HomeMy WebLinkAboutCO 2025-084 - Advanced Utility ServicesDocusign Envelope ID: A370BF58-6506-41D9-888E-1FBE4D1BAE98
City of
Rancho Cucamonga
CONTRACT NUMBER
2025-084
UTI LITY SYSTEMS
Advanced Managed Services
L*=
MANAGED SERVICES AGREEMENT
THIS MANAGED SERVICES AGREEMENT made as of the 1st day of August, 2025 (the
“Effective Date”).
BETWEEN:
Advanced Utility Systems, a division of N. HARRIS COMPUTER
CORPORATION
(“Harris”)
- and -
City of Rancho Cucamonga, California
(“Organization”)
WHEREAS:
(a) The Organization wishes to retain Harris to perform certain managed services as
set out herein in respect of certain Harris software licensed by Organization pursuant to a
Software License Agreement entered into between the parties on November 1, 2012; and
(b) Harris has agreed to provide such services on the terms and conditions set out in
this Agreement; and
(c) Organization has agreed to maintain an effective Support and Maintenance
Agreement during the Term of this Agreement.
NOW THEREFORE, in consideration of the mutual covenants set out in this Agreement and
for other good and valuable consideration (the receipt and sufficiency of which is hereby
acknowledged), the parties agree as follows:
1. Term. This Agreement shall commence on the Effective Date and shall continue for a
period of five (5) years, ending on July 31, 2030 (the “Initial Term”). Upon expiration of the
Initial Term, this Agreement may be renewed for an additional term of two (2) years (the
“Renewal Term”), unless one party gives written notice to the other party not less than ninety
(90) days prior to the end of the then current term of its intention not to renew. The Initial Term
and the Renewal Terms shall collectively be referred to as the “Term”.
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
2. Services.
(a) Harris’ Obligations. Harris shall use commercially reasonable efforts to provide the
project management services set out in Schedule “A” (the “Services”) to Organization.
(b) Organization’s Obligations. To enable Harris to perform the Services, Organization
agrees to provide the following to Harris:
i. Information relative to Organization’s hardware and software on which the required
AMS programs must run or with which these programs must interact.
ii. Remote access to Organization’s system for the purposes of performing the Services;
iii. Access to and use of facilities, equipment, hardware and software for installation and use
solely by Harris of ongoing manual and automated processes related to and required by
Harris to perform the Services;
iv. Personnel and assistance as is reasonably required to enable Harris to perform the
Services;
v. Ongoing access to the system via an Internet connection acceptable to Harris.
vi. A representative with authority to approve the plans and deliverables described in
Schedule “A” if so required.
(c) Ownership. Organization agrees that Harris may install, access and run certain scripts
and other software tools on Organization’s hardware as required by Harris to perform the
Services (the “Harris Tools”). Organization acknowledges and agrees that Harris is and shall
remain the sole owner of all such Harris Tools, including all copyright, patents, trademarks, trade
secrets and other intellectual property rights therein, and Organization is granted no license to
access or use the Harris Tools. Organization may retain a paper and/or electronic copy of any
reports provided by Harris to Organization as part of the Services, however Harris is and shall
remain the owner of all copyright, patents, trademarks, trade secrets and other intellectual
property rights in and to such reports.
3. Fees.
(a) Fees. In consideration of providing the Services, Organization agrees to pay the fees set
out in Schedule “B” (the “Fees”) to Harris. During the term of this Agreement, Harris shall,
from time to time, deliver invoices to Organization. Organization shall pay the then prevailing
Managed Service Fee in advance for each term of the Managed Service Agreement and where
the notice of non-renewal has not been provided in accordance with these terms, the
Organization is obliged to pay the Fee for the then applicable term. The termination of this
Managed Service Agreement by Organization shall not affect the License or the Software
License Agreement. Harris shall neither refund any Managed Service Fees nor any Billable Fees
if this Agreement is terminated. Each invoice delivered to Organization by Harris shall be due
and payable upon receipt thereof by Organization.
i. In consideration for the services specified in Schedule A, Organization shall pay the
“Managed Service Fee” as detailed in Schedule B below. The Year 1 Managed
Service Fee will be billed in advance beginning on the Effective Date. For each
additional year, Organization will be billed annually in advance. The Managed
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
Services Fee is subject to five percent (5%) annual increase, or Consumer Price
Index for All Urban Consumers (CPI—U), Riverside-San Bernardino-Ontario, CA
area, whichever is greater. The CPI-U used for adjustments shall be the CPI-U last
officially published at the time of invoicing prior to the last day of each applicable
year of the term (whether initial or any renewal period), as applicable, whether such
CPI-U has been published on a monthly, quarterly, semi-annual, or other basis.
ii. Harris may change the Managed Service Fee from time to time in relation to each
renewal term but Organization shall only be billed once per year.
iii. In addition to the Managed Service Fee, Organization shall reimburse Harris for its
direct expenses in providing services (“Billable Fees”) pursuant to this Managed
Services Agreement which include as of the Start Date:
a. All direct travel expenses including, but not limited to hotel, airfare, car
rental, tolls, parking and airline and travel agent fees; each individual’s
travel time billing rate of $90.00/hour; a per diem rate of $70.00 for week
days and $125.00 for weekends and statutory holidays that includes all
meal, food and telecommunications expenses (no receipts will be
provided); and a mileage charge consistent with the Internal Revenue
Service recommended rate per mile,
b. Harris may update its reimbursement policies from time to time, in which
case such updated policies shall apply for purposes of this Managed
Services Agreement, provided that such updated reimbursement policies
must generally apply to all clients of Harris.
(b) Taxes. The Fees are exclusive of taxes. Organization agrees to pay all foreign, federal,
state, provincial, county or local income taxes, value added taxes, use, personal, property, sales
and any other taxes, tariff, duty or similar charges that may be levied by a taxing authority
(excluding taxes on Harris’s net income) (“Taxes”) unless it provides Harris with a tax
exemption certificate acceptable to the applicable taxing authorities. Harris will reimburse
Organization to the extent Taxes paid by Organization are recovered by Harris from the taxing or
governmental authority. To the extent that Taxes may only be refunded to Harris, Harris agrees
to cooperate reasonably with Organization’s obtaining a refund or reimbursement of the Taxes.
