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R-08-25 to approve the professional services agreement with Third Millennium, Inc. for printing and mailing of Village of Lemont utility bills418 Main Street I Lemont, IL 60439 TO: Village Board Meeting FROM: Darshana Prakash, Finance THROUGH: George Schafer, Village Administrator SUBJECT: A Resolution to approve the professional services agreement with Third Millennium, Inc. for printing and mailing of Village of Lemont utility bills DATE: February 10, 2025 SUMMARY/BACKGROUND This agenda item was discussed at the January 27th Committee of the Whole meeting. The Village's utility bills are printed in house each month. To facilitate this process, the Village leases a folding and inserting machine and a postage machine. Once the bills are ready to be mailed, they are brought to the Post Office by staff. As a cost cutting measure, staff is recommending outsourcing this process effective May 1, 2025. Six vendors responded to the Village's RFQ for a five year term for printing and mailing services. Two vendors were disqualified: one for not submitting a quote on time and the other for providing incorrect quotes (which they admitted was their error) and subsequently provided new quotes but after the deadline. The lowest quote received was from Third Millennium Associates (TMA). Annual outsourcing cost includes paper and envelopes for 3,900 monthly bills (excluding inserts): Year 1: $7,124 (includes $1,495 one time setup fee) Year 2: $5,826 Year 3: $6,029 Year 4: $6,240 Year 5: $6,458 On average, inserts in the utility bills have been 1-2 in a year. The cost of which is $0.09 for a full page (for 7,000 bills cost would be $630). TMA is a reputable, known vendor in this space as well as to the Village since 2019 when we outsourced the vehicle sticker process. Since then, they have proved to be very responsive, consistently providing timely customer service when needed. The Village will save on: 1. Annual lease cost on folding and inserting machine - $4,000 2. Annual lease cost on postage machine - $2,000 3. Average annual paper and envelope cost - $7,500 4. Average annual toner, maintenance and supplies cost - $700 5. Annual postage cost - approximately 20% or $1,015 for 7,000 bills (current Village rate is $0.69/ea and TMA rate is $0.545/ea) 6. Staff will no longer have to print, stamp and drive to the Post Office ANALYSIS Consistency with Village Policy STAFF RECOMMENDATION Pass the Resolution. BOARD ACTION REQUESTED Pass the Resolution. ATTACHMENTS Resolution to approve professional services agreement with TMA.pdf Resolution No. 9-0q ,-2-6 A Resolution Approving Professional Services agreements with Third Millennium Associates, Inc. WHEREAS, it has become beneficial for the Village of Lemont ("Village") to enter into the Utility Billing Production agreement with Third Millennium Associates, Inc. ("TMA") to provide printing and mailing services for the Village of Lemont utility bills; WHEREAS, a Request for Quotes was issued, and four vendors successfully qualified with TMA providing the lowest quote.; and WHEREAS, upon receipt and review of the quote submitted, the President and Village Board have determined that it is advisable, necessary and in the best interests of the Village to accept the quote submitted by TMA. NOW THEREFORE, BE IT RESOLVED BY THE VILLAGE BOARD OF TRUSTEES OF THE VILLAGE OF LEMONT, COOK, WILL & DU PAGE COUNTIES, ILLINOIS that: SECTION ONE: Incorporation of Recitals. The foregoing findings and recitals are hereby adopted as Section One of this Resolution and are incorporated by reference as if set forth verbatim herein. SECTION TWO: Accept TMA as vendor to provide the printing and mailing services of the utility bills. The Village Board hereby waives the competitive bidding requirements otherwise applicable to authorize services and accepts the quote submitted by TMA. SECTION THREE: The Village Administrator or his designee is hereby authorized to execute any documents and take any other steps necessary to ensure the services are performed by Third Millennium Associates, Inc. SECTION FOUR: This Resolution shall be in full force and effect from and after its passage and approval as provided by law. PASSED AND APPROVED BY THE PRESIDENT AND BOARD OF TRUSTEES OF THE VILLAGE OF LEMONT, COUNTIES OF COOK, WILL AND DUPAGE, ILLINOIS on this 10`h Day of February, 2025. PRESIDENT AND VILLAGE BOARD MEMBERS: AYES: NAYS: ABSENT: ABSTAIN Janelle Kittridge Dave Maher �✓ Ken McClafferty Kevin Shaughnessy ✓ Rick Sniegowski Ron Stapleton —� John Egofske President ATTEST: ACHAR"LENEM.OLLEN Village Clerk G� OF"EAt F v 'IQ L "Z L 114 Off'' Utility Billing Production Agreement Third Third Millennium Associates, Inc. and Millennium the Village of Lemont, IL Associates, Incorporated This agreement, which is of five years duration, will automatically renew after the original five year contract period and annually thereafter unless either party provides to the other party written notice of cancellation at least 120 days prior to the agreement anniversary. This production agreement, which is entered into this _IOth_day of February_2025 by and between Third Millennium Associates, Inc. (hereinafter referred to as "TMA") and the Village of Lemont, IL (hereinafter referred to as "VILLAGE"). For consideration of payment, TMA will provide to VILLAGE, information technology services, laser imaging and mailing services for the purpose of rendering Utility billing invoices and other items as detailed on the attached Schedule "A". 