HomeMy WebLinkAboutInfoSend, Inc. - 2024-08-01 (2) SERVICE AGREEMENT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
INFOSEND,INC.
FOR
BILL STATEMENT PRINTING AND DELIVERY SERVICES
THIS AGREEMENT("Agreement") is made and entered into by and between the
City of Huntington Beach, a municipal corporation of the State of California,hereinafter
called"City," and INFOSEND, INC.,hereinafter referred to as "Contractor."
Recitals
A. The City desires to retain a Contractor having special skill and knowledge in the
field of Bill Statement Printing, Processing and Delivery Services.
B. Contractor represents that Contractor is able and willing to provide such services
to the City.
C. In undertaking the performance of this Agreement, Contractor represents that it is
knowledgeable in its field and that any services performed by Contractor under
this Agreement will be performed in compliance with such standards as may
reasonably be expected from a comparable company or firm in the field.
Contractor has been selected to perform these services pursuant to Huntington
Beach Municipal Code Chapter 3.02.
NOW, THEREFORE, it is agreed by City and Contractor as follows:
1. Scope of Services
Contractor shall provide all services as described in Exhibit"A," which is
attached hereto and incorporated into this Agreement by this reference. These services
shall sometimes hereinafter be referred to as the "Project."
Contractor hereby designates Russ Rezai, who shall represent it and be its sole
contact and agent in all consultations with City during the performance of this
Agreement.
2. City Staff Assistance
City shall assign a staff coordinator to work directly with Contractor in the
performance of this Agreement.
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3. Compensation
a. City agrees to pay, and Contractor agrees to accept as total payment for its
services, the rates and charges identified in Exhibit"B." The total sum to be expended
under this Agreement, shall not exceed One Million Eight Hundred Sixty Three
Thousand Dollars ($1,863,000.00) during the term of this Agreement.
b. Payment by City shall be made within thirty (30) days following receipt of
proper invoice evidencing work performed, subject to City accounting procedures.
Payment need not be made for work which fails to meet the standards of performance set
forth in the Recitals which may reasonably be expected by City.
c. Contractor shall be paid pursuant to the terms of Exhibit"B."
4. Term
Time is of the essence of this Agreement. The services of Contractor are to
commence August 1, 2024, or as soon as practicable after the execution of this
Agreement by City (the"Commencement Date") and July 31, 2027, unless terminated
earlier in accordance with the provisions of this Agreement. The time for performance of
the tasks identified in Exhibit"A" are generally to be shown in Exhibit"A." This
schedule and Term may be amended to benefit the Project if mutually agreed to in
writing by City and Contractor.
In the event the Commencement Date precedes the Effective Date, Contractor
shall be bound by all terms and conditions as provided herein.
5. Extra Work
In the event City requires additional services not included in Exhibit"A" or
changes in the scope of services described in Exhibit"A," Contractor will undertake such
work only after receiving written authorization from City. Additional compensation for
such extra work shall be allowed only if the prior written approval of City is obtained.
6. Disposition of Plans,Estimates and Other Documents
Contractor agrees that title to all materials prepared hereunder, including, without
limitation, all original drawings, designs, reports, both field and office notices,
calculations, computer code, language, date or programs, maps, memoranda, letters and
other documents, shall belong to City, and Contractor shall turn these materials over to
City upon expiration or termination of this Agreement or upon Project completion,
whichever shall occur first. These materials may be used by City as it sees fit.
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7. Hold Harmless
Contractor hereby agrees to protect, defend, indemnify and hold harmless City, its
officers, elected or appointed officials, employees, agents, and volunteers from and
against any and all claims, damages, losses, expenses,judgments, demands and defense
costs, and consequential damage or liability of any kind or nature, however caused,
including those resulting from death or injury to Contractor's employees and damage to
Contractor's property, arising directly or indirectly out of the obligations or operations
herein undertaken by Contractor, caused in whole or in part by any negligent act or
omission of the Contractor, any subcontractors, anyone directly or indirectly employed
by any of them or anyone for whose acts any of them may be liable, including but not
limited to concurrent active or passive negligence, except where caused by the active
negligence, sole negligence, or willful misconduct of the City. Contractor will conduct
all defense at its sole cost and expense and City shall approve selection of Contractor's
counsel. This indemnity shall apply to all claims and liability regardless of whether any
insurance policies are applicable. The policy limits do not act as a limitation upon the
amount of indemnification to be provided by Contractor.
8. Workers Compensation Insurance
Pursuant to California Labor Code Section 1861, Contractor acknowledges
awareness of Section 3700 et seq. of this Code, which requires every employer to be
insured against liability for workers' compensation; Contractor covenants that it will
comply with such provisions prior to commencing performance of the work hereunder.
Contractor shall obtain and furnish to City workers' compensation and employer's
liability insurance in an amount of not less than the State statutory limits.
Contractor shall require all subcontractors to provide such workers' compensation
and employer's liability insurance for all of the subcontractors' employees. Contractor
shall furnish to City a certificate of waiver of subrogation under the terms of the workers'
compensation and employer's liability insurance and Contractor shall similarly require all
subcontractors to waive subrogation.
9. General Liability Insurance
In addition to the workers' compensation and employer's liability insurance and
Contractor's covenant to defend, hold harmless and indemnify City, Contractor shall
obtain and furnish to City, a policy of general public liability insurance, including motor
vehicle coverage covering the Project/Service. This policy shall indemnify Contractor,
its officers, employees and agents while acting within the scope of their duties, against
any and all claims arising out of or in connection with the Project/Service, and shall
provide coverage in not less than the following amount: combined single limit bodily
injury and property damage, including products/completed operations liability and
blanket contractual liability, of One Million Dollars ($1,000,000) per occurrence. If
coverage is provided under a form which includes a designated general aggregate limit,
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the aggregate limit must be no less than One Million Dollars ($1,000,000)per
occurrence. If coverage is provided under a form which includes a designated general
aggregate limit,the aggregate limit must be no less than One Million Dollars
($1,000,000) for this Project/Service. This policy shall name City, its officers, elected or
appointed officials, employees, agents, and volunteers as Additional Insureds, and shall
specifically provide that any other insurance coverage which may be applicable to the
Project/Service shall be deemed excess coverage and that Contractor's insurance shall be
primary.
Under no circumstances shall said above-mentioned insurance contain a self-
insured retention, or a"deductible" or any other similar form of limitation on the required
coverage.
10. Automobile Liability Insurance
Contractor shall obtain and furnish to City an automotive liability insurance
policy covering the work performed by it hereunder. This policy shall provide coverage
for Contractor's automotive liability in an amount not less than One Million Dollars
($1,000,000.00) per occurrence and a separate "Additional Insured Endorsement"page
listing both the policy number and naming the "City of Huntington Beach, its officers,
elected or appointed officials, employees, agents and volunteers" as additional insured on
the endorsement. The above-mentioned insurance shall not contain a self-insured
retention, "deductible" or any similar form of limitation on the required coverage except
with the express written consent of City.
11. Certificate of Insurance
Prior to commencing performance of the work hereunder, Contractor shall furnish
to City a certificate of insurance subject to approval of the City Attorney evidencing the
foregoing insurance coverage as required by this Agreement; the certificate shall:
a. provide the name and policy number of each carrier and policy;
b. state that the policy is currently in force; and
c. promise that such policy shall not be suspended, voided or canceled by
either party, reduced in coverage or in limits except after thirty (30) days'
prior written notice; however, ten(10) days' prior written notice in the
event of cancellation for nonpayment of premium.
Contractor shall maintain the foregoing insurance coverage in force until the work
under this Agreement is fully completed and accepted by City.
This requirement for carrying the foregoing insurance coverage shall not derogate
from Contractor's defense, hold harmless and indemnification obligations as set forth in
this Agreement. City or its representative shall at all times have the right to demand the
original or a copy of the policy of insurance. Contractor shall pay, in a prompt and
timely manner, the premiums on the insurance hereinabove required.
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12. Independent Contractor
Contractor is, and shall be, acting at all times in the performance of this
Agreement as an independent contractor herein and not as an employee of City.
Contractor shall secure at its own cost and expense, and be responsible for any and all
payment of all taxes, social security, state disability insurance compensation,
unemployment compensation and other payroll deductions for Contractor and its officers,
agents and employees and all business licenses, if any, in connection with the Project
and/or the services to be performed hereunder.
13. Conflict of Interest
Contractor covenants that it presently has no interests and shall not have interests,
direct or indirect, which would conflict in any manner with performance of services
specified under this Agreement.