In the event that Organization is obliged by law to withhold any tax with respect to a payment to
Harris, Organization will (a) withhold the appropriate amount from the payment; (b) pay the
withheld amount to the applicable authority, as required by law, and (c) furnish to Harris
certified copies of tax receipts and any other documentation reasonably requested by Harris as
proof of Organization’s payment of the withholding tax.
(c) Late Payment. In the event Organization fails to pay all or any portion of an invoice on
or before ninety (90) days after the date it becomes due, in addition to all other remedies Harris
has under this Agreement or otherwise, Harris shall have the option to suspend or terminate all
Services under this Agreement. Suspension or termination of any such Services shall not relieve
the Organization of its obligation to pay its outstanding invoices, including any applicable late
charges.
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
4. Warranty
(a) Warranty. Harris warrants that the Services will be performed in a professional and
diligent manner by personnel who are competent in performing their individual tasks.
(b) DISCLAIMER. TO THE GREATEST EXTENT PERMITTED BY LAW, EXCEPT
FOR THE LIMITED WARRANTY PROVIDED IN SECTION 4(a), THE SERVICES
ARE PROVIDED TO THE ORGANIZATION “AS IS” AND THERE ARE NO
WARRANTIES, REPRESENTATIONS OR CONDITIONS, EXPRESSED OR
IMPLIED, WRITTEN OR ORAL, ARISING BY STATUTE, OPERATION OF LAW,
COURSE OF DEALING, USAGE OF TRADE OR OTHERWISE, REGARDING THEM
OR ANY OTHER PRODUCT, SERVICE OR MATERIAL PROVIDED HEREUNDER
OR IN CONNECTION HEREWITH.
HARRIS, ITS LICENSORS AND SUPPLIERS DISCLAIM ANY IMPLIED
WARRANTIES OR CONDITIONS REGARDING THE SERVICES AND ANY
MATERIALS PROVIDED HEREUNDER OR IN CONNECTION HEREWITH,
INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABLE
QUALITY, MERCHANTABILITY, DURABILITY, FITNESS FOR A PARTICULAR
PURPOSE, TITLE OR NON-INFRINGEMENT.
HARRIS DOES NOT REPRESENT OR WARRANT THAT THE SERVICES SHALL
MEET ANY OR ALL OF THE ORGANIZATION’S PARTICULAR REQUIREMENTS.
NO AGREEMENTS VARYING OR EXTENDING ANY EXPRESS WARRANTIES
SET FORTH IN THIS AGREEMENT SHALL BE BINDING ON EITHER PARTY
UNLESS IN WRITING AND SIGNED BY AN AUTHORIZED SIGNING OFFICER OF
HARRIS.
5. Termination
(a) Termination. This Agreement may be terminated as follows:
i. In addition to any other rights and remedies available to it, either party may
immediately terminate this Agreement in the event of material breach by the other
party of its obligations hereunder that is not cured within ninety (90) days of receipt
of written notice from the other party to that effect;
ii. If Organization has failed to pay the Fees or other amounts due then Harris shall
have the right to terminate this Agreement effective immediately upon written
notice to Organization that effect; and
iii. Either party may terminate this Agreement effective immediately upon written
notice to the other party if the other party: (i) becomes insolvent; (ii) becomes the
subject of any proceeding under any bankruptcy, insolvency or liquidation law,
whether domestic or foreign, and whether voluntary or involuntary, which is not
resolved favorably to the subject party within ninety (90) days of commencement
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
thereof; or (iii) becomes subject to property seizure under court order, court
injunction or other court order which has a material adverse effect on its ability to
perform hereunder.
(b) Effects of Termination. In the event of termination of this Agreement:
i. Organization shall immediately pay all outstanding Fees and other amounts owing
to Harris under this Agreement; and
ii. Organization agrees that Harris shall have the right to access and delete all Harris
Tools installed on Organization’s equipment.
6. Limitation of Liability
TO THE GREATEST EXTENT PERMITTED BY APPLICABLE LAW, AND EXCEPTS FOR
CLAIM ARISING FROM THE GROSS NEGLIGENCE OR WILLFUL MISCONDUCT OF
HARRIS, HARRIS, ITS AFFILIATES, AND EACH OF THEIR RESPECTIVE DIRECTORS,
OFFICERS, EMPLOYEES AND SHAREHOLDERS’ ENTIRE LIABILITY AND
ORGANIZATION’S EXCLUSIVE REMEDY WITH RESPECT TO THE SERVICES AND
ANY OTHER PRODUCTS, MATERIALS OR SERVICES SUPPLIED BY HARRIS IN
CONNECTION WITH THIS AGREEMENT FOR DAMAGES FOR ANY CAUSE AND
REGARDLESS OF THE CAUSE OF ACTION, WHETHER IN CONTRACT OR IN TORT,
INCLUDING FUNDAMENTAL BREACH, NEGLIGENCE, STRICT LIABILITY OR
OTHERWISE, SHALL NOT EXCEED IN THE AGGREGATE ONE (1) MILLION
DOLLARS.
IN NO EVENT SHALL HARRIS, ITS AFFILIATES AND EACH OF THEIR RESPECTIVE
DIRECTORS, OFFICERS, EMPLOYEES AND SHAREHOLDERS, BE LIABLE FOR ANY
CONSEQUENTIAL, INCIDENTAL, INDIRECT, EXEMPLARY, PUNITIVE, OR SPECIAL
DAMAGES WHATSOEVER, INCLUDING BUT NOT LIMITED TO FOR LOST REVENUE
OR LOSS OF PROFITS, LOSS OF BUSINESS, LOSS OF DATA, FAILURE TO REALIZE
EXPECTED SAVINGS, OR COST OF SUBSTITUTE GOODS OR SERVICES ARISING
OUT OF OR IN CONNECTION WITH THIS AGREEMENT, EVEN IF IT HAS BEEN
ADVISED OF THE LIKELIHOOD OF THE OCCURRENCE OF SUCH LOSS OR DAMAGE
OR SUCH LOSS OR DAMAGE IS FORSEEABLE AND NOTWITHSTANDING ANY
FAILURE OF ESSENTIAL PURPOSE OF ANY LIMITED REMEDY.
