HomeMy WebLinkAboutCORRESPONDENCE - RFP - 8899 HOME UTILITY REPORTSOfficial Purchasing Document
Last updated 3/2018
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AMENDMENT #1
AGREEMENT BETWEEN THE CITY OF FORT COLLINS
AND WATERSMART SOFTWARE
This First Amendment (Amendment #1) is entered into by and between the CITY OF FORT
COLLINS (the “City”) and WATERSMART SOFTWARE (the “Professional”).
WHEREAS, the Professional and the City entered into an Agreement effective October 1, 2019
(the “Agreement”); and
WHEREAS, Professional and the City desire to amend the Agreement to extend the Agreement
term for one (1) additional year; and
WHEREAS, Professional and the City desire to amend the Agreement to update the billing
frequency; and
WHEREAS, Professional and the City desire to amend the Agreement to update the Scope of
Services; and
WHERAS, Professional and the City desire to amend the Agreement to update the Fee Schedule.
NOW, THEREFORE, in consideration of the foregoing recitals and the mutual promises herein
contained, the parties agree as follows:
1. The Agreement term will be extended for one (1) additional year, October 1, 2020 through
September 30, 2021.
2. Delete the following sentence from Section 2, Contract Period:
“Renewals and pricing changes shall be negotiated by and agreed to by both parties.”
3. Revise Section 3, Early Termination by City to update WaterSmart’s point of contact to
“Dana Haasz”.
4. Remove and replace the following Section to the Agreement:
“5. Compensation. In consideration of the services to be performed pursuant to this
Agreement, the City agrees to pay the Professional in accordance with Exhibit B,
consisting of two (2) pages, attached hereto and incorporated herein. Billing frequency
shall consist of quarterly partial payments paid in advance in the amount of Twenty-Five
Thousand Five-Hundred Fifteen dollars ($25,515). Payment terms shall be Net 30 days
from the date of the invoice. Upon payment, all designs, plans, reports, specifications,
drawings and other services rendered by the Professional shall become the sole property
of the City.”
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5. Remove and replace Exhibit A, Scope of Services with Attachment A, Scope of
Services, attached hereto.
6. Remove and replace Exhibit B, Fee Schedule with Attachment B, Fee Schedule,
attached hereto.
Except as expressly amended by this Amendment #1, all other terms and conditions of the
Agreement shall remain unchanged and in full force and effect. In the event of a conflict between
the terms of the Agreement and this Amendment #1, this Amendment #1 shall prevail.
IN WITNESS WHEREOF, the parties have executed this First Amendment the day and year
shown.
CITY OF FORT COLLINS:
By:
Gerry Paul
Purchasing Director
DATE:
APPROVED AS TO FORM:
WATERSMART SOFTWARE
By:
Printed:
Title:
CORPORATE PRESIDENT OR VICE PRESIDENT
Date:
ATTACHMENT A
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Keith Foerster
CFO
9/22/2020
Assistant City Attorney ll
9/22/2020
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SCOPE OF SERVICES
The City of Fort Collins Utilities (Utilities) requested proposals from qualified Vendors to
administer and implement behavioral efficiency programs to delivery verified water savings.
1. Overall Objectives
The goals of the Water Reports Program include, but are not limited to:
Achieving water savings targets in the residential sector greater than or equal to past
results of approximately 60 million gallons per year.
Achieving commercial and multi-family engagement results that reflect 10% increases per
year from 2019’s eligible number of accounts (3850 multi-family accounts and 2895
commercial accounts):
o For multi-family accounts – increase Customer Portal registration by 10% (385
accounts) each year. (Currently the Customer Portal registration is 129)
o For commercial accounts – increase Customer Portal registration by 10% (290
accounts) each year. (Currently the Customer Portal registration is 640)
Increasing customer service and customer satisfaction while promoting Utilities as a
leading-edge provider of triple bottom line services.
Providing a timely and integrated customer experience when interacting with the Utility,
including water usage information and insights, billing information pertaining to water use,
customer education (tips), and social norming comparisons with water use.
Minimizing cost of printed reports while reasonably serving the majority of the target
audience.