1. Pre -agreement Confidentiality Confidentiality and non -disclosure are defined by mutual agreement between TMA and VILLAGE per the existing agreement document dated and signed on the 8th day of April 2019 by TMA and VILLAGE. Also refer to paragraph 10 of this agreement. 2. Pricing Structure The prices on which products and services will be provided by TMA to VILLAGE are set forth on the attached Schedule B. 3. Postage Cost Postage costs are not included in the attached listed prices and will be paid by VILLAGE directly to the USPS via E.P.S. (Enterprise Processing System). The VILLAGE will be required to open and maintain a E.P.S. account. TMA will provide the 3602 document for your review, with the monthly postage required for your Utility bills and / or other TMA imaged mailing on behalf of VILLAGE. VILLAGE will pay the estimated monthly postage directly to the USPS, via the E.P.S. system. The USPS will report directly to VILLAGE all amounts charged to the VILLAGE postal account. In addition, TMA will open a first class Pre -Sort Permit on your behalf, the cost of which will be billed to the VILLAGE via Invoice. The VILLAGE has already established a permit at the Carol Stream Regional Post office. TMA will work with VILLAGE to open and establish an E.P.S account. 4. Payment Terms Products and services provided by TMA shall be cumulatively billed on a monthly basis. The TMA Invoice format shall detail each individual mailing and the dates of the provided service. All correctly rendered TMA monthly invoices shall be paid by VILLAGE in accordance with the Illinois Prompt Payment Act. TMA Confidential Information 1 Contract Rev. 01.07.2025 5. TMA Oualitv Commitment TMA guarantees that it will maintain consistent standards of quality workmanship and warrants the accurate and timely processing, printing and mailing of the document as outlined in paragraph seven (7) and that its products and services will be free from defect in materials and workmanship. TMA does not warrant that the document contents are fit, legally or otherwise, for their intended purpose or use. 6. Limits of Liabilit TMA agrees to use all reasonable efforts to provide timely services, but will not be held liable for errors of omission resulting from inaccuracies or defects in any VILLAGE billing data file, or for errors, omissions or delays resulting from improper input and output data controls and procedures used by VILLAGE or given to TMA by VILLAGE. TMA shall not be held responsible for any loss or delay or any default caused by acts of God or any other circumstances outside TMA's control which includes but is not limited to fire, flood, or labor from usual sources of supply, government restrictions, or electrical, mechanical or computer software failure that is unavoidable or beyond reasonable control of TMA. TMA agrees to use all reasonable efforts to provide timely production services at an alternate site in the event that their production site is unusable due to the aforementioned acts of God or any circumstances outside TMA's control. TMA'S maximum liability for any and all claims arising from the performance of its obligations shall not exceed the purchase price of the services provided. 7. Division of Responsibilities 7A. TMA Responsibilities 7A-1. To write the software required to convert the VILLAGE Utility billing file to the required laser image format. 7A-2. To write software that will allow VILLAGE'S Utility billing files to be processed through Postal software for the purpose of reducing VILLAGE'S postage to the minimum allowable postage piece rate. 7A-3. To procure all materials required to produce and to mail the Utility bills. This includes the Utility billing invoice, the No.10 window envelope and the No.9 courtesy reply envelope. TMA will not guarantee the performance of materials not produced by TMA. 7A-4. TMA will notify VILLAGE of the availability of record count and control totals for the Utility billing file no later than four (4) hours after receipt of the file. 7A-5 TMA will laser image and mail all VILLAGE Utility bills within forty-eight (48) post office operating hours after receipt of VILLAGE control total / record count sign off. TMA Confidential Information 2 Contract Rev. 01.07.2025 7A-6. TMA will provide our employees the training to ensure the confidentiality of VILLAGE information. 