7. Confidential Information
a) Definition. The parties acknowledge that it may receive Confidential Information from
the other party or otherwise in connection with this Agreement. “Confidential Information”
means all information or material that either party treats as confidential and any information
relating to third parties that a party has an obligation to treat as confidential, which is disclosed
by or obtained by a party in connection with this Agreement, whether such information is in oral,
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
written, graphic or electronic form, which: is (A) marked "Confidential," "Restricted," or
"Proprietary Information" or other similar marking, (B) known by the parties to be considered
confidential or proprietary, or (C) which should be known or understood to be confidential or
proprietary by an individual exercising reasonable commercial judgment in the circumstances.
Confidential Information does not include information to the extent that such information: (i) is
or becomes generally known to the public by any means other than a breach of the obligations of
a receiving party hereunder; (ii) was previously known to the receiving party as evidenced by its
written records; (iii) is rightly received by the receiving party from a third party who is not under
an obligation of confidentiality; or (iv) is independently developed by the receiving party without
reference to or use of the other party's Confidential Information which such independent
development can be established by evidence that would be acceptable to a court of competent
jurisdiction.
b) Confidentiality Obligations. Each of the parties agree:
i. to maintain the Confidential Information of the other party in confidence and to
take all reasonable steps, which shall be no less than those steps it takes to protect
its own confidential and proprietary information, to protect the Confidential
Information of the other party from unauthorized use, disclosure, copying or
publication;
ii. not to use the Confidential Information of the other party other than in the course
of exercising its rights or performing its obligations under this Agreement;
iii. not to disclose or release such Confidential Information except to the extent
required by applicable law or during the course of or in connection with any
litigation, arbitration or other proceeding based upon or in connection with the
subject matter of this Agreement, provided that the receiving party shall first give
reasonable notice to the disclosing party prior to such disclosure so that the
disclosing party may obtain a protective order or equivalent and provided that the
receiving party shall comply with any such protective order or equivalent;
iv. not to disclose or release such Confidential Information to any third person without
the prior written consent of the disclosing party, except for authorized employees or
agents of the receiving party who have a need to know such information for the
purpose of performance under this Agreement and exercising its rights under this
Agreement, and who are bound by confidentiality obligations at least as protective
of the disclosing party’s Confidential Information as this Agreement; and
v. to take such actions as may be reasonably necessary to enforce its agreements with
its employees and agents, including commencing legal proceedings.
9. General
(a) Mediation. The parties agree to submit any claim, controversy or dispute arising out of
or relating to this Agreement or the relationship created by this Agreement to non-binding
mediation before bringing a claim, controversy or dispute in a court or before any other tribunal.
The mediation is to be conducted by either an individual mediator or a mediator appointed by
mediation services mutually agreeable to the parties. Such mediator shall be knowledgeable in
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
software system agreements. The mediation shall take place at a time and location which is also
mutually agreeable; provided; however, in no event shall the mediation occur later than ninety
(90) days after either party notifies the other of its desire to have a dispute be placed before a
mediator. The costs and expenses of mediation, including compensation and expenses of the
mediator (and except for the attorneys fees incurred by either party), is to be shared by the parties
equally. If the parties are unable to resolve the claim, controversy or dispute within ninety (90)
days after the date either party provides the other notice of mediation, then either party may
bring and initiate a legal proceeding to resolve the claim, controversy or dispute unless the time
period is extended by a written agreement of the parties. Nothing in this Section shall inhibit a
party’s right to seek injunctive relief at any time.
(b) Notice. Any notice required or permitted to be given to any party to this Agreement shall
be given in writing and shall be delivered personally, mailed by prepaid registered post or sent
by facsimile to the appropriate address or facsimile number set out below. Any such notice shall
be conclusively deemed to have been given and received on the day on which it is delivered or
transmitted (or on the next succeeding business day if delivered or received by facsimile after
5:00 p.m. local time on the date of delivery or receipt, or if delivered or received by facsimile on
a day other than a business day), if personally delivered or sent by facsimile or, if mailed, on the
third business day following the date of mailing, and addressed, in the case of Harris, to:
N. HARRIS COMPUTER CORPORATION
1 Antares Drive, Suite 400
Ottawa, Ontario K2E 8C4
Attention: CEO
Telephone: 613-226-5511, extension 2149
and in the case of the Organization, to:
City of Rancho Cucamonga
10500 Civic Center Drive
Rancho Cucamonga, California 91730
Attn: Trina Valdez
Each party may change its particulars respecting notice, by issuing notice to the other party in the
manner described in this Section 7(b).
(c) Assignment. Neither party may assign any of its rights or duties under this Agreement
without the prior written consent of the other party, such consent not to be unreasonably
withheld, except that either party may assign to a successor entity in the event of its dissolution,
acquisition, sale of substantially all of its assets, merger or other change in legal status. The
Agreement shall inure to the benefit of and be binding upon the parties to this Agreement and
their respective successors and permitted assigns.
(d) Entire Agreement. This Agreement shall constitute the entire agreement between the
parties hereto with respect to the matters covered herein. No other understandings, agreements,
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
representations, warranties or other matters, oral or written, purportedly agreed to or represented
by or on behalf of Harris by any of its employees or agents, or contained in any sales materials or
brochures, shall be deemed to bind the parties hereto with respect to the subject matter hereof.
Organization acknowledges that it is entering into this Agreement solely on the basis of the
representations contained herein. The terms of this Agreement may not be changed except by an
amendment signed by an authorized representative of each party. No provisions in any purchase
orders, or in any other documentation employed by or on behalf of the Organization in
connection with this Agreement, regardless of the date of such documentation, will affect the
terms of this Agreement, even if such document is accepted by Harris, with such provisions
being deemed deleted.
(e) Governing Law. This Agreement shall be governed by the laws of the province of
Ontario and the federal laws of Canada applicable therein. This Agreement excludes that body
of law applicable to choice of law, the Uniform Commercial Code and the United Nations
Convention on Contracts for the International Sale of Goods (UNCCISG and any legislation
implementing such Convention), if otherwise applicable.
(f) Trial by Jury. Organization and Harris hereby waive, to the fullest extent permitted by
applicable law, the right to trial by jury in any action, proceeding or counterclaim filed by any
party, whether in contract, tort or otherwise, relating directly or indirectly to this Agreement or
any acts or omissions of Harris in connection therewith or contemplated thereby.
