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PROCESS AND DELIVER MAIL SERVICES AGREEMENT SERVICES AGREEMENT SERVICES AGREEMENT ("Agreement") by and between Aegis Mail Services, Inc., a Florida corporation with its principal place of business at 5477 Jet Port Industrial Blvd., Tampa, FL 33634, and the City of Clearwater, a municipal corporation of the State of Florida ("City"), having offices at 100 S. Myrtle Ave., Clearwater, FL 33756 is made and entered into as of the ~day of ~, 2004. SECTION 1. Term 1.01 This Agreement shall become effective November 1, 2004, and shall remain in effect through October 31, 2007 unless otherwise terminated as provided for herein. SECTION 2. Agreement to Provide Services 2.01 Aegis Mail Services, Inc. will provide to the City the mailing services more particularly described in Exhibit "A", ("Services"), as may be amended from time to time, in accordance with the terms and conditions set forth herein. SECTION 3. Standards of Performance 3.01 All Services shall be performed in a manner consistent with the standards of performance as set forth in Exhibit "A". 3.02 In the event that Aegis Mail Services, Inc. does not perform any component of the Services in a manner that is substantially consistent with the standards of performance and such Services are not performed to the City's reasonable satisfaction, the City shall notify Aegis Mail Services, Inc. Upon such notification, Aegis Mail Services, Inc. shall promptly take steps to correct or redo the work. 3.03 In the event Aegis Mail Services, Inc. consistently fails to substantially perform significant components of the Services to the City's satisfaction and such Services are not performed in a manner reasonably consistent with the standards of performance, the City shall notify Aegis Mail Services, Inc. in writing, specifying in reasonable detail the manner in which the City believes the Services to be deficient. Within five (5) business days of such notification, Aegis Mail Services, Inc. shall either correct the deficiencies or submit a comprehensive corrective action plan to the City for approval, which approval shall not be unreasonably withheld, conditioned or delayed. Aegis Mail Services, Inc.' s failure to correct the deficiencies or comply with such corrective action within the time specified in the plan shall constitute non-performance by Aegis Mail 1 Services, Inc. The City shall then have the option of terminating this Agreement, as set forth in Section 10 . SECTION 4. Contract Administration and Management Reporting. 4.01 The City shall designate a "Contract Administrator" for this Agreement who will serve as the liaison between Aegis Mail Services, Inc. and the City and shall be the authorized agent of the City. Aegis Mail Services, Inc. will direct all questions regarding this Agreement to the Contract Administrator and shall be fully protected in relying upon instructions from the Contract Administrator. 4.02 Aegis Mail Services, Inc. shall designate a "Site Manager" for this Agreement. The Site Manager will be in charge of the day-to-day delivery of Services hereunder and will be the point of contact for all operational issues that arise. 4.03 Aegis Mail Services, Inc. will provide activity reports to the City within established time frames and in format mutually agreed upon by both parties. 4.04 Aegis Mail Services, Inc. shall maintain accurate records of all amounts billable to, and payments made by, the City under this Agreement in accordance with generally accepted accounting principles. Aegis Mail Services, Inc. shall preserve all records for a period of two (2) years after the termination of this Agreement. The City shall have access to such records, upon prior written request to Aegis Mail Services, Inc., at all reasonable times during Aegis Mail Services, Inc.' s normal business hours during the period in which Aegis Mail Services, Inc. is required to maintain such records, for the purpose of verifying the accuracy of the City billings or for any other reasonable purpose. 4.05 The respective party will give prior notice to the other party of any change in the Contract Administrator or Site Manager. SECTION 5. Prices and Payment Terms 5.01 Prices for Services to be provided hereunder are set forth in Exhibit "B". 