HomeMy WebLinkAboutAdvanced Utility Systems - 2019-12-11 (3) D► VAN C ED
UTI LITY SYSTEMS
Client City of Huntington Beach Client Contact Carolyn Kowalewski
Quote Effective October 18, 2019 Prepared By Tanuja Kancherla
Date _
Reference Number AT44866 Client POD
Description Statement of Work (SOW): SB998 Collection Changes
Estimated Cost
The costs related to successfully completing this SOW is estimated to be $8,400.00 USD.
Client Request
A new Senate Bill 998 (SB998) that was passed in the state of California which affects the
collections and service disconnections for all California water utilities effective February 1st,
2020. For this reason, City of Huntington Beach (Huntington Beach) is requesting a statement of
work for assistance from Advanced Utility Systems (Advanced) to review and provide a solution
to accommodate the policies mandated by SB998.
Proposed Solution
The services to be provided under this SOW are as follows:
• Residential customers will be providing Huntington Beach with documentation on low-
income assistance programs that they participate in
• Huntington Beach will add a payment arrangement or collections exemption on the
customer's account to temporarily suspend collections process for outstanding unpaid
bills
• Huntington Beach will also change the occupancy type that Advanced creates which will
separate the residential customers to follow a different notice process
• Advanced will copy notice configuration for all other occupancy types so that other
occupancy types follow existing notice processes
• Advanced will create new notice process with new occupancy type and work with
Huntington Beach to ensure residential accounts will not disconnect the water service
until after 60 days
• Advanced to create a report/filter that lists the total number of Residential customers
disconnected in a month/year. The report/filter will have the following fields:
■ Customer#
■ Account#
■ Customer Name
■ Service Address
■ Disconnect Date
• Advanced to work with Huntington Beach in order to modify the notice 3 template
based on notice 1 template with few language modifications
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Assumptions
The following assumptions are made to complete the necessary details within this SOW:
• Huntington Beach will continue to follow their current payment allocation rules and
penalty process
• In the event additional hours are required to effectively complete this SOW, a request
will be made for the amount of hours needed
• If the TEST system is refreshed without notifying Advanced Utility Systems 72 hours
prior to the system refresh, City of Huntington Beach will be responsible for all costs
associated with reconfiguring the system
Payment Terms
This SOW will be invoiced by the following milestones:
Milestone Payment(MP) Amount
MP1: 25% upon signing this SOW $2,100
MP2:40% upon delivery of the configuration on one Test application $3,360
MP3: 20% upon delivery of the training and documentation 1,680
MP4: 15% upon delivery of the configuration on one Production environment $1,260
Total $8,400
Conditions
The following are the conditions for this SOW:
• Advanced will lead and perform the required activities to implement this SOW
• In the event the scope of work changes or there are new requests, additional hours will
be required
• Client is responsible to test any changes made under this SOW and promptly provide
feedback or additional details required to Advanced
• If desired by Client, Advanced may execute a portion of this SOW during weekend or
holiday hours at a premium hourly rate of$380
• Notice of cancellation of work under this SOW must be received in writing
• Client is responsible for the payment of any/all hours utilized prior to the receipt of
cancellation notice which will be invoiced
• Each party hereto agrees, acknowledges and confirms that, except to give meaning and
effect to the amendments set forth in this SOW, the Master Agreement remains in full
force and effect, are hereby ratified and confirmed in all respects and are binding upon
the parties thereto and their successors and permitted assigns
Expenses
If expenses are incurred by Advanced to provide services outlined in this statement of work,
Advanced staff will be using a meal per diem of$70 per weekday and $125 per weekend day or
holiday which will be billed to the Client. The meal per diem will not be required to submit
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receipts. All other expenses will continue to be billed on actual-basis (i.e. airfare, hotel, car
rental, fuel, mileage, travel time, etc.) and will be required to submit receipts.
Escalation Process
Several processes may trigger the escalation process which includes issue tracking, contract
management, and risk management. This process assumes that prior attempts have been made
to resolve the item and the appropriate parties cannot reach a resolution. When an item is
escalated, the appropriate participants are notified via formal communication (email) which
includes a summary of the concern/issue and the analysis of each party's position. The
participants must be provided with sufficient time, to review the analysis and concerns prior to
scheduling any resolution meetings.
The levels of escalation and the participants in each level include:
1. Advanced Resource (Client Services Technical Consultant who is assigned the project)
2. Advanced Manager (Client Services Team Lead)
3. Advanced Sponsor (Director of Client Services)
Standard of Care/Warranty Disclaimer
The standard of care applicable to the Professional Consulting/ Information Technology (PC/IT)
services arising under this SOW will be the degree of skill and diligence normally employed by
PC/IT consultants performing the same or similar services. No further warranty of guaranty,
expressed or implied, is made with respect to the services furnished hereunder and all implied
warranties are hereby disclaimed including the warranty of merchantability and fitness for a
particular purpose.
Notes
• This quote is valid for 30 calendar days from the date of issue and supersedes any
previous offers related to services outlined
• Additional work will require a Change Order
Authorization
Signature indicates the parties have read, understood, and agreed to all the contents of this
quote.
Authorized by City of Huntington Beach: Authorized by Advanced Utility Systems:
d,10
lv �' Oct. 18 2019
Name Date Name Date
APPKOVEDrFIMI,By: HAt
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