14. Termination
This Agreement may be terminated by the City upon thirty (30) days written
notice of termination. In such event, Contractor shall be entitled to receive and the City
shall pay Contractor compensation for all services performed by Contractor prior to
receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment,the Director may require Contractor to
deliver to the City all work product completed as of such date, and in such case such
work product shall be the property of the City unless prohibited by law, and Contractor
consents the City's use thereof for such purposes as.the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
15. Exclusivity and Amendment
This Agreement represents the complete and exclusive statement between the City
and Contractor, and supersedes any and all other agreements, oral or written, between the
parties. In the event of a conflict between the terms of this Agreement and any
attachments hereto, the terms of this Agreement shall prevail. This Agreement may not
be modified except by written instrument signed by the City and by an authorized
representative of Contractor. The parties agree that any terms or conditions of any
purchase order or other instrument that are inconsistent with, or in addition to, the terms
and conditions hereof, shall not bind or obligate Contractor or the City. Each party to this
Agreement acknowledges that no representations, inducements,promises or agreements,
orally or otherwise, have been made by any party, or anyone acting on behalf of any
party,which are not embodied herein.
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16. Assignment
Inasmuch as to this Agreement is intended to secure the specialized services of
Contractor, Contractor may not assign, transfer, delegate, or subcontract any interest
herein without the prior written consent of the City and any such assignment, transfer,
delegation or subcontract without the City's prior written consent shall be considered null
and void. Nothing in this Agreement shall be construed to limit the City's ability to have
any of the services which are the subject to this Agreement performed by City personnel
or by other Contractors retained by City.
17. City Employees and Officials
Contractor shall employ no City official nor any regular City employee in the
work performed pursuant to this Agreement. No officer or employee of City shall have
any financial interest in this Agreement in violation of the applicable provisions of the
California Government Code.
18. Notices
Any notices, certificates, or other communications hereunder shall be given either
by personal delivery to Contractor's agent(as designated in Section 1 hereinabove) or to
City as the situation shall warrant, or by enclosing the same in a sealed envelope,postage
prepaid, and depositing the same in the United States Postal Service, to the addresses
below. City and Contractor may designate different addresses to which subsequent
notices, certificates or other communications will be sent by notifying the other party via
personal delivery, a reputable overnight carrier or U.S. certified U.S. certified mail-return
receipt requested:
To City: Contractor:
City of Huntington Beach InfoSend, Inc.
Attn: Chief Financial Officer Attn: Russ Rezai
2000 Main Street 4240 E. La Palma Avenue
Huntington Beach, CA 92648 Anaheim, CA 92807
19. Consent
When City's consent/approval is required under this Agreement, its
consent/approval for one transaction or event shall not be deemed to be a consent/approval
to any subsequent occurrence of the same or any other transactions or event.
20. Modification
No waiver or modification of any language in this Agreement shall be valid unless
in writing and duly executed by both parties.
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21. Section Headings
The titles, captions, section,paragraph and subject headings, and descriptive
phrases at the beginning of the various sections in this Agreement are merely descriptive
and are included solely for convenience of reference only and are not representative of
matters included or excluded from such provisions, and do not interpret, define, limit or
describe, or construe the intent of the parties or affect the construction or interpretation of
any provision of this Agreement.
22. Interpretation of this Agreement
The language of all parts of this Agreement shall in all cases be construed as a
whole, according to its fair meaning, and not strictly for or against any of the parties. If
any provision of this Agreement is held by an arbitrator or court of competent jurisdiction
to be unenforceable, void, illegal or invalid, such holding shall not invalidate or affect the
remaining covenants and provisions of this Agreement. No covenant or provision shall be
deemed dependent upon any other unless so expressly provided here. As used in this
Agreement,the masculine or neuter gender and singular or plural number shall be deemed
to include the other whenever the context so indicates or requires. Nothing contained
herein shall be construed so as to require the commission of any act contrary to law, and
wherever there is any conflict between any provision contained herein and any present or
future statute, law, ordinance or regulation contrary to which the parties have no right to
contract, then the latter shall prevail, and the provision of this Agreement which is hereby
affected shall be curtailed and limited only to the extent necessary to bring it within the
requirements of the law.
23. Duplicate Original
The original of this Agreement and one or more copies hereto have been prepared
and signed in counterparts as duplicate originals, each of which so executed shall,
irrespective of the date of its execution and delivery, be deemed an original. Each
duplicate original shall be deemed an original instrument as against any party who has
signed it.
24. Immigration
Contractor shall be responsible for full compliance with the immigration and
naturalization laws of the United States and shall, in particular, comply with the provisions
of the United States Code regarding employment verification.
25. Legal Services Subcontracting Prohibited
Contractor and City agree that City is not liable for payment of any subcontractor
work involving legal services, and that such legal services are expressly outside the scope
of services contemplated hereunder. Contractor understands that pursuant to Huntington
Beach City Charter Section 309,the City Attorney is the exclusive legal counsel for City;
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and City shall not be liable for payment of any legal services expenses incurred by
Contractor.
26. Confidentiality
Contractor recognizes that in the performance of its duties under this Agreement, it
must conduct its activities in a manner designed to protect information of a sensitive
nature from improper use or disclosure. Contractor warrants that it will use reasonable
efforts consistent with practices customary in the facilities management industry in
recruiting, training and supervising employees and in otherwise performing its duties
hereunder in order to achieve this result. In the furtherance of this, Contractor agrees, at
the request of the City,to require its employees to execute written undertakings to comply
with the foregoing confidentiality provision.
27. Discrimination
Contractor shall not discriminate because of race, color, creed, religion, sex,
marital status, sexual orientation, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, training, utilization,
promotion, termination or other employment related activities. Contractor affirms that it
is an equal opportunity employer and shall comply with all applicable federal, state and
local laws and regulations.
28. Jurisdiction—Venue
This Agreement and all questions relating to its validity, interpretation,
performance, and enforcement shall be government and construed in accordance with the
laws of the State of California. This Agreement has been executed and delivered in the
State of California and the validity, interpretation, performance, and enforcement of any of
the clauses of this Agreement shall be determined and governed by the laws of the State of
California. Both parties further agree that Orange County, California, shall be the venue
for any action or proceeding that may be brought or arise out of, in connection with or by
reason of this Agreement.
29. Professional Licenses
Contractor shall, through the term of this Agreement,maintain all necessary
licenses, permits, approvals, waivers, and exemptions necessary for the provision of the
services hereunder and required by the laws and regulations of the United States, the State
of California, the City of Huntington Beach and all other governmental agencies.
Contractor shall notify the City immediately and in writing of her inability to obtain or
maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall
be cause for termination of this Agreement.
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30. Attorney's Fees
In the event suit is brought by either party to construe, interpret and/or enforce the
terms and/or provisions of this Agreement or to secure the performance hereof, each party
shall bear its own attorney's fees, such that the prevailing party shall not be entitled to
recover its attorney's fees from the non-prevailing party.
31. Survival
Terms and conditions of this Agreement, which by their sense and context survive
the expiration or termination of this Agreement, shall so survive.
32. Governing Law
This Agreement shall be governed and construed in accordance with the laws of
the State of California.
33. Signatories
Each undersigned represents and warrants that its signature hereinbelow has the
power, authority and right to bind their respective parties to each of the terms of this
Agreement, and shall indemnify City fully for any injuries or damages to City in the event
that such authority or power is not, in fact, held by the signatory or is withdrawn.
34. Entirety
(a) The parties acknowledge and agree that they are entering into this
Agreement freely and voluntarily following extensive arm's length negotiation, and that
each has had the opportunity to consult with legal counsel prior to executing this
Agreement. The parties also acknowledge and agree that no representations, inducements,
promises, agreements or warranties, oral or otherwise, have been made by that party or
anyone acting on that party's behalf, which are not embodied in this Agreement, and that
that party has not executed this Agreement in reliance on any representation, inducement,
promise, agreement warranty, fact or circumstance not expressly set forth in this
Agreement.
(b) All Exhibits referenced herein and attached hereto shall be
incorporated as if fully set forth in the body of this Agreement.
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35. Effective Date
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by and through their authorized officers. This Agreement shall be effective on
the date of its approval by the Mayor. This Agreement shall expire when terminated as
provided herein.
CONTRACTOR CITY OF HUNTINGTON BEACH,a
INFOSEND, INC. municipal corporation of the State of
California
By:
Mayor
1?-1-4SS Eeriou
Print name
ITS: (circle one) Chairman/=BO
Vice President City 4‘ *Pie'
City Clerk
AND
By: INITIATED AND APPROVED:
run name 0)(cuul Vie( (
rrs: (circle on ecret hief Financial
Officer/Asst. Secre ary-Treasurer
Chief Financial Officer
APPROVED TO FORM:
City Attorney
REVIEWED AND. APPROVED:
City Manage
COUNTERPART
24-15516/362208 1()
35. Effective Date
IN WITNESS WHEREOF,the parties hereto have caused this Agreement to be
executed by and through their authorized officers. This Agreement shall be effective on
the date of its approval by the Mayor. This Agreement shall expire when terminated as
provided herein.
