InfoSend Professional Services Agreement approved 02-13-20231
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PROFESSIONAL SERVICES AGREEMENT
AGREEMENT made this ______ day of ______________, 2023, by and between the
CITY OF CHANHASSEN, a Minnesota municipal corporation ("City") and INFOSEND, INC., an
S Corporation with a business address at 4240 East LaPalma Avenue, Anaheim, CA 92807
("Contractor").
IN CONSIDERATION OF THEIR MUTUAL COVENANTS, THE
PARTIES AGREE AS FOLLOWS:
1. SCOPE OF SERVICES. The City retains Contractor to furnish the services set forth
on the attached Exhibit “A”. This Master Agreement contains the general terms governing the
provision of such services. The Contractor agrees to perform the services diligently and completely
and in accordance with professional standards of conduct and performance.
2. CONTRACT DOCUMENTS. The following documents shall be referred to as the
"Contract Documents," all of which shall be taken together as a whole as the contract between the
parties as if they were set verbatim and in full herein:
A. This Agreement.
B. Exhibit “A” (InfoSend Services)
C. Exhibit “B” (InfoSend Fees)
D. Exhibit “C” (InfoSend Professional Services)
E. Exhibit “D” (The Proposal dated January 26, 2023)
In the event of conflict among the provisions of the Contract Documents, the order in which they are
listed above shall control in resolving any such conflicts with Contract Document "A” having the first
priority and Contract Document “B" having the last priority.
3. COMPENSATION. Contractor shall be paid by the City in accordance with the
following provisions.
Invoicing. Contractor will invoice the City monthly and the City will pay Contractor the fees
described in and/or computed in accordance with Exhibits B and C. The City’s payment of these
invoices is due upon receipt in U.S. dollars and shall be paid NET 30 unless expressly agreed to
by Contractor.
Dispute of Invoice. Should the City dispute any invoices, it must do so in writing within sixty (60)
days of the invoice date with specific details as to the matters in dispute or any dispute shall be
deemed waived.
Late Payments. Contractor may elect to assess finance charges on any or all undisputed invoices
that become past due at a rate of 1.5% per month.
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The recurring nature of Contractor’s Services result in a rapid rise in financial loss to Contractor
if the accounts payable process is delayed, particularly when Contractor is invoicing the City for
postage charges. Therefore, Contractor reserves the right to suspend Services until payments are
brought current if past due account balances cannot be collected from the City. Contractor’s
Accounting staff will notify the City in writing before Services are suspended and give the City an
opportunity to bring the account current before Services are put on hold. Should a hold be
instigated, it will immediately be removed once the account is brought current.
4. TERM. Contractor’s services specified on Exhibit “A” shall commence
immediately upon receipt of written notice to proceed from City. Work shall occur in accordance
with the Contract Documents and Contractor will cooperatively work in coordination with the
City’s Finance Director.
Initial Term. The initial term of this Agreement shall commence on the Effective Date of this
Agreement and continue for a period of three (3) years (“Initial Term”) from the Effective Date.
Renewal Terms. This Agreement will automatically renew for successive two (2) year periods
(“Renewal Terms”) unless either the City or Contractor provides the other party with at least sixty
(60) days’ written notice prior to the end of the current term indicating that such party elects not
to automatically renew the term of this Agreement. The party giving non-renewal notice may
indicate if it prefers for the contract to be terminated at the end of the current term or to continue
on a month-to-month basis, if mutually agreeable to both parties.
5. CHANGE ORDERS. All change orders, regardless of amount, must be approved
in advance and in writing by the City. No payment will be due or made for work done in advance
of such approval.
6. DOCUMENT OWNERSHIP. All reports, plans, models, software, diagrams,
analyses, and information generated in connection with performance of this Agreement shall be
the property of the City. The City may use the information for its purposes. The City shall be the
copyright owner.
7. COMPLIANCE WITH LAWS AND REGULATIONS. In providing services
hereunder, Contractor shall abide by all statutes, ordinances, rules, and regulations pertaining to the
provisions of services to be provided.
8. STANDARD OF CARE. Contractor shall exercise the same degree of care, skill,
and diligence in the performance of the services as is ordinarily possessed and exercised by a
contractor under similar circumstances. No other warranty, expressed or implied, is included in
this Agreement. Contractor shall be responsible for the accuracy of the work and shall promptly
make necessary revisions or corrections resulting from errors and/or omissions on the part of
Contractor without additional compensation. City shall not be responsible for discovering
deficiencies in the accuracy of Contractor’s services.
9. INDEMNIFICATION. Contractor shall indemnify and hold harmless the City, its
officers, agents, and employees, of and from any and all claims, demands, actions, causes of action,
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including costs and attorney's fees, to the extent they arise directly out of or by reason of the negligent
execution or performance of the services provided for herein or breach of contract and further agrees
to defend at its sole cost and expense any action or proceeding commenced for the purpose of asserting
any claim of negligence or breach of contact.
10. INSURANCE. The Contractor, at its expense, shall procure and maintain in force
for the duration of this Agreement the following minimum insurance coverages:
A. General Liability. The Contractor agrees to maintain commercial general
liability insurance in a minimum amount of $1,000,000 per occurrence;
$2,000,000 annual aggregate. The policy shall cover liability arising from
premises, operations, products completed operations, personal injury,
advertising injury, and contractually assumed liability. The City shall be
endorsed as additional insured.
B. Automobile Liability. If the Contractor operates a motor vehicle in
performing the Services under this Agreement, the Contractor shall
maintain commercial automobile liability insurance, including owned,
hired, and non-owned automobiles, with a minimum liability limit of
$1,000,000 combined single limit.
C. Workers’ Compensation. The Contractor agrees to provide workers’
compensation insurance for all its employees in accordance with
applicable requirements.
D. Professional (Errors and Omissions) Insurance. The Contractor will
maintain professional liability insurance for all claims the Contractor may
become legally obligated to pay resulting from any actual or alleged
negligent act, error, or omission related to Contractor’s professional
services required under this Agreement. The Contractor is required to
carry the following minimum limits: $1,000,000 per occurrence;
$2,000,000 annual aggregate. The retroactive or prior acts date of such
coverage shall not be after the effective date of this Agreement, and the
Contractor shall maintain such insurance for a period of at least three (3)
years following completion of the Services. If such insurance is
discontinued, extended reporting period coverage must be obtained by the
Contractor to fulfill this requirement.
The Contractor shall, prior to commencing the Services, deliver to the City a Certificate of
Insurance as evidence that the above coverages are in full force and effect.
The insurance requirements may be met through any combination of primary and
umbrella/excess insurance.
The Contractor’s policies shall be the primary insurance to any other valid and collectible
insurance available to the City with respect to any claim arising out of Contractor’s performance
under this Agreement.