(g) Severability. The invalidity or unenforceability of any provision or covenant contained
in this Agreement shall not affect the validity or enforceability of any other provision or
covenant herein contained and any such invalid provision or covenant shall be deemed modified
to the extent necessary in order to render such provision valid and enforceable; if such provision
may not be so saved, it shall be severed and the remainder of this Agreement shall remain in full
force and effect.
(h) Waiver. No waiver of any breach of any provision of this Agreement shall constitute a
waiver of any prior, concurrent, or subsequent breach of the same or any other provisions hereof,
and no waiver shall be effective unless made in writing and signed by an authorized
representative of the waiving party.
(i) Counterparts. This Agreement may be executed in counterparts (whether by facsimile
or PDF signature or otherwise), each of which when so executed shall constitute an original and
all of which together shall constitute one and the same instrument.
(j) Relationship. The parties are and shall at all times remain, independent contractors in
the performance of this Agreement and nothing herein shall be deemed to create a joint venture,
partnership or agency relationship between the parties. Neither party will have the power to bind
the other party or to contract in the name of or create any liability against the other party in any
way for any purpose. Neither party will be responsible for the acts or defaults of the other party
or of those for whom the other party is in law responsible.
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
(k) Allocation of Risk. Organization acknowledges that the limited warranties, disclaimers
and limitations of liability contained in this Agreement are fundamental elements of the basis of
bargain between Organization and Harris and set forth an allocation of risk reflected in the fees
and payments due hereunder.
(l) Force Majeure. No default, delay or failure to perform on the part of Harris shall be
considered a breach of this Agreement where such default, delay or failure is due to a force
majeure or to circumstances beyond its control. Such circumstances will include, without
limitation, strikes, riots, civil disturbances, actions or inactions concerning government
authorities, epidemics, war, terrorist acts, embargoes, severe weather, fire, earthquakes, acts of
God or the public enemy or default of a common carrier or other disasters or events.
(m) Survival. The following sections and articles shall survive the termination or expiration
of this Agreement: Sections 2(c), 3, 4, 5(b), 6-8 and any other provisions which are required to
ensure that the parties fully exercise their rights and obligations hereunder.
Authorization
Signature indicates the parties have read, understood, and agreed to all the contents of this
Scope of Work for Advanced Managed Services.
When accepted, and except as otherwise specifically provided herein, this quote will be
performed pursuant to the terms and conditions of The Software License and Implementation
Agreement and The Support Agreement entered into November 1, 2012, as and if amended.
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
Authorized By:
City of Rancho Cucamonga
Authorized By:
Advanced Utility Systems
Signature: Signature:
Name:
Title:
Name:
Title:
Date: Date:
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
9/5/2025
Executive Vice President
Mark WilkinsonL. Dennis Michael
Mayor/President
9/8/2025
12 | P a g e
TABLE OF CONTENTS
SCHEDULE A – ADVANCED MANAGED SERVICES (AMS) ....................................................................................... 13
KEY ASSUMPTIONS .............................................................................................................................................. 15
AMS - SCOPE OF WORK ........................................................................................................................................ 17
1. ACCOUNT MANAGEMENT ..................................................................................................................................... 17
2. BUSINESS PROCESS REVIEW ................................................................................................................................... 18
3. REGRESSION TESTING – CIS INFINITY ....................................................................................................................... 19
SCHEDULE B – FEES AND PAYMENT SCHEDULE .................................................................................................... 21
SCHEDULE C – REGRESSION TESTING - TEST ACTIVITIES ....................................................................................... 22
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
13 | P a g e
Schedule A – Advanced Managed Services (AMS)
Welcome to Advanced Managed Services (AMS) offering, designed to elevate your experience with CIS Infinity. We understand the daily
challenges faced by utilities like yours—increasing customer expectations, demands for efficiency, and the imperative to innovate. CIS
Infinity stands as your trusted Customer Information Systems and Utility Billing Solution, and AMS ensures your system remains at its peak
performance.
AMS is an exceptional service offered by Advanced Utility Systems ("Advanced") to ensure that our valued customers consistently stay
updated with the latest CIS Infinity builds. Some of the benefits of AMS includes the following:
• Financial Efficiency
o Redirect staff to strategic initiatives with reduced testing hours for new builds.
• Enhanced System Performance
o Tap into the expertise of our seasoned AMS team, ensuring swift system responses.
• Continuous Process Improvement
o Conduct thorough business process audits to optimize CIS features in use.
o Stay ahead with timely updates and feature enhancements.
By partnering with AMS, you empower your utility team to focus on delivering exceptional services while we safeguard and enhance your
CIS Infinity investment. Enjoy unparalleled access to dedicated resources committed to your long-term success.
Let AMS handle the intricacies of CIS Infinity management so your team can innovate and excel. Together, we'll navigate the evolving
landscape of utility services with confidence.
This document describes the Scope of Work (SOW) to be delivered by Advanced, as well as defines the principal activities and deliverables of both
Advanced and City of Rancho Cucamonga (“Rancho”).
The services as outlined in this Scope of Work (SOW) encompasses all aspects of Advanced’s AMS offering, including but not limited to
Account Management, CIS Infinity build regression testing of Racho’s CIS Infinity system, and one onsite or remote BPR per 12 month term.
At a summary level, Advanced will provide the following services:
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
14 | P a g e
1. Dedicated Account Management
▪ Forge a personal relationship with your AMS Consultant
▪ Regular one-on-one calls to address your unique needs
▪ Build Update Planning
▪ Annual Review of build logs and Enhancement Addendums
▪ Detailed reports on enhancements
2. Annual Business Process Review (BPR)
▪ Annual business process review to optimize operations
▪ Remote or Onsite BPR (Rancho to cover travel expenses)
▪ Detailed documentation of BPR Recommendations
3. Comprehensive CIS Administration
▪ Seamless application of new CIS builds tailored to your requirements
▪ Rigorous regression testing in your test environment for reliability
▪ Priority support for critical CIS Infinity issues, supplementing standard Support
▪ Updated Regression Test Systems data with the copy from Production system
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
15 | P a g e
Key Assumptions
1. All prices are quoted in US dollars.
2. The Fixed Cost will be firm for the services identified herein. Travel costs will be billed as incurred in accordance with the Managed
Service Agreement or as agreed to in writing by both parties.
3. Regression testing services are provided for build updates within a Version (e.g. Version 4.1.64 to 4.1.67). Regression testing services
for a Version Upgrade (e.g. Version 3.x to Version 4.x or Version 4.x to Version 5.x) are excluded and will require a separate SOW.