CONTRACTOR CITY OF HUNTINGTON BEACH, a
INFOSEND, INC. municipal corporation of the State of
California
By:
Mayor
Print name
ITS: (circle one) Chairman/President/
Vice President
City Clerk
AND
By: INITIATED AND APPROVED:
Print name
ITS: (circle one) Secretary/Chief Financial
Officer/Asst. Secretary-Treasurer
—
Chief Financial Officer
APPROVED AS TO FORM:
City Attorney
REVIEWED AND APPROVED:
City Manager
COUNTERPART
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EXHIBIT "A"
A. STATEMENT OF WORK: (Narrative of work to be performed)
InfoSend will design, print, sort, insert and deliver (electronically)/mail
documents including,but not limited to, utility bills business license tax notices,
and fire inspection billings for both residential and commercial customers.
InfoSend will provide payment service options to the City for its customers,
allowing payment to be remitted to the City in a timely and secure basis.
B. CONSULTANT'S DUTIES AND RESOINSIBILITIES:
All services will continue with the City's current utility billing system (Advanced
CIS Infinity), which includes water, sewer,refuse, FireMed, FOG (Fats, Oil and
Grease), services and delinquent notices. Service will also continue with the
City's land management system(Accela), which includes business license (tax
certificates, renewal notices, and delinquent renewal notices) and fire inspection
billings. At a minimum, InfoSend must provide all required services as proposed
in response to the RFP in order to meet the City's expected service levels,
including ensuring current service levels are maintained.
Statement Design
1. InfoSend will provide in house design services for the redesign of the utility
bill.
2. InfoSend will provide proof copies of redesigned bill statement.
3. InfoSend will be able to print single-sided bill with a pre-printed back or
duplex designed bill.
4. InfoSend must be able to assist with as needed bill statement design services
for water, sewer,refuse, FireMed, FOG, business license (tax certificates and
renewal notices), and Fire inspection billing statements. And delinquent
notices design work as requested.
Daily Processing
1. InfoSend will produce the printed bill statements, fold, insert return envelopes
and/or notices, and process for mailing from the same facility location. Sub-
contracting of this work is not allowed. Exceptions will require City approval.
2. InfoSend will accept daily bill files using a secure online upload of a standard
FTP or SFTP transmission. The City must be able to connect to the Vendor's
server and transmit the files daily. An e-mail file transmission is not
acceptable. InfoSend should be able to accept the City's bill files in their
current format,using the current transmission method at a minimum.
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3. InfoSend will be able to connect to the vendor's secure server.
4. 'InfoSend will give the City the ability to view and approve sample bills online
before they are printed and mailed.
5. InfoSend will mail bills within one business day of receipt. Same day printing
and mailing is preferred.
6. InfoSend will mail bills at the First Class carrier route presort rate.
7. InfoSend will certify that the mailing conforms to all United States Postal
Service regulations, such as CASS certification, Move Update standards or
any other regulations that may apply.
8. InfoSend will provide the City the ability to verify proof of delivery to the
USPS on an as-needed basis.
9. InfoSend will mail multiple bills to the same customer and mailing address
together. Bills shall be matched and inserted into one appropriate sized
envelope and metered first-class separately, and delivered to USPS at the
same time as all other bills are delivered. These bills require only a single
return envelope and single inserts.
10. InfoSend must have the capability to suppress the printing of bills and/or
envelopes for certain customer, based on City requirements. Suppression
shall be available on a one-time or continual basis.
11. InfoSend must be able to produce the City's bills in the current format or
propose a new bill format.
12. InfoSend will design and produce the bill stub in the same format to meet the
specifications of other city billing statements; e.g. ensuring the scan line on
the stub includes account information and a check digit that is calculated via a
specific algorithm.
13. InfoSend will have the capability to print:
a. Intelligent bill message based on customer type
b. Logos and usage history graphs
c. Multiple page bills as needed
14. Bills must be mailed via presorted first class mail. More details about mailing
requirements are provided below.
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15. InfoSend will enable the City to track all files that have been sent to the
vendor—before, during, and after processing.
16. InfoSend will provide status reports daily after processing is complete.
17. Bill Inserts and Messages
a. InfoSend will provide an interface that will allow the City to update
requirements for bill
messages and bill inserts on a monthly basis.
b. The interface must allow the City to include/exclude inserts and messages
based on City requirements.
c. InfoSend will provide specific information about this interface, including
screen shots and details about the process for new requests and updated to
existing requests.
18. InfoSend will be able to provide inserts in black ink or color, 1/3 page or 8 '/2"
x 11"with a tri- fold.
19. InfoSend will implement quality control procedures, the ability to pull a bill
from production, and procedures for ensuring that the bill file transmission are
completed successfully.
20. Utility and Business License Delinquent Notices:
InfoSend will be able to:
a. Receive electronic data of delinquent only accounts as PDF file format.
b. Post PDF proof versions online for City review and approval.
21. Business License Renewal and Tax Certificates:
InfoSend will be able to:
a. Receive electronic data of delinquent only accounts as PDF file format.
b. Post PDF proof versions online for City review and approval.
22. Fire Inspection Billing:
a. Receive electronic data of delinquent only accounts as PDF file format.
b. Post PDF proof versions online for City review and approval.
Archive Mail
1. InfoSend must be able to provide "Bill Image Archives":
a. All "valid" (bills not in error)bill images must be archived as PDF files on
the same day
the bill files are received by the vendor. This includes bills that are not
printed based on requirements from the City.
b. Archive files must be easily accessible to City staff via an online interface.
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c. Billing archiving system must have a secure, encrypted API to allow third
party integration to access billing images, if necessary. (Invoice Cloud
must be able to call vendor to allow customer viewing of invoices).
d. Bill images must be stored for 24 months.
Reporting
1. InfoSend will provide:
a. File Confirmation Report—Confirmation of file transmission. The File
Transfer Acknowledgment Report provides information on the file name, byte
size,page/recorded count, and file receipt due.
2. Daily Production Confirmation Reports via email—immediately after
processing is complete:
a. Volume of bills
1. Received for processing
2. Printed
3. Not Printed
b. Change of Address:
1. Customer Name
2. Utility Account Number
3. Previous Address
4. New Address
Security
1. InfoSend must meet all current security protocols to protect the City's data
from unauthorized access.
2. InfoSend must allow site visits by City personnel.
Paper Supplies
1. InfoSend must be able to reproduce the preprinted and perforated paper stock
that can match or exceed the quality of the current stock and provide the same
number of preprinted colors.
a. Pricing should include standard 8.5"x 11"paper.
b. The following envelopes must be provided by the vendor:
i A double window#10 mailing envelope
ii A single window#9 security return envelope
2. InfoSend will receive shipments and store/warehouse all forms and envelopes
used to process the City's bills.
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Inserting and Design Services
1. InfoSend will accept inserts printed by other vendors and provide insert
printing services as well.
2. InfoSend will assist with insert layout and design if necessary.
3. InfoSend will assist with envelope snipe design if necessary.
4. InfoSend will provide selective inserting services.
5. InfoSend will provide the option to be able to display inserts in a digital
format with archived bills.
6. InfoSend will receive shipments of inserts and store/warehouse all forms used
in City's bills.
Customer Support and Disaster Recovery
1. Customer Support
a. The vendor must provide unlimited customer support during the hours
of 8:00AM -5:00PM, Pacific Time.
b. Provide procedures for after-hour support.
c. Provide a list of company holidays and/or email notification.
d. Provide contact points for customer service.
2. Disaster Recovery
a. The vendor must have a disaster recovery facility to process the City's
bills if the main facility becomes inoperable.
b. Provided locations and information about these facilities.
c. Provided a summary of the disaster recovery plan.
d. Indicate the resources the City will be required to provide if a disaster
occurs.
Additional Services
InfoSend must be able to provide optional additional services per the City's request as
needed during the term of this contract. Should the City request such services, it must
be in addition to, and readily distinguishable from costs for document printing and
mailing services and in accordance with the fees outlined in Exhibit B.
C. CITY'S DUTIES AND RESPONSIBILITIES:
City will provide InfoSend with PDF files/data files to enable to production of
utility billing statements and business tax notices, etc. City will review and
approve files for printing, delivery/mailing of statements and notices to the
customer. City will provide InfoSend with information to enable specific data to
be suppressed from daily print file. City will review and authorize payments of
invoices. City will provide regular updates to the bill statement message and
billing inserts.
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D. WORK PROGRAM/PROJECT SCHEDULE:
TBD
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EXHIBIT "B"
Payment Schedule (Fixed Fee Payment)
1. CONSULTANT shall be entitled to monthly progress payments toward the
fixed fee set forth herein in accordance with the following progress and payment schedules.