Increasing engagement through digital and self-service channels.
Continue the Random Control Trial, described below (including, but is not limited to,
Water Reports to single-family residential (SFR) customers and leak alerts and
Customer Portal access to commercial and multi-family customers) with the
Professional, with the following enhancements:
o Expanding the customer classes who receive reports to include commercial,
multi-family (including duplex), and irrigation tap only customers. Duplexes
are not currently an independent customer class in Professional’s platform.
Professional will create a custom Water Report attribute to allow targeted
messaging to duplex customers, and Income Qualified Assistance Program
customers or others determined by Utilities. Three (3) custom Water Report
attributes are included in this Scope of Services, to be determined by
Utilities.
o Providing customers with targeted messaging and reports that are pertinent to their
water use characteristics.
o Increasing communication to include alerts and access to the Customer Portal for
more customer classes.
2. Professional’s Overall Roles and Responsibilities
Efficiency Study
As part of the Water Report program with City, Professional has conducted, since 2014, a
statistical study (Efficiency Study) designed to test the impact of Water Reports on residential
water consumption. This random, controlled trial (RCT) shall continue through the duration of
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this Agreement, unless otherwise directed by Utilities and is included in the annual cost of
service, in Exhibit B. Professional will continue to not send water reports to the active accounts
remaining in the RCT, which started with approximately 5,000 homes, unless otherwise directed
by Utilities. In this study, residents assigned to the Treatment group receive Water Reports,
while those assigned to the RCT do not. The difference in consumption between the two groups
is measured statistically. Savings observed in the Treatment Group are applied to all Water
Report participants to estimate savings in Million Gallons (MG) and Gallons.
Data Analytics - Professional Will:
Advise on strategies to segment the existing population and determine optimal
frequency and timing of messaging options to include in print, email, and other
determined messaging channels based on customer-specific data.
Provide data analytics results, including disaggregation data, efficiency study, social
comparisons and associated methodologies, that are updated routinely throughout each
program year.
When requested by Utilities, ingest additional Utility-provided data, including, but
not limited to County Assessors data, program participation data, BERTHA data
into Professional’s data when fields are available to store such data, and provide
customized reports to be used in Utilities-managed data systems.
Water Reports: Printed and Electronic Delivery - Professional Will:
Develop and distribute Water Reports that include the following information:
o For single-family customers:
o Personalized WaterScore for each billing period that a report is prepared,
comparing these customers with the median and efficient amount of water
used by households with the same number of occupants and a similar
yard size or individual historical water use, depending on social
comparisons and customer preference.
o For all customer classes:
o Customer water use, in Gallons Per Day (GPD)
o Data insights to improve understanding of water use (estimated
percentage used for indoor vs. outdoor use, a breakdown of indoor use,
recent estimated irrigation use, and more)
o Customized water-saving recommendations that are based on customer
class type, consumption data, use patterns, past participation in
conservation and efficiency programs and more
o Targeted communications regarding, incentives, rates, or other important
Utilities messages
o AMI data presentment on reports, such as graph of GPD, information on
irrigation usage, and other displays of AMI data
o Utilities’ logo and contact information
Use disaggregation analytics to inform and create customized water saving tips and
recommendations within the Water Reports and Customer Portal. This includes
disaggregating irrigators from non-irrigators, household size, irrigated area, appliance
types, customer class type, program participation history, etc.
Educate the customer by providing disaggregated water usage that details indoor and
outdoor water use, leaks, high use, and differentiates between kitchen/appliance and
toilet use.
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Advise on strategies for the delivery of email and printed reports with
notifications through multiple channels to optimize objectives.
Include a mechanism for reports to contain actionable tips for residential and
commercial customers to save water, which will be managed by the Professional as
agreed upon by Utilities.
Provide opportunity for Utility to include customizable printed marketing modules in
the form of Water Report messages to more closely coordinate with Home Energy
Reports.
Analyze program participation data to determine changes in water use of those
who participated in selected programs (rebates, incentives, trainings,
educational events, etc.) compared to similar households which did not
participate. For non-SFR accounts, the program participation report calculates
savings for that account compared to 12 months of historical use, without a
comparison to other accounts of that meter class.