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The Contractor’s coverage afforded under the policies shall not be cancelled without at least
thirty (30) days advanced written notice to the City.
11. INDEPENDENT CONTRACTOR. The City hereby retains Contractor as an
independent contractor upon the terms and conditions set forth in this Agreement. Contractor is not
an employee of the City and is free to contract with other entities as provided herein. Contractor shall
be responsible for selecting the means and methods of performing the work. Contractor shall furnish
any and all supplies, equipment, and incidentals necessary for Contractor’s performance under this
Agreement. City and Contractor agree that Contractor shall not at any time or in any manner represent
that Contractor or any of Contractor's agents or employees are in any manner agents or employees of
the City. Contractor shall be exclusively responsible under this Agreement for Contractor’s own FICA
payments, workers compensation payments, unemployment compensation payments, withholding
amounts, and/or self-employment taxes if any such payments, amounts, or taxes are required to be
paid by law or regulation.
12. SUBCONTRACTORS. Contractor shall not enter into subcontracts for services
provided under this Agreement without the express written consent of the City. Contractor shall
comply with Minnesota Statute § 471.425. Contractor must pay subcontractor for all undisputed
services provided by subcontractor within ten (10) days of Contractor’s receipt of payment from
City. Contractor must pay interest of one and five-tenths (1.5) percent per month or any part of a
month to subcontractor on any undisputed amount not paid on time to subcontractor. The minimum
monthly interest penalty payment for an unpaid balance of One Hundred and No/100ths Dollars
($100) or more is Ten and No/100ths Dollars ($10).
13. CONTROLLING LAW/VENUE. This Agreement shall be governed by and
construed in accordance with the laws of the State of Minnesota. In the event of litigation, the
exclusive venue shall be in the District Court of the State of Minnesota for Carver County.
14. MINNESOTA GOVERNMENT DATA PRACTICES ACT. Contractor must
comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it
applies to (1) all data provided by the City pursuant to this Agreement, and (2) all data, created,
collected, received, stored, used, maintained, or disseminated by Contractor pursuant to this
Agreement. Contractor is subject to all the provisions of the Minnesota Government Data Practices
Act, including but not limited to the civil remedies of Minnesota Statutes Section 13.08, as if it were
a government entity. In the event Contractor receives a request to release data, Contractor must
immediately notify City. City will give Contractor instructions concerning the release of the data to
the requesting party before the data is released. Contractor agrees to defend, indemnify, and hold City,
its officials, officers, agents, employees, and volunteers harmless from any claims resulting from
Contractor’s officers’, agents’, partners’, employees’, volunteers’, assignees’ or subcontractors’
unlawful disclosure and/or use of protected data. The terms of this paragraph shall survive the
cancellation or termination of this Agreement.
15. COPYRIGHT. Contractor shall defend actions or claims charging infringement of
any copyright or software license by reason of the use or adoption of any software, designs,
drawings or specifications supplied by it, and it shall hold harmless the City from loss or damage
resulting therefrom.
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16. PATENTED DEVICES, MATERIALS AND PROCESES. If the Contract
requires, or the Contractor desires, the use of any design, device, material, or process covered by
letters, patent or copyright, trademark or trade name, the Contractor shall provide for such use by
suitable legal agreement with the patentee or owner and a copy of said agreement shall be filed
with the City. If no such agreement is made or filed as noted, the Contractor shall indemnify and
hold harmless the City from any and all claims for infringement by reason of the use of any such
patented designed, device, material, or process, or any trademark or trade name or copyright in
connection with the services agreed to be performed under the Contract, and shall indemnify and
defend the City for any costs, liability, expenses and attorney's fees that result from any such
infringement.
17. AUDIT. Pursuant to Minnesota Statutes, § 16C.05, Subdivision 5, the Contractor
agrees that the City, the State Auditor, or any of their duly authorized representatives at any time
during normal business hours and as often as they may reasonably deem necessary, shall have
access to and the right to examine, audit, excerpt, and transcribe any books, documents, papers,
records, etc., which are pertinent to the accounting practices and procedures of the City, and
involve transactions relating to this Agreement. The Contractor agrees to maintain these records
for a period of six years from the date of termination of this Agreement.
18. ASSIGNMENT. Neither party shall assign this Agreement, nor any interest arising
herein, without the written consent of the other party.
19. WAIVER. Any waiver by either party of a breach of any provisions of this Agreement
shall not affect, in any respect, the validity of the remainder of this Agreement.
20. ENTIRE AGREEMENT. The entire agreement of the parties is contained herein.
This Agreement supersedes all oral agreements and negotiations between the parties relating to the
subject matter hereof as well as any previous agreements presently in effect between the parties
relating to the subject matter hereof. Any alterations, amendments, deletions, or waivers of the
provisions of this Agreement shall be valid only when expressed in writing and duly signed by the
parties, unless otherwise provided herein.
21 NOTICES. All notices, demands or requests required or permitted to be made
pursuant to or under this Agreement must be in writing and deemed valid if sent by registered
mail, return receipt requested, or delivered by overnight delivery service providing written
evidence of delivery, or by hand delivery by reputable independent courier providing written
evidence of delivery, addressed as follows:
Notice to City: City of Chanhassen
Attn: Kelly Grinnell, Finance Director
PO Box 147
Chanhassen, MN 55317
Notice to Contractor: Attn: President
4240 E. La Palma Avenue
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Anaheim, CA 92807
22. NONDISCRIMINATION. In the hiring of employees to perform work under this
Agreement, the Contractor shall not discriminate against any person by reason of any characteristic
or classification protected by state or federal law.
23. TERMINATION. This Agreement may be terminated by the City for any reason
or for convenience upon at least ninety (90) days’ written notice to the Contractor. In the event of
termination, by the City the City shall pay the Contractor for completed work.
24. FORCE MAJEURE. Neither party shall be liable, or deemed to be in default, to the
other for any failure or delay in performing an obligation under this Agreement to the extent that its
performance is delayed, impaired or rendered impossible by an event beyond its control (“Force
Majeure Event”) such as natural disasters, war, terrorist acts, riots, labor strikes or shortages, civil
disturbances, extra-ordinary losses of utilities (including telecommunications services), computer
“hacker” attacks on internet infrastructure, regulatory restrictions, change in law or regulation or other
acts of government authority, including civil and military authorities and courts, fuel or energy
shortages, transportation stoppages or slowdowns, the inability to procure parts or raw materials,
pandemics, supply-chain issues which causes a substantial increase in costs or decrease in availability
of materials necessary for Contractor and/or its Affiliate(s) to perform services under this Agreement,
and/or acts or omissions of common carrier. These causes will not excuse the City from paying
previously accrued payables due to Contractor through any available lawful means acceptable to
Contractor.