4. Regression testing as defined in Schedule C is included for up to two builds per 12-month term.
5. Rancho will provide the server including the required system software to host two CIS Infinity test systems (1. Current Build, 2. New
Build) to be used by Advanced for regression testing purposes. The two test systems can either be on one server (with enough
resources to host two systems) or can be hosted on each separate server.
6. Rancho will provide one (1) back up copy of their Production database, as well as a full copy of the CIS Application folder, for Advanced
to create two test systems specified in point 5.
7. Advanced will install two CIS Infinity test systems (1. Current Build, 2. New Build).
8. Regression Test environments are for the exclusive use of Advanced’s personnel to ensure the validity of test results.
9. Rancho will provide Advanced with direct remote access to its servers. Any form of secure (VPN) connection that will allow Advanced
to remotely connect with either a temporary or permanent login credentials (at least) during the setup and regression testing. Rancho
can choose to restrict the availability of the connection (ex. only keep it open when needed).
10. Rancho will provide Advanced with administrative access on the AMS test server/s including database administrative access on the
database server where the test databases are going to be hosted.
11. Builds will be applied by Advanced in one production and two non-production (AMS and regular Test) systems.
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
16 | P a g e
12. All AMS services are provided between 8:00 AM – 8:00 PM Eastern.
13. Rancho will be required to participate in a remote Discovery session to assist in defining regression testing data set (e.g. Billing Cycle to
be tested).
14. Rancho specific stored procedures and or database triggers are excluded from the regression testing scope.
15. It is Rancho's responsibility to test all other functions within CIS Infinity not tested by Advanced under this SOW, before authorizing
application of a build to your Production system.
16. Rancho must provide written authorization before Advanced will apply a new build to Rancho’s Production system.
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
17 | P a g e
AMS - Scope of Work
The following services will be provided annually to Rancho, provided that Rancho has an effective Advanced Managed Services agreement.
1. Account Management
Advanced will schedule annual reviews of the Build Logs and Enhancement Addendums with Rancho. Advanced and Rancho will
work together to determine which Builds will be applied during the 12-month term and the timing for testing and applying a build (i.e.
a Build Plan). In addition, Advanced will schedule a regular call with Rancho to review the outstanding tickets/issues.
Advanced DELIVERABLES:
• Lead annual review of Build Logs and Enhancement Addendums
• Jointly develop a Build Plan
• Document Build Plan
• Review outstanding tickets/issues, coordinate internally with the Advanced Technical team for resolution
Rancho DELIVERABLES:
• Participate in annual review of Build Logs and Enhancement Addendum
• Jointly develop a Build Plan
• Participate on the regular call to review outstanding tickets/issues
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
18 | P a g e
2. Business Process Review
Advanced will conduct one, remote or 4-day onsite Business Process Review (BPR), each 12-month term, on a date mutually agreed
by Advanced and Rancho. Advanced will review key meter to cash business processes with Rancho staff and document
recommendations for improvements to current processes. Rancho will provide the resources and the information that Advanced will
require to perform a successful BPR. Implementation of changes are at the discretion of Rancho and may require a separate SOW,
depending on scope, if Advanced assistance is required.
Advanced DELIVERABLES:
• Deliver remote or onsite BPR
• Document recommendations
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
19 | P a g e
Rancho DELIVERABLES:
• Participate in BPR sessions
• Provide documentation of current business processes, where available
3. Regression Testing – CIS Infinity
Advanced will perform regression testing activities as defined in Schedule C below for up to two builds per 12-month term using
Rancho’s data which resides on Rancho’s test servers. Advanced will perform a manual testing procedures. Rancho is responsible
for any additional testing activity not defined in Schedule C.
Advanced will compare data between the 2 test systems at a detail table and record level, for each test activity and will present a
summary of results including explanation of any valid discrepancies. Invalid differences will be corrected by Advanced prior to, when
possible, releasing the system to Rancho.
Through a Discovery process, Advanced will work with Rancho to identify data to be used in testing.
Advanced DELIVERABLES:
• Lead Discovery Session
• Apply Builds Required to Conduct Regression Testing
• Perform Regression Testing Activities as outlined in Schedule C
• Resolve and Testing Errors/Discrepancies
• Document Testing Results
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
20 | P a g e
Rancho DELIVERABLES:
• Participate in Discovery Session
• Provide hardware and install and configure associated system and database software required for regression testing,
specifically two test environments. (Test 1 – Current Build, and Test 2 – New Build)
• Provide Administrative access to the regression test database servers
• Provide data files identified during Discovery (e.g. meter readings) required for regression testing
• Assist Advanced, as needed, in resolution of Testing Errors/Discrepancies
• Test any processes not included in Schedule C that Rancho deems important before applying a build to production
• Authorization to apply a Build to production
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
21 | P a g e
Schedule B – Fees and Payment Schedule
The total annual fee for the Advanced Managed Services is $56,304.00 USD due on August 1, 2025.
This Agreement shall commence on the Effective Date and shall continue for a period of five (5) years, ending on July 31, 2030 (the “Initial
Term”). Upon expiration of the Initial Term, this Agreement may be renewed for an additional term of two (2) years (the “Renewal Term”),
unless one party gives written notice to the other party not less than ninety (90) days prior to the end of the current term of its intention not to
renew. And where the notice of non-renewal has not been provided in accordance with the terms, Rancho is obliged to pay the annual
recurring AMS fee for the then applicable one-year term. The Initial Term and the Renewal Terms shall collectively be referred to as the
“Term”.
Travel-related expenses are not included in the Annual Fee. Travel will be billed as incurred per the terms of the Managed Services
Agreement.
Under no circumstances shall Advanced Utility Systems be liable for any special, indirect, consequential, punitive, or incidental damages of
any kind and shall not be liable for loss of profits, works stoppage, system failure or malfunction, loss of data or any other damages or losses
in connection with this statement of work, even if Advanced Utility Systems has been advised of the possibility of such damages. In any
event, Advanced Utility Systems shall not be liable to pay any amount, in the aggregate, that is greater than the fees received by Advanced
Utility Systems under this statement of work.