7A-7. TMA will maintain effective and timely communications with VILLAGE in all matters pertaining to the responsibilities listed herein. VILLAGE Responsibilities 7B-1. Project Initiation: VILLAGE will provide to TMA an ERP utility billing file containing all required billing elements which are internally calculated by the VILLAGE's ERP software. Provide the Utility billing file record layout with file to form written instructions, all billing business rules, exception rules and any other variations to the above. VILLAGE shall approve the record count and control total format presentation and laser imaged Utility bill format both front and back upon project completion. 713-2. Billing File and/or Bill Format Changes: Subsequent to VILLAGE "Project Initiation approval" any changes to billing business rules, laser image format, ERP billing file corruption, modifications and/or version updates will be billed to VILLAGE at the prevailing programing rates. 713-2a: If your file is submitted to the TMA Gateway prior to Ipm, on a regular business day, and that file stalls/fails, the file will be reviewed the same business day. TMA will then impart this information to the municipality for the next steps to be determined. 713-2b: If your file is submitted to the TMA Gateway after Ipm, on a regular business day, and that file stalls, the file will be reviewed on the next business day. TMA will then impart this information to the municipality for the next steps to be determined. 713-2c: If your file is approved on the TMA Gateway, on a regular business day, and our production staff attempts to run the file in production and if it is determined that the file is corrupt, we will review the issue and advise the municipality for the next steps to be determined. On files approved before Ipm, on a regular business day, review the same business day. On files approved after Ipm, on a regular business day, reviewed the next business day. 713-3. If, in the course of file review (whether prior to approval of file or after approval of file), it is determined that a file correction/or multiple corrections are needed, TMA will advise on the information that we have available, what the issue with the file is, and consult with the VILLAGE for direction on whose responsibility it will be to correct the file. The fee for this research will be a flat $100. If the issue/defect with the file is determined to be TMA's defect, no charge will be billed to VILLAGE. TMA Confidential Information 3 Contract Rev. 01.07.2025 713- 3a: If that fix/correction is to be made by TMA, the number of programming hours (cost) will be explained, as well as the timeframe for the fix to be implemented. If the issue/defect with the file is determined to be TMA's defect, no charge will be billed to VILLAGE. Staff Training and Responsible File Submission 7134. To provide to TMA a three (3) hour response via the TMA Gateway verifying the record count and control totals as stated in 7A-4. 713-5. To maintain an E.P.S. postal account. 713-6. To pay all correctly rendered TMA invoices in accordance with the Illinois Prompt Payment Act. 8. Price Changes The prices listed on Schedule B shall be subject to review each year on the anniversary date of this agreement. That review shall determine if there were any increases or decreases in the cost of paper, production, transportation or any other cost component of the herein contained products and/or services. Prices may also be reviewed if the agreement quantity as stated in SCHEDULE `B" varies by more than ten percent. TMA must provide third -party documentation of cost increases to VILLAGE. That documentation shall consist of letters of price increase or decrease from paper mills, articles from the Wall Street Journal or any other legitimate and universally accepted source. In the absence of the above documentation, the U.S. Consumer Price Indexes (CPI-U) will be used as the source of price increase or decrease. 9. Renegotiations and Cancellation In the event either party is in breach of any of the terms contained herein, the non -breaching party shall give written notice of said breach to the breaching party. The breaching party shall have ten (10) days to cure the breach. In the event said breach is not cured within ten (10) days of notice, the non - breaching party may then give thirty (30) days written notice of cancellation of this Agreement. 