Remainder of page intentionally blank.
Signatures follow.
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Dated: __________________ CITY OF CHANHASSEN
BY:
Elise Ryan, Mayor
BY:
Laurie Hokkanen, City Manager
Dated: __________________ INFOSEND, INC.
BY:
Russ Rezai, President
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2/17/2023
3/1/2023
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Exhibit A - Scope of InfoSend Primary Services
This Exhibit A provides the Services which InfoSend, 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 their bills. To the extent that any term is not
expressly defined herein, it shall have the meaning set forth in the Agreement.
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. Any Primary Services not selected prior to the execution of this Agreement can be added at
a later date via an Agreement Amendment.
Data Processing, Printing and Mailing Service (“DPPM Service”): During the term of this Agreement,
InfoSend will provide data processing, printing and mailing services. The Service consists of processing
data, printing documents, mail preparation, applying postage (where applicable) and sending via the
United States Postal Service. Document types include but are not limited to bills, postcards and letters.
eBusiness Services (the “eBusiness Services”): During the term of this Agreement InfoSend will provide
eBusiness Services. These services can include presenting bills online and/or accepting and reporting
payment transaction information to facilitate ACH and/or credit card payments via web, Interactive-Voice-
Response (IVR), SMS, or Bank Billpay (e-Lockbox).
Section 1. Data Processing, Printing and Mailing (DPPM) Service Description
A. Data Transfer and Processing
• Client to transmit data to InfoSend in an agreed upon format. Should Client make changes to data file format
after initial setup is complete, it agrees to pay for the professional services required to accommodate the
new file format. See Exhibit C – Professional Services – for information on initial setup and ongoing
programming changes.
• Client will monitor transfer confirmation emails to ensure InfoSend is in receipt of the data. Client
acknowledges that InfoSend will not be responsible or liable for any transferred data which does not
result in a confirmation receipt to Client.
• A File Transfer Report will be emailed to the Client representatives who have opted-in to this email. A copy
of this report is also available to download from the InfoSend website.
• Client will have access to an online Job Tracking application that shows the progress of each file as it is
processed and becomes a batch of documents to be printed and mailed. Client can see both the original
input file name and the InfoSend-assigned “Job Code”.
• InfoSend will process the mailing addresses and perform the following functions:
o Apply CASS-certified address validation
o Comply with USPS requirements to obtain pre-sort automation rates for qualified client mail pieces
o Stay current with all USPS regulations required to mail presorted first-class mail
• InfoSend will optionally provide proofs of the final print-ready PDF files to Client to be reviewed and
approved before printing begins (if requested).
B. Document Printing and Mailing
• Batches are printed by InfoSend using a high-speed production process onto the agreed upon forms.
• Printed documents are put through a quality control process and then released to the mailing department
to be inserted into outgoing envelope. A return envelope and any applicable inserts are included as defined
by client workflow.
• 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 Confirmation Report will be emailed to the Client representatives who have opted-in to this
email. A copy of this report is also available to download from the InfoSend website.
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Section 2. eBusiness Service Description
A. General System Description
• Mobile-Ready Customer Engagement: all products are mobile compatible out of the box, with no app store
downloads required of customers. Powered by InfoSend's CCM platform, customer specific messaging and
payment reminders are delivered electronically.
• Multi-Channel Payment Collection: InfoSend's payment platform will consolidate web, telephone,
SMS, CSR, in-person EMV and bank payments into a single lockbox file.
• One-Time and Automatic Payments: allow customers to quickly make a one-time payment, as well as sign
up to have their payment account auto debited with each billing cycle.
• Bill Notification and Presentment: notify customers via email when a new bill is available, and securely
deliver exact replica of printed document to customers inbox or show online via the secure portal.
• Interactive Voice Response (IVR): accept customer payments via automated phone service with InfoSend-
hosted phone number, enabling client phone systems to redirect customers with ease.
• SMS Text-to-Pay: enrolled customers may opt in to receive text notifications of new bills, and reply to have
the registered payment method drafted for the amount due, speeding up the time to payment.
• Bank Payments (MasterCard RPPS): InfoSend can collect payments made via the customer bank and include
them within the lockbox file.
• PCI-Compliant Cloud Based Solution: electronic billing and payment related products hosted in the cloud by
InfoSend in a secure PCI-Level 1 compliant environment.
B. Data Transfer and Processing
• Client to transmit data to InfoSend in an agreed upon format, using the Data Transfer and Processing
workflow described in Section 1.
• Client acknowledges that InfoSend will not be responsible or liable for any transferred data which does not
result in a confirmation receipt to Client.
• If the Client is not using InfoSend’s DPPM Service, USPS address workflow will not be applied.
• Data loaded into the eBusiness system is used to facilitate accurate payments via Web, IVR, SMS or Bank
BillPay.
C. Customer Enrollment and Bill Notification
• Data loaded into the system will be used to facilitate customer enrollment, using two pieces of information
specific to the customer bill.
• For enrolled customers, system will send a notification of the new bill available via email.
• For enrolled customers who have opted in, system will send an SMS alert.
• For customers using the IVR system, bill information will be dictated by text to voice.
• For customers paying via Bank BillPay, the account number can be validated by the system prior to
accepting payment.
• The system may optionally be configured to display a PDF replica of the bill image.
D. Customer Payment and Reporting
• Customers can make payment via Web, SMS, IVR or Bank BillPay, depending on channels which Client has
requested InfoSend setup.
• Payments can be configured to allow Users to pay by bank account and/or credit/debit card.
• All payments will be reported in a standard daily “lockbox” file.
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Exhibit B - InfoSend Fees
This Exhibit B provides the Fees which InfoSend shall bill to Client in exchange for Services. To the extent that any
term is not expressly defined herein, it shall have the meaning set forth in the Agreement.
Section 1. Price Escalations to InfoSend Fees
InfoSend may adjust the InfoSend Fees once every twelve (12) months to account for increases in the cost of
materials, labor, and other overhead costs. InfoSend reserves the right to increase InfoSend Fees on a yearly basis
(starting with the first anniversary of the Agreement date). The Client will be notified, in writing, at least thirty (30)
days prior to such price increase. An amendment to the Agreement will not be required if the Fees are changed,
unless other terms or conditions of the Agreement have changed. Postage fees can change at any time per USPS
regulations and do not require an amendment to the Agreement.
In addition to this, if Client uses the Printing and Mailing Service, it accepts that InfoSend reserves the right to pass
on any extraordinarily high increases to the cost of forms or envelopes at any time. The Client will be notified, in
writing, at least thirty (30) days prior to such price increase.