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
22 | P a g e
Schedule C – Regression Testing - Test Activities
Functional Area/Process Test Activity
Meter Reading Export ▪ Generate one meter reading export file
Meter Reading Import ▪ Import one meter reading file
Pre-Exceptions ▪ Generate Pre-Exceptions for one Bill Cycle
Cycle Billing ▪ Generate one billing batch from Meter Reading Import File
▪ Enter manual read on one “Estimate” exception type
▪ Select an account in batch, create a Transaction Batch, add adjustment and update batch
▪ Check for new Transactions
▪ Transfer Exceptions
▪ Journal – Batch with No Exceptions
▪ Merge Exceptions
▪ Journal Merged Batch
▪ Print Bills
▪ Update Batch
Shared Billing ▪ Generate one billing batch from Shared/Online Billing Meter Reading Import File
▪ Transfer Accounts Ready to Print to Batch
▪ Original Batch - Change bill status to Ready to Print and Ignore Exceptions for all accounts in filter
▪ Select Import and choose the remaining book for the selected cycle and change the reading and billing
date by at least one day
▪ Journal Batch
▪ Print Bills
▪ Update Batch
Manual Billing
▪ Meter Change Out ▪ Perform one Meter Change Out
▪ Create one manual bill batch and add account with meter change
▪ Proration ▪ Add one account and change reading date for less than 30 days to create short bill and trigger pro-
ration
▪ Add one account and change reading for more than 30 days to create long bill and trigger pro-ration
▪ First Bill ▪ Add one account created from New Services to trigger first bill
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
23 | P a g e
Functional Area/Process Test Activity
▪ Journal Batch
▪ Print Bills
▪ Update Batch
Cancel Billing ▪ Select one account updated in cycle batch and flag to cancel as whole
▪ Create Cancel Bill batch
▪ Journal Batch
▪ Update Batch
Cancel and Rebill ▪ Select one account updated in cycle batch and flag to cancel & rebill, enter new readings and reading
date
▪ Create Cancel & Rebill batch
▪ Journal Batch
▪ Print Bills
▪ Update Batch
Moves & Final Billing
▪ Vacant ▪ Select existing customer - Account 2
▪ Move Account 2 into a new account (Account 1); back date move 1 week, transfer balance, leave
Account 2 vacant
▪ Auto Owner ▪ Move out Account 3 (Auto Owner) out; back date move 1 week
▪ Final Bills ▪ Create one Final Bill Batch
▪ Add Account 1, 2, 3 and ensure none are set to no bill, enter meter read
▪ Journal Batch
▪ Print Bills
▪ Update Batch
▪ Final Bill - Occupancy Charge ▪ Locate Occupancy Charge batch generated by Final Bill batch, in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Final Bill - Balance Transfer ▪ Locate Balance Transfer batch generated by Final Bill batch, in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Final Bill - Deposit Transfer ▪ Locate one customer who has an A/R Balance and a Deposit Paid Balance and is Active on 2 Accounts
▪ Move Out this customer from 1st Account, with balance transfers to the Customer’s 2nd Account and
Move In a new Customer to 1st Account
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
24 | P a g e
Functional Area/Process Test Activity
▪ Final bill the Customer.
▪ Locate Balance Transfer batch generated by Final Bill batch, in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Final Bill - Apply Deposit and
‘Reverse Unpaid Deposit
▪ Locate one customer who has a deposit paid balance and another where there is a deposit owing
balance (could be on a single customer/account)
▪ Move out the customer leaving the account vacant
▪ Final bill the customer and check the ‘Charges’ tab on the bill.
▪ Auto Final Bills ▪ Move one new customer into Vacant account (Account 2); use current date, Deposit Quote
▪ Move in existing customer (Account 4) into Account 3; use current date, balance transfer
▪ Move new customer into Account 5
▪ Add Auto Final Bill reading to Account 2, 3, 4, 5
▪ Create Auto Final Bill Batch
▪ Ensure Account 2, 3, 4 and 5 are brought in and none are set to no bill
▪ Journal Batch
▪ Print Bills
▪ Update Batch
▪ Auto Final Bills - Occupancy Charge ▪ Locate Occupancy Charge batch generated by Auto Final Bill batch, in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Auto Final Bills - Occupancy Charge
– Vacant Move In
▪ Execute Vacant Account Move In Processing
▪ Locate Occupancy Charge batch generated by Vacant Account Move in, in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Auto Final Bills - Balance Transfer ▪ Locate Balance Transfer batch generated by Auto Final Bill batch, in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Auto Finals - Deposit Quote ▪ Execute Deposit Quote Processing
▪ Locate Deposit Quote batch in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Delete Move In – New Customer ▪ Go to Account 5 and delete move (Account 5 should now be Inactive)
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
25 | P a g e
Functional Area/Process Test Activity
▪ Move Multiplier with Customer (if
applicable)
▪ Note: Applicable where Basic Multiplier Control form is configured for a multiplier to move with
Customer.
▪ Locate one Active Customer/Account with these multipliers (CUST/ACCT1)
▪ Select one other Customer/Account that has the same Service (CUST/ACCT2), Move Out the
CUST/ACCT2 and Move In CUST/ACCT1
▪ Move Payment Plan with Customer
(if applicable)
▪ Note: Applicable if the ‘Move Scenario Control’ is configured to Copy Existing Pap Data’ for the Move In
scenario type.