SEE ATTACHED EXHIBIT B
2. Delivery of work product: A copy of every memorandum, letter, report,
calculation and other documentation prepared by CONSULTANT shall be submitted to
CITY to demonstrate progress toward completion of tasks. In the event CITY rejects or has
comments on any such product, CITY shall identify specific requirements for satisfactory
completion.
3. CONSULTANT shall submit to CITY an invoice for each monthly progress
payment due. Such invoice shall:
A) Reference this Agreement;
B) Describe the services performed;
C) Show the total amount of the payment due;
D) Include a certification by a principal member of CONSULTANT's
firm that the work has been performed in accordance with the
provisions of this Agreement; and
E) For all payments include an estimate of the percentage of work
completed.
All billing shall be done monthly in fifteen (15) minute increments and matched to an
appropriate breakdown of the time that was taken to perform that work and who performed it.
Each month's bill shall include a total to date. That total shall provide the total fees
and costs incurred to date for the project.
A copy of memoranda, letters, reports, calculations, and other documentation
prepared by CONSULTANT may be required to be submitted to the CITY to demonstrate
progress towards completion of tasks. In the event the CITY rejects or has comments, on any
such product, CITY shall identify specific requirements for satisfactory completion.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is
making satisfactory progress toward completion of tasks in accordance with this Agreement,
CITY shall approve the invoice, in which event payment shall be made within thirty (30)
days of receipt of the invoice by CITY. If CITY does not approve an invoice, CITY shall
notify CONSULTANT in writing of the reasons for non-approval and the schedule of
performance set forth in Exhibit "A" may at the option of CITY be suspended until the
parties agree that past performance by CONSULTANT is in, or has been brought into
compliance, or until this Agreement has expired or is terminated as provided herein.
24-15516/362208 17
4. Any billings for extra work or additional services authorized in advance and
in writing by CITY shall be invoiced separately to CITY. All extra work or additional
services will be in accordance with the extra work or additional services and if CITY is
satisfied that the statement of hours worked and costs incurred is accurate. Any dispute
between the parties concerning payment of such an invoice shall be treated as separate and
apart from the ongoing performance of the remainder of this Agreement.
24-15516/362208 18
EXHIBIT B
F. Fee Proposal
3) Provide at least five(5)local references that received similar services from your firm.
The:City of Huntington Beach reserves the right to contact any of the organizations
or individuals listed. Information provided shall include:
':• Client Name
'• Project Description
• Project start and end dates
•, Client project manager name,telephone number,and a-mail address
F. Fee Proposal.
Complete table below:
*Please note that all proposed prices oh the below fee proposal are fixed prices.
Initial and Ongoing Service Fees:
One-Time Implimentation Fee
Includes all phases of the project
One-Time,
prior to the production phase:initial ;$0.00=Waived. Fee
programing;testing,and
implementation
Year'1. Year 2 Year 3
Programing Service,Charges
For requested programing changes $ 150.00 $ .150:00 $ 150.00 Per Hour
after'initial implimentation.
Design Change
For requested billing"statement $ 150.00 $ 150.00 $ 150.00 Per Hour
design changes or statement
upload changes(PDF file).
Deposit *Deposit was calculated using an'approximate mailed
Postage Deposit $ 41,093.00 monthly volume of37,700 mail pieces and the current 5-
digit rate of$0.545 per piece:This trice is'a2-month
d.pooGpc,fib-30cont ..tt ,„s.Deposit subJectto
change upon volume changes and USPS pricing changes.
Cost of Materials
Year 1 Year,2 Year 3
Statement Paper.Stock Cost $ $ $ Per Sheet
8.5"x 11",24 pound paper stock 0.0160 0.0165 0.0166
with micror-perforattion:
Outgoing Envelope Cost $ $ $ Per
Double window#10'enveiope with 0.0250 0.0257 0.0259 Envelope
security.tint.
Outgoing Enevlope Cost $ $ $ Per
Single window#.10 envelopewith Envelope
Securlt tlnt. Priced per` Priced per' Priced per
y specification specification specification
With The City of Huntington
Beach logo,and or other snipe
images request.
Return Enevlope Cost. $ $ $ Per
Single window"#9 envelope with 0.0220 Envelope.
security tint.Depending on o.0226" o:o22s
InfoSend,Inc. RFP Response for Bill Printing&Processing Services 19
payment type the City utilizes
return envelopes with green,blue,
red.end purple.bar.
Flat Envelope Cost $ $ $ Per
Applies only to multi-page bills that. Envelope
do not fit in the,standard.9.x12 0.1900 0:1953- 0.1970
envelope.
Service;Fees
Year 1 Year 2 Year:3:
One Page Billing Fee Simplex" Simplex Simplex *Note
Include file:transmission,data. MSS:. MSS: .MSS: MSS=
processing,duplex black plus one; $ 0. $ 0. $1 $ o. 81 o
Municipal
Oth 0760er: Oth 07er: Ot oil:
h
color(blue,red or green)bill 0.1730 o.177s o.1844 Pert Page Services
Statements
printing mail preparation(folding, D'as lsx e D`tjax DupIvlslex Bill
' sr
inserting a one page bill and the other=all other
0.0760 0:0781 0.0810 *See note
return envelope into an outgoing $ Other: $ Other: $ Other: City document
envelope),and deliverly to LISPS. 0.1730 0.1778 0:1844 types
Additional Bill Pages Service Fee Simplex Simplex Simplex
cost to print and insert MSS: MSS: MSS:
Per-page
0.0760 0.0781 0.0810 These prices
additional pages if the bill contains: $ Other:. $ Other: $ Other: Per include data
more than 1 page: 0 17M 0 177R n 1 R44 Additional processing and
Duplex Duplex Duplex Page printing fees,
MSS: MSS: MSS: and do not
0.0760 0':0781 0.0810 include the price
$ Other: ' $ Other: .$ Other: *See note for paper.
0.1730 0;1778 01.844
Optional Marketing Insert Fee
Charges.for inserting client-
provided marketing insert.For Per
example:Water Conservation $ 0:01 $ 0:01 $ 0.01 Additional
Notice.Provide cost for all insert Insert
related services..
Optional Move Update
NCOALink.or ACS service $ 0,25 $ $ 025 Per Report
0.25 Charge
Optional Archive Fee
Images must be stored in PDF Pet PDF
format for'24 months.List other r $ see below $ see below $ see below Archive
archive optionsand fees.
Archiving Fees:
$0.006-6 months retention•' •*If.InfoSend's optional API service Is utilized to allow a 3rd party
$001-12 months retention
electronic bill presentment and'paymentprovider to display PDF images
$0.018-24 months retention of the documents thatlnfosend creates to a paperless customer;then the
$0.026-36 months retention service fee to compose these.PDF Images Is the same service fee that is
quoted for data processing,printing and inserting adbcument.And the.
$0:01 per e-Insert Archive data retention cost is the Optional Archive Fee.
Please refer to InfoSend's pricing tables on the following page that reiterate the pricing above in ourformat,
which aligns to our invoicing setup for the City of Huntington Beach's account.
InfoSend,Inc. RFP Response for Bill Printing&Processing Services 20
InfoSend Data Processing, Print and Mail Pricing
ow
Municipal Services Statement $0.139 per mail piece.
Package includes one printedapage up to 4/1 ink InfoSend outgoing#10
envelope,l°nfoSendr#9'return envelope"
All;Other,Document Types :$0.236 per mail piece
P.ackage�includes one printed page4-Ip to 4/1 Ink, InfoSend outgoing#10
`envelope, InfoSend#9 return envelope �` r
Finished mail pieces are delivered to the USPS within one (1) business day. If electronic
PDF 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. All pricing is based on "Client
Volume Assumptions"listed below and excludes applicable sales tax.
Printing and Maill"ng Service�' ° Year 1 'Year
Data Processing Prir hng and Mailing fee,per page,:up to MSS:$0 0760' b MSS.$00781 MSS $0:0810
4/1ink . ' Other:$0 1730, Other:$0:1778 . Other $0.1844
USPS Postage Pass through
A postage deposit will be required pnor to starting service
Print Color Options(colors per side)* Add$0.005 per sheet Add$0.005 per sheet Add$0.005 per sheet
for 4/4 printing for 4/4 printing for 4/4 printing
Inline Insert Print Fee* $0.0460 Black print $0.0473 Black print $0.0490 Black print •
$0.0560 Color print $0.0576 Color print $0.0597 Color print
Batch Fee(per mailing batch under 150 mail pieces) $5.00 $5.00 $5.00
Excess Pages Handwork Surcharge(per mail piece) $0.35 $0.35 $0.35
Address Updates—per"hit"(address that gets updated) $0.25 NCOA $0.25 NCOA $0.25 NCOA
$0.25 ACS $0.25 ACS $0.25 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.