Provide a list of recommended strategies to maximize the benefit of using
electronic delivery of Water Reports, which considers all avenues for email
collection.
Advise on strategies to regularly enroll new customers as they become eligible for Water
Reports.
The first Water Report that each new customer receives will include content welcoming
them to the program and explaining the purpose of the Water Reports. The first Water
Report is personalized for each customer class, drives customers to the Portal to request
email addresses; and for single-family residential customers, provides an initial estimate of
customer occupancy, and requests updated home characteristics and occupancy
information, which is used for social norm comparisons.
Create Water Reports that are personalized, informative, and carefully designed to help
Utilities customers better understand their water use and costs. Water Reports will be sent
via email or print to any account type, and may be targeted to certain accounts, sent to
randomly selected accounts as part of a randomized control trial, or sent to all the Utilities’
customers, as agreed upon with Utilities Staff. The format, design, and content of the
Water Reports including font, layout, and color is based upon the documents in Exhibit C,
Sample Documents. Any changes to the Water Reports will be agreed upon in writing with
Utilities Staff.
Measure and provide a report on all customer classes’ customer satisfaction survey data,
which will be provided to Utilities annually, one month following the close of the survey as
follows:
o Single-family residential:
Collect and report on results and comparisons of initial, prior year’s and
current year’s customer satisfaction results from the survey.
Maintain initial customer satisfaction survey data for single-family residential
customers, collected in 2014.
o Commercial and multi-family:
Collect and report on results and comparisons of prior year’s and current
year’s customer satisfaction results from the survey.
Customize every Water Report by Professional’s proprietary content personalization
engine to tailor messages and recommendations specifically to each end-user.
Customize messages for different customer segmentation, for each customer class, once
per report cycle. This assumes customization will not exceed an average of two custom
messages per cycle. Segmentation of customers for targeted messaging will be based on
the available customer criteria, provided by Professional.
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Send email reports to all customer accounts who receive reports and have emails listed in
Professional’s account information. All other single-family residential customers who are
not in the RCT will receive printed reports, unless otherwise determined by Utilities.
Utilities and Professional will strive to have a timely review and approval process prior to
each cycle. The anticipated schedule is for draft report message content to be received
from Utilities by the end of the prior month, and Professional to provide an example of
each customer class report and customized messaging for Utilities Staff to review and
approve prior to each report being sent via email or print. The timeline for content
submittal and the review period for the example reports will allow for enough time for
Utilities to review and for subsequent changes to be made to the content, as needed. This
timeline shall be agreed upon in writing by both parties.
Provide Water Reports to all requested customer classes, including but not limited to
commercial, irrigation only taps, multi-family, and single-family residential (including
duplex). Excluding the single-family residential customer class, all other customer classes
will only receive Water Reports if they have an email listed in Professional’s account
information and will receive those reports via email. Print reports will not be mailed to
customer classes, except for single-family residential who do not have a provided email
address. The use of phone numbers from CIS data transfer will not be ingested into
Professional’s account information until approved by Utilities. Program design can be
adjusted once per program year within the constraints of existing pricing.
For single-family residential customers receiving reports (those not in the RCT), send six
(6) print reports to the population who have no email listed in the Professional’s account
information or have opted out of email reports (indicated in their customer preferences that
they want print reports, not email) and six (6) emailed reports to to customers who have a
valid email and have not opted out of email reports (indicated in their customer
preferences that they want print reports), within a 12 month time-frame.
All other customer classes who have not opted out of water reports and have an email
listed in the Professional’s account information, will receive six (6) water reports via email
within a 12 month time-frame.
The configuration of when each customer receives their 6 reports will be advised by
Professional and decided by Utilities.
Within the parameters described herein, advise on and implement a report delivery design
with a goal to maximize absolute water savings, including but not limited to the following:
o Each group can receive a targeted cadence of reports to target indoor or outdoor
usage.