▪ Locate one ‘Active’ Customer/Account which has a Payment Plan (CUST/ACCT3)
▪ Move in one Customer (CUST/ACCT3) to another account (CUST/ACCT4)
Payment Import ▪ Create one Transaction Batch
▪ Import one payment file
▪ Journal Batch
▪ Update Batch
Cash Register ▪ Create one Cash Register Batch
▪ Add one account by customer #, pay full amount
▪ Add one account by account #, pay partial amount
▪ Add one customer with multiple active accounts
▪ Add one account by Search, pay full amount, change transaction code
▪ Journal Batch
▪ Update Batch
▪ Create one Cash Register batch
▪ Add one account by customer #, pay bill full amount by cash
▪ Add one account by account, pay partial amount by check
▪ Add one account by search, pay partial amount by cash and balance by check
▪ Add one account by account, pay in full by credit card
▪ Add one customer with multiple accounts, pay bill full amount check
▪ Add customer with multiple account, pay partial amount by cash
▪ Delete one account
▪ Journal Batch
▪ Update Batch
▪ Create one Cash Register Batch
▪ Add one account by account, pay partial amount to specific AR(s) to override payment allocation
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
26 | P a g e
Functional Area/Process Test Activity
▪ Add one account, pay by cash where change will be given
▪ Add one POS transaction
▪ Add one GL transaction
▪ Edit one Cash Register batch and edit Cash Register Amount to be a 1¢ difference Cash tender
▪ Balance Cash Register
▪ Journal Batch
▪ Update Batch
Adjustments
▪ Create one Adjustment Transaction Batch
▪ Add one debit adjust to account
▪ Add one credit adjust to account
▪ Add one account and change transaction code
▪ Add one account used in Cash Register and process NSF selecting original transaction
▪ Journal Batch
▪ Update Batch
Late Payment Charges ▪ Execute Penalty Processing
▪ Locate Late Charges batch in Cash Processing
▪ Journal Batch
▪ Update Batch
Notices ▪ Create one Notice Batch for a selected cycle - Notice date = date of 1st pending notice for the previous
bill (May/May Not be Notice 1 date)
▪ Execute Removed Listing
▪ Execute Notice Listing
▪ Print Notices (if applicable)
▪ Update batch
▪ Creation of Notice Charges cash batch (if configured in Collection Notice Control form)
o Created as a result of Notices Batch Update
Arrangement Processing ▪ Add single arrangement to Account 6 using current date
▪ Add group arrangement to Account 7, process as group starting with current date
▪ Add group arrangement to Account 8, not processed as group starting with current date
▪ Add single arrangement to Account 9 using future date
▪ Add single arrangement to Account 10 using current date
1. Create one pending cash batch
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
27 | P a g e
Functional Area/Process Test Activity
2. Add a payment in full to Pending Cash Batch for Account 6
3. Arrangement Processing Pickup
4. Add single arrangement to Account 11 using current date
5. Add group arrangement to Account 12, process as group starting with current date
6. Add group arrangement to Account 13, not processed as group starting with current date
7. Add single arrangement to Account 14 using future date
8. Add single arrangement to Account 15 using current date
9. Add a payment in full to Pending Cash Batch created for Account 11
10. Run Arrangement Processing from the Collection Processing form
Collections Processing
▪ Disconnection ▪ Update all Broken Arrangement accounts to Collection Status of Pending Disconnect
▪ Create Transaction Batch
▪ Add full payment to Transaction Batch for one Account with Pending Disconnect
▪ Generate Field Actions
▪ Add full payment for one Account with “Disconnect Service Order Generated” Collection Status
▪ Reconnection ▪ Select 2 accounts and add Disconnect records
▪ Add partial payment (below min for reconnection) for 1st Account
▪ Add full payment for 2nd Account
▪ Bankruptcy (if applicable) ▪ Select one account with amount owing and add a bankruptcy record for current date
▪ Select a second account with amount owing and add bankruptcy with older file date
▪ Locate Bankruptcy batch in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Write Off Processing ▪ Execute Write Off Processing – Write Off
▪ Locate Write Off batch in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Credit Refund (if applicable) ▪ Execute Write Off Processing – Credit Refund Pickup
▪ Locate Credit Refund batch in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Refund file
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
28 | P a g e
Functional Area/Process Test Activity
▪ Collection Agency (if applicable) ▪ Execute Write Off Processing - Collection Agency Pickup
▪ Locate Collection Agency batch in Transaction Batch
▪ Journal Batch
▪ Update Batch
▪ Collection Agency file
Deposit Quote ▪ Execute Deposit Quote Processing
▪ Locate Deposit Quote batch in Transaction Batch
▪ Journal Batch
▪ Update Batch
Deposit Interest ▪ Execute one Deposit Interest Processing
▪ Locate Deposit Interest batch in Transaction Batch
▪ Journal Batch
▪ Update Batch
Deposit Refund ▪ Execute one Deposit Refund Processing
▪ Locate Deposit Refund batch in Transaction Batch
▪ Journal Batch
▪ Update Batch
PAP/ACH Pickup ▪ Execute one ACH/PAP Processing
▪ Locate PAP/ACH Batch in Transaction Batch
▪ Journal Batch
▪ Create Bank File
▪ Update Batch
Request/Adjust Transaction Pickup ▪ Execute one Transaction Request Transaction Processing
▪ Locate Request Transaction batch in Transaction Batch
▪ Journal Batch
▪ Update Batch
Service Orders ▪ Add one SO to an account from CAI/AccountView, print on Save
▪ Add one SO to an account from CAI/AccountView, do NOT print on Save
▪ Add one SO from Service Order Management form
▪ Complete one SO using completion code to trigger action
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
29 | P a g e
Functional Area/Process Test Activity
Reporting
▪ Customer Account Reports ▪ Compare Single AR Summary filtered to one specific cycle
▪ Compare Single AR Detail filtered to one specific cycle
▪ Compare Multiple AR Summary filtered to one specific cycle
▪ Compare Multiple AR Listing to one specific cycle
▪ GL Reports ▪ Compare GL Element Monthly Summary filtered to one specific month/year
▪ Compare GL Element Monthly Detail filtered to one date range
▪ Compare Transaction Daily Summary filtered to one specific date
▪ Aged Arrears ▪ Compare Detailed filtered to one specific AR, one account status, one account type and one cycle
▪ Compare Summary filtered to one specific AR, one account status, one account type and one cycle
Letter Management ▪ Add one letter to one account
▪ Print Letter
Customer Account
Inquiry/AccountView
▪ Compare Information displayed in the Information Band for one Customer Account in the
CAI/AccountView form, Billing Batch form, and Cash Register Batch form
▪ Verify that able to access all Tabs in the CAI/AccountView form
▪ Verify that able to all grids in the CAI/AccountView form display
▪ Verify all buttons function in CAI/AccountView Navigation Tool Bar
▪ Advanced Search – Execute 5 saved Filters/Searches in CAI/AccountView and validate results are the
same
Docusign Envelope ID: A370BF58-6506-41D9-868E-1FBE4D1BAE98
Electronic Record and Signature Disclosure
Certificate Of Completion
Envelope Id: A370BF58-6506-41D9-868E-1FBE4D1BAE98 Status: Completed
Subject: Complete with Docusign: Contract No. 2025-084.pdf, Contract No. 2025-085.pdf
Source Envelope:
Document Pages: 40 Signatures: 4 Envelope Originator:
Certificate Pages: 5 Initials: 0 Trina Valdez
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
trina.valdez@cityofrc.us
IP Address: 199.201.174.250
Record Tracking