InfoSend,Inc. RFP Response for Bill Printing&Processing Services 21
Material ,Year 1 Year 2 Year 3
Standard 8 5'x 11' Paper Stock(per sheet) $0 0160 iuu �. $0 '
0165 ` �`' $0 01u66
d �,b.!
Standard Double Window Outgoing#10°Envelope $0 0250 $0.0257, $0.0259
Standard Single Window Return#9 Envelope'', $0.0220 $0.0226'; $0.0228
Outgoing Flat Envelope—used for mail pieces with excess $0.1900 $0.1953 $0.1970
pages
Insert Services. '� • ": °Years 1 3 7
a:.�:3s.,......._ ,-.,a�.w:.�.-.,,.-.r ,.e.w�..._.....�.,,...:: .°:",.°._...6�.�-r��.ca:.u ...«.....�,..,a '"«�.a�°..a. _.,.�.._�..........._.,......._... ..x .._....w.:..:�..:-
InfoSend Produced Quoted based on specification
Envelope Messaging(Snipes) Quoted based on specification
•
Electronic Inserts $0.01 per insert
Inserting Fee $0.01 per insert
Fee to insert an InfoSend produced or Client provided marketing or informational insert.
Client provided(drop-shipped)inserts must be professionally packaged and ready for
usage.If folding is required then additional fees apply based on folding requirements.
Minimum fee is$0.01 per insert for folding.If inserts are not professionally packaged
and damaged in shipment or require additional labor to prepare for inserting then
additional fees can apply.
Per item fee assumes the insert will be included in all mail pieces.Selective inserting is
•
available but requirements must be reviewed on a case-by-case basis to determine if
additional fees will apply for setup and handling.
"Op#lof1,4r current Servlces� s � Years 1 3 �. ,�
r ... a * ', 'u.. ° �w r ®• . �• to a :d'
Enhanced Print Quality $0.02
Print Image Archiving(Per Document Image),with included USPS mail tracking $0.006-For 6 Months of Retention
$0.010-For 12 Months of Retention
$0.018-For 24 Months of Retention
$0.026-For 36 Months of Retention
Professional Services Rate(per hour) $175.00
Returned Mail Handling $0.35 per reported returned mail piece
Remit Tracking $100 monthly support fee
InfoSend,Inc. RFP Response for Bill Printing&Processing Services 22
. ..
ACcig-i7, CERTIFICATE OF LIABILITY INsu.RAN-q . DATE(MMICEHYMI
• ili. ....;-:'..:: .. .2/27/2025
•
THIS CERTIFICATE ISSUED AS-A MATTER OF INFORMATION ONLY-ANDCONFERSNO.RIGHTS UPON tkE.:CERT.IFICAT4:1-10I„,c0R,11019.
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,:EXTEND OR'ALTER:THE COVERAGE AFFORDED By THE POLICIESL
BELOW. THIS CERTIFICATE OF. INSURANCE DOES NOT'CONSTITUTE A.CONTRACTEETWEEN THE. ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. . ... .
IMPORTANT: If.the7pertifidate holder Is an ADDITIONAL,INSURED;the 061,14r(leitniuet haVe:ADDIT1ONAL INSURED proyislortS.:Orbe endorsed.
If SUBROGATION IS WAIVED subject iOLtheteeMS and conditions of the pelicyrcettain policies may requite an endorsement A statennent,on
this certificate does;:notdcinferriplitS:tO the'dettifiCate4tolder in Ilea-of such endorsenierit(s)..
PRODUCER CONTACT
Emilia Alvarez
NAME:
Marsty&MCLennan.Agency tIO, PHONE FAX:
.18/161th&McLennan Ins',AgenCy•LLG.: (AM No:EMI: (NC.Nok
EMAIL '
_A Poleti9.Waj/431 (10 Antmess,-OCCertt@MarshMMA.cOM
MiSii Viejo:CA 92656 •
INSURER(S)AFFORDING COVERAGE NAIc.#
Lieetieek01-118131 :INSURER A:'StarNet-InsuranceCompany'. . . 40045
INSURED d, :INSURER a:American Casualty Oompany.cit Reading PA 20421'
::10foSerii:ItiO: : ..,.
4240-E.LRalma.Avenua Y.'.!FP8ENDI
INSURER c:The Continental Insurance Company 35289_
-Anaheim'CA92807-CA INSURER ID:.HaMilten'ins-DeeignatedlidtivitV CO -55555,
InStetiitt:Arch Insurance Cdmpany. "11150.
INSURER F1
COVERAGES CERTIFICATE NUMBER:2087103349.: REVISION NUMBER;.
•
•• THIS IS TO DERTIFY,THAT THE FOLICIEs.OF INSURANCE.LISTED BELOW,HAVE BEEN ISSUED TO.THE INSURED NAMED ABOVE FOR THE POLICY.PERIOD
•IND1OATELI NOTWITHSTANDING ANY REOU(REMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH;THIS
cERTIFICATEmAy BE ISSUED DR MAY FERMIN:,THE.INSURANCE AFFORDED BY-FME:poitclE8'DESCRIBED HEREIN IS SUBJECT TO ALL THETERMS:,
• EXCLUSIONS ANOcONDITIONSDFBUCH POLICIES:WAITS SHOWN MAY HAVEBEEN:REDUCEDay-PA1DDLAIMS:
INSR ADDL SUHR -POLICY.____EFF POLICY EXP
LTD TYPEOF INSURANCE . MD wvo_ POLICY NUMBER IMMIDDrYYTY) (MM/DDIYYTYI ' LIMITS
2/1/2025 - 2/1/2020- 'EACH OCCURRENCE Si'X: cchtNEac!ALnerienAL'Llar9Lny Y : N: Tcp7o253201: 914001X000
„...
cL/0940A,09 FiloccuN . -DAMAGE TO RENTED , .
PREMISES(Ea becurrence1- S 1,000;000
, -
• . MED-EXP(Ariterid person) •S15;000.
. . PERSONAL&ADV INJURY -$1,000,000:
. .
.; GEN:L AGGREGATE LIMIT APPLIES PER. ' GENERAL AGGREGATE S ,000,000'
:X•-POLICY iSkei: :F-1 LOC PRODUCTS-COMO/OP.AGG 'S 2,000,000.
OTHER . . $
...icEz0:31:7ydlElj tuf RI NyG.pEe LIMIT(4 d e n I i ..s,i,0 0 0.p co
A AUTOMOBILE I. N N :.TcP702532011:, 2/1/2025- 2/1/2026
)( ANYAUTO 0 INJURY(Per weeny i$.
7— OWNED —SCHEDULED. • . .. . . .
AUTOS ON,Ly.
' HIRED _., : .NON-OWNED , •PROPERTY DAMAGE
AUTOS ON . AUTOS ONLY :(Per acdden11-•
.. . • 0
X OCCUR
A X: UMBRELLA LIAB • N N 'TqP702:53201i -2/112024 244026 EACH OCCURRENCE 85,600,000:
, .._
, _.. ._ .
EXCESS LIAB.. I CLAMB-MADE :AGGREGATE '0.000,000
DEO .X -RETENTIONS n 'S
.. .
.. 0 woannscoMPettstmott N 7064059628 , 211/2025 2/1/2026 K •EittitE 2F1Hr
C Aqp nMPLOYgnS'PABILITY YI N 7064059611.. : 2/1/2025 ,2/1/2026 • .
ANIFiROPRIETORIPNATNERIEXECUTIVE n • EL EACH ACCIDENT 1;Otio,606
OFFICEW NMEMBEREXCLUDED? IA
,.. .
(Moridatoryr III NH): EL DISEASE--EA EMPLOYEE-S1,060,600'
If Yes.descrIbe tinder .. . . .
DESCRIPTION OF OPERATIONS b'eloW:: • 'EL.DISEASE-POLICY LIMIT $1,000;000. ..
b Prof:Unt,tCWar. N 44 -AMWIN1Olil 2(1r2025 2/1/2026 Aw:to* $500,000
'E Retro 12/01M . 2/1/2024 2/1/2026 Retehthirt .4100,000
Crir PCD140566402
iie. N N . .. . . . UrnitMetention• $500,000./.910,000.
. .
ossownenoF:ofenrmenst.LooponS/VglitcLWIACOnri 101,Additional Remarks Schedule,,may Ir•aReipied If more spec°Is rotieiredi
TilO'e0.or HtihOgtan poch.:4Offit.Ork eleCted.ter:aepOinte0 officials employees agents and VOltinteereatqloqhtdoktgoqOuTotpoki,pith e p is to
oen0tai.iiabitity;4heie recliiired.by:ikritterkiinired,per endorsement tO follow;trom Carrier.