5.02 The monthly charges for Services will be billed at the end of each month in which such charges were incurred. Payment by the City shall be subject to F.S. 218.70 Florida Prompt Payment Act. 5.03 The City will pay for, actual postage costs associated with the City mail. Aegis Mail Services, Inc. will maintain a daily accounting of postage costs associated with processing the City mail. At a minimum such accounting 2 shall include beginning postage balance, number of pieces of City mail processed at various postage rates and daily ending postage balance. Residual postage will be tracked and accounted for in the postage reconciliation and paid from the postage deposit. The City will periodically provide a postage deposit to cover ongoing postage expenses. SECTION 6. Insurance 6.01 Aegis Mail Services, Inc. shall furnish, pay for, and maintain during the life of the Agreement with the City the following liability coverage: A. Comprehensive General Liability insurance on an "occurrence" basis in an amount not less than $500,000 combined single limit Bodily Injury Liability and Property Damage Liability. B. Business Automobile Liability insurance in the amount of at least $500,000, providing Bodily Injury Liability and Property Damage Liability. C. Worker's Compensation Insurance applicable to its employees, if any, for statutory coverage limits in compliance with Florida laws, including Employers' Liability, which meets all state and federal laws. D. Professional Liability / Malpractice / Errors or Omissions insurance, as appropriate for the type business engaged in by Aegis Mail Services, Inc., shall be purchased and maintained by Aegis Mail Services, Inc. with minimum limits of $500,000 per occurrence. E. Product Liability Insurance, as appropriate for the type of products, if any, sold by Aegis Mail Services, Inc. in an amount of not less than $500,000. 6.02 The City is to be specifically included as an additional insured on all liability coverage described above, except the insurance coverage identified in paragraphs 1 (C), (D) and (E). 6.03 All policies of insurance must be endorsed to provide the City with thirty (30) days notice of cancellation or restriction. 6.04 Aegis Mail Services, Inc. shall provide the City with a certificate or certificates of insurance showing the existence of the coverage required. Aegis Mail Services, Inc. will maintain this coverage with a current certificate or certificates of insurance throughout the term of the Agreement with the City. When specifically requested by City in writing, 3 Aegis Mail Services will provide the City with certified copies of all policies of insurance as required above. New certificates and new certified copies of policies if certified copies of policies have been requested, shall be provided to the City whenever any policy is renewed, revised or obtained from other insurers. 6.05 The address where such certificates and certified policies shall be sent or delivered is as follows: City of Clearwater Attention: City Clerk P.O. Box 4748 Clearwater, FL 33758-4748 6.06 Aegis Mail Services, Inc., shall defend, indemnify, save and hold the City harmless from any and all claims, suits, judgments and liability for death, personal injury, bodily injury, or property damage arising directly or indirectly from any performance under this Agreement entered into by the City and Aegis Mail Services, Inc. its employees, subcontractors, or assigns, including legal fees, court costs or other legal expenses. Aegis Mail Services, Inc., acknowledges that it is solely responsible for complying with the terms of the Agreement. Aegis Mail Services, Inc., shall at its expense, secure and provide to the City, prior to beginning performance under this agreement, all insurance coverage as required. SECTION 7. Indemnification 7.01 Each party agrees to indemnify and hold harmless the other, its respective directors, officers and employees, from all losses, claim of losses, damages and expenses (including without limitation court costs and reasonable attorneys' fees) asserted against the indemnified party by third parties and directly and proximately caused by the negligent acts or omissions or misconduct of the indemnifying party, its officers, agents, and employees or authorized representatives. 7.02 The party claiming indemnification under this Section 7 (the "indemnified party") shall promptly notify the other party of such claim. The indemnifying party shall have the right to control the defense of the claim including the right, with the consent of the indemnified party (which consent shall not be unreasonably withheld, conditioned or delayed), to compromise or settle such claim. The indemnified party shall participate in such defense if requested to do so by the indemnifying party and shall be reimbursed for its reasonable direct out-of pocket expenses incurred as a result of such participation. 4 7.03 The City shall be responsible for ensuring that it has appropriate rights to all materials that it directs Aegis Mail Services, Inc. to copy, use or distribute and shall indemnify and hold harmless Aegis Mail Services, Inc., its officers, agents and employees from and against any and all suits, actions, legal proceedings, claims, demands, or costs arising form such copying, use or distribution at the request or instructions ofthe City. 7.04 Aegis Mail Services, Inc. maximum liability under Section 7 is limited to those amounts set forth in Section 9. 