An example, but not the determined design solution, for single-family
residential reports would be to send reports throughout the year the to lower
50% of water users and send more reports during the irrigation season, to
the top 50% of water users, based on whether these users were determined
to be irrigators or not and other attributes, as determined by Utilities.
o Each customer classes may have a different delivery schedule.
Within reason, as requested by the Utilities, work with Home Energy Reports Vendor and
the Utilities’ energy use data to determine the appropriate cadence for sending reports to
customers to avoid customers getting two reports in multiple months and to strategically
send either energy or Water Reports, based on customer use and other characteristics, as
determined by Utilities. Such work is not expected to exceed 4 hours per year.
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Customer Portal – Professional Will:
Make the Customer Portal available across all customer classes and any internet-
connected device (computer, tablet, smartphone), to provide customers with valuable
resources to better understand their water use by consumptive category; act on
recommendations to improve water-use efficiency; enroll in leak, threshold, and Utility
alerts; assess a Utilities determined water use budget; and create a water- and money-
saving action plan.
Propose specific strategies for Customer Portal promotion, such as sharing tools and best
practices with Utilities (marketing kit, suggestions from other utilities, etc.) and promoting
the Customer Portal in Water Report content.
Provide customers with a view of consumption data in a range of increments, and reads
can be seen on an hourly, daily, and monthly basis, over the course of the year (to
understand seasonality) or compared to previous periods and years, back to 2008 billed
consumption use data.
Make available to customers a chart view of their current and historical water use
compared to a monthly water budget, allocation, or consumption goal. Residential
customers will also see consumption comparisons to similar households (based on
geography, number of occupants, and size of irrigable area).
Display disaggregated usage for customers including leaks, irrigation, and a pie chart of
end uses.
Portal will be available in both English and Spanish.
When requested by Utilities, provide single sign-on (SSO) capabilities to a Utility
branded portal. Basic authentication is included within this scope. Other SSO-related
functionality may be separately scoped and agreed to, such as:
o Customer information sharing with other Vendors participating in SSO, and
o Customer communication preference sharing and opt-outs with other SSO
vendors.
Work directly with Utilities IT department, the CIS Vendor, and other vendors, as
mutually agreed, to assist in integrating platforms. Updating account numbers is
included within this scope. Utilities shall provide a mapping file between old and new
account numbers, with a one-to-one relationship between old and new account
numbers, and with data file formats remaining the same. The parties agree that this
scope assumes that historic data files do not need to be reloaded.
Provide a platform for single-family residential customers to manage characteristics of
their homes and occupants via a “self-audit” to better inform default assumptions around
energy and water use and disaggregation. As mutually agreed, Professional will
coordinate and share data with the Utilities’ Home Energy Report Vendor to amend the
existing survey or “self-audit” to better align with the Home Energy Report Vendor’s
survey and enhance the customer experience. This coordination work with the Utilities’
Home Energy Reports Vendor will be included in the pricing provided in Exhibit B. If
custom report services are required, Professional will be compensated according to the
fees as described in Exhibit B, and work will be agreed upon in an Amendment.
Provide data to Utilities that Professional collects or infers based on customer data
inputted on the Portal or in responses to Professional’s communications.
Provide participant self-service to opt-in or opt-out of receiving mailed, emailed, SMS
alerts or other customizable notifications specific to behavioral efficiency.
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Administrative Portal and Dashboard – Professional Will:
Provide Utilities with unlimited admin users and access to the Dashboard, including the
ability for Utilities to manage access for all users.
Create actionable insights from data and include a communication platform to drive the
Utilities’ conservation, engagement, and operational efficiency goals.
Organize the Dashboard into modules in which Utilities staff can analyze consumption,
anomalous use, and user engagement.
Provide a Drought Compliance Module, which gives Utilities the ability to track progress
towards drought reduction targets, as well as the ability to identify and target customers
who repeatedly meet their target or are repeatedly above their target.
Provide at least 50 configurable reports with current and historical data that supports
filtering, drilldowns, and mapping capabilities across time, customer class, and more.
These reports can be accessed as needed by Utilities Staff, and this data will be managed
in the Dashboard or easily exported for further analysis.
