2022/03/29 Advanced Pension Advanced Pension Subscription ContractAdvanced Pension Subsc iption Contract
Client Info mation:
Date *
03/21/2022
E-mail *
ex: myname@example.com
Organization Name Client) *
Menifee, City of
Name Client Representative) *
First Name Last Name
Title *
Phone Number *
(000) 000-0000
Number of Employees: Please Select
the Co rect Range *
250-374
DocuSign Envelope ID: E732243C-AE29-4938-994E-1646D91C0757
951-672-6777
Assistant City Manager
Rochelle Clayton
MEMBERSHIP & PAYMENT OPTIONS
PAYMENT AGREEMENT
TERMS & CONDITIONS
1. TOTAL ACTIVE EMPLOYEES *
302
Please provide the number of all active employees in
your organization
2. SUBSCRIPTION TYPE / OPTION *
Flat Rate Membership - All Employee
All memberships are a 36 month agreement, subject
to the te ms and conditions as stated below. All rates
are guaranteed while in contract.
2. TOTAL MONTHLY FLAT RATE PAYMENT *
674.37
Note: 1. Flat Rate will never Increase while in contract
2. Per License Fee is subject to change based on
usage with a 1,500 minimum guarantee and shall be
reviewed monthly.
ONE TIME ON BOARDING FEE BASED ON NUMBER OF CLASSIFICATIONS *
Agree to Assist - Waived
This is one time onboarding fee based on the number
of classifications in your membership. This fee is due
30 days from date of contractual agreement.
SUBSCRIPTION CONTRACT This document ("Agreement") is the w itten contract between
Advanced Pension Inc ("Provide ” & "Client") as identified above.
EFFECTIVE DATE This Agreement will take effect on the date of signature by the client and
shall be valid for 36 months from the date of first payment. Upon expiration, membership
contracts will automatically renew for an additional one year, on a reoccu ing annual basis
as to not Inte upt client se vice. Payments and se vices will continue as set fo th by the
te ms agreed in this contract
SCOPE OF SERVICES Client is subsc ibing to Advanced Pension Inc whereas Advanced
Pension shall provide the Client with a subsc iption-based membership where access is
granted to the amount of employeess dete mined under the "Membership & Payment"
DocuSign Envelope ID: E732243C-AE29-4938-994E-1646D91C0757
section. All agreed upon se vices shall be made available to the client no later than 120 days from date of
contract agreement.
CLIENT'S DUTIES Client agrees to cooperate with the provider du ing all po tions of the onboarding
process. Client agrees to fu nish all necessa y pension and/or all compensation data required. Client
agrees to assist in the marketing, such as emailing to all members.
FEES AND BILLING PRACTICE Client agrees to pay monthly or annually and understands that the first
payment is due 30 days from date of contractual agreement. All payments shall be paid via electronic
payment on a reoccu ing autho ization. All one-time onboarding fees shall be paid 30 days from date of
contractual agreement.
DISCHARGE AND WITHDRAWAL Client may te minate contract with Provider at any time. Upon te
mination, all cost and fees owed at the time of te mination will be immediately paid for the remaining
duration of the contract.
LIABILITY DISCLOSURE Advanced Pension shall not be held responsible or liable for the any reason. Eve
y precaution has been taken to minimize e rors, omissions and/or misp ints within the content provided.
All info mation is meant to be used as a guide only, to help approximate.
By signing below, I, the Client, acknowledge, understand, and agree to all te ms and conditions as
outlined in this contract.
I, , am recognized as the of the Menifee, City of . I have explicit autho ization to agree to this contract on
behalf of my organization. I, , willfully agree to enter a 36-month contract with Advanced Pension on
behalf of Menifee, City of . I agree and understand that upon expiration of the contract, it will
automatically renew eve y 12 months on an annual reoccu ing basis. I also understand that all
cancelations require 30 days advance notice p ior to the contract expiration. Fu the more, I have willfully
selected and agree to the Membership option as marked above. I understand and agree to a the
payment amount as stated above. I agree and understand that all rates are guaranteed while in contract,
however rates are subject to change if the contract was to be end for any reason.
Signature
ClearApproved as to Form:
_____________________________________
Jeffrey T. Melching, City Attorney
Attest:
_________________________________________
Stephanie Roseen, Acting City Clerk
DocuSign Envelope ID: E732243C-AE29-4938-994E-1646D91C0757
3/29/2022