7.05 The City's maximum liability under Section 7 is limited to those amounts set forth in Section 9. SECTION 8. Confidentiality and Protection of Intellectual Property 8.01 Aegis Mail Services, Inc. acknowledges that in providing the Services hereunder it may have access to confidential or proprietary information of the City, its affiliates or clients. Aegis Mail Services, Inc. agrees to use such information that is identified in writing by the City as being confidential or proprietary only to fulfill its obligations under this Agreement and agrees to hold such information in confidence. 8.02 Aegis Mail Services, Inc. shall inform its employees, agents and independent contractors who require access to information of the City, its affiliates, or clients in order for Aegis Mail Services, Inc. to perform the Services hereunder of the confidentiality obligations set forth above, and Aegis Mail Services, Inc. shall cause them to abide by such obligations. SECTION 9. Limits on Liability 9.01 In no event shall either party to this Agreement be liable to the other for special, consequential or indirect damages, including without limitation loss of anticipated profits, business opportunity or goodwill. 9.02 The City's maximum liability for any claim of whatever nature or any obligation hereunder to indemnify Aegis Mail Services, Inc. shall be limited to those amounts set forth in Section 768.28, Florida Statutes of $100,000 for anyone person and $200,000 for anyone incident or occurrence. 5 SECTION 10. Termination 10.01 In the event of substantial non-performance, as described in Section 3.03, the City shall have the right to terminate this Agreement upon 30 days prior written notice. 10.02 In addition to all other rights or remedies provided for in this Agreement or by law, this Agreement shall automatically terminate in the event that (a) a party hereto shall make a general assignment for the benefit of creditors, (b) a party hereto admits in writing its inability to pay debts as they mature, (c) a trustee, custodian or receiver is appointed by any court with respect to a party hereto or any substantial part of such party's assets, or (d) an action is taken by or against a party under any bankruptcy or insolvency laws or laws relating to the relief of debtors , including federal Bankruptcy Act, and such action is not dismissed within thirty (30) days. 10.03 Termination of this Agreement shall not relieve either party of the obligation to pay any amounts due, or to give any credit due, for Services rendered prior to the effective date of termination. SECTION 11. Force Majeure 11.01 Neither Aegis Mail Services, Inc. nor the City shall be responsible or incur any liability for any delay or failure in performance of any part of this Agreement to the extent that such delay or failure results from causes beyond its control, including but not limited to fire, flood, explosion, war, labor dispute, embargo, government requirement, civil or military authority, natural disasters, or other similar types of situations. If such situations occurs, the party delayed or unable to perform shall give prompt notice to the other party and shall use its commercially reasonable best efforts to resume Services, to the extent possible, as soon as practicable after the cessation of the situation. SECTION 12. Exhibits 12.01 Any Exhibits attached hereto are specifically made a part of this Agreement. 12.02 Any Exhibit may be amended or augmented only by the mutual written consent of the parties. Any such amended Exhibit shall be signed by both parties hereto and attached hereto and shall be considered a part of this Agreement. SECTION 13. Entire Agreement 6 13.01 This Agreement supersedes all prior written or verbal agreements, understandings and discussions between the parties. This Agreement cannot be modified unless signed by the party against whom such modification is sought to be enforced. SECTION 14. Miscellaneous 14.01 This agreement may not be assigned without the prior written consent of the other party, except that either party may assign this agreement to a parent, subsidiary, affiliate, or successor to substantially all of the assets of either party. Any purported assignment without consent shall be deemed null and void and having no effect. IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first above written. C. Countersigned: CITY OF CLEARWATER, FLORIDA By: ~g~dP II ham B. Horne II City Manager ~1~ / ~~r ,-*,ian J. Aungst Mayor Approved as to form: Attest: 7 SERVICES AGREEMENT Exhibit A Services 1. Aegis Mail Services, Inc. will be responsible for the pick up of the City of Clearwater printed Utility Bills, Final Notices and Reminder Final Bills five days per week (Monday - Friday) excluding ten (10) City Holidays between 2:00 PM and 2:30 PM from the: Municipal Services Building Customer Service Department 100 S. Myrtle Avenue, Clearwater, FL 33756. 