Bills Outsource printing and mailing of utility statements. 4 Nature of interest Name of Interested Party City,State,Country(place of business) (check applicable) Controlling Intermediary 5 Check only if there Is No Interested Party. X 6 AFFIDAVIT 1 swear,or affirm,under penalty of perjury,that the above disclosure is true and correct. GFleRiELLE1EFFER50N ?' Notary Public,State of Texas M Commission Expires y July 10,2017 - Signature of authorized agent of contracting busin entity Tj AFFIX NOTARY STAMP/SEAL ABOVE Sworn to and subscribed before me,by the said _( $X,((�c Cgf r deff this the 3 —dayof /2 20_�,to certify which,witness my hand and seal of office. wv . k . W,r) ),t ,, V I\ M', J'ra C. )Z- o Signature of officer administering oath nted name of officer administering oath Titie f officer administering oath Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1,0.277 CERTIFICATE OF INTERESTED PARTIES FORM 1295 1 of 1 7-7 Complete Nos.1-4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos.1,2,3,5,and 6 if there are no interested parties. CERTIFICATION OF FILING 1 Name of business entity filing form,and the city,state and country of the business entity's place Certificate Number: of business. 2016-141082 DataProse LLC Coppell,TX United States Date Filed: 2 Name of governmental entity or state agency that is a party to the contract for which the form is 11/29/2016 being filed. City of Round Rock Date Acknowledged: 12/07/2016 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract,and provide a description of the services,goods,or other property to be provided under the contract. Utility Department Bills Outsource printing and mailing of utility statements. Nature of interest 4 Name of Interested Party City,State,Country(place of business) (check applicable) Controlling I Intermediary 5 Check only if there is NO Interested Party. X 6 AFFIDAVIT I swear,or affirm,under penalty of perjury,that the above disclosure is true and correct. Signature of authorized agent of contracting business entity AFFIX NOTARY STAMP/SEAL ABOVE Sworn to and subscribed before me,by the said this the day of 20 ,to certify which,witness my hand and seal of office. Signature of officer administering oath Printed name of officer administering oath Title of officer administering oath Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.277