10. Post -agreement Confidentiality In the event of cancellation or expiration of this agreement, TMA shall return to VILLAGE all materials and information pertaining to the performance of this agreement. These materials shall include, but are not limited to, all electronic media, all printed material, all notes, memos or other sources of VILLAGE confidential information. In no instance, prior to, during, or after the conclusion of this agreement, shall TMA offer for sale or in any other manner disclose to any third party the VILLAGE document file or any other such VILLAGE files, whether written or in electronic media format. TMA Confidential Information 4 Contract Rev. 01.07.2025 11. Materials Production Prior to materials production runs, TMA will notify VILLAGE in writing of the items to be produced, production quantities planned and the estimated period of materials consumption. TMA will base its materials production quantities on projections using current semi -annualized Utility billing volume. Any materials (i.e., non -imaged forms, envelopes, etc.) that have been produced specifically and exclusively for VILLAGE'S use will be paid for by VILLAGE and at VILLAGE'S written request will be returned by TMA to VILLAGE upon cancellation or expiration of this agreement. In addition, any materials produced that are modified and unused will be billed to the VILLAGE at a stock replacement rate. 12. Other Provisions This agreement constitutes the entire agreement between the parties pertaining to the subject matter hereof and supersedes all prior agreements. No amendment, supplement, modification, waiver or termination of this agreement shall be binding unless executed in writing by the party to be bound thereby. No waiver of any of the provisions of this agreement shall be deemed or shall constitute a waiver of any other provision of this agreement, whether or not similar, nor shall such waiver constitute a continuing waiver unless otherwise expressly provided. This agreement shall be construed and interpreted according to the laws of the State of Illinois. If any provision, clause or part of this agreement, or the application thereof under certain circumstances is held illegal or unenforceable, the remainder of this agreement, or the application of such provision, clause or part under certain circumstances, shall not be affected thereby. IN WITNESS WHEREOF, the duly authorized representatives of the parties have executed the Agreement effective as of the date last written below. TMA Confidential Information 5 Contract Rev. 01.07.2025 AUTHORIZATION THIRD MILLENNIUM ASSOCIATES, INC. Signature: Name: Elizabeth S. Adducci Title: President Date: January 07, 2025 VILLAGE OF LEMONT, Title: Village Administrator February 10, 2025 TMA Confidential Information 6 Contract Rev. 01.07.2025 Schedule A Materials to be provided by TMA: Mi . 8 '/z x I Utility bill printed two colors on the face and one color on the back. Paper is 20 lb. MOCR bond, with a cross perforation to create the remittance portion of the document. M2. No.10 window generic window envelope. Paper is 24 lb. white -wove. M3. No.9 courtesy reply window envelope. Paper is 24 lb. white -wove. M4. With mutual agreement, VILLAGE may authorize TMA to provide certain materials for new projects or variations of the billing project. These material descriptions may be attached to, and become a part of Schedule "A". Services to be provided by TMA: S 1. To write VILLAGE Utility billing file conversion software that will allow the laser imaging of VILLAGE Utility bills per the charges stated in Schedule `B". S2. To write the required software that will allow VILLAGE'S billing file to be processed by TMA postal software. S3. To process the VILLAGE data file using TMA postal sort application software to reduce the VILLAGE'S postage rate to the minimum automation rate amount allowed by the LISPS. S4. To laser image VILLAGE Utility bills in quantities and frequencies as stated in schedule `B" of this agreement. S5. To insert, seal, tray, sleeve, band, label, palletize and prepare USPS form 3602 and deliver to the US Post office all pieces laser imaged with respect to item S4. S6. To insert additional pieces into the outgoing No.10 billing envelope as directed by VILLAGE per the conditions and charges as stated in Schedule `B" of this agreement. S7. With mutual written agreement, VILLAGE may authorize TMA to provide additional services and/or products for new projects or variations of this billing project. These service descriptions may be attached to, and become a part of Schedule "A". TMA Confidential Information 7 Contract Rev. 01.07.2025 SCHEDULE B - Pricing The prices contained herein are based on an average annual usage of 46,800 regular Utility bills. Any variance in the above quantities in excess of ten (10) percent per agreement year will be cause for a price review. There will be no more than one production run per month for the above stated item. Each Utility billing unit shall consist of the components described in Schedule A. 1B. VILLAGE regular Utility Bills will be laser imaged and mailed at a cost of $0.12028 cents per Utility bill (excluding postage) for the 2025 year. 2026, 2027, 2028, 2029 will increase by 3.5% annually using the $0.12028 price as a base. Prices are based on a monthly billing cycle. Every month, TMA will bill approximately 3,900 utility accounts. The initial set-up and programming fee shall be $1,495. Should VILLAGE require changes to the regular utility bills, or require the addition of past due and/or shut off notices to be designed and implemented at a later time than initial implementation, these set ups will be quoted at the time of work at our prevailing programming rates. 