!By: U---
'MICHAEL INIGUOTTA.
. ., .
<ATV'Arronw gY.
CITY OrlithriTINGTON BEACH
CERTIFICATE HOLDER , CANCELLATION
' 'SHOULD Atty.CFTI-14 ABOVE pE$CRtUED POLICIES EtE cANCEtlEct BEFORE
THE :EXPIRATION. DATE THEREOF,:NOTICE WILL BE DELIVERED IN.
ACCORDANCE WITH THE POLICY PROVISIONS;
City'oftlutitingtutateaCti
2000 Main Street
• AUTHORIXED REPRESENTATIVE
Huntington Beach,CA.92648'
PEP' :i/14,4,W
I
O•190872019:AtoRP CORPORATION,- All rights reserved,
ACORO25(2ol Op), The AoRO name and logfOke•tOg!ster.6.d marks of ACORD
POLICY NUMBER-:TCP.19253201I:; -COMMERCIAL GENERAL LIABILITY
•CG1.9 241219
. „
THIS EN THE POLICY-; PLEASEAEAD IT-CAREFULLY.
. . .
ADDITIONAL INSURED - DESIGNATED
.
•
PERSON- OR ORGANIZATION -
ThiS enclorSernent OnodifieS:inSurailoe-Provided.under the follpwing:.
'COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional•Insured:Petaoti(s)Or Organization(s):
,
City of Huntington tiel0h;:2Q00 Main Street,Huntington Beach,CA 9264.8
The City HurilirigtonEeach ItSofficersi.elected or appointed officials.-emPloyees•agents,•andvolunteersare
included es.Additional-instired with respects to,General Liability,where reqUiredbywritten-COntract.
Information required to complete this SChedUle,if hot shoWiieboVe;will be shown In the Declarations.
A. Section II Is An Insured is:amended to 13,. With respect to the insurance afforded to these
include as ari,additional insured the person(s) or additional insureds, the following is added to
organization(s)cshown:in the•Sdhedklie. but only: Sectioplli—Limits Of insurance:.
:With respect to liability for"bodily injury", "property If coverage provided to the additional insured is
damage" :or "personal and advertising, injury' reqUired Oka',centred or 00.000)000Ni.)rhostwe
Caused,. in whole or in part, by your acts or will pay on behalf of the additional Insured is the
omissions or thOactaorornissions,Of those.apting,
amount of insurance:
on your behalf: 1, Required by the contract or agreement;or
1. In the performance of your ongoing. . • . .
operations,or 2 Available under the applicable limits of
insurance;
2. In connection with-your premises owned by or
rented whichever to you. •
ts.less,
However This endorsement shall not increase the
applicable limits ofinsurance.
1. The insurance affOrded. to such additional
insured onlyapplies to the extent permitted by
law;and
2: If*coverage PreVid0d to the additional insured
is 'required by a contract or agreement, the
insurance afforded to such.additional insured
will not bebroader than that which you are
.
required by the contract or agreement to
provide for Such additional insured.
CG,20 26 12 19 9 Insurance Services Office, Inc.c2018 Pege:1 of 1
• INst4Kp.: Tara Send,Inc.
POLICY#: :::19f7P5,3;:01 POLICY PERIOD: °2/P14°25 TO 02x1112926'
cOMMERcIAL GENERAL LIABILITY
CO-83 60.12 19
THIS ENDORSEMENT CHANGES THE.poLICY. PLEASE READ IT CAREFULLY:
GENERAL LIABILITY Ex TENSION-FOR TECHNOLOGY
COMPANIES ENOORSEMEI1T
This-Endorsement modifies insurance provided under the following:
COMMERCIALGENERAL LIABILITY COVEIRAGE.FORM
This endorsement broadens coverage.The following-SohedOle of OciveragkektenSiOnsiS a general
description orilyi Limitations and exclusions may applYito-these coverages' Read all the-prOVisiOns of this
_OndarSernent-along:witlkyotir entire policy oorofully-to*orrpine the extent of coverageafforded,
SCHEDULEOF COVERAOEEXTENSIONS
A. Additional Insured of Leased L, DPtieSin the EVahrof Occurrence,Ofiensai
Equipment Claim or.Suit,
Additional Insured—Owners,Managers or M, :Expected or Intended InjUry or Damage
Lessors of-Premises (Property Damage)
C. Additional Insured.-Printaiy'andL.Norr7 N. Damage to Premises Rented To_You
contributory
a. Additional Insured-Instited:-,:VendOrs O. Medical Payments
F. Additional Insured Written Contract or P NorT7ownedAircraft
Agreement
F. Aggregate Limit LOCation Q. .Non-owned Watercraft
G. Amateur.Athletio:ParticiPantS R. Newly Acquired or Formed Organizations,
H: Bodily Injury Definition S.. :Supplementary Payments
Broadened Named Insured : T. :Unintentional Omission
Damage to Property Borrowed Equipment, :U. Waiver of Subrogation-Blanket
Customer Goods, Use of ElevatOtS
K. - Good Samaritan Services
A.: ADDITION*:INSURED--t-4.S$0RS,OF LEASED EQUIPMENT
• UnderSeCtion II Who Is AnitiStieptl„the;f6116Whig isadded;'
. . .
Any person or organization that Jean equipment ieesor is:aiyinsUred;pptonlywitKrespeOt to liability for"bodily
injury', property Omega:,"personal and advertising injury' caused,in whole or in part,by your acts or
omissions in the'maintenance;.operatiOn or Use:by you of equipment leased to you by such equipment lessor.:
The insurance provided tO such equipment lessor does nOt apply to any bodily injury'Or property damage"
caused by an 'tddiirrene"thaItalosi place,or"personal and advertising injury' caused by an offense that is
• committed afterthe equipment leas&expires.
ADDITIONAL:INSURED-OWNERS,MANAGERS OR LESSORS OF PREMISES
Under Section II-Wh0 Is An Insured the following is added:
Any person or organization that is a premises owner,manager ae:lesgoi7.1S an insured,but only with respect to
liability arising out of the ownership,maintenance or use of that part of any premises leased to you,
The insurance provided to premises owner,manager or lessor does not appiy.to:
1. Anyt'.`bodiiy injury!!or"propertydamaga".caused by an"occurrence"that takes place,or personal and.
advertising injury'caused by an offense that is committed,after you cease to be a.tenant in that premises;
or
Structural alterations,new construction,or demolition operatiOnS performed by or-on behalf of such
premises Owner,.manager or lessor
CG 83 60 12,19 Includes:copplghted material OfinSurenoe Page 1 of 6
:SeNjae“:14,ffibe, Inb,,with its permission.
•
ADDITIONAL INSURED PRIMARY ANbNONCONTRIBLITORY • :••
The following is added to the.O.thortnStirenae:COndition:And-supersedes any provision to to contrary:
This',inaOrane01$primary to and will not$6-OicoOntrinutiort from any other insurance available to an
insured pOlIcy;prOVided that:
1. The additional insured is-.a Named Insured undersuch other insurance,and
2. You haVO'agreettIn.Writing in a contract or PgreOrrtOnttnatthis:insurance:wotg)*prirnpry:Ond*OUKn6C
•,;.:;:,,-„,:seekcontrintitionfrOmany:;.other:ineurancaavailable.*cthOedditiOnatInentOOT
0. ADDITIONAL INSURED' VENDORS. '
Under SeCtiOn.11:-WiCOS An iftsUred,the,following-loaddech:.
Any personor organization that is a vendor and that you haveagreed_ina written contract or agreement to
include as an additional insured on this Coverage part is-an insured,but only with reSpeottOtiability,for"bodiV
inji.nY'Or!"prOnerty deli
‘1,; Is caused hyan''occurrence' that takes place after you have-signed-and executed that contract or
- pgreeme nt; n d
z Arises out of"your products'which are diatritifited or sold in thotegularcoursetifauch vendor&business.
The inPU.rehdO.prOvidOdiq,P401:VOn.d.Or is anhject to the following proVisions.t. •
1. The limits of insurance provided tO:such_vendbf will be the limits which you agreed to provide inthe written
contract or agreement,Or the limits in.the peclarationai,whidheverereless.
•• 2 'Theinatirendeprovided to such vendor doeenOtapply.to:
.0?my:.oxpresolhorrarity not authorized bi-y•oi.i;!
b. Any.Charigeln"your products"moue'by opOn vender;
0.. Repackaging,unless unpacked solely for the purpose.0f-inspection,demonstration,testing,or the
substitution-Ofpartunder instructions from the.manUfaCtUrOr,and then repackaged in the.original
container;
d: Any:failure tOrnakopottirisoectiOns,adjustments;tests or servicing aavendoraegree to:pertortii or
normally undertake to perform:In the regular course of business,in connection with distribution or
sale of"your products"
e. DetriOnetration,installation,eprviding,or repair operations,except operotions:.performed at such
vendor's premises in connection with•the saletof productet.