InfoSend pricing is predicated on Client representations of Client and Client User transactional usage. Should Client’s
actual continuous volume and/or recurring frequency deviate by more than thirty percent (30%) from what Client
has represented to InfoSend in Section 2 below, then InfoSend reserves the right to invalidate the Fees listed in this
Agreement. Should this situation arise then InfoSend will notify Client immediately and negotiate with Client in good
faith to pass on any increased costs to Client, in accordance with actual Client and Client User transactional usage.
Should InfoSend and Client fail to agree upon updated Fees, InfoSend reserves the right to terminate this Agreement
with one hundred and eighty (180) days’ notice.
Section 2. Client Representations
Client Volume Representations
Customers Contacted or Billed Monthly
-Approximately 6,800 documents
Number of Batches Monthly
-Approximately 2 (two)
Section 3. DPPM Fees:
InfoSend Data Processing, Print and Mail Pricing
Document Production Summary
All Document Types: One 8.5” x 11” page, up to two color duplex (2/2), including InfoSend standard
envelopes. Pricing reflects and estimated volume of 6,800 documents a month, with an approximate 2
billing runs per month.
$0.152 per single
page mail piece
Finished mail pieces are delivered to the USPS within one (1) business day. If samples (proofs) are requested then the mailing will
be completed within one day of sample approval. File upload deadline for next-day mailing is 3:00PM local time at the production
facility designated for your account. If samples are required then they must be approved by 5:30PM local time for the file to be mailed
by the next business day.
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The below provides the components of the summary price given above (shaded green) as well as additional and optional pricing.
Pricing is based on “Client Volume Assumptions” listed above and excludes applicable sales tax.
Data Processing
Setup Fee - Express PDF Input Files WAIVED
Setup Fee – Data Only Input Files WAIVED
Document Re-Design Fee $0.00
Data Processing Fee (per document) $0.02
Printing and Mailing Service
All Document Types Printing and Mailing Fee per Page with up to 2/2 Ink $0.074
USPS Postage Pass-through
A postage deposit will be required prior to starting service.
Print Color Options (colors per side)* $0.084 for 3/1 to 4/1 printing
$0.089 for 4/4 printing
Inline Insert Print Fee* (Paper stock pricing below in Materials section) $0.074 Black printing
$0.089 Color printing
Batch Fee (per mailing batch under (200 mail pieces) $10.00
Excess Pages Handwork Surcharge (per mail piece) $0.35
Address Updates – per “hit” (address that get updated) $0.35 NCOA
$0.35 ACS
*Prices assume normal ink/toner coverage for business documents. Flood coating the entire page in color or other types of extremely high
coverage designs may cost more or not be technically feasible. Extremely high coverage designs can cause content to bleed through to the
other side of the page or to cause the page to curl too much to work properly with high-speed mail inserting equipment.
Materials
Standard 8.5” x 11” Paper Stock (per sheet) $0.015
Standard Double Window Outgoing #10 Envelope $0.023
Standard Single Window Return #9 Envelope $0.02
Outgoing Flat Envelope – used for mail pieces with excess pages $0.17
Insert Services
InfoSend Produced Quoted based on specification
Envelope Messaging (Snipes) Quoted based on specification
Electronic Inserts $0.02
Inserting Fee $0.02 per insert
Optional Document Services
Enhanced Print Quality $0.02
Print Image Archiving (Per Document Image), with included USPS mail
tracking
$0.02 - For 12 Months of Retention
$0.03 - For 24 Months of Retention
$0.04 - For 36 Months of Retention
Print Image Archive API Monthly Support Fee $100.00
Professional Services Rate (per hour) $175
Returned Mail Handling $0.35 per reported returned mail piece
Remit Tracking $100 monthly support fee
Section 3.1. Custom Forms/Envelopes
If Client has selected the Printing and Mailing Service and at any time requests that InfoSend Fees include the cost
of custom Client-specific materials (either in this Agreement or since its execution), then Client understands and
accepts that these materials will be purchased in bulk to achieve the lowest possible per-unit cost. Client agrees to
purchase any remaining supplies of requested custom materials (normally forms or envelopes) if Client stops using
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InfoSend’s Service for any reason. Client agrees to purchase the remaining supply of custom forms/envelopes upon
Client’s request to change the custom forms/envelopes before the supply has been depleted.
Section 3.2. USPS Postage Rates
Postage rates are determined by the United States Postal Service. All postage rate changes are determined directly
by USPS and are independent of any InfoSend service or materials fees. In no event shall any change in the postage
rates affect the InfoSend service or materials fees. The Client will be invoiced the amount of excess for overweight
and foreign mail.
Section 3.3. Postage Deposit
InfoSend purchases the postage needed to mail Client documents on the day of mailing. The postage charges are
later invoiced to Client based on the Client’s payment terms. InfoSend requires Client to submit a postage deposit
prior to the first mailing to facilitate the payment terms. This amount will remain in deposit for the duration of the
Agreement. Upon Agreement expiration or termination Client must pay in full any outstanding invoices from
InfoSend for payables created under this Agreement; the postage deposit will be refunded within fifteen (15) days
of the date that the last open invoice is paid.
The postage deposit is subject to an annual review and may be adjusted to account for changes to Client average
mailing volume or changes to USPS postage rates. There will be no more than one adjustment requested per year,
if at all.
The postage deposit amount is calculated by multiplying the estimated number of mail pieces per month by the
current 5-Digit pre-sorted first class postage rate. The postage deposit amount due for your account is:
6,800 mail pieces per month x $0.455 x 2 = $6,188.00
Section 4. eBusiness Service Fees:
Not applicable.
Section 5. Client Go-Live and Fees
InfoSend will provide Client with a Demo instance of the System to approve configuration and simulation of Services.
Upon Client approval of the Demo instance of the System and sample outputs from Services, InfoSend will create a
copy of Demo System in Production for completion of final User Acceptance Testing (UAT). Client will be given the
UAT Period to complete internal testing prior to initiating Go-Live. All Setup and recurring Monthly Fees will become
due upon the sooner of (a) Client Go-Live with the application or (b) 60 days from InfoSend delivery of Production
System for UAT.
Section 6. Implementation Project Cost Subsidization:
InfoSend’s internal costs to complete the project is higher than the Setup fees given. InfoSend has subsidized these
fees by factoring in years of service given the term of the Agreement. Should Client cancel the project or terminate
the Agreement at its convenience less than one (1) year from the Effective Date then it must pay according to the
below:
• DPPM Setup Fee: No charge for Express PDF Setup Input files or $2,500 for Data-Only Input Files
• EBPP Setup Fee: 100% of Setup fees quoted or listed as “Waived” in the pricing exhibit.