2B. There will be a minimum charge of $475 per month on any billing file submitted for printing that does not contain 1,500 pieces or more. 3B. The TMA PDF electronic Utility Bill archival/Adobe Acrobat retrieval system will be provided at no additional cost. 4B. A separate insertion charge will be applied for any additional item inserted into the out -going billing envelope. Insertion items must physically qualify for use on our insertion equipment. The insertion charge is 3.5 cents per item. This charge does not include the cost of printing the additional item(s) to be inserted. 5B. Should VILLAGE choose to provide the printed item to be inserted, there will be a $110 flat handling charge added to the insertion cost of the item being provided. The insertion cost of a VILLAGE provided insert will be 4.5 cents per item. The cartons should be properly labeled on the outside showing full product description and quantity contained therein. Each shipment must also contain a packing list with product description and quantity contained in each carton, total cartons and total weight. The item must be properly packaged, folded and oriented for use on a high-speed, multi -station document inserter. If items must be refolded or are not properly boxed requiring manual intervention to prepare items for insertion, and hourly fee will be quoted and billed to VILLAGE. 6B. With mutual written agreement, VILLAGE may authorize TMA to provide certain products and services for new or revised projects. The TMA pricing structure for these projects may be attached to, and become a part of, Schedule "B". TMA Confidential Information 8 Contract Rev. 01.07.2025 Third Millennium N%miaw , Im opornted CONFIDENTIALITY AGREEMENT BETWEEN VILLAGE of LEMONT, IL AND THIRD MILLENNIUM ASSOCIATES, INC. This agreement made and entered into this Str) day of "-Yl 1 , 2019 by and between Third Millennium Associates, Inc. (hereinafter referred to as "TMA") and the Village of Lemont, IL (hereinafter referred to as "VILLAGE"). Whereas VILLAGE desires to keep in confidence all information pertaining to the VILLAGE vehicle licensing billing files whereas TMA desires to keep in confidence all technical and systems information. Now, therefore, in consideration of the mutual covenants and agreements of each party to the other as stated herein, it is mutually agreed among the parties as follows: 1. SYSTEM DESIGN VILLAGE will make available to TMA for the purpose of evaluation and system development certain confidential information. This information shall include but not be limited to name and address files, billing amounts, and certain past due information. 2. CONFIDENTIAL DOCUMENTS VILLAGE shall give to TMA confidential information and TMA shall make copies for internal purposes only. All written information presented to TMA shall be and remain confidential. 3. CONFIDENTIAL ORAL DISCLOSURES VILLAGE shall inform TMA through its representatives that a particular oral disclosure shall be deemed confidential information. 4. TMA NON -DISCLOSURE TMA and its designated personnel will hold in confidence all confidential information disclosed for the purpose of evaluating its interest in establishing a business relationship with VILLAGE. Upon establishing a desire to enter into a business relationship, all confidential information shall continue to remain confidential. If no business relationship should exist, all information shall be returned to VILLAGE by TMA and TMA shall purge all files related to VILLAGE. TMA Confidential Information 5. VILLAGE NON -DISCLOSURE TMA shall snake available to VILLAGE orally and / or in writing, details regarding the design and functionality of TMA's software and systems. These shall be held in strict confidence by VILLAGE and shall not in any way be shared with or disclosed to a third party other than as required by law. In no instance, during or at any time after the conclusion of this agreement, shall TMA offer for sale or in any other manner disclose to any third party the VILLAGE billing files or past due file or any other such VILLAGE files, whether written or in electronic format. AUTHORIZATION THIRD MILLENNIUM ASSOCIATES, INC. Si ,nature: Name: Elizabeth S. Adducci Title: Vice President Date: March 28, 2019 VILLAGE OF LEMONT, IL Name: C2otctiL stkfis f Date: Apr,\ TMA Confidential Information 2