Provide each customer account in all customer classes with its own profile, with the
following attributes about that customer’s account, where available.
o Single-family residential and duplex: property and household information,
including move-in date, number of occupants, rental or owner occupied,
irrigable area, watering days, indoor appliances, primary language, year built,
building size, number of floors, lot size, and parcel number;
o Multi family residence, Commercial, and Irrigation-Only: property information,
including move-in date, year built, building size, number of floors, lot size,
parcel number, and number of units; and
o Utilities-generated data could also be ingested into Professional, into currently
existing fields.
Provide the ability to send and re-send individual communications to customers with
personalization variables for the customer.
Optionally, Utilities can add the Performance WaterMark module to their platform,
according to the fees outlined in Exhibit B. Performance WaterMark provides Utilities with
real-time insights into organizational performance over time as well as through a
comparative, normalized score on key performance indicators (KPIs) across all of
Professional’s 120+ Utility Partners. These KPIs include meter data quality, revenue
stability, conservation, and digital transformation.
Provide ability to look up and manage individual produced Water Reports and
other key assumptions for treatment population.
Provide an Administrative Portal with complete reporting functionality and Dashboard
including key participation metrics, engagement related metrics, aggregated total
savings and consumption data aggregated and separate for each sector.
Provide summary of CIS and AMI data imports/digestion within portal.
Provide method or services for incorporating ongoing efficiency program participation into
portal, where fields are available to store such data. Display updated savings percentage
for efficiency program data monthly.
Provide opportunity for Utilities staff to manage account information, such as opt-in/opt-
out, home or audit characteristics, contact information and notification preferences on
behalf of individual customers.
Provide opportunity for Utilities to utilize and/or export customer provided information or
usage characteristics.
Provide Utilities the ability to create Lists for Group Messenger targeting based on
customer data, including targeting through external data sources (Excel, GIS) or existing
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analytic reports. For business type and other information not collected in a survey,
Utilities can use Forms to collect self-reported commercial customer class data and
export that data back into their CIS.
Provide the ability for Utilities Staff to independently pull information from the dataset.
Alerts and Notifications – Professional Will:
Allow the following alerts to be sent to all customer classes, as desired by Utilities:
o Continuous use/leaks (AMI only), with Utilities-selected consumption thresholds
unique to each customer class, that are opt-out enabled and that provide tutorials
for the customer regarding how to resolve the leak;
o High bill use (AMI only) with customer-selected consumption thresholds that are
opt-in enabled, which allow customers to receive a notification when their
estimated monthly bill is above a self-configured amount; and
o High use, with customer-consumption thresholds, that are opt-in enabled, which
allow customers to receive a notification when their daily usage exceeds a self-
configured multiple of their average usage.
Threshold notifications and leak alerts are further enabled by AMI, though they are also
available for non-AMI customers. Currently, threshold notifications (known as My Use
Notifications) are available for all customer classes. Alerts can be sent through multiple
channels — email, SMS text message, automated voice call, or print (printed alerts incur
additional costs as outlined in Exhibit B).
Alert customers with a combination of Group Messenger, Daily High Use Notifications,
and the Predictive High Bill Notifications for these customers. Excluding Group
Messenger, which is a customized messaging tool, all notifications will be sent when
triggered by Professional’s tool, based on customers’ individual preferences. If
customers are using more than usual, they will be notified in time to adjust their timers,
reduce waste, and prevent a higher than expected bill.
If provided from Utilities, validate all phone numbers to identify mobile numbers. This will
serve multiple purposes: 1) Utilities can import this information back into Utilities-
managed data systems, for use across Utilities; and 2) Utilities can send opt-out leak
alerts by text or voice, maximizing their reach.
Provide the data for Utilities to develop and manage alerts to commercial water
customers, who are subject to an individual annual water allotment (annual
maximum gallon usage per account), with information of annual use-to-date, based
on billed consumption. These notifications would be through scheduled templates in
Group Messages that share annual use-to-date and allotment with customers.
Automatic alert functions for allotments are currently not available in Professional’s
product.
Work with Utilities as mutually agreed to identify customized notifications that may be
used for other purposes, such as periods of extraordinary weather or drought, outage
or water quality issues, etc., that may advise customers on energy and water use
best practices.