Your products' which,after distribution Or sale by you,have been labeled or relabeled or used as-a:
tOntainer,part'Ar ingredient of any other thing,or substance by or on behalf Of such vendor,.
-coverage under this provision does not apply to; .
I Any person or organization from whom you have acquired'your products',or any ingredient,part or
container entering into..d0.04i0pOnYing..or containing such products;or
2., Any vendor for which coverage:as an additional Insured vecificaily is scheduled njt;enciOreernent,
5,, ADDITIONAL INSURED WRITTEN pONTRAcTpg.:ApReEmgNT
tioue.e.,,SOCtiOnit-Who 10 An insured,the following Woddect.
Any person or organization that is not otherwise an insured under this Coverage Part and that you have agreed!
in a written contract or agreement to include as an additional inSuredOnthis,Coverage Part isen insured,but
reapootto itobilityfor"bodily injury",,or'"property damage"
is causedi by an"occurrence"that takes place after you have signed and executed that contract or
agreement;-and
Is caused,in whole or in part by your acts or omissions in performance of yourongOingoperationsto
which that oontrapt or agreement applies or the acts or omissions of any person or organization performing
Theliurnoil e:fel roast 01 or:st •oyi.oz'oboeoh.tag,f;
such insured will bOtne*Mits Which you agreed to provide]in the written
contract or agreement,or ine.:.tirnitsnown in Declarations,whichever are less.
P. AGGREGATE LIMIT PER LOCATION
1, Under Section 111r,-Limitpf insura040,-,Tholollowii-41§added;
The General Aggregate Limit applies separately to each of your"locations"owned by or rented or leased to
you.
•
F'age'2.of Includes.copyrighted material of Insurance CG 83 60 12:1.$ •
Services Offic ,IhO,with its permission
•
2. Under Section V-Definitions,the following is added:
"Location"means premises Involving-the same or connecting lots,or premises whose connection is
interrupted only by a street, roadway,waterway or right-of-way of a railroad.
G. AMATEUR-ATHLETIC PARTICIPANTS
-Under Section II -Who Is An Insured,the following Is added:
Any person representing you white participating in amateur athletic activities that you sponsor.-However,no
such person is an insured for:
1. "Bodily injury"to:
a. A co-participant,.your"employee"or"volunteer worker"while participating in-amateur athletic activities
—that you sponsor;or
b. You, any-partner or member(if you are-a partnership-or joint venture),-or any member(if you are a
limited liability company),or any"executive officer"(if you are an organization-other than a partnership,
joint venture, or limited liability company);or
2. "Property damage"to property owned by,occupied or used by, rented to,_in the care,:custody, or control of,
or-over which physical-control is being exercised for any purpose by:
a. A co-participant,your"employee"or"volunteer worker";or
b. You, any partner or member(if you are a partnership or joint venture),or any member(if you are a
limited liability company),or any"executive officer"(if you are an organization other than a partnership,
joint venture,or limited liability company).
H. BODILY INJURY
Under Section-V-Definitions,the definition of"bodily injury"is deleted and-replaced-by-the following:
"Bodily injury"means physical injury,sickness,ordisease sustained by a person,including death resulting from
any of these."Bodily injury"also means mental injury, mental anguish,humiliation,or shock sustained by a
person, if directly resulting from physical injury, sickness,or disease sustained by that person.
I. BROADENED NAMED INSURED
Under Section II-Who Is Insured,the following is added:
Any person or organization named in the Declarations and any organization you own,newly acquire or form,other
than a partnership,joint venture,or limited liability company, and over which you maintain more than 50%-of-
the.interests entitled to vote generally in the election of the-governing body of such organization will qualify as a
Named Insured if there is no other similar insurance available to such organization until the end of the policy
period.
Coverage under this provision does not apply to any person or organization for which coverage is excluded by
endorsement.
J. BROADENED PROPERTY DAMAGE-BORROWED EQUIPMENT,CUSTOMERS' GOODS AND USE OF
ELEVATORS
The insurance for"property damage"liability is subject to the following:
1. Under Section I-Coverages, Coverage A, Bodily Injury and Property Damage Liability, paragraph 2.,
Exclusions, item j., Damage To Property is amended as follows:
a. The exclusion for personal property in the care,custody or control of the insured does not apply to
"property damage"to equipment you borrow while at a job site and provided it is not being used by
anyone to perform operations at the time of loss.
b. The exclusions for:
(1) Property loaned to you;
(2) Personal property in the care,-custody or control of the insured;and
(3) That particular part of any property that must be restored,repaired or replaced because"your work"
was incorrectly performed on it;
do not apply to"property damage"to"customers'goods"while on your premises nor do they apply to
"property damage"arising from the use of elevators at premises you own, rent,lease or occupy.
2. Subject to the Each Occurrence Limit,the most we will pay for"property damage"to"customers'goods"Is
$25,000 per"occurrence".
3. Under Section V-Definitions,the following is added:
"Customers'goods"means goods of your customer on your premises for the purpose of being:
a. Repaired;or
CG 83 60 12 19 Includes copyrighted material of Insurance Page 3 of 6
Services Office, Inc.,with its permission.
b. Used in your manufacturing process.
4. Under Section IV--Commercial General-Liability-Conditions,-thG insurance afforded by this provision is
excess over any other valid and collectible property insurance_(including any deductible)available to the
insured whether.such insurance is primary,excess, contingent.or on any other basis.Any_payments by us
will follow the Other Insurance-Excess-Insurance provisions.
K. GOOD SAMARITAN SERVICES
1. Under Section II--Who Is Insured,.paragraph 2., item d.,the following is added:
This exclusion does not apply to your employees or volunteer workers,other than an-employed-or
volunteer physician, rendering"Good Samaritan services".
2. Under Section V-Definitions,the following definition is added:
"Good Samaritan services"-means any emergency-medical services for which no compensation is
demanded or received-.
L. DUTIES IN THE EVENT-OF OCCURRENCE,OFFENSE,CLAIM OR SUIT
Under-Section IV-Commercial General Liability Conditions,paragraph 2.,Duties In The Event Of
-Occurrence, Claim-or Suit is amended to include the following;
-1. The requirements that you must:
a. Notify us of an"occurrence"offense,claim or"suit"; and
b. Send us documents_concerning a claim or"suit"apply only when such accident claim,"suit"or loss is
known to:
(1) You,if you are an-individual; -
(2) A partner,if you are a partnership;
-(3) An executive officer of the corporation or insurance manager,-if you are a corporation; or
(4) A manager,if you are a limited liability company.
2. The requirement that you must notify us as soon as practicable of an"occurrence"or an offense that may
result in a claim does not apply if you report an"occurrence"to your workers Compensation insurer which
-later develops into a liability-claim for which coverage is provided by this policy.However, as soon as you
have definite knowledge that theparticular"occurrence"is a liability claim rather than a workers'
compensation claim,you must comply with the Duties In The Event Of Occurrence, Offense, Claim Or Suit
Condition.
M. EXPECTED OR INTENDED INJURY OR DAMAGE(PROPERTY DAMAGE)
Under Section_1 -Coverages,Coverage A,Bodily Injury And Property Damage Liability,paragraph 2.,
Exclusions, item a.,Expected Or Intended Injury,is deleted and replaced by the following:
a. Expected or Intended Injury
"Bodily injury"or"property damage"expected or intended from the standpoint of the insured.
This exclusion does not apply to"bodily injury'or"property damage"resulting from the use of reasonable
force to protect persons or property.
N. DAMAGE TO PREMISES RENTED TO YOU
If damage to premises rented to you is not otherwise excluded from this policy or coverage part,then the
following provisions apply:
1. The last paragraph under2. Exclusions of Section I -Coverage A-Bodily Injury And Property
Damage Liability is deleted and replaced by the following:
Exclusions c.through-n.do not apply to damage by fire, lightning, explosion,"smoke",or leakage from
automatic fire protective systems to premises while rented to you or temporarily occupied by you with the
permission of the owner,including the contents of premises rented to you for a period of seven or fewer
consecutive days.A separate limit of insurance applies to this coverage as described in Section Ill-Limits
Of Insurance.
2. The paragraph immediately after Sub-paragraph j.(6)of Paragraph 2.Exclusions of Section I-Coverage
A-,Bodily Injury And Property Damage Liability is deleted and replaced by the following:
Paragraphs(1),{3)and (4)of this exclusion do not apply to"property damage"(other than damage by fire,
lightning, explosion,"smoke",or leakage from automatic fire protective systems)to premises, including the
contents of such premises, rented to you for a period of seven or fewer consecutive days.A separate limit
of insurance applies to Damage To Premises Rented To You as described in Section III -Limits Of
Insurance.