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Exhibit C – Professional Services
This Exhibit C provides InfoSend’s Professional Services Fees which InfoSend shall bill to Client in exchange for
Professional Services. To the extent that any term is not expressly defined herein, it shall have the meaning set forth
in the Agreement.
Section 1. Price Escalations to InfoSend Professional Services Fees
InfoSend Professional Services Fees can be adjusted once every twelve (12) months to account for increases to the
cost of providing these services. InfoSend reserves the right to increase Professional Services Fees on an annual
basis, starting with the first anniversary of the Agreement date, if needed. The Client will be notified, in writing, at
least thirty (30) days prior to such price increase. An amendment to the Agreement will not be required if the
Professional Services Fees are changed, unless the terms or conditions of the Agreement have changed.
Section 2. Definition of Professional Services
InfoSend Professional Services are the technical services that are required to perform the initial setup of the InfoSend
Primary Services defined in Exhibit A and the technical services required to make changes to these Primary Services
after the initial setup is complete. Once any Primary Service is live and operational Professional Services will not be
required unless Client requests a change or makes changes to its data file format or business rules which necessitates
a change to InfoSend’s system configuration or programming. Examples of InfoSend Professional Services:
• Project requirements gathering and analysis hours
• Project management and/or consulting hours
• Software development and system configuration hours related to the processing of Client’s data
• Software development and system configuration hours related to document design, web portal setup,
business rule configuration, or any other applicable technical services
• Application testing and deployment hours
Section 3. Professional Services Fee and Process for Approval and Payment of Fee
The current Professional Services Fee is $175.00 per hour. In the event that a project will incur billable Professional
Services hours, Client will be informed before work begins. InfoSend and Client will execute a Statement of Work for
the project that Client wants InfoSend to undertake. The payment terms for the project depend on the size and
scope of the project. The Statement of Work can include payment terms that are different than the terms listed in
this Agreement for InfoSend Fees, otherwise these terms will apply and the project fees will be invoiced upon project
completion. Small projects that incur less than five (5) hours of Professional Services can be initiated without a
Statement of Work if Client accepts and executes a Programming Quote for this work.
Any project that will take more than five (5) hours of Professional Services work will require both parties to execute
a formal Statement of Work. Depending on the nature of the work required, InfoSend will provide one of the
following quotation methods:
• Fixed Quote – a fixed project cost will be set. InfoSend may elect to waive this cost in some circumstances.
Client understands and accepts that it must accept the terms and conditions of the Statement of Work for
the project and that changes made to the project requirements, data file structure, etc., after the Statement
of Work and any amendments to it have been finalized will require Client to pay for these changes on a
Time and Materials basis. Client will be notified immediately if this scenario arises and will be given an
option to keep the original project specifications to keep the fixed quote in place.
• Time and Materials Quote – should it not be possible to provide a fixed quote due to the nature of a Client’s
requested project, then InfoSend will provide an estimated number of hours to complete the project and
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
14
225094v1
bill the hours on a Time and Materials basis. The Statement of Work will include the terms and conditions
for these project types and Client will be invoiced weekly for the hours spent on the project.
Section 4. Initial Setup Cost: InfoSend Primary Services
The Initial Setup cost for the InfoSend Primary Services selected in Exhibit A are listed in Exhibit B. These costs have
been provided using a Fixed Quote process, explained in Section 3 above. Client understands and agrees to these
terms, and to the project-specific terms and conditions that will be provided in the Statement of Work that will be
created to capture Client’s specific requirements and data types.
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
15
225094v1
“EXHIBIT D”
InfoSend, Inc. Proposal dated January 26, 2023
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
InfoSend is appreciative of the opportunity to present this proposal for:
Data Processing Print & Mail
City of Chanhassen, MN
InfoSend, Inc.
California | Illinois | Texas | Florida | Massachusetts (Affiliate)
www.infosend.com
January 26, 2023
Prepared for:
Ashley McGovern
Financial Analyst
This proposal is valid for 90 days.
An Outsourcing Partner
"InfoSend is fantastic. We are a small town that has been printing utility bills in-house
for decades, so I had a lot of hesitation handing over the reins, and I had a lot of
rookie questions. They were very responsive, took all of my questions seriously, and
made me feel very comfortable and confident in the process, start to finish."
- Andy M, Utility Billing & MIS Coordinator
Buffalo, MN
Provided By:
Robert Crawford
Territory Sales Manager
P: 800.955.9330
M: 714.795.7974
robert.c@infosend.com
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
The information in this proposal is confidential and is not to be used or disclosed except to the recipient’s employees, offi cers
and agents engaged in evaluating this proposal.
2
Pricing Summary
We are appreciative of this opportunity to provide pricing on InfoSend’s outsourced print and mail solution.
Comprehensive pricing as well as optional add-on services has been provided later in this proposal. For your
convenience, a summary breakdown is as follows:
Letter Size Statement Pricing Summary Single Mail Piece Summary Data Processing Fee: processing of your unique data, PDF creation, CASS
address validation, presorting
Per page $0.02
Printing and Mailing Fee: up to two color duplex printing, folding, and mail
insertion.
Per page $0.074
Paper Stock: InfoSend Standard blank white 8.5” x 11” perforated paper. Per sheet $0.015
Outgoing Envelope: InfoSend Standard blank #10 Double Window Outgoing
Envelope.
Each $0.023
Return Envelope: InfoSend Standard blank #9 Single Window Remit Envelope. Each $0.02
Total per mail piece without postage Each $0.152
Estimated Postage: Current lowest discounted First-Class postage rate for qualified
mail pieces including the full service intelligent mail USPS discount. Not all mail
pieces will qualify for this lowest discount, but all postage will be invoiced at exact
pass-through rates. Subject to USPS mandated changes.
Each $0.468
Total per mail piece with estimated postage Each $0.620
InfoSend’s letter size processing solution includes cost saving services such as “householding” (multiple
accounts mailing to same name and address mailed in single envelope) and remit envelope suppression
(omitting return envelope for AutoPay, zero and credit balances). These should be taken into account when
conducting any cost analyses. See page 8 for detailed pricing, set up fees, and optional services.
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
The information in this proposal is confidential and is not to be used or disclosed except to the recipient’s employees, offi cers
and agents engaged in evaluating this proposal.
3
Industry Experience
InfoSend is a market leader for utilities and government agencies. We have never lost a client because of
service issues or delays in mail delivery. We currently have approximately 600 municipal utility, water district,
and government agency clients that either use the turnkey Data Processing Print & Mail solution, the Online
BillPay solution, or both solutions. InfoSend does its absolute best to ensure that each client is completely
satisfied with our customer service, mail turnaround, and quality of work. We are currently servicing over 700
clients total and will be happy to provide you with additional references upon your request.