3. Data exchange requirements
Utilities will continue to export Utility Report related datasets to Professional
through Professional‘s maintained SFTP sites, including:
o daily export of water account data and
o daily export of 60-minute water usage data (AMI).
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The exports will include data for all customers classes, including single-family, and
multi-family (including duplex) residences; commercial customers; and account fields
that indicate which commercial accounts are irrigation only taps. Rate indicators
(home/business, tap size, etc.) qualifying for the reports will be included for filtering
participants. If requested by Utilities, Professional will create Water Report eligibility
criterion for Income Qualified Assistance Program and other customer groups, which
are not meter classes, to enable Utilities to send targeted Water Report messaging to
these groups. This scope includes up to 3 custom Water Report attributes.
Utilities may provide a business type field to add to existing commercial customer
classes and for ingestion into Professional’s customer information file.
Professional will work with Utilities to update utility identifiers, add fields including
billed consumption and associated costs, in the transition to the new CIS platform,
as described above.
4. Program Results and Evaluation
Program Reporting
Utilities anticipates Professional’s Administrative Portal will provide dashboard capability to
review updated KPIs in real-time. Utilities expects to receive KPIs on engagement of the
treatment population by reviewing marketing and engagement statistics through all digital
channels, including but not limited to customer portal views and engagement, email based
open rates, click rates, click to open rates, etc.
Program Evaluation, Measurement and Verification
The Efficiency Study, as well as any new efficiency study reports developed under this
Agreement, will include percentage savings, GPD savings, and Acre Foot savings at the
program level for all months after the first Water Reports are sent. Professional reports changes
in consumption for the Treatment Group versus a RCT selected from Utilities' entire population
of residential households. This evaluation is performed with a Fixed- Effects regression model
using the consumption data for each household in the Treatment and RCT Groups and is
updated monthly with new savings figures displayed on the Administrative Portal and
Dashboard.
Professional has the Efficiency Study that is planned to be continued with this Scope of Service,
except as mutually agreed. While the Professional will continue to measure results after the first
term (as long as the RCT is maintained), Water Report recipients added to the program after the
first term will not be included in the RCT. During program design, Professional and Utilities will
determine changes to the RCT, as necessary.
Additional efficiency studies can be developed, including but not limited to evaluating the
efficiency related to changes made to single-family residential Water Reports’ delivery design
(print verses emailed water reports). Additional efficiency study results will not be reported or
displayed through the Dashboard and will be shared with Utilities annually. See Exhibit B for
optional pricing to establish a new efficiency study. No fee will be incurred to continue the
Efficiency Study.
Professional will make water savings data available for third-party evaluation, measurement,
and verification as needed by Utilities. Utilities is responsible for hiring or procuring third-party
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evaluator and all coordination with that entity. Professional will provide up to 1 hour of support
per year (answering questions, etc.) to third-party evaluator as needed.
On an annual basis, at a time of Utilities’ choosing, Professional will conduct and provide results
for an email survey on customer satisfaction of all customer classes. This will include feedback
on reports, other engagement with the program, and additional questions as determined by
Utilities. The applicable results from this post-program customer satisfaction survey will be
compared to previous annual customer satisfaction surveys and for single-family residential, it
will also compare to initial program survey results. Only report or program recipients will
receive customer satisfaction surveys.
5. Program Management
Professional’s Customer Success Manager will work with Utilities to ensure the Scope of
Services is successfully provided. Professional will meet with Utilities quarterly unless more
frequent meetings are needed. Additional meetings, as mutually agreed, shall occur as needed
to implement this Scope of Services successfully.
Meetings will include the following:
New program updates and offering provided by Professional and determination of
whether Utilities would like to adopt or pursue.
Implementation of this Scope of Services and a progress review, including but not limited
to SSO and other Utilities integration work.
Report messaging and other details.
Meeting notes provided by Professional to Utilities, which document all current and
historical actions and decisions made by either party.
Additionally, Professional will provide Customer and Administrative Portal assistance to Utilities’
Staff in a timely manner, either through email or the chat feature in the Portals.