Status: Original
9/3/2025 7:32:50 AM
Holder: Trina Valdez
trina.valdez@cityofrc.us
Location: DocuSign
Signer Events Signature Timestamp
Mark Wilkinson
MWilkinson@advancedutility.com
Executive Vice President
Advanced Utility Systems
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 170.55.84.66
Sent: 9/3/2025 7:41:38 AM
Viewed: 9/3/2025 12:24:36 PM
Signed: 9/5/2025 1:53:47 PM
Electronic Record and Signature Disclosure:
Accepted: 9/3/2025 12:24:36 PM
ID: c6b1e541-eebb-446f-9d58-a3dd31b1a153
L. Dennis Michael
dennis.michael@cityofrc.us
Mayor/President
City of Rancho Cucamonga
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 172.116.88.134
Signed using mobile
Sent: 9/8/2025 10:29:15 AM
Viewed: 9/8/2025 10:30:50 AM
Signed: 9/8/2025 10:31:37 AM
Electronic Record and Signature Disclosure:
Accepted: 2/9/2024 6:38:34 AM
ID: af10cf43-a717-4bff-b38f-547702baac4d
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Trina Valdez
trina.valdez@cityofrc.us
Rancho Cucamonga Municipal Utility
Security Level: Email, Account Authentication
(None)
Using IP Address: 199.201.174.250
Sent: 9/5/2025 1:53:50 PM
Viewed: 9/8/2025 10:29:15 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Certified Delivery Events Status Timestamp
City Clerk
ClerkContracts@cityofrc.us
City Clerk
City of Rancho Cucamonga
Security Level: Email, Account Authentication
(None)
Using IP Address: 199.201.174.250
Sent: 9/8/2025 10:31:40 AM
Viewed: 9/8/2025 10:51:24 AM
Electronic Record and Signature Disclosure:
Accepted: 7/25/2022 12:27:29 PM
ID: 578ceeb0-8f39-4d98-9bc1-cab7a1d9cdf5
Carbon Copy Events Status Timestamp
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 9/3/2025 7:41:38 AM
Certified Delivered Security Checked 9/8/2025 10:51:24 AM
Signing Complete Security Checked 9/8/2025 10:31:37 AM
Completed Security Checked 9/8/2025 10:51:24 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, Rancho Cucamonga Municipal Utility (we, us or Company) may be required
by law to provide to you certain written notices or disclosures. Described below are the terms
and conditions for providing to you such notices and disclosures electronically through the
DocuSign system. Please read the information below carefully and thoroughly, and if you can
access this information electronically to your satisfaction and agree to this Electronic Record and
Signature Disclosure (ERSD), please confirm your agreement by selecting the check-box next to
‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the
DocuSign system.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available
electronically to you by us. You will have the ability to download and print documents we send
to you through the DocuSign system during and immediately after the signing session and, if you
elect to create a DocuSign account, you may access the documents for a limited period of time
(usually 30 days) after such documents are first sent to you. After such time, if you wish for us to
send you paper copies of any such documents from our office to you, you will be charged a
$0.00 per-page fee. You may request delivery of such paper copies from us by following the
procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time
change your mind and tell us that thereafter you want to receive required notices and disclosures
only in paper format. How you must inform us of your decision to receive future notices and
disclosure in paper format and withdraw your consent to receive notices and disclosures
electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to
receive required notices and consents electronically from us or to sign electronically documents
from us.
All notices and disclosures will be sent to you electronically
Electronic Record and Signature Disclosure created on: 3/4/2021 1:28:27 PM
Parties agreed to: Mark Wilkinson, L. Dennis Michael, City Clerk, Mark Wilkinson, L. Dennis Michael, City Clerk
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through the DocuSign system all required notices, disclosures,
authorizations, acknowledgements, and other documents that are required to be provided or made
available to you during the course of our relationship with you. To reduce the chance of you
inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures
electronically from us.
How to contact Rancho Cucamonga Municipal Utility:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to: trina.valdez@cityofrc.us
To advise Rancho Cucamonga Municipal Utility of your new email address
To let us know of a change in your email address where we should send notices and disclosures
electronically to you, you must send an email message to us at trina.valdez@cityofrc.us and in
the body of such request you must state: your previous email address, your new email
address. We do not require any other information from you to change your email address.
If you created a DocuSign account, you may update it with your new email address through your
account preferences.
To request paper copies from Rancho Cucamonga Municipal Utility
To request delivery from us of paper copies of the notices and disclosures previously provided
by us to you electronically, you must send us an email to trina.valdez@cityofrc.us and in the
body of such request you must state your email address, full name, mailing address, and
telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with Rancho Cucamonga Municipal Utility
To inform us that you no longer wish to receive future notices and disclosures in electronic
format you may:
i. decline to sign a document from within your signing session, and on the subsequent page,
select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an email to trina.valdez@cityofrc.us and in the body of such request you must state
your email, full name, mailing address, and telephone number. We do not need any other
information from you to withdraw consent.. The consequences of your withdrawing consent for
online documents will be that transactions may take a longer time to process..
Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The
current system requirements are found here: https://support.docusign.com/guides/signer-guide-
signing-system-requirements.
Acknowledging your access and consent to receive and sign documents electronically
To confirm to us that you can access this information electronically, which will be similar to
other electronic notices and disclosures that we will provide to you, please confirm that you have
read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for
your future reference and access; or (ii) that you are able to email this ERSD to an email address
where you will be able to print on paper or save it for your future reference and access. Further,
if you consent to receiving notices and disclosures exclusively in electronic format as described
herein, then select the check-box next to ‘I agree to use electronic records and signatures’ before
clicking ‘CONTINUE’ within the DocuSign system.
By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm
that:
You can access and read this Electronic Record and Signature Disclosure; and
You can print on paper this Electronic Record and Signature Disclosure, or save or send
this Electronic Record and Disclosure to a location where you can print it, for future
reference and access; and
Until or unless you notify Rancho Cucamonga Municipal Utility as described above, you
consent to receive exclusively through electronic means all notices, disclosures,
authorizations, acknowledgements, and other documents that are required to be provided
or made available to you by Rancho Cucamonga Municipal Utility during the course of
your relationship with Rancho Cucamonga Municipal Utility.