City of Roseville, MN 651.792.7037
2660 Civic Center Drive Karla Rangitsch, Utility Manager
Roseville, MN 55113 karla.rangitsch@cityofroseville.com
• Contracted Since: 2017
• Billing System: Springbrook/Accela
• Volume: 10,000 Mail Pieces Monthly
• InfoSend Products Used: Data Processing Print and Mail
Village of Sussex, WI 262.246.5225
N64 W23760 Main St. Nancy Whalen, Finance Director
Sussex, WI 53089 nwhalen@villagesussex.org
• Contracted Since: 2018
• Billing System: Springbrook Software
• Volume: Approximately 2,900 Mail Pieces Monthly
• InfoSend Products Used: Data Processing Print and Mail, Print Image Archive
City of Buffalo, MN 763.682.1001
212 Central Avenue Gale Raisanen
Buffalo, MN 55313 Gale.Raisanen@ci.buffalo.mn.us
• Contracted Since: 2017
• Billing System: Tyler Incode
• Volume: 7,000 Mail Pieces Monthly
• InfoSend Products Used: Data Processing Print and Mail
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
The information in this proposal is confidential and is not to be used or disclosed except to the recipient’s employees, offi cers
and agents engaged in evaluating this proposal.
4
InfoSend - A Complete Customer Engagement Provider
• Billing & Payments
• Unparalleled Client Support
• Multi-Channel Customer Engagement: Web, Mobile, Print, Bank BillPay
InfoSend's Mission
InfoSend's goal is to provide the best possible Customer Engagement solution in an accurate, reliable, and
timely manner, with an unparalleled client support culture that emphasizes personal touch.
Get to Know InfoSend - A Reliable Partner
InfoSend has provided business process outsourcing services since 1996, handling the processing and
distribution of critical documents in the hundreds of millions annually for industries throughout the United
States. Utilizing the most current technology, InfoSend's Customer Engagement platform offers a single
source provider to reach customers with effective and timely interactions.
InfoSend's Customer Communications Management (CCM) platform distributes critical documents across
multiple channels, including InfoSend's own manufacturing environments in California, Texas, and Illinois for
Data Processing, Printing, and Mailing (DPPM). InfoSend's hosted Electronic Presentment and Payment
(EBPP) applications drive the customer remittance process with web, IVR and SMS payment solutions. The
cloud-based, Software as a Service (SaaS) approach allows InfoSend to refine offerings without client-side
installed software or maintenance, as well as providing for flexible integrations to existing systems or
vendors.
Integrity is at the core of InfoSend, with a stated goal to retain and provide complete satisfaction for
each client. InfoSend has over 200 employees across multiple states, and the company culture has led to
high employee retention, affording clients familiarity and quality service. From our internal operations, to how
we support our valuable clients, InfoSend's client-focused service has led to an industry leading client
retention and satisfaction rate.
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
The information in this proposal is confidential and is not to be used or disclosed except to the recipient’s employees, offi cers
and agents engaged in evaluating this proposal.
5
Overview of InfoSend Products and Services
InfoSend is a client-focused, single-source provider of comprehensive Customer Engagement and Billing
solutions.
CCM: Customer Communications Management with a Single Platform
• Multi-Channel Distribution: one data processing platform manages the import and handling of data files. This core
system can then output the information to all delivery channels: print, USPS, eBilling, Mobile, Online Hosted Archive,
API, FTP, Bank Networks and more.
• Secure: upload data via our secure website, FTP with optional PGP encryption, or SFTP into a PCI, HIPAA and SOC
audited environment.
• Innovative Document Designs: document redesign consulting – we create your new document look and feel and
then our document composition creates bill images for both printed and paperless bills.
• Customizable Messaging and Business Rules: create and schedule document messages by customer type or
account number, with paper suppression and distribution workflow completely customizable to meet client need.
• Online Proofing, Job and Mail Tracking: web-based system to track and view samples of print or eBills before they
are sent, and monitor the job batch through distribution to the customer.
• Detailed Reporting: a variety of standard reports can be accessed via web portal or emailed to you, including a
detailed breakdown comparison of inputs and outputs.
• Archiving and Secure Third-Party API Access: documents can be stored within an InfoSend archive, and may be
accessed by clients via an InfoSend portal. InfoSend also has an API available, allowing any vendor the client
authorizes to pull customer documents for display.
DPPM: Data Processing, Print, and Mail Service
• Cloud Based Data Processing: data processing of raw data and print files is done within an InfoSend data center.
• High Speed Digital Printing: print statements, invoices, letters, postcards, notices, or other various documents using
laser or inkjet technology: black, grayscale, black plus one or more spot colors, and full color printing are all supported.
• USPS Compliance and Automation: USPS compliant postal presorting is used to drive postage to the lowest
available rates, leveraging the Full-Service Intelligent Mail Barcode (IMB) workflow.
• Dynamic Customer Messaging: automated and ad hoc targeted customer messaging capabilities, with dedicated
Direct Communications department for production and distribution of marketing, informational inserts, postcard and
special mailings.
• Fast Service Level Agreements (SLA): quick turn-around of document folding, inserting, presorting, and delivery to
the USPS, with next business day job completion.
EBPP: Electronic Billing, Payment and Presentment
• Multi-Channel Payment Collection: InfoSend's payment platform provides customer convenience to pay by web,
telephone, SMS, CSR, in-person EMV and bank payments.
• One-Time and Automatic Payments: allow customers to quickly make a one-time payment, as well as sign up to
have their payment account auto debited with each billing cycle.
• Paperless Bill Notification and Presentment: notify customers via email when a new bill is available, and securely
deliver exact replica of printed document to customers inbox or show online via the secure portal.
• Mobile-Ready Customer Engagement: all products are mobile compatible out of the box, with no app store
downloads required of customers. Powered by InfoSend's CCM platform, customer specific messaging and payment
reminders are delivered electronically.
• Interactive Voice Response (IVR): accept customer payments via automated phone service with InfoSend-hosted
phone number, enabling client phone systems to redirect customers with ease.
• SMS Text-to-Pay: enrolled customers may opt in to receive text notifications of new bills, and reply to have the
registered payment method drafted for the amount due, speeding up the time to payment.
• Bank Payments (MasterCard RPPS): InfoSend can collect customer payments made via Online Banking and include
them within the remittance file alongside other payment channels, saving the headache of processing these as paper
checks.
• Consolidated Lockbox Reconciliation: daily report of all payment channels provided in an easy to understand and
reconcile format.
• Outbound Notifications: ability to message your customers by telephone call or SMS with customizable messages ,
sent on demand.
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
The information in this proposal is confidential and is not to be used or disclosed except to the recipient’s employees, offi cers
and agents engaged in evaluating this proposal.
6
Facilities
InfoSend’s operations are located strategically throughout the nation, ensuring both regional access to the USPS and multiple layers
of disaster recovery and mitigation.