2. Aegis Mail Services, Inc. will fold Utility Bill, Reminder Final Notice and Final Notice, match with a return (#9) envelope and insert into a City of Clearwater (#10) envelope. Base fee includes the addition of one insert with the Utility Bill. 3. To distinguish between Utility bills, Direct Debit Utility Bills, Final Notices and Reminder Final Bills the City of Clearwater will separate and identify them in containers for pick up and transport. 4. Aegis Mail Services, Inc. will insert additional inserts that may be requested by the City of Clearwater and targeted for select mailings. 5. Aegis Mail Services, Inc. will notify the City of Clearwater of postage increases due to increased weight of additional inserts. Upon notification, The City of Clearwater will instruct Aegis Mail Services, Inc. how to proceed. 6. The City of Clearwater will run Utility Mail in zip code order, affix a postal bar code and provide a daily zip code listing and a Cass (Coding Accuracy Support System) report. 7. Aegis Mail Services, Inc. will meter and sort completed utility mail to maximize postal discounts. Utility Mail will be sorted to the five-digit discount. 8. All Utility Mail will be processed and delivered to the Postal Service on the same day as picked up to ensure same day mailing. 9. Aegis Mail Services, Inc. will pick up and store one (1) month supply of City of Clearwater (#10) envelopes, return (#9) envelopes and inserts for the duration of this contract. 8 10. Aegis Mail Services, Inc. will use due diligence to prevent multiple bills from being inserted into one envelope and to prevent damage to and / or loss of bills or other types of errors. 11. If a Utility Bill or Notice is damaged in the course of processing, Aegis Mail Services, Inc. will fax the damaged bill to the City of Clearwater the same day for reprinting. 12. Aegis Mail Services, Inc. will be responsible for the pick up of City of Clearwater Department Mail five days per week (Monday - Friday) excluding ten (10) City Holidays between 2:00 PM and 2:30 PM from the: Graphics Building Public Communications Department 711 Maple Street Clearwater, FL 33755 13. Aegis Mail Services, Inc. will meter City of Clearwater Department Mail by weighing and applying correct postage. 14. Aegis Mail Services, Inc. will barcode and sort City of Clearwater Department Mail through Automated Sorting Systems. Department Mail will be sorted to the three-digit level. 15. All City of Clearwater Department Mail will be processed and delivered to the Postal Service on the same day as picked up to ensure same day mailing. 16. Postal Classification will be first class mail. 17. Aegis Mail Services, Inc. will track City of Clearwater Utility Mail and Department Mail costs and provide corresponding reports weekly and a summary invoice by the 5th day of the following month. 9 SERVICES AGREEMENT Exhibit B Prices Service Fee: Folding, Inserting, Metering, Sorting of five-digit qualified Utility Bills, Reminder Final Notices and Final Notices (Inserting includes a Bill or Notice, a #9 return envelope and one insert into a #10 envelope.) Price per completed envelope: $.030 for the period from November 1,2004 through October 31,2005 $.031 for the period from November 1, 2005 through October 31, 2006 $.032 for the period from November 1, 2006 through October 31, 2007 Adding an additional insert: $.005 per additional insert Weighing & Metering Department mail, per envelope: $.030 for the period from November 1, 2004 through October 31, 2005 $.031 for the period from November 1, 2005 through October 31, 2006 $.032 for the period from November 1, 2006 through October 31, 2007 Sorting Department mail and Utility mail that is not five-digit qualified to Automation discount, per discounted piece:* $.030 for the period from November 1,2004 through October 31, 2005 $.031 for the period from November 1,2005 through October 31, 2006 $.032 for the period from November 1, 2006 through October 31, 2007 Preparation, tracking, reporting and presentation of reports: $100.00 per week *There is no service fee for mail that does not receive a discount through the automated sorting system. While the fee for metering remains in force, there is no charge for sorting mail that is sent to the Post Office for full rate; only the residual postage charge applies to this type of mail. Residual postage is the difference between what the mail is metered at and what the mail actually qualifies for through the sorting process. 10