6. Schedule
Water Report Timeline:
Finalize any changes to customer groups for each customer class and report delivery
design by mid-Oct 2020.
Review November report’s content for each customer class in mid - October 2020.
Customer Portal Timeline:
Promote Customer Portal for all customer classes.
Align self-audit with Home Energy Reports Vendor, at a time determined by Utilities.
(Assumes Home Energy Reports Vendor’s portal design must be completed first.)
Ingest phone numbers and add billing information, at a time determined by Utilities.
SSO Timeline:
Utilities to determine SSO project start timeline in coordination with CIS Vendor.
Professional and CIS Vendor to begin integration (set up URLs, transfer metadata,
procure SAML certificate) with CIS Vendor as identity provider and Professional as
service provider.
Professional and CIS Vendor to configure SSO in User Acceptance Testing site and
conduct end to end testing.
Once testing is successful, Professional and CIS Vendor to deploy SSO to production.
Professional, CIS Vendor, and Utilities to complete end to end SSO testing in production
Launch SSO to customers.
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Additional Services:
Professional is committed to completing basic development work, such as SSO, as specified
within Professional’s Product Catalog, outlined in Exhibit D, within 2 weeks and any testing
within 1 week. Any additionally requested work will be determined and agreed upon between
Professional and Utilities in an Amendment.
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ATTACHMENT B
FEE SCHEDULE
*Payments for Year 2 will be paid as follows:
Quarter 1: $14,715
Quarter 2: $25,515
Quarter 3: $25,515
Quarter 4: $25,515
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Fee Schedule Comments:
Integration of new Account Numbers (CIS) and changes to the customer data extract are
included in program costs. Utilities will provide mapping for Professional.
Annual Platform Fee includes:
o full suite of analytic reports,
o unlimited phone and email alerts,
o support costs,
o one hour of program management per week,
o support and continuation of existing efficiency study/program, and
o annual customer email satisfaction survey.
Single Sign-On (SSO) is to one identity provider. Professional is to be service provider.
See details in Professional’s Product Catalog. Final scope and configuration to be
determined and agreed upon by Utilities in an Amendment. The Single Sign-On fee is
for set up and maintenance for the year SSO is begins. This is not a prorated fee.
Hourly Rates: Any additional work shall be documented in an Amendment
o $300 per hour for Engineering work
o $150 per hour for Customer Success work
Both parties acknowledge that there are items in this Scope of Services that lack
sufficient information to fully develop pricing. Optional Items listed below is an attempt to
capture the potential additions to the Scope that may occur. The pricing of Optional
Items may be negotiated for a lesser fee, if the work required is less than the fees shown
below. Professional’s hourly fees listed above can be used in these instances (when the
scope of the additional work is less than listed under Optional Items). Any additions or
changes to this Scope of Services shall be documented in an Amendment.
DocuSign Envelope ID: 2CB1A3FE-AE96-43CD-8B24-DF72CED52648
6HHEHORZ
Certificate holder is named as Additional Insured as it relates to General Liability in Accordance with the Terms & Conditions of the policy.
VERTEUS
7/22/2020
Bonnie Brunelli
Commercial Lines - (972) 737-6200 972.737.6225 610-537-2046
USI Southwest, Inc. bonnie.brunelli@usi.com
5151 Belt Line Rd, Suite 200
Dallas, TX 75254 Travelers Indemnity Co of America 25666
Standard Fire Insurance Co. 19070
WaterSmart Software, Inc.
20 California St. # 200
San Francisco, CA 94111
15102817
A X ZLP21P44001
07/23/2020 07/23/2021 1,000,000
X 300,000
10,000
1,000,000
2,000,000
X 2,000,000
A BA0P761277 07/23/2020 07/23/2021 1,000,000
X X
B UB0P532481 07/23/2020 07/23/2021
1,000,000
N 1,000,000
1,000,000
City of Fort Collins
PO Box 580
Fort Collins, CO 80522
DocuSign Envelope ID: 2CB1A3FE-AE96-43CD-8B24-DF72CED52648