California: Western US Production Facility (Corporate Headquarters)
4240 E. La Palma Ave
Anaheim, CA 92807
InfoSend owns and operates its 80,000 sq. ft. corporate headquarters and
Western US production facility located in Orange County, California. This
facility sits on a 4.3-acre lot and is one of the premier bill processing centers
on the West Coast. The Western production facility acts as InfoSend’s primary
data center and largest production center nationwide, providing disaster
recovery to all InfoSend sites. It has a 600KW backup generator that can
power the entire operation in the event of a grid failure and is designated as
a USPS Detached Mail Unit (DMU) with USPS representatives working on-
site. The property also contains a separate 25,000 sq. ft. building for
additional office and warehouse space.
Illinois: Midwest Production Facility
1406 Centre Circle
Downers Grove, IL 60515
InfoSend owns and operates its 25,000 sq. ft. Midwest production facility
located just west of Chicago, Illinois. The Midwest production facility houses
InfoSend’s backup data center and serves as InfoSend’s primary disaster
recovery center. The Midwest production facility is InfoSend’s second largest
production center, processing mail for clients located in the Midwest and
surrounding areas. As with the Western production facility, the Midwest
production facility is designated as a USPS DMU with USPS representatives
working on-site.
Texas: Southcentral Production Facility
1624 W Crosby Road #128
Carrollton, TX 75006
InfoSend's 21,000 sq. ft. South Central production facility is located north of
Dallas, Texas, and is the Company’s primary production center for clients in
Texas and surrounding states. The Southcentral production facility also
provides some disaster recovery services for InfoSend's other sites.
Florida: Southeast Production Facility
13891 Jetport Loop
Fort Myers FL 33912
InfoSend’s 13,000 sq. ft. Florida production facility is located south of Tampa,
Florida, and is the Company’s primary production center for clients in Florida
and surrounding states. The Southeast production facility also provides some
disaster recovery services for InfoSend’s other sites.
Massachusetts: Northeast Production Facility
InfoSend NE, LLC (Affiliate)
41 Rogers Road
Haverhill, MA 01835
InfoSend NE, LLC (“InfoSend NorthEast”) is a woman-owned affiliate of
InfoSend, Inc. InfoSend NE’s 12,000 sq. ft. facility is located north of Boston,
Massachusetts, and services both organizations’ clients in the Northeastern
US. InfoSend, Inc. provides disaster recovery services to InfoSend Northeast.
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
The information in this proposal is confidential and is not to be used or disclosed except to the recipient’s employees, offi cers
and agents engaged in evaluating this proposal.
7
InfoSend's Data Processing, Print & Mail Solutions Detail
Data Processing
• Deep experience handling input data streams from a countless variety of systems, across many
industries.
• Customizable document composition with variable and ad hoc messaging options.
• Multi-channel distribution of documents: USPS, eBilling, Online Hosted Archive, API, FTP, Bank Networks
and more.
• Online job tracking, customer service, sample approval, and production service level agreement (SL A)
detail.
Print and Mail
• Print in black, grayscale, black plus one or more spot colors, and full variable color.
• Industry-leading Quality Control (QC) process, leveraging the latest technologies to ensure error -free
manufacturing.
• Full USPS compliance, postage savings, and reporting, including return mail solutions.
• Dedicated support for production and distribution of marketing, informational inserts, postcard and special
mailings.
• Partnered solutions: tracked delivery via FedEx, Online Banking, and more!
InfoSend Reliable Production and Materials
• Standardized Environment: InfoSend's standardization in production and materials provides reliability
and cost effectiveness for clients with a diverse array of needs across countless industries.
• Effective Paper Stock: standard 24 lb. blank paper utilized to strike the right balance between cost and
reliability.
• Customized Perforation: multiple perforation locations are supported to ensure lockbox compatibility.
• High Speed Digital Printing: printing using laser or inkjet technology: black, grayscale, black plus one
or more spot colors, and full color printing are all supported.
• Effective Envelope Stock: standard outgoing #10 and return #9 envelopes predominantly manufactured
and stocked by InfoSend, include strategically placed windows to allow client logos to be visible for the
customer prior to opening, as well as tinting to ensure data privacy.
• Computerized Mailpiece Inserting: documents at InfoSend are tagged and tracked through the
production environment, including mailpiece integrity software that ensures accurate insertion of printed
page into the envelope prior to delivery to the USPS.
• USPS Compliance and Automation: all documents are presorted prior to induction to the mail stream
to ensure the lowest possible postage rate. InfoSend's Anaheim and Downers Grove facilities are
designated as a USPS Detached Mail Unit (DMU), meaning USPS personnel are onsite authorizing mail
to head straight to regional sort centers and bypass the local office.
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
The information in this proposal is confidential and is not to be used or disclosed except to the recipient’s employees, offi cers
and agents engaged in evaluating this proposal.
8
InfoSend Data Processing, Print and Mail Pricing
Document Production Summary
All Document Types: One 8.5” x 11” page, up to two color duplex (2/2), including InfoSend standard envelopes.
Pricing reflects and estimated volume of 6,800 documents a month, with an approximate 2 billing runs per month.
$0.152 per single
page mail piece
Finished mail pieces are delivered to the USPS within one (1) business day. If samples (proofs) are requested then the mailing will be
completed within one day of sample approval. File upload deadline for next -day mailing is 3:00PM local time at the production facility
designated for your account. If samples are required then they must be approved by 5:30PM local time for the file to be mailed by the next
business day.
The below provides the components of the summary price given above (shaded green) as well as additional and optional pricing. Pricing is
based on “Client Volume Assumptions” listed above and excludes applicable sales tax.
Data Processing
Setup Fee - Express PDF Input Files WAIVED
Setup Fee – Data Only Input Files WAIVED
Document Re-Design Fee $0.00
Data Processing Fee (per document) $0.02
Printing and Mailing Service
All Document Types Printing and Mailing Fee per Page with up to 2/2 Ink $0.074
USPS Postage Pass-through
A postage deposit will be required prior to starting service.
Print Color Options (colors per side)* $0.084 for 3/1 to 4/1 printing
$0.089 for 4/4 printing
Inline Insert Print Fee* (Paper stock pricing below in Materials section) $0.074 Black printing
$0.089 Color printing
Batch Fee (per mailing batch under (200 mail pieces) $10.00
Excess Pages Handwork Surcharge (per mail piece) $0.35
Address Updates – per “hit” (address that get updated) $0.35 NCOA
$0.35 ACS
*Prices assume normal ink/toner coverage for business documents. Flood coating the entire page in color or other types of ext remely high coverage
designs may cost more or not be technically feasible. Extremely high coverage designs can cause content to bleed through to the other side of the page
or to cause the page to curl too much to work properly with high-speed mail inserting equipment.