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Services Office, Inc.,with its permission.
3. Paragraph 6.of Section III-Limits-Of Insurance is deleted and replaced by the following:
6. Subject to Paragraph-5.above,the greater-of:
a. $500,000;or
i,. The DamageTo Premises Rented To You Limit shown in the Declarations;
is-the most we will pay under Coverage A for damages because of"property damage"to premises
while rented to you,or in the case of damage by-ire, lightning,explosion,"smoke",or leakage from
automatic-fire protective systems,while rented to you or temporarily occupied by you with permission of
the-owner,including the contents of such premises rented to you-for a period of seven-or fewer
consecutive days.
4. Subparagraph b.(1)(a)(il)of Paragraph 4.Other Insurance of Section IV-Commercial General Liability
Conditions is deleted and replaced by the following:
(II) That is fire,lightning,explosion,"smoke"or leakage from automatic fire protective systems insurance
for premises rentedto you or temporarily occupied by you with permission of the-owner,or for personal
property of-others in your care,custody-or control;
5: Subparagraph a.of Definition 9."Insured contract"of Section-V=Definitions is deleted and replaced by
the following: -
a. A contract for a lease of premises.However,that portion of-the contract for a lease of premises that
indemnifies any person or organization for damage by fire, lightning, explosion,"smoke"or leakage
from automatic fire protective systems to premises while rented to you ortemporarily occupied by you
with permission of the owner-is not an"insured contract".
6. -As used in this provision"smoke"does not-include_smoke-from agricultural smudging, industrial operations
or a"hostile fire".
O. -MEDICAL PAYMENTS
1. Under Section I -Coverages,Coverage C, Medical Payments,_paragraph 1., Insuring Agreement,the
requirement that expenses are incurred and reported to us within one year of the date of the accident is
changed tothreeyears.
2. The Medical Expense Limit is$15,000 per person or the amount shown In the Declarations as the Medical
Expense Limit,whichever is greater.
3. This provision O.does-not apply if Coverage-C,Medical Payments, is otherwise excluded-either by the
provisions of the Coverage Form or by endorsement.
P. NON-OWNED AIRCRAFT
1. Under Section 1--Coverages, Coverage A, Bodily Injury and Property Damage Liability, item 2.,
Exclusions, item g.,Aircraft,Auto Or Watercraft,does not apply to an aircraft that is:
a. Hired,chartered or loaned with a paid crew; and
b. Not owned by any insured.
2. The insurance afforded by this provision P.is excess over any other valid and collectible insurance
(including any deductible or Self Insured Retention)available to the insured,whether such insurance is
primary, excess,contingent or on any other basis.Any payments by us will follow the Other Insurance-
-Excess Insurance provisions in the Commercial-General Liability Conditions. .
Q. NON-OWNED WATERCRAFT
1. Under Section II-Who Is Insured,is amended as follows:
To include as an insured for any watercraft that is covered by this policy,any person who,with your
expressed or implied consent,either uses or is responsible for the use of a watercraft. However,no person
or organization is an insured with respect to:
a. "Bodily injury"to a co-"employee"of the person operating the watercraft;or
b. "Property damage"to property owned by,rented to, in the charge of or occupied by you or the
employer of any person who is an insured under this provision.
2. In the exception to the Aircraft,Auto Or Watercraft exclusion under Coverage A, Bodily Injury And
Property Damage Liability,the limitation on the length of a watercraft is increased to 75 feet.
3. The insurance afforded by this provision Q.is excess over any other valid and collectible insurance
(including any deductible or Self Insured Retention)available to the insured,whether such insurance is
primary, excess,contingent or on any other basis.Any payments by us will follow the Other Insurance-
Excess Insurance provisions in the Commercial General Liability Conditions.
CG 83 60 12 19 Includes copyrighted material of Insurance Page 5 of 6
Services Office, Inc.,with its permission.
IF'
R. NEWLY ACQUIRED OR FORMED ORGANIZATIONS
Under Section II-Who Is An Insured,item 3.a.is-deleted and-replaced by the following:-
a. Coverage under this provision is afforded only until the end of the current_policy period.
S. SUPPLEMENTARY PAYMENTS
Under Sectiowl--Coverages, Supplementary Payments -Coverages A-and-B is amended as follows:
1. The limit for the cost of bail bonds is amended to$2,500; and
2. The-limit for reasonable expenses incurred-by the"insured"is amended to$50Q a day.
T. UNINTENTIONAL OMISSION
Under Section IV-Commercial General Liability Conditions, paragraph 6:,Representations,the=Tollowing
is added:
• The unintentional omission of,or unintentional error in,any information-provided by you which we relied upon in
issuing this policy will notprejudice-your rights under this insurance. However,this provision does not affect our
right to collect additional premium or-to exercise our_rights of-cancellation or-nonrenewal-in accordance with
applicable-insurance laws or regulations.
U. WAIVER OF SUBROGATION-BLANKET
Under Section IV-Commercial General Liability Conditions, paragraph 8.,Transfer of Rights of
Recovery Against Others to Us the following is added:
We will waive-any right of recovery we may have against any person or organization because of_payments we
make for-injury or damage-arising out of your ongoing operations done under a written contract or agreement
with that person or organization and included in"your work"or the"products-completed operations hazard".
This waiver applies only to persons or organizations with whom you have a written contract,executed prior to
the"bodily injury"or"property damage-,that requires you to waive your rights of recovery.
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Services Office, Inc.,with its permission.
$; City of Huntington Beach
U� 15 4 Business-License P.O. Box 190
(714)536-5267 -FAX(714)536-5934 Huntington Beach, CA 92648-2702
COuNJTS'
David Cain
Interim Chief Financial Officer
-INFOSEND INC
4240_E LA PALMA AVE
ANAHEIM;CA 92807
Dear Business Owner:
Thank you foryour payment. Attachedis your City of-Huntington-Beach Business License certificate. Please note that approximately
one month prior to the license expiration date,you will be mailed a renewal notice for the upcoming year.If for any reason your
renewal notice does not arrive,you are still responsible for renewing and paying your business license prior to the expiration date.
Penalties will be incurred if the payment is not received by the-expiration date.
Please post the business license in_public view. If you do_not transact business from a fixed location-within the City,you must carry L
this license-with you at alLtimes. If a vehicle license plate number is displayed on the Business License certificate below,you must
—carry a copy of the certificate in that vehicle. Please contact the Business License-office if there are any changes to:ownership,
address,business name,,-business--vehicle,or type of business-conducted.Additionally.,please notify our office-if you discontinue your
business.
The Gender Tax Repeal Act of 1995(Act)prohibits a business from discriminating based on a person's gender for prices of similar or
like-kind goods and services.However,the Act does not prohibit price differences based on the amount of time,difficulty,or cost of
providing the services. In addition to prohibiting discrimination based on a person's-gender,the Act requires certain businesses to
clearly and conspicuously disclose to customers in writing the pricing for each standard service provided.The posting requirement
applies to barbers and hair salons,tailors or businesses providing aftermarket clothing alterations,dry cleaners,and laundries
providing services to individuals.To•access the Department of Consumer Affairs publication,please use the following webpage:
https://www.barbercosmo.ca.gov/consumers/gender_policy.pdf. To access the publication in Korean,Spanish,Vietnamese,
Traditional Chinese,Simplified C-hinese,or Tagalog,please use the following webpage:
https://www.dca.ca.gov/publications/index.shtml
There are many resources available to our business owners. Listed below are a few that might be ofinterest and assistance to you.
Office of Business Development-(714)536-5582 Service Corps of Retired Executives-(714)550-7369
Huntington Beach Chamber of Commerce-(714)536-8888 Fictitious Business Name Information-(714)834-2889
CA Department of Tax and Fee Administration-(949)440-3473 Community-Development-(714)536-5271
If you have any questions, please call a Business License representative at(714)536-5267.
City of Huntington Beach
• Business License
License Number
Business Name/Service Address POST IN PUBLIC VIEW A310199
INFOSEND INC
6p.N.;„„
Effective Date
oc ,4/ .N. 06/01/2024
Owner/Corporation r ` Expiration Date
1NFOSEND INC : 05/31/2025
License Type =�o��" .`o` - Amount Paid
PROFESSIONAL SERVICES �QUNTV $110.80
THIS LICENSE IS ONLY FOR THE BUSINESS AND TYPE SHOWN. IT IS FOR THE PERSON TO WHOM
ISSUED AND IS NON-TRANSFERABLE. RENEWAL IS DUE ON OR BEFORE THE EXPIRATION DATE.