Materials
Standard 8.5” x 11” Paper Stock (per sheet) $0.015
Standard Double Window Outgoing #10 Envelope $0.023
Standard Single Window Return #9 Envelope $0.02
Outgoing Flat Envelope – used for mail pieces with excess pages $0.17
Insert Services
InfoSend Produced Quoted based on specification
Envelope Messaging (Snipes) Quoted based on specification
Electronic Inserts $0.02
Inserting Fee $0.02 per insert
Optional Document Services
Enhanced Print Quality $0.02
Print Image Archiving (Per Document Image), with included USPS mail tracking $0.02 - For 12 Months of Retention
$0.03 - For 24 Months of Retention
$0.04 - For 36 Months of Retention
Print Image Archive API Monthly Support Fee $100.00
Professional Services Rate (per hour) $175
Returned Mail Handling $0.35 per reported returned mail piece
Remit Tracking $100 monthly support fee
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7
The information in this proposal is confidential and is not to be used or disclosed except to the recipient’s employees, offi cers
and agents engaged in evaluating this proposal.
9
Fee Explanations
Data Processing
• Setup Fee - Express PDF Input: requires a final composed PDF is uploaded to InfoSend for processing. Clients maintain control
of document look and feel, but InfoSend designs a program to parse the necessary data from the PDF.
• Setup Fee - Data Only Input: requires the client provide a flat data extract, InfoSend creates, hosts and maintains an application
to generate documents. Existing document design is copied.
• Document Re-Design Fee: using the “Data Only Input” method, InfoSend’s Client Services Team assists in redesigning the format
of printed documents to improve communications or to take advantage of new printing capabilities.
• Data Processing Fee: per document image that is processed by the InfoSend system for output.
Printing and Mailing Service
• Print Fee: price includes baseline number of colors printed on the front and back of the document. All variable and static images
are dynamically imaged onto white form with a perforation.
• Postage: clients are invoiced for the exact postage used. Leveraging InfoSend’s USPS compliance and expertise, clients are
provided the lowest possible USPS automated rates when client batches qualify.
• Optional Color Upgrades: Different options are available at different prices. Numbers fewer than 4 equal individual colors, 4 equals
full color. The number 1 means black or grey. All sheets are billed at the same rate; the price for the sheet with the highes t number
of colors is the applicable fee. 4 equals CMYK (full color).
• Batch Fee: assessed to cover InfoSend costs when batches transferred to InfoSend fall below threshold.
• Inline Insert Print Fee: price for inserts printed on demand as additional pages. Allows for more dynamic customer messaging
without the extra pre-production lead time and overhead.
• Excess Pages Handwork Surcharge: surcharge is assessed per mail piece (not per page). This surcharge only applies to multiple
page bills that have too many pages to be inserted into a #10 envelope by machine. This surcharge covers the necessary manual
labor required to process these mail pieces.
• Address Updates – NCOALink or ACS: per reported update. InfoSend electronically reports the addresses it received in your data
that need to be updated because the customer filed a Change of Address Report with the USPS. Cost is per update.
Materials
• Paper Stock: white paper stock with or without perforation. Paper is 8.5x11” and 24lb. Price includes all inventory costs. A larger
8.5x14” format is available at a higher material cost and higher printing cost.
• Outgoing #10 Envelope: #10 InfoSend Standard Double Window Outgoing Envelope. Includes security tint printed on the inside
of the paper stock and clear film that prevent the contents of the envelope from being viewed. Sourced with sustainably logge d
paper (SFI).
• Return #9 Envelope: #9 InfoSend Standard Single Window Return Envelope. Includes the same security tint and SFI paper as the
#10.
• Outgoing Flat Envelope: single window envelope, only used for multiple page statements that do not fit in the #10 envelope.
Insert Services
• InfoSend Produced Inserts: utilizing InfoSend printing and/or design services, inserts can be produced by InfoSend. Price quoted
on request.
• Envelope Messaging (Snipes): custom messages and images can be printed onto the standard InfoSend #10 double window
envelope as a more cost-effective alternative to pre-manufactured custom envelopes. The price depends on the artwork – number
of colors and whether it prints on one or both sides of the envelope, as well as order quantity. Price is quoted upon request.
• Electronic Inserts: fee per digital image of a physically produced insert included in the PDF copy of a document. Ensures that
client representatives and client customers can get the same information in the electronic bill as would go out physically.
• Inserting Fee: client provided or InfoSend produced inserts to be included with InfoSend produced mail. Additional fee applies if
insert arrives at InfoSend but requires folding prior to insertion. Setup fees may apply for programming selective inserting. InfoSend-
printed inserts are quoted upon request.
Optional Document Services
• Enhanced Print Quality: the baseline print image quality for transactional documents such as statements and invoices is 600 x
600 DPI. Work produced from InfoSend’s Anaheim facility can be printed at an enhanced image quality at an additional cost. This
option uses high definition pigment ink & variable drop sizes to achieve a perceived 1200 x 1200 DPI image quality.
• Print Image Archiving: fee per document to process, index, and store a document as a PDF for a set number of months. PDFs
are securely accessed using an InfoSend website application, and includes USPS mail tracking for all outbound First Class mailed
documents. Setup fees may apply depending on configuration needs.
• Print Image Archive API Monthly Support Fee: a flat monthly support fee to provide API access to documents in the InfoSend
Print Image Archive. InfoSend will work with the designated third parties that a Client chooses, and provide support and open access
to API calls on a monthly basis.
• Final Doc Transfer FTP: each completed InfoSend batch is indexed and transferred to you via FTP or SFTP to store on your own
network. InfoSend’s standard Batch File format is one PDF per batch with an XML companion file providing meta data and page
numbers. If the client requires a custom scheme, including individual PDFs per each image in a batch, the Custom fee applies.
Note: setup fees may also apply for some custom setups.
• Professional Services Fee: per hour and performed only upon request for customizations made to processing program or
document format after go-live. Work is only started after receiving client approval of a formal quote.
• Returned Mail Handling: InfoSend will provide electronic reporting of mail that is returned by USPS, s aving clients the hassle of
receiving and opening returned mail to update records. All records which are not delivered will be securely destroyed and recycled
after reporting.
• Remit Tracking: for clients utilizing the Print Image Archiving service, InfoSend can also track inbound mail from customers utilizing
an included remittance stub in the outbound mail. With Remit Tracking clients will be able to see when a customer responded to the
original mail piece, as well as get a daily report of inbound mail with an estimated value of payment remittances based on th e
outbound mail.
DocuSign Envelope ID: 92B07CC6-7635-4FE3-A799